Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Most Big Tech names have a higher future growth percentage than that, but many non-Tech stocks have equally impressive valuations (e.g., $CAT, $WMT, $COST). There's far more…↗
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 25
Frenchie — Pour clôturer ma mise en avant des profils français en stockpicking, je voulais vous parler de @LysandreBL
Il a une connaissance dingue des actions françaises et des marchés émerg…↗
TheValueist — $CAT KEY READ-THROUGHS FROM CATERPILLAR Q1 2026 EARNINGS CALL
Caterpillar’s Q1 2026 call delivered one of the clearest public industrial confirmations to date that data center pow…↗
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
December 2025 · 1 mention
Dec 17
Nancy Pelosi Stock Tracker ♟ — Just in: Rep. Gil Cisneros went on a buying spree
He disclosed ~$2.5M of buys from November including $CAT, $COIN, $DASH, $MELI, & more
Most notable: $RNMBY
Rheinmetall is a…↗
October 2025 · 1 mention
Oct 29
Leveraged Cat — have been adding PSIX this morning, i include it in my power gen basket with BKR, TE, and PSIX
been watching PSIX for a while now, almost pulled the trigger Dec 2024, but the char…↗
— Tech writ large (the group plus “Big Tech” names outside the sector) is now 52% of the S&P 500 and has been the primary driver of recent index gains. Outside of that, not much…
Jason Luongo — 9. $CAT - Caterpillar
Not the obvious AI play - but data centers are buying power generation equipment at record pace. Power generation revenue climbed 41% to $2.82B in Q1, driven…↗
May 11
Market Sentiment — 6 boring stocks that got rerated during the AI buildout.
Sterling Infrastructure $STRL — Civil contractor specializing in site development. Q1 2026 revenue jumped 92% YoY to $825.…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Nick Colas & Jessica Rabe (DataTrek) — 1/2 $CAT has a much higher forward PE ratio than $NVDA, $TSM, or $GOOG (38 vs 25 – 29x), making it perhaps the most surprising AI trade of the last 12 months...↗
May 5
Market Sentiment — Caterpillar is an interesting AI trade that we missed.
The company was in the right place at the right time with the AI boom — the construction equipment market boomed as everyone…↗
Lawrence McDonald — Now throw in double memory (DRAM) costs, double energy construction (diesel) costs, not in my back yard impact.
* $CAT is investing aggressively to expand. Capex juiced, $3.5B pl…↗