I am positive on Cummins Inc. ( CMI ). Cummins is no longer just a cyclical engine supplier tied to freight volumes. It now has exposure to two very strong demand drivers: (1) AI-driven data center powerI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount ...

Let's get to Jim and stop trading. >> Overlook deal uh cororeweave with Nvidia 6.3% billion where coravee has the right to to uh interrupt the contract. This is to sell uh sell data center power the whole you know whatever you want to rent a data center this is very good for core that's why core is up so much >> what do they have the right to do >> they they have the right to basically under terms of instances where the company's data center capacity is not fully utilized uh Nvidia pays but if it is and the ...