Caterpillar

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 21, 2026 by Matt Smith · said 4 times in 2 episodes since 2025 · across every show →

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brought up most by Matt Smith (3), Gavin Baker (1)

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Everything said about Caterpillar, oldest first

Jul 21, 2026 bearish
Opinion
Smith: Caterpillar is doubling Solar Turbines capacity at the wrong time
“Caterpillar Caterpillar is, I think they're doubling their solar turbine capacity between now and the end of 29, which I would judge is just at the exact wrong time when people may be questioning whether they even want to deploy those assets because the gas is…”
Matt Smith Jul 21, 2026 ▶ 36:01 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
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