Notes product about $CMI: AI exposure can extend beyond obvious AI tickers — don’t ignore industrial linkage.
CMI is a reminder that AI investing shouldn’t be restricted to obvious “AI-only” companies—industrial exposure can still connect to the AI buildout even if it looks unrelated at first glance.
The segment explicitly challenges the idea that you wouldn’t need to own something like Cummins for an AI thesis. The argument is that breaking AI into sectors reveals connections that aren’t obvious from the ticker alone, which can broaden the investable opportunity set.
"Everyone’s Buying the Wrong AI Stocks!"