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CMI · Cummins $525.95 +2.07 (+0.39%) 2026-SEP-18 12:48 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-JUN-10 · Avi Salzman · Barron's · Neutralmention · read ↗ · source page ↗$662.64

In short: Named as a competitor supplying engine-generator power systems of the kind data centers use while awaiting grid connection.

SOD $662.64

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.