For anyone that does not know, CV Research is our research account, go show it some love. The new $MOD deep dive is live over there, and here is the stat that hooked me. Modine charges hyperscalers a 15 to 20% premium, and the response was a $165 million prepayment to lock the factory through 2029. Pricing power does not get louder than that. New subs get a free week trial, so there is zero excuse not to read this one. $MOD
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