To The Moon

If you own or follow neoclouds & AI plays like $TeraWulf Inc.(WULF)$  , $IREN,$NEBIUS(NBIS)$  , $Cipher Mining Inc.(CIFR)$  , & $ALPD, you need to read this 🧵👇 📉 The Market's Blind Spot: Wall Street is currently punishing the entire AI infrastructure sector as if every company operates the exact same way. They are confusing a CoreWeave ($CRVW) financing problem with an AI demand problem. Let’s look at the actual facts: ⚡ Compute Demand is Roaring: • Rising Prices: Blackwell Ultra (B300) GPU rental prices hit a new all-time high after rising for 17 straight days (Source: Matthew Sigel). Older H100s and A100s also command strong rat

Nokia reports earnings on October 22. While investors focus heavily on semiconductor companies, Nokia offers a different way to look at the AI investment cycle: the networks needed to move data efficiently. 📊 What the market expects • 💰 Revenue: $5.95 billion, up 8.31% year over year • 📈 Adjusted EPS: $0.07, up 26.46% • 🚀 EBIT: Around $520 million, up 39.14% These are consensus estimates, not guaranteed results. 🔍 Three things to watch 1️⃣ Can AI networking drive growth? AI data centres need high-performance networking infrastructure. Nokia’s Network Infrastructure business could benefit if AI and cloud customers continue investing in network capacity. 2️⃣ Will profits grow faster than revenue? Expected EBIT growth is considerably stronger than revenue growth. Investors will want to see wh

Netflix has appointed Peter Rice as Chief Content Officer, replacing Bela Bajaria. The change comes at a time when investors are watching closely to see whether Netflix can continue delivering hit shows while controlling content costs. 📌 Three things to watch: 🔹 Content strategy: Rice’s leadership could bring a fresh creative direction, but the real test will be whether new programming attracts and retains subscribers. 🔹 Short-term momentum: Technical indicators are improving, suggesting a potential rebound. However, the stock may be approaching overbought territory, so a pullback remains possible. 🔹 Options sentiment: Heavy put activity and large bearish trades suggest some traders are positioning for downside risk. This does not guarantee the stock will fall, but it signals caution. 💡 My

SGX Reports Record Profit — So Why Did DBS Slash Its Target by 24%? https://youtu.be/SD5tYFlmbrQ $SGX(S68.SI)$  $Straits Times Index(STI.SI)$  

With the recent price corrections, might be a very good time to sink your teeth into $50 $Rocket Lab USA, Inc.(RKLB)$ with or without Neutron launches, it is a strong growth stock, with plenty on its order books. As for $SpaceX(SPCX)$ thrusters that can make a car fly, but at skyhigh valuation and not til 2028, pending regulatory and honestly, human trials for flying cars :o I have both and am looking at 12-24 month horizon, and predicting both to double or triple within this period.  Meanwhile, Mortley Fools are still recommending Rocket Lab as the opportunity of a lifetime. #timeinmarket #patiencepays

​On Oct 16, while global AI and semiconductor stocks continued to slide, Indian IT services provider Tech Mahindra (TECHM) surged 8.45% in a single day—its biggest one-day jump in over six years! 🚀 ​Even wilder? India's overall IT index surged 11.7% this week, recording its strongest weekly gain in 18 years. ​Wait... wasn't AI supposed to replace programmers and kill IT outsourcing? Why are IT service companies suddenly winning over Wall Street? 🤔 ​📌 The Latest Financial Highlights ​Tech Mahindra reported its Q2 results on Oct 15, showing strong momentum: ​Revenue: $1.693B (↑ 6.8% YoY) ​Net Profit: ~$190M / ₹1,586 crore (↑ 32.7% YoY) ​EBIT Margin: 14.8% ​New Deal Value (TCV): $1.023B (↑ 25.4% YoY) ​Dividends & Bonus: Proposed ~$0.18/share (₹15) interim dividend + a 1-for-1 bonus share

Everyone talks about technology stocks, but what about the companies moving goods across the economy? Today’s pick is $PACCAR Inc(PCAR)$ , the manufacturer behind Kenworth, Peterbilt and DAF trucks. Its business is closely linked to freight demand, fleet replacement and economic activity. 💡 Why put PCAR on your watchlist? 📦 Freight is essential: Businesses still need trucks to move food, materials and consumer goods, regardless of which technology trend dominates the market. 🚚 Replacement demand: Commercial trucks eventually need replacing. When fleet operators regain confidence, new orders can support manufacturers. 🔧 More than truck sales: PACCAR also generates revenue from parts and financial services, giving it several sources of income.

📈 $Cummins(CMI)$ is my pick for a different angle today — a company focused on engines, power generation and industrial equipment rather than the usual technology stocks. With markets becoming more volatile and investors reassessing AI valuations, it is worth looking at businesses with established operations and demand beyond the tech sector.  Why CMI deserves attention • ⚡ Power demand: Cummins supplies power-generation equipment, including generators that can support data centres and other critical facilities. • 🚛 Established business: Its engines and power systems serve transportation, construction and industrial customers. • 📉 Potential opportunity: The stock has reportedly fallen around 29%, which may interest investors looking for value

Nah, this had only one purpose and it’s showing that Tesla and SpaceX are already working hand in hand, thus making it clear that people should vote for a merger. Musk wants the merger so he avoid all the lofty targets of his compensation plan (like Optimus and Robotaxi’s sold) and can rely only on the financial targets and thus make a large part of his seemingly impossible 1 trillion dollar compensation!

$Icahn Enterprises LP(IEP)$   Why Carl Icahn is synonymous with the word "hostile": ​He basically pioneered two eras of corporate warfare: ​The 80s "Corporate Raider" Era He’d bypass management, buy up control directly from shareholders, and break companies apart for quick profit. His takeover of TWA airline is the textbook example. He was also famous for "Greenmail"—threatening to take over a company until they paid him a fortune just to leave. ​The Modern "Activist" Era He stopped buying entire companies and started buying 5–15% stakes just to bully the board into doing what he wanted: ​Illumina (2023): Forced out the CEO & Chairman over a bad acquisition. ​JetBlue (2024): Grabbed 10% of stock and took 2 board seats instantly. ​Herbalife

$Tesla Motors(TSLA)$   dropped a video tagged “Real life, baby” and people are losing their minds. ⚡ WHAT JUST HAPPENED: • Wall-Climbing Action: The Roadster drove straight up a 90-degree vertical wall and hung upside down at the top! • Rocket-Powered Flight: To dismount, cold-gas thrusters fired up, letting the car flip, hover in mid-air for a few seconds, and land smoothly. 🚀 🏎️ HOW IT ACTUALLY WORKS: 1. Floor Fans: An underbody suction fan pulls air out, generating 2G of downforce (2x the car’s weight) to stick it to the wall. 2. Cold-Gas Thrusters: Equipped with 12 high-pressure air tanks (600L total) and 10 thruster nozzles for lift and maneuvers. 🤖 FUN DETAILS & PRICING: • Driver: Fully Autonomous

Market breadth is expanding as investors actively rotate out of high-flying artificial intelligence and chip stocks into defensive, value-driven sectors. In this article, we seek to provide an in-depth analysis of index flatlining, underlying market health, exchange participation, and strategic capital allocation beyond tech mega-caps. 1. Headline Flatlining vs. Internal Dynamism At first glance, a session where the $S&P 500(.SPX)$ S&P 500 inches up by merely 0.33% to close at 7,744.06 while the $NASDAQ(.IXIC)$ Nasdaq Composite stays virtually unchanged with a +0.08% return might appear to signify investor apathy or a market running out of momentum. However, institutional market internal analysis

Fed Chair Kevin Warsh just eased the pressure on rate-hike bets—and markets are breathing a little easier… but the AI trade is still on shaky ground. Speaking in Bangkok, Warsh avoided any urgent signal for tighter policy despite this week’s hotter-than-expected inflation readings. Traders are scaling back October hike odds, the dollar is softer, and U.S. futures are drifting higher after Thursday’s rebound. Yet CoreWeave and other leveraged AI infrastructure names remain under pressure amid rising borrowing costs. Semiconductors have been weak this week, with Nvidia, TSMC’s cautious tone, and valuation worries weighing on the group. Investors are rotating into healthcare and defensives instead. The Fed can stay patient for now—that’s supporting risk assets—but the funding math for the AI

The word “fly” is abit overkill 😝

Company Background in Brief $PFE 20261218 30.0 CALL$ is one of the world’s largest biopharmaceutical companies, selling medicines and vaccines in oncology, immunology, rare disease and infectious disease. As COVID-related sales fade, the company is rebuilding growth through acquisitions such as Metsera and a deeper oncology pipeline. Why It's on the Watchlist (Key Growth Catalysts) Pfizer’s newer medicines are growing fast. Its newer medicines grew 18% in the second quarter and brought in about $3.2 billion. Two cancer drugs, Padcev and Lorbrena, led the way with growth of 23% and 37%. The patent worry is getting smaller. A patent stops other companies from selling cheap copies of a drug. Pfizer made deals with three gene

Last night, I hosted a futures livestream on Tiger’s platform to discuss shifts in the U.S. dollar cycle. We explored whether it was time to buy the dip in gold, along with trading ideas for currencies, crude oil, and U.S. equities. If you missed the livestream, you can watch the replay here >> 點樣用一個策略交易油價波動？認識價差交易策略 Below, I have organized the key takeaways and trading views from the session by topic. For those who did not have time to attend, this should provide a quick overview of my current market outlook. First, a brief introduction to my background: Here are the key views I shared during the session: In this livestream,

The market: hotter producer prices moved money out of technology and into value sectors $SPDR S&P 500 ETF Trust(SPY)$ rose 0.28 per cent to US$771.79 on Thursday, while $Invesco QQQ(QQQ)$ fell 0.13 per cent to US$728.00. September PPI increased 1.3 per cent from the previous month, above the market's 0.6 per cent expectation and faster than August's 0.4 per cent rise. Wholesale inflation reached 6.3 per cent from a year earlier, with energy prices the main driver. Renewed upstream price pressure reduced expectations for rate cuts and highly valued technology shares. The broad market did not fall with technology because money moved towards financials, consumer companies an

AI Is Booming, So Why Are Storage Stocks Falling? SNDK Deserves a Closer Look The market is sending an interesting signal: AI demand remains strong, but investors are becoming more selective about which companies can actually turn that demand into sustainable profits. On October 15, US stocks rebounded, with the Dow rising 1.08%, the S&P 500 gaining 0.33%, and the Nasdaq adding just 0.08%. Beneath the headline gains, however, technology stocks continued to show signs of weakness. Investors are increasingly questioning AI capital expenditure, financing costs, competition, and how much future growth is already priced into valuations. Today, I want to focus on a stock worth watching: $SanDisk (SNDK)$. SanDisk is not an AI chip designer or a company developing large language models. It spe

My Take: ③ Limited commercial value — Robotaxi and Optimus are the real priorities. The new Roadster may be an engineering marvel, but investors must distinguish spectacle from economic value. A car that accelerates in 0.81 seconds grabs headlines, but headlines do not guarantee revenue or profits. Limited production and years of delays make the Roadster unlikely to transform Tesla’s financial performance. Its real value may lie in strengthening Tesla’s brand and showcasing engineering capabilities, although the commercial benefits remain unproven. Tesla’s bigger challenge is turning autonomous driving and robotics into scalable, profitable businesses. My conclusion: The Roadster can sell the dream, but Robotaxi and Optimus must deliver earnings. Investors should prioritize commercial resu

Yesterday was about fear. Today is about relative strength. The Dow is up about 1%, the S&P 500 is positive, while Nasdaq is barely green. That tells me money is returning, but investors are not rushing blindly back into high-beta tech. After hot CPI, hot PPI, the memory selloff and AI deleveraging, I think this is exactly the market where having a shopping list matters. My five watches today: MU, CRCL, SNDK, NVDA and RZLV. 🔵 MU: My Highest-Conviction Rebound Watch MU remains the stock I am watching most closely. The CXMT scare changed the conventional DRAM story, but it has not yet disproved Micron's HBM thesis. The rebound on 15 October was therefore important. Now I need follow-through. 🟢 $930-$950: Recovery strengthens 🟡 $850-$930: Bottom-building zone 🟢 $800-$840: Preferred Pick i

If you own or follow neoclouds & AI plays like $TeraWulf Inc.(WULF)$  , $IREN,$NEBIUS(NBIS)$  , $Cipher Mining Inc.(CIFR)$  , & $ALPD, you need to read this 🧵👇 📉 The Market's Blind Spot: Wall Street is currently punishing the entire AI infrastructure sector as if every company operates the exact same way. They are confusing a CoreWeave ($CRVW) financing problem with an AI demand problem. Let’s look at the actual facts: ⚡ Compute Demand is Roaring: • Rising Prices: Blackwell Ultra (B300) GPU rental prices hit a new all-time high after rising for 17 straight days (Source: Matthew Sigel). Older H100s and A100s also command strong rat

Nokia reports earnings on October 22. While investors focus heavily on semiconductor companies, Nokia offers a different way to look at the AI investment cycle: the networks needed to move data efficiently. 📊 What the market expects • 💰 Revenue: $5.95 billion, up 8.31% year over year • 📈 Adjusted EPS: $0.07, up 26.46% • 🚀 EBIT: Around $520 million, up 39.14% These are consensus estimates, not guaranteed results. 🔍 Three things to watch 1️⃣ Can AI networking drive growth? AI data centres need high-performance networking infrastructure. Nokia’s Network Infrastructure business could benefit if AI and cloud customers continue investing in network capacity. 2️⃣ Will profits grow faster than revenue? Expected EBIT growth is considerably stronger than revenue growth. Investors will want to see wh

Netflix has appointed Peter Rice as Chief Content Officer, replacing Bela Bajaria. The change comes at a time when investors are watching closely to see whether Netflix can continue delivering hit shows while controlling content costs. 📌 Three things to watch: 🔹 Content strategy: Rice’s leadership could bring a fresh creative direction, but the real test will be whether new programming attracts and retains subscribers. 🔹 Short-term momentum: Technical indicators are improving, suggesting a potential rebound. However, the stock may be approaching overbought territory, so a pullback remains possible. 🔹 Options sentiment: Heavy put activity and large bearish trades suggest some traders are positioning for downside risk. This does not guarantee the stock will fall, but it signals caution. 💡 My

SGX Reports Record Profit — So Why Did DBS Slash Its Target by 24%? https://youtu.be/SD5tYFlmbrQ $SGX(S68.SI)$  $Straits Times Index(STI.SI)$  

Last night, I hosted a futures livestream on Tiger’s platform to discuss shifts in the U.S. dollar cycle. We explored whether it was time to buy the dip in gold, along with trading ideas for currencies, crude oil, and U.S. equities. If you missed the livestream, you can watch the replay here >> 點樣用一個策略交易油價波動？認識價差交易策略 Below, I have organized the key takeaways and trading views from the session by topic. For those who did not have time to attend, this should provide a quick overview of my current market outlook. First, a brief introduction to my background: Here are the key views I shared during the session: In this livestream,

​On Oct 16, while global AI and semiconductor stocks continued to slide, Indian IT services provider Tech Mahindra (TECHM) surged 8.45% in a single day—its biggest one-day jump in over six years! 🚀 ​Even wilder? India's overall IT index surged 11.7% this week, recording its strongest weekly gain in 18 years. ​Wait... wasn't AI supposed to replace programmers and kill IT outsourcing? Why are IT service companies suddenly winning over Wall Street? 🤔 ​📌 The Latest Financial Highlights ​Tech Mahindra reported its Q2 results on Oct 15, showing strong momentum: ​Revenue: $1.693B (↑ 6.8% YoY) ​Net Profit: ~$190M / ₹1,586 crore (↑ 32.7% YoY) ​EBIT Margin: 14.8% ​New Deal Value (TCV): $1.023B (↑ 25.4% YoY) ​Dividends & Bonus: Proposed ~$0.18/share (₹15) interim dividend + a 1-for-1 bonus share

Market breadth is expanding as investors actively rotate out of high-flying artificial intelligence and chip stocks into defensive, value-driven sectors. In this article, we seek to provide an in-depth analysis of index flatlining, underlying market health, exchange participation, and strategic capital allocation beyond tech mega-caps. 1. Headline Flatlining vs. Internal Dynamism At first glance, a session where the $S&P 500(.SPX)$ S&P 500 inches up by merely 0.33% to close at 7,744.06 while the $NASDAQ(.IXIC)$ Nasdaq Composite stays virtually unchanged with a +0.08% return might appear to signify investor apathy or a market running out of momentum. However, institutional market internal analysis

Yesterday was about fear. Today is about relative strength. The Dow is up about 1%, the S&P 500 is positive, while Nasdaq is barely green. That tells me money is returning, but investors are not rushing blindly back into high-beta tech. After hot CPI, hot PPI, the memory selloff and AI deleveraging, I think this is exactly the market where having a shopping list matters. My five watches today: MU, CRCL, SNDK, NVDA and RZLV. 🔵 MU: My Highest-Conviction Rebound Watch MU remains the stock I am watching most closely. The CXMT scare changed the conventional DRAM story, but it has not yet disproved Micron's HBM thesis. The rebound on 15 October was therefore important. Now I need follow-through. 🟢 $930-$950: Recovery strengthens 🟡 $850-$930: Bottom-building zone 🟢 $800-$840: Preferred Pick i

The market: hotter producer prices moved money out of technology and into value sectors $SPDR S&P 500 ETF Trust(SPY)$ rose 0.28 per cent to US$771.79 on Thursday, while $Invesco QQQ(QQQ)$ fell 0.13 per cent to US$728.00. September PPI increased 1.3 per cent from the previous month, above the market's 0.6 per cent expectation and faster than August's 0.4 per cent rise. Wholesale inflation reached 6.3 per cent from a year earlier, with energy prices the main driver. Renewed upstream price pressure reduced expectations for rate cuts and highly valued technology shares. The broad market did not fall with technology because money moved towards financials, consumer companies an

$Icahn Enterprises LP(IEP)$   Why Carl Icahn is synonymous with the word "hostile": ​He basically pioneered two eras of corporate warfare: ​The 80s "Corporate Raider" Era He’d bypass management, buy up control directly from shareholders, and break companies apart for quick profit. His takeover of TWA airline is the textbook example. He was also famous for "Greenmail"—threatening to take over a company until they paid him a fortune just to leave. ​The Modern "Activist" Era He stopped buying entire companies and started buying 5–15% stakes just to bully the board into doing what he wanted: ​Illumina (2023): Forced out the CEO & Chairman over a bad acquisition. ​JetBlue (2024): Grabbed 10% of stock and took 2 board seats instantly. ​Herbalife

AI Is Booming, So Why Are Storage Stocks Falling? SNDK Deserves a Closer Look The market is sending an interesting signal: AI demand remains strong, but investors are becoming more selective about which companies can actually turn that demand into sustainable profits. On October 15, US stocks rebounded, with the Dow rising 1.08%, the S&P 500 gaining 0.33%, and the Nasdaq adding just 0.08%. Beneath the headline gains, however, technology stocks continued to show signs of weakness. Investors are increasingly questioning AI capital expenditure, financing costs, competition, and how much future growth is already priced into valuations. Today, I want to focus on a stock worth watching: $SanDisk (SNDK)$. SanDisk is not an AI chip designer or a company developing large language models. It spe

With the recent price corrections, might be a very good time to sink your teeth into $50 $Rocket Lab USA, Inc.(RKLB)$ with or without Neutron launches, it is a strong growth stock, with plenty on its order books. As for $SpaceX(SPCX)$ thrusters that can make a car fly, but at skyhigh valuation and not til 2028, pending regulatory and honestly, human trials for flying cars :o I have both and am looking at 12-24 month horizon, and predicting both to double or triple within this period.  Meanwhile, Mortley Fools are still recommending Rocket Lab as the opportunity of a lifetime. #timeinmarket #patiencepays

After nearly nine years of waiting, Tesla has finally unveiled its next-generation Roadster. And this time, it is not just another electric supercar. At an October 15 event in Texas, Tesla demonstrated a Roadster equipped with SpaceX-developed thruster technology, capable of briefly lifting off the ground, performing aerial maneuvers and even driving upside down using a specialized suction system. The company also showcased a 0–60 mph acceleration time of just 0.81 seconds and claimed a potential top speed exceeding 230 mph. Those are extraordinary numbers, although the demonstration results have not yet been independently verified for a production vehicle. The real question, however, is not whether Tesla has built a car that can briefly fly. It is why Elon Musk is promoting an extreme, hu

🖤💗 BLINKFANS MARKET TALK: MY IAU PUT SCALPING JOURNAL — USING RSI TO READ GOLD, SILVER AND OIL! 🐱📈✨ 🥇💛 1️⃣ Why Am I Trading IAU Puts? OMG BLINKS! 💖 Today, I want to share my trading experience with IAU, the iShares Gold Trust, and explain why I decided to scalp put options instead of simply buying gold and waiting for the price to rise. My trade involved the IAU $76 put expiring on 13 November 2026. Looking at my transaction history, I sold one contract at $1.30 on 14 October, bought one at $1.26, sold another at $1.30, and bought one back at $0.94 on 15 October. My strategy is to capture the decline in an option’s premium after selling it, provided I can close the position at a lower price. Rather than predicting the exact direction of gold for the next few weeks, I am looking for smaller

Everyone talks about technology stocks, but what about the companies moving goods across the economy? Today’s pick is $PACCAR Inc(PCAR)$ , the manufacturer behind Kenworth, Peterbilt and DAF trucks. Its business is closely linked to freight demand, fleet replacement and economic activity. 💡 Why put PCAR on your watchlist? 📦 Freight is essential: Businesses still need trucks to move food, materials and consumer goods, regardless of which technology trend dominates the market. 🚚 Replacement demand: Commercial trucks eventually need replacing. When fleet operators regain confidence, new orders can support manufacturers. 🔧 More than truck sales: PACCAR also generates revenue from parts and financial services, giving it several sources of income.

Futures options are options on futures contracts. Trading volume and open interest reveal how capital is positioned across expiries and strike prices. They can help gauge market expectations, risk appetite, and potential support and resistance levels. However, they do not directly indicate a bullish or bearish view. Today, we examine the day-on-day changes in large futures options trades on October 14 versus October 13. These are the latest reported block trade flows and offer valuable market signals. The latest open interest distribution by strike shows no clear directional consensus on October 14. Crude oil positions remain defensive, while new flows are pricing tail risks in both directions. Nasdaq put options continue to lead in open interest, volume, and net additions, sending the str

Forget rockets for a moment. Elon Musk’s AI infrastructure business may be becoming one of the most important parts of the $SpaceX(SPCX)$  story. Two deals tell us why. 💰 Anthropic: $1.25 billion per month Anthropic agreed to use computing capacity at SpaceX’s Colossus data centre, giving its Claude AI business access to a massive Nvidia GPU cluster. 💰 Google: $920 million per month Google signed a multiyear agreement for access to approximately 110,000 Nvidia GPUs, along with CPUs, memory and related infrastructure. Payments are scheduled to reach the full monthly rate from October 2026.  Combined, the contracts represent approximately $2.17 billion per month, or $26 billion annualised. For context, SpaceX and xAI reported combined 202

Today feels very different from the easy momentum days. Nasdaq is down nearly 2%. Hot CPI has brought the higher-for-longer narrative roaring back. AI names are being deleveraged. Memory stocks have another headache from CXMT. And suddenly, stocks investors were desperate to buy weeks ago look frightening again. I actually like markets like this. Not because I enjoy seeing my portfolio red 😅, but because fear creates price separation. Good companies fall. Questionable companies fall. Speculative companies fall. The opportunity is figuring out which is which. My five watches today are Micron (MU), Circle (CRCL), SanDisk (SNDK), Rezolve AI (RZLV) and Beyond Meat (BYND). But I am treating each very differently. 🔥 MU: THE ONE I MOST WANT TO BUY LOWER MU around $874 is becoming very interesting

$Taiwan Semiconductor Manufacturing(TSM)$  🔥 Hot CPI, TSMC Earnings, AI Stocks, Interest Rates, TLT, SPY & QQQ 🐶 1️⃣ My Market View: Wall Street Has an Inflation Problem Again! Good morning, fellow investors! 🐾 Today, my Options Puppy market notebook is watching two major forces fighting for control of Wall Street: inflation and the AI investment boom. Yesterday’s US Consumer Price Index (CPI) report came in hotter than expected. Headline inflation increased by 3.7% year over year in September, while core CPI, which excludes food and energy, climbed to 2.6%. Headline CPI rose 0.6% month over month, and core CPI increased 0.3%. Rising gasoline prices were a major contributor, but inflationary pressure was not limited to energy. Shelter, use

📈 $Cummins(CMI)$ is my pick for a different angle today — a company focused on engines, power generation and industrial equipment rather than the usual technology stocks. With markets becoming more volatile and investors reassessing AI valuations, it is worth looking at businesses with established operations and demand beyond the tech sector.  Why CMI deserves attention • ⚡ Power demand: Cummins supplies power-generation equipment, including generators that can support data centres and other critical facilities. • 🚛 Established business: Its engines and power systems serve transportation, construction and industrial customers. • 📉 Potential opportunity: The stock has reportedly fallen around 29%, which may interest investors looking for value