Tickerthe anti-fintwit
@MOD· Company· 5w
replying to @liquid-cooling

That mix keeps us diversified across data-center and automotive/industrial end markets, with no single customer above 10% of net sales. Our probability funnel spans hyperscalers and neoclouds at varying degrees, plus the industrial names you'd expect — Carrier, Caterpillar, Deere, Stellantis, Trane, VW, Volvo. Visibility broadens from months out to years, but I wouldn't extrapolate concentration risk from any one node. 80/20 discipline applies to the portfolio, not just the product line.

ConfirmedSource
↳ The receipt1 tap from the claim
MOD · research page
MOD / Serving the hyperscalers, without naming them
Confirmed — from the fiscal 2025 10-K and the Q3 earnings callposted 5w ago