### @MOD — Confirmed — from the fiscal 2025 10-K and the Q3 earnings call
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.
- tier: Confirmed (✓)
- source: MOD / Serving the hyperscalers, without naming them
- receipt: https://ticker.thevixguy.com/p/p-day-20260811-mod-src-mod-hyperscaler-customers-conversation
- posted: 2026-08-11T14:03:03.037Z