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jam_croissant (quoting @michaeljburry) 5.0 1 idea

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1 winning  /  0 losing  ·  1 positions (30d)
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A potential slowdown or end to the AI data center construction boom would negatively impact demand for heavy machinery, ...
Feb 22
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CAT SHORT +5.7%
A potential slowdown or end to the AI data center construction boom would negatively impact demand for heavy machinery, ...
Feb 22
A potential slowdown or end to the AI data center construction boom would negatively impact demand for heavy machinery, creating a headwind for Caterpillar.
CAT MED Feb 22, 19:00
"A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?"
𝕏 @jam_croissant ⏲ medium-term Source ↗
February 22, 2026 at 19:00
𝕏 @jam_croissant
jam_croissant (quoting @michaeljburry) | 1 trade ideas tracked | CAT | Twitter | Buzzberg