It all stems from one lie. A lie that has destroyed the fabric of our society…
A lie that has incubated desperation, dependency, and corruption on a tragic
scale… A lie that could be about to spiral into an unstoppable catastrophe,
ripping through the lives of hundreds of millions of people.




Сⅼіϲk hеrе. <[link removed]>


<[link removed]>





Meg Caldwell didn’t have to die.

She was a bright young woman from Florida. A talented horse rider, the
youngest of four sisters. Her family says she was “the light of our lives.”

Sadly, she passed away this year, overdosing on nitrous oxide.

Yet another life lost to drugs. One of more than 200 a day in America this
year alone.

But what if I told you that Meg’s death, and the epidemic of addiction
sweeping the country… has the same root cause as:

* The explosion of pornography and prostitution
* The rise in violent crime and homicide
* The millions of young men addicted to gambling
* And the moral collapse of everyday American life Because it does.

It all stems from one lie
<[link removed]>
.

A lie that has destroyed the fabric of our society…

A lie that has incubated desperation, dependency, and corruption on a tragic
scale…

A lie that could be about to spiral into an unstoppable catastrophe, ripping
through the lives of hundreds of millions of people.

Last year, we met Donald Trump and his advisors at Mar-a-Lago. They promised
this lie would finally be exposed and cast out for good. But they broke that
promise. They chose power over truth.

And now you and your family are in the firing line.

So, we’re going public about this lie.

And we’re going to show you how to protect yourself, while there’s still time.

For the full story, go here.
<[link removed]>

<[link removed]>






 



STRATEGY DESK




Caterpillar Surges 12% After Record Quarter — AI Data Center Boom Is Now Its
Biggest Business




Caterpillar Inc. reported second-quarter revenue of $20.5 billion — the first
time in its history the company has surpassed $20 billion in a single quarter —
blowing past Wall Street's $19 billion estimate and sending shares up more than
12% in early trading. Adjusted earnings per share of $8.17 crushed the $6.20
analyst consensus. The company raised its full-year 2026 revenue growth
forecast to the mid- to high-teens, up from the previous low- to mid-teens
outlook issued in April, and cut its tariff cost headwind forecast to
approximately $2.2 billion from the prior $2.2 to $2.6 billion range. Order
bookings of $9.4 billion in the quarter drove the equipment order backlog to a
record $72.1 billion — a figure that provides extraordinary revenue visibility
for the next several quarters.


The earnings story is, at its core, an AI infrastructure story. Caterpillar's
Power & Energy segment — which manufactures generators, backup power systems,
gas turbines, and industrial engines — has grown to become the company's
largest revenue segment, overtaking its more famous construction machinery
business. Power generation sales in the quarter climbed 29% as data center
construction and the backup power requirements of hyperscale computing
facilities drove demand for Caterpillar's industrial power systems. The
Construction Industries segment simultaneously surged 35%, with North American
construction demand jumping 50% as the physical infrastructure build-out of AI
facilities — warehouses, cooling systems, electrical substations, road and site
preparation — required heavy equipment at every stage. CEO Joe Creed said
"non-residential investment in critical infrastructure programs, heavy
construction and data centers is contributing to overall construction spending
levels."






KEY TAKEAWAYS

* Caterpillar posted record Q2 revenue of $20.5 billion (+24% YoY), its
first-ever $20 billion quarter, with adjusted EPS of $8.17 crushing the $6.20
consensus; shares surged 12% and the company raised its full-year revenue
growth outlook to mid-to-high teens.
* The Power & Energy segment — driven by data center backup power demand —
has overtaken Caterpillar's construction machinery business to become the
company's largest revenue segment, with power generation sales climbing 29% and
North American construction surging 50%.
* A record order backlog of $72.1 billion provides strong multi-quarter
revenue visibility and directly contradicts the "AI trade is over" narrative
that had recently driven down AI-adjacent industrials, confirming the physical
infrastructure build-out phase of the AI supercycle remains in full force.



The results directly contradicted a bearish narrative that had been building.
Baird had downgraded the stock the prior week, citing growing pressure from
local and state governments to restrict data center construction. Investor
Michael Burry — famous for betting against the housing market before 2008 — had
disclosed a short position in Caterpillar. The "AI trade had run its course"
thesis, which had hammered AI-adjacent stocks in recent weeks, took a direct
hit from the results. David Wagner of Aptus Capital Advisors said Caterpillar's
"record order rates underscore that the physical foundation required to support
digital infrastructure continues to expand, regardless of seasonal market
chatter." The results also reinforced the ISM Manufacturing data released
Monday suggesting the industrial economy was approaching an inflection point.


Caterpillar is widely regarded as a bellwether for the industrial economy more
broadly, and its blowout quarter carries implications well beyond its own stock
price. The company's results confirm that the AI capex supercycle — in which
Amazon, Google, Microsoft, and Meta are collectively committing hundreds of
billions of dollars to data center infrastructure — is generating a real,
durable physical demand wave for construction equipment, power generation, and
industrial machinery. At a moment when economists are debating whether AI
spending will produce genuine economic returns, Caterpillar's record backlog
suggests the physical build-out phase has years of momentum remaining, with or
without the broader AI productivity thesis being proven.






SOURCE:




* Reuters/Yahoo Finance — Caterpillar lifts 2026 sales growth target after
quarterly profit beat
* CNBC — Caterpillar lifts 2026 sales growth target on strong data center
demand
* Bloomberg — Caterpillar Surges as Data Center Boom Drives Profit Growth

 


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