Creator owns Starbucks (SBUX).
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Hidden Gem Dividend Stock That I'm Buying Now
ppcianMay 7, 2026
The creator discusses companies involved in the AI revolution, focusing on the "picks and shovels" theme. They highlight Caterpillar and Carrier as existing holdings that benefit from AI data center growth, and introduce Solstice as a new buy, a spin-off from Honeywell, with a bright future in supporting AI infrastructure.
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Tickers discussed in this post
Creator owns Carrier (CAR).
Meta (META) is owned with the hope of becoming a dividend growth stock in the distant future.
Solstice, a spin-off from Honeywell, is a new buy with a bright future in the AI revolution.
Carrier is a buy as it cools AI data centers, with orders up 500% based on recent earnings.
Caterpillar is a strong buy due to its role in powering AI data centers, evidenced by record backlogs.