$CAT 0.48 Noisy

Notable posts

• @StockSavvyShay neutral 793 eng

  THE 5 LAYERS OF AI POWER DELIVERY 1. Facility Power Intake • $CAT supplies backup generation • $GEV supplies grid equipment & gas turbines • $ETN provides switchgear, ATS & electrical distribution • $HUBB supplies grid & power distribution components • $NVT provides enclosures & electrical protection systems • $BE supplies on-site fuel cell power that helps bypass grid constraints 2. AC-to-DC Conversion • $ON supplies silicon carbide power devices • $POWI provides high-voltage AC-to-DC conversion ICs • $TXN provides power supply controllers & conversion ICs 3. Intermediate Bus Conversion • $VICR provides high-density intermediate bus modules 4. Point-of-Load • $AOSL supplies integrated power stages • $MPWR supplies point-of-load power for Nvidia systems • $ADI provides multiphase controllers & power management • $STM supplies SiC, GaN & power-management components for next-generation AI power delivery 5. The 800V DC Transition • $NVTS is working with $NVDA on its 800V HVDC roadmap • $VRT captures the transition through rack power, UPS & cooling infrastructure

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• @WOLF_Financial neutral 704 eng

  HERE ARE THE WORLD'S 50 MOST VALUABLE COMPANIES AS OF JUNE 2026 TECHNOLOGY (22 of the top 50): NVIDIA $NVDA: $4.8T Apple $AAPL: $4.3T Alphabet $GOOGL: $4.2T Microsoft $MSFT: $2.8T SpaceX $SPCX: $2.1T TSMC $TSM: $2.3T Broadcom $AVGO: $1.8T Samsung: $1.5T Meta $META: $1.4T SK Hynix: $1.2T Micron $MU: $1.2T AMD $AMD: $848B Intel $INTC: $665B ASML $ASML: $685B Arm $ARM: $391B Cisco $CSCO: $478B Oracle $ORCL: $476B Applied Materials $AMAT: $465B Lam Research $LRCX: $464B KLA $KLAC: $319B Tencent: $485B Kioxia: $313B CONSUMER DISCRETIONARY: Amazon $AMZN: $2.5T Tesla $TSLA: $1.4T Home Depot $HD: $324B ENERGY: Saudi Aramco: $1.7T ExxonMobil $XOM: $579B Chevron $CVX: $350B FINANCIALS: Berkshire Hathaway $BRK: $1.1T JPMorgan Chase $JPM: $895B Visa $V: $625B Mastercard $MA: $431B Bank of America $BAC: $411B Morgan Stanley $MS: $357B Goldman Sachs $GS: $323B China Construction Bank: $382B Agricultural Bank of China: $326B ICBC: $308B HSBC $HSBC: $328B CONSUMER STAPLES: Walmart $WMT: $950B Costco $COST: $425B Procter & Gamble $PG: $351B Coca-Cola $KO: $346B HEALTH CARE: Lilly $LLY: $987B Johnson & Johnson $JNJ: $576B AbbVie $ABBV: $415B UnitedHealth $UNH: $372B INDUSTRIALS: Caterpillar $CAT: $453B P&G $PG: $351B (also listed under consumer staples) GE $GE: $372B (Photo Credit: VisualCapitalist)

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• @StockSavvyShay bullish 618 eng

  $CRWV CEO says world’s ability to deliver compute “will continue to be wildly overwhelmed” by AI demand and now enterprises like $CAT are starting to build their own dedicated AI clusters. That adds an entirely new buyer class to a market CoreWeave already believes may not reach supply demand balance until the end of the decade.

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• @TrendSpider bullish 751 eng

  Rare oppportunity as $CAT dips below Wall Street's average price target https://t.co/Jewpk9EMGw

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• @TrendSpider neutral 687 eng

  BREAKING: Michael Burry has disclosed new positions. He bought calls on Nvidia $NVDA as a hedge, adding that he still believes Nvidia will "not distribute enough to shareholders" He also shorted more: -Oracle $ORCL -Palantir $PLTR -Nebius $NBIS -Caterpillar $CAT And added to long positions in: -Birkenstock $BIRK -Freddie Mac $FMCC

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• @TrendSpider bearish 664 eng

  BREAKING: Michael Burry says he has covered his short positions on $MU, $NBIS, $CAT, $SOXX, $CRWV, $NVDA, and $PLTR He says he replaced many of these short positions with put positions, and cited tax loss harvesting as some of the motivation behind these changes. He says he believes the AI bubble "may burst sooner rather than later."

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• @wallstengine neutral 438 eng

  CATERPILLAR PARTNERS WITH FIELDAI ON PHYSICAL AI $CAT is working with FieldAI to bring AI-powered autonomy and robotics into jobsites and factories, using Caterpillar’s operational data, FieldAI’s robot foundation models and NVIDIA technologies. Early applications include autonomous inspections, real-time digital twins, risk detection and AI-driven optimization of equipment and facility operations.

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• @TrendSpider neutral 399 eng

  BREAKING: Michael Burry has disclosed updated positions. His biggest short positions (in order) are now: -Oracle $ORCL -Palantir $PLTR -Nebius $NBIS -Nvidia $NVDA -Semi ETF $SOXX -Micron $MU -Caterpillar $CAT -CoreWeave $CRWV He says he trimmed every position in his portfolio, and sold his December puts on Nvidia $NVDA and Palantir $PLTR entirely.

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