Modine Manufacturing is being sold off due to ignorance, not facts.

Everyone is freaking out because the new Vera Rubin racks are 100% liquid cooled without the need for a mechanical chiller. But, MOD sells dry chillers!

In fact, they are probably similar positioned as Vertiv because they sell a range of products that will benefit from the new Vera Rubin server racks.

By the way, when a hyperscaler deploys the new Vera Rubin rack, they won't replace all of the chips inside of the building. Probably they will replace the racks section by section as they get inventory. A data center in 2028 will likely have a ton of different chips inside, **most** needing traditional chillers.

By the way, people always forget that data centers need redundant cooling products in their buildings due to REGULATION. This is due to ambient heat created from the server racks. Making the products that Vertiv and Modine sell ESSENTIAL to all data centers through the unforeseeable future. If data centers are being deployed, they are getting there products from Vertiv, Mod, TT, etc.

Since Monday, the stock is down roughly 14% due to nothing besides this Vera Rubin rack nonsense. Buy back in, we're going to $200 once people realize this.