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103585680 : goods
10baggerbamm : Caterpillar only rallied because it became a AI data center play. That’s the only reason why it rallied because the heavy equipment needed to build a data centers some of its supplied by that’s right earth, moving companies like caterpillar either directly or indirectly because the leasing companies that rent heavy equipment who stocks also have gone up. They will add heavy equipment, which is needed to build these massive data centers. Additionally, they have turbine generators they supplying what you Renova can’t fulfill caterpillar steps in and says look we build the same thing we can get you up and running you supply the gas we supply the turbine that’s why the stock rallied and now it’s come down because it’s falling with data centers
Keleo : It's easy to comment when things are going great. Had this been written in early January, it would’ve been spot-on
VolcanoBie : thats good