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The YouTuber recommends Cummins, highlighting its often-overlooked power generation arm that builds natural gas engines for data center microgrids. This segment has seen significant growth, with data center revenue doubling and power generation sales up nearly 30% in a quarter, achieving record profit margins. Cummins offers a stable, dividend-paying industrial stock at a cheaper valuation than pure plays, with analysts seeing 20% upside.
“As the market slowly wakes up to the power side, it is the quiet income-paying way to own the engines going into these data centers.”