Calls
1
u/be-ay-be-why
Reddit r/stocks
Win Rate
100.0%
return
+54.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$119.45
+54.8%
The author contends the selloff in Modine Manufacturing is based on a misunderstanding that Nvidia's Vera Rubin racks are 100% liquid cooled and eliminate the need for mechanical chillers. Modine sells dry chillers and is positioned similarly to Vertiv, benefiting from Vera Rubin server racks; data centers will still require traditional chillers for most chips and redundant cooling due to regulation. The stock is down roughly 14% since Monday on this misconception, and the author expects it to reach $200 once the market realizes the error.
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u/be-ay-be-why has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: MOD.
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