Caterpillar

Breaking: Michael Burry has finally admitted he's wrong in his updated positions

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Red Cat(RCAT.US) Red Cat Announces Multiyear Partnership With Washington Commanders

Keeping an eye on the bank earnings, the US jobs report, and any updates on the Strait of Hormuz. This week could influence market sentiment across financials, tech, and energy, so volatility may create both risks and opportunities for investors.

Everyone is still in shock right now. Once bitten by a snake, ten years afraid of a rope.

SpaceX’s revenue doubled is very surprising. Dow and Palantir Tech increase than its usual reported.

Suddenly Caterpillar’s revenue is reported topped $20B.

Now, the key events are about SanDisk, Western Digital, and local banks.

Will Singapore economy improve?

Fed’s Schmid sees AI capex fuelling inflation. Provoking thought: if AI forces higher-for-longer rates, could the technology driving productivity today become the catalyst behind tomorrow’s valuation reset?

Michael Burry says the stock market is "near a major top, and we could see a drop similar to 1987." Do you agree?

My opinion : Most major markets are trading close to record highs now, except HK stock market. Future gains will have to come mainly from earnings growth and not from valuations that are getting more expensive now.

Invest carefully or look to gold or REITs as an alternative.😆

It has been a good response from the market since the lows last week. It held those lows and is making higher highs on the smaller timeframes. Encouraging indeed.

Really one of a kind company. But at current valuations, might be better off to wait for the unlocking of shares to come through first.

even with cash injection. the stock price still unable to hold or goes up. earning is still a question for both companies.

Breaking: Michael Burry has disclosed his updated positions

$Caterpillar(CAT.US) MASSIVE Q2 EARNINGS DOUBLE BEAT 🔥

$Caterpillar(CAT.US) | Baird 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐂𝐚𝐭𝐞𝐫𝐩𝐢𝐥𝐥𝐚𝐫 from 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 to 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟏,𝟐𝟎𝟎

Breaking: Michael Burry has disclosed his updated positions

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Red Cat(RCAT.US) Red Cat Integrates Black Widow Drone With OBERON Tactical Fires Networks

Datacenters have always kept reciprocating engines on site as emergency standby, kicking in when the grid drops and running a handful of hours a year. That role is changing, as recips are increasingly being repurposed to prime power, energizing datacenters around the clock. We estimate that recip OEMs (e.g., Caterpillar, INNIO, Cummins) have been contracted to supply ~1 GW of BTM power this year, and 4+ GW in each of 2027 and 2028. Our SemiAnalysis Energy Model tracks these BTM contracts OEM-by-OEM, project-by-project. Yet, that is dwarfed by the opportunity to come. (1/3)🧵

Update: It's been 14 days since Michael Burry publicly went bearish on Caterpillar $Caterpillar(CAT.US)

BofA: AI Power Demand