NYSE
CMI
3 stories
$71B Market cap · 2026-10-29
Love it or hate it, but the $GNRC / $AMZN deal is an extremely bearish read-through for the legacy backup power suppliers $CMI / $CAT. The equivalent would be $GM coming to China and taking 20% of the market overnight from BYD. https://t.co/loOU0ZaB7V
3/X The $GNRC Generac / $AMZN AWS Trojan Horse: Tier-1 OEMs ($CAT, $CMI, MTU) are locked in 24 month+ lead-times. $GNRC stepped in with an $8B Amazon backup deal, but GNRC lacks large-bore diesel blocks and enclosure capacity. Who bridges the gap? The Weichai Ecosystem. PSIX monetizes the buildout whether AWS buys through Cat dealers or Generac.
The Quality Check #1 reviews recent developments at Arista, Cummins, Veeva, ServiceNow and AppLovin following earnings season.
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