Hunterbrook Capital is long $MOD (Modine) and claims $GOOGL is the mystery customer behind a massive $4B+ deal, with another $4.5B in demand coming.
They're pointing to GitHub data suggesting ~$15B in potential pipeline across AWS, Crusoe, and other hyperscalers.
If true, Modine just went from HVAC supplier to critical infrastructure play for AI data centers. That's a serious re-rating catalyst.
They're pointing to GitHub data suggesting ~$15B in potential pipeline across AWS, Crusoe, and other hyperscalers.
If true, Modine just went from HVAC supplier to critical infrastructure play for AI data centers. That's a serious re-rating catalyst.