**MOD has returned over 200% for me.**
They recently even announced a deal with an unnamed hyperscaler, and spun off one of their business units in to focus only on HVAC cooling for AI data centers. This is why I am pretty sure that this stock will crash at some point in time but just don’t know when.
We have all read many stories about AI data center projects getting blocked and all the debt that’s been taken on by the hyperscalers.
This is another example of a stock which I had on my watchlist once it started getting hot, and I simply bought it on weakness when the stock dipped. Besides the fact that they are involved with HVAC data centers, I don’t know anything else besides that about their key metrics.
# What is the trigger signal as to when to sell off these “picks and shovels“ stocks?