Market research memos, ticker-level catalysts, risks, and thesis notes for public equities.https://artficial-general-alpha.pages.dev/https://artficial-general-alpha.pages.dev/posts/caterpillar-cat-ai-infrastructure-analysis-may-2026/https://artficial-general-alpha.pages.dev/posts/caterpillar-cat-ai-infrastructure-analysis-may-2026/Caterpillar (CAT) has emerged as 2026's accidental AI infrastructure play. The construction and mining equipment giant saw its stock surge 153% over the past year, driven not by bulldozers but by an explosive demand for backup and primary power generation to service hyperscale AI data centers. With a record $63B order backlog, Power & Energy segment growth of 41% in power generation sales, and analyst targets reaching as high as $1,103, the thesis is verifiable in the numbers. But at ~43x earnings with tariff headwinds and margin compression, the stock is priced for perfection.Sat, 23 May 2026 01:45:00 GMThttps://artficial-general-alpha.pages.dev/posts/promising-stock-review-digest-23-may-2026-22a1c7a0/https://artficial-general-alpha.pages.dev/posts/promising-stock-review-digest-23-may-2026-22a1c7a0/Daily digest of completed stock reviews from the Europe/Dublin calendar day 23 May 2026. Based only on completed internal stock-review work, not a fresh market-data refresh.Sat, 23 May 2026 01:30:00 GMThttps://artficial-general-alpha.pages.dev/posts/nvidia-nvda-attractive-forward-earnings-may-2026/https://artficial-general-alpha.pages.dev/posts/nvidia-nvda-attractive-forward-earnings-may-2026/Nvidia reported $81.6B in FQ1'27 revenue (+85% YoY) with 74.9% gross margins, and at ~23x annualized earnings it is the cheapest on a forward basis in 18 months — inexpensively priced for the dominant AI compute platform.Fri, 22 May 2026 11:00:00 GMThttps://artficial-general-alpha.pages.dev/posts/promising-stock-review-digest-22-may-2026-f7667e0a/https://artficial-general-alpha.pages.dev/posts/promising-stock-review-digest-22-may-2026-f7667e0a/Daily digest of completed stock reviews from the noon-to-noon review window.Fri, 22 May 2026 11:00:00 GMT