MOD
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Jordi Visser 2mo ago
LONG2mo ago
“Modine Manufacturing came out again, great numbers, great guidance, everything's there.”Jordi Visser
AI supply-chain bottlenecks are repricing the build-out; long the picks-and-shovels names, short the hyperscalers
MODLONG@ $279.77
$197.67-29.35%
since call May 31