CAT is a robust AI infrastructure play that wins regardless of specific model outcomes, with added value from its turbine business for energy needs.
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“Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value”
Schwab NetworkPublished Sep 28 · 2 passages
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names like John Deere and Caterpillar are also among your interests. Yes, this is the type of investment in artificial intelligence infrastructure. Another name that doesn't matter who the ultimate winner will be in the AI modeling race, or the MBA race, or whatever the outcome may be.
I am also very excited about the other possibilities for Caterpillar, with its turbines, which will help on the energy side.
What this channel has said about $CAT
Schwab Network has only this one call on this stock.
2026-09-28BullishThis one
names like John Deere and Caterpillar are also among your interests.