May. 4 at 1:47 PM
$CAT isn't just about yellow tractors anymore—it’s an under-the-radar AI energy play. ⚡️
While the world chases chips, data centers are hitting a massive power wall. That’s where
$CAT comes in. Their data center engine capacity is up 125% since 2023, and that
$51B backlog speaks for itself.
Key specs:
2GW gas generators for WV AI campus
2.1GW deal with ProPetro
Energy segment sales up 37% last quarter
I’m holding a 7.5% position. Everyone talks about the software, but nobody talks about the turbines keeping the lights on. It’s all about the infrastructure. 🚜💨
Curious about the full approach? 👉Check the @RobinCollins1