He's been iggied for a long time. He became just too boring and obsessive about his "strategy". Just another trader but somehow got fixated on Cummins. Probably a cover up for the real story which was that he got fired.
I don't see him over on Navistar or Paccar board so there is something very specific here. Not worth anyone's time though. Just another disgruntled person who can't move on.
The only scam would be to listen to him.