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01
mention·All In·AUGUST 14, 2026
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mention·Invest like the best·JULY 21, 2026
“Caterpillar... I think they're doubling their solar turbine capacity between now and the end of 29, which I would judge is just at the exact wrong time when people may be questioning whether they even want to deploy those assets. Because the gas is much more expensive than they planned.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.