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Hunterbrook Capital is long Modine (MOD), says Google (GOOGL) is the undisclosed customer behind an over USD 4bln agreement, plus USD 4.5bln in demand
StockNow breaking-news AI analysis
Hunterbrook Capital went long Modine after a leaked database revealed Google as a $4B+ customer and showed nearly $15B in potential data center demand.
News detail
"Huge Modine database posted to GitHub shows Google is the undisclosed $MOD customer behind an over $4 billion agreement, plus an additional $4.5 billion in demand. The repository also reveals nearly $15 billion in potential demand spanning Amazon Web Services, Crusoe, and dozens of other data center customers."
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