May 26, 2026
This one hour changed everything for me
Featured: The Deal That Redefines MOD
Hi, just wanted to share this with you.
Options trader Dave Aquino – who has worked with clients at Merrill Lynch and Vanguard – has just released an incredible new ebook, and he’s giving it away completely free.
Inside, he reveals the specific 1‑hour window from 9:30 to 10:45 AM Eastern that his students focus on to trade with confidence and consistency.
The ebook is called “How to Master the Retirement Trade”…
And it’s packed with simple, step‑by‑step insights designed for everyday traders who want a more predictable, more disciplined way to approach the markets.
For years, Dave used this exact approach with private clients – helping them stop chasing every move and instead zero in on the most reliable trading hour of the day.
Now he’s pulling back the curtain and showing exactly how it works inside this short, easy‑to‑read guide.
If you want to see why trading just one hour a day can make all the difference, grab your free copy below.
But here’s the catch…
We’ve been chatting behind the scenes about taking this offer down soon, so just a heads‑up… it could disappear without warning. If you want it, now’s probably the best time to grab your copy.
Click Here to get your copy of “How to Master the Retirement Trade”…
– Drew Day
FEATURED
The Deal That Redefines MOD
MOD was up 22.5% by midday Tuesday. That’s not noise. That’s a $4 billion Long-Term Capacity Agreement – announced this morning – for Airedale liquid-cooling solutions supplied to a single unnamed hyperscale customer, covering 2027 through 2029, with $165 million in upfront cash already wired to fund capacity buildout. To put that in perspective: Modine’s entire fiscal 2025 revenue was $2.58 billion. This one deal is worth more than that. Not over a decade. Over three years.
What’s interesting is how the underlying numbers were already moving before this dropped. Q3 FY2026 revenue came in at $805 million, up 31% year-over-year. Data center revenues inside the Climate Solutions segment jumped 78% that same quarter. Adjusted EBITDA hit $119.6 million at a 14.9% margin. The company guided for full-year data center sales growth above 70% and total revenue growth of 20–25%. The deal today didn’t create momentum from nothing – it formalized a trajectory that was already in motion.
Slight tangent, but it matters: Modine is also spinning off its legacy vehicular cooling unit via a combination with Gentherm, valued at roughly $1 billion. When that closes, what’s left is essentially a pure-play AI infrastructure cooling company. That changes the valuation conversation entirely.
The part people skip – MOD now trades at 41x forward earnings and 34x EBITDA after today’s move. That’s not a cheap stock by any conventional measure. Free cash flow was negative $17 million last quarter, and net debt has climbed to $517 million. Customer concentration is real: one hyperscaler is now driving an outsized share of forward revenue, and if that customer pulls back on its buildout timeline, Modine absorbs the impact directly. The $165 million prepayment cushions some of that execution risk, but it doesn’t eliminate it. Manufacturing at $1.3 billion annually is a different operational challenge than where this company was two years ago.
Eight analysts currently rate MOD a Strong Buy. The stock is up roughly 182% over the past 12 months.
Here’s where I’m at: the revenue visibility argument is real. $4 billion locked in through 2029, a clean corporate structure coming, and a customer base that keeps spending on AI thermal infrastructure regardless of the macro cycle. The question isn’t whether the deal is meaningful. It’s whether the stock at $319 already reflects everything that makes it meaningful – and then some. That answer depends on execution, and execution at this scale is still unproven.
Worth a closer look before the next move.
– Options Trading Report
