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Data center/AI thesis for $CAT. But a minnow like $PSIX whose generator business dominates its overall profit, seems a disproportionate beneficiary. https://t.co/D4VetGr0KF
Unfortunately for $CMI stock, its Power Systems opportunity is diluted by a hodge podge of other big but stagnant business segments. Not so anymore for $PSIX https://t.co/MtPlMn55Qo
He speaks for $CAT, but essentially articulates the $PSIX datacenter thesis, san turbines, And unlike $CAT, $PSIX is effectively a pure-play. https://t.co/u5OmxSz8yX
Shares of PSIX have seen a notable increase, reportedly rising over three times since June 2024. The company is recognized for its generator business, which is gaining traction as a beneficiary of the AI and data center market. Analysts suggest that PSIX's performance stands in contrast to competitors like CAT and CMI, with PSIX being characterized as a more focused player in the sector. Meanwhile, CAT is highlighted for its backup power production for data centers, but its broader business segments may dilute its stock performance compared to PSIX. Upcoming events include anticipated refinancing for PSIX and the release of its Q4 earnings, which some expect to exceed prior results.