Cummins Confidential Q4 Special : Strong Quarter, Weak “Awards” – The Data Centre Dependency And The Hydrogen Hangover
I read Cummins’ results the way you read a menu outside a dodgy restaurant. Big numbers in bold. Friendly adjectives […]
I read Cummins’ results the way you read a menu outside a dodgy restaurant. Big numbers in bold. Friendly adjectives […]
Last week, we slowed down temporarily. Dring this time, Cummins published a mining “legacy” piece. It’s the usual hymn: humble
Rakuten Investment Management has wandered into the Cummins register with 25,248 shares. Not a moral stance. Not an accident. Just
Cummins has reposted the same technician story two weeks apart. Same “mission critical” cosplay, same hospitals and data centres, same
Donaldson sells “clean”. Filters, monitors, tech talk, the lot. The problem is the public record keeps whispering the same thing.
I announced a publishing pause because I was struck down. In the middle of a legendary run, infamous even, it
Cummins has released another ‘watch now’ pep talk about hospitals, airports, microgrids, BESS, and the AI data-centre arms race. It’s
Intended as satire Willy received a call from his GP surgery. Not his GP. Not a clinician. The surgery. And
Cummins just rolled out its 10,000th Daventry genset and sent it off to a European hyperscale data centre, “mission-critical standby