Ticker brief
MOD MODINE MANUFACTURING CO
Industrial · Building Materials
last close
$177.63
1 day
-4.7%
14 days
-15.2%
mkt cap
$12.2B
signals 14d
19
authors 14d
17
crowd 14d
-1.7σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 68% mid · 38 pctile own 1y | IV/HV 0.87× |
| Skew — 25Δ RR 30d | -0.010 71 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.41 thin | 5-session Δ -0.41 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-27 (z=3.4) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-18 → 2026-08-28 · now -0.40 (−1 bearish … +1 bullish)
Who spoke17
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @_TP888 | C | -1.12 | 2 | +0.60 |
| @FinnStockinger | A | -2.80 | 2 | +0.55 |
| @OwenGregorian | C | -1.78 | 1 | +0.38 |
| @GregInvestFr | C | +0.01 | 1 | +0.35 |
| @wallstengine | B | -1.90 | 1 | +0.45 |
| @WallStDiaries | C | -0.20 | 1 | +0.50 |
| @Sam_Badawi | C | -1.46 | 1 | +0.70 |
| @EricJhonsa | B | -0.29 | 1 | +0.35 |
| @arabstockus | C | -0.02 | 1 | +0.45 |
| @OpenOutcrier | C | · | 1 | +0.30 |
| @PolymarketMoney | C | -1.37 | 1 | +0.55 |
| @herbgreenberg | A | +1.41 | 1 | +0.00 |
| @InvestiBrew | A | +4.14 | 1 | +0.25 |
| @AtlasShrug1 | A | -0.96 | 1 | -0.55 |
| @joinyellowbrick | C | -0.82 | 1 | +0.00 |
| @ACapitalLP | A | +0.05 | 1 | +0.65 |
| @SayNoToTrading | A | -0.52 | 1 | -0.40 |
Recent signals19of 19 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @SayNoToTrading | -0.40 | Reports a fire recall involving 6,800 Modine units and contrasts peers and holdings. | — | tweet ↗ |
| 2026-08-27 | @ACapitalLP | +0.65 | Buy MOD at $186 ahead of a cleaner RemainCo valuation. — Presents an explicit buy thesis at $186 tied to a business separation. | -4.7% | tweet ↗ |
| 2026-08-25 | @joinyellowbrick | +0.00 | Catalogs third-party stock write-ups; WWW is explicitly bearish and KNSL is a watchlist item. | -5.5% | tweet ↗ |
| 2026-08-25 | @AtlasShrug1 | -0.55 | Argues AI-infrastructure stocks are heavy and may have peaked for this cycle due to data-center opposition. | -5.5% | tweet ↗ |
| 2026-08-24 | @InvestiBrew | +0.25 | Highlights flows and relative strength across consumer and automotive stocks outside AI. | -5.7% | tweet ↗ |
| 2026-08-23 | @herbgreenberg | +0.00 | Promotes commentary on opposing views of CVNA and MOD and describes QXO as a quagmire. | -10.1% | tweet ↗ |
| 2026-08-23 | @FinnStockinger | +0.40 | Author says MOD could be very interesting over a multiyear horizon. | -10.1% | tweet ↗ |
| 2026-08-21 | @PolymarketMoney | +0.55 | Reports Modine tied to $20B of Google and Amazon AI-cooling demand through 2033 | -10.1% | tweet ↗ |
| 2026-08-21 | @OpenOutcrier | +0.30 | Recaps positive and negative chatter and discrete catalysts across six stocks. | -10.1% | tweet ↗ |
| 2026-08-21 | @arabstockus | +0.45 | Reports Hunterbrook identifying Google as the customer behind MOD's $4B-plus cooling-capacity agreement. | -10.1% | tweet ↗ |
| 2026-08-21 | @EricJhonsa | +0.35 | Highlights MOD trading at 17.5 times FY2028 consensus EPS. | -10.1% | tweet ↗ |
| 2026-08-21 | @Sam_Badawi | +0.70 | Reports major Google and Amazon AI-cooling demand that could more than double Modine data-center revenue. | -10.1% | tweet ↗ |
| 2026-08-21 | @WallStDiaries | +0.50 | Hunterbrook alleges Google is MOD's unnamed $4B data-center customer. | -10.1% | tweet ↗ |
| 2026-08-21 | @wallstengine | +0.45 | Hunterbrook identifies Google as the hyperscaler behind Modline's new $4B agreement. | -10.1% | tweet ↗ |
| 2026-08-21 | @FinnStockinger | +0.70 | Says Google is behind Modine's $4B capacity deal, including $165M upfront through 2029. | -10.1% | tweet ↗ |
| 2026-08-20 | @GregInvestFr | +0.35 | Presents Modine and water infrastructure as beneficiaries of AI's physical cooling requirements. | -6.9% | tweet ↗ |
| 2026-08-19 | @_TP888 | +0.65 | Reports 99% ask-side buying of $220 Modine calls with $517K premium. | -9.0% | tweet ↗ |
| 2026-08-18 | @_TP888 | +0.55 | Reports aggressive ask-side call flow with $517K premium. | -11.5% | tweet ↗ |
| 2026-08-18 | @OwenGregorian | +0.38 | Presents AI data-center construction as a multiyear demand engine for U.S. industrial manufacturers. | -11.5% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.