$MOD mention timeline

Modine Manufacturing. Every tracked FinTwit mention of $MOD, newest first. 16 mentions since the first on Dec 14, 2025. See the price chart.

July 2026 · 2 mentions

Jul 13
Tradable Astronaut — Most screens show you level. This one shows you the second derivative, not who's big, who's speeding up. Here are some of the accelerators 🚀 A name only qualifies if YoY revenue…↗
Jul 3
Colin King — Auto suppliers taking a hit over the past month... Biggest losers -- $DAN $MOD $DCH $APTV https://t.co/6BYTGGtGc2↗

May 27
TheValueist — $MOD (Bloomberg) -- Modine forecast adjusted Ebitda for 2027 of $650 million to $680 million. 2027 YEAR FORECAST Sees adjusted Ebitda $650 million to $680 million, estimate $658 mi…↗
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies: ❄️AI POWER & COOLING PLATFORMS 1. $VRT ~$327 | Avg PT ~$600. Stock up 291% in a year; 25 analysts see more upside on record…↗
May 11
Market Sentiment — 6 boring stocks that got rerated during the AI buildout. Sterling Infrastructure $STRL — Civil contractor specializing in site development. Q1 2026 revenue jumped 92% YoY to $825.…↗
May 10
InvestmentGuru

Apr 24
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory: • CPU Architecture: $ARM • Optical Circuit Switch: $COH…↗
Apr 5
KaizenInvestor — War-driven energy inflation is inevitable, but companies solving the AI bottleneck are uniquely positioned to protect their margins. Their critical role gives them the pricing po…↗

Mar 14
KaizenInvestor — Big companies are announcing huge layoffs. $AMZN to cut 30,000 jobs, $META potentially 15,000 jobs. $ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well. It’s not that those…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain. The supply chain is structured into 4 different phases with 13 layers: 1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗

Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung, Sk Hynix, $MU HBF - $SNDK, Kioxia Base Die - $TSM, Samsung (inter…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going. AI Compute - $IREN $CIFR $NBIS $WULF GPUs - $NVDA $AMD Networking - $AVGO $ANET $MRVL Optical/Fiber - $COHR $GLW…↗

Jan 16
Serenity — @VotrubaLog Thanks for the $MOD and $LINK mentions. I did some digging but couldn’t find any links to robotics players above eg. Figure/Boston dynamics/optimus. Were there any sour…↗
Jan 13
InvestmentGuru — $WKSP Enters 2026 in Full Commercial Mode Worksport starts 2026 with strong momentum after a breakout 2025. -SOLIS & COR now shipping - Major U.S. distributors secured, big-box…↗

Dec 14
Serenity — Falling Knife or Dip Buy? What a brutal Friday for stocks after $ORCL and $AVGO earnings. Popular FinX names that dropped in just 1 day: $FRMI | -34.1% $SNDK | -15.89% $SEI | -…↗