Core Viewpoint - Cummins Inc. (CMI) is evolving beyond being a cyclical engine supplier, now benefiting from strong demand drivers, particularly in AI-driven data center power [1] Group 1: Company Overview - Cummins is no longer solely reliant on freight volumes, indicating a diversification in its business model [1] - The company is positioned to capitalize on emerging trends in technology and energy, particularly through AI applications [1] Group 2: Investment Perspective - The investment approach emphasizes identifying undervalued companies with long-term growth potential, suggesting that Cummins may be viewed as a quality investment opportunity [1]

Group 1 - CoreWeave has entered a deal with Nvidia worth $6.3 billion, allowing CoreWeave to interrupt the contract under certain conditions [1] - The agreement enables CoreWeave to sell data center power when its capacity is not fully utilized, providing a significant opportunity for the company [1] - Nvidia will pay CoreWeave if the data center capacity is underutilized, but CoreWeave can sell its own services if there is high demand [1] Group 2 - Apple is perceived as a strong stock in the Dow, contrasting with Nvidia, which is currently lagging [3] - There is a sentiment among investors to hold onto Apple shares rather than sell, reflecting a preference against short-term trading strategies [2]