I just put $5,000 behind this small-cap AI stock. After doing hours of research, I believe Modine $MOD has one of the best risk-reward setups in the entire AI infrastructure sector right now. Here’s why: • Valuation: $8B market cap after falling more than 50% from its 52-week high of $323, with another sharp drop today • Data Centers: Reportedly secured a deal worth more than $4B with Google for Airedale cooling solutions through 2027–2029, including a $165M upfront payment • Backlog: Orders are surging, and Modine’s backlog has nearly doubled over the past year as demand for AI data centers continues to grow • Growth: Q1 revenue hit $874M, up 28% YoY, with FY2027 sales growth guided at 20–35% • Market Position: Modine is already listed on the NYSE, has strong institutional ownership of more than 98% • Long-Term Opportunity: AI data centers need increasingly advanced cooling systems, and Modine is positioning itself to capitalize on that demand You’re basically getting exposure to the same AI infrastructure and data center cooling trend as Vertiv $VRT, but at a fraction of its valuation. This is exactly the kind of setup I look for when fear takes over the market. $300+ is coming for $MOD.

Just entered a $10,000 position in $AMZN at 18. After doing hours of research, I think Amazon has one of the best risk-reward setups in the entire Magnificent 7 right now. • AWS: Q2 revenue hit $42.2B, up 37% YoY, fastest growth in 18 quarters, 39% operating margin, $169B annualized run rate, $496B backlog • AI: Trainium, Graviton, and AI services are above a $25B annual revenue run rate, with 2026 capex raised to $220B • Advertising: Revenue grew 26% to $19.8B • E-commerce: Margins are expanding as same day and overnight delivery continue scaling • Valuation: 20x trailing earnings and high teens to mid 20s forward P/E which is SUPER cheap for a business like Amazon • Price Targets: Consensus around $330 with some reaching over $400 Amazon isn’t just e-commerce anymore. It’s becoming one of the biggest AI, cloud, and advertising company in the entire world. $500 is the longer term setup.

Just entered a $10,000 position in $AMZN at 18. After doing hours of research, I think Amazon has one of the best risk-reward setups in the entire Magnificent 7 right now. • AWS: Q2 revenue hit $42.2B, up 37% YoY, fastest growth in 18 quarters, 39% operating margin, $169B annualized run rate, $496B backlog • AI: Trainium, Graviton, and AI services are above a $25B annual revenue run rate, with 2026 capex raised to $220B • Advertising: Revenue grew 26% to $19.8B • E-commerce: Margins are expanding as same day and overnight delivery continue scaling • Valuation: 20x trailing earnings and high teens to mid 20s forward P/E which is SUPER cheap for a business like Amazon • Price Targets: Consensus around $330 with some reaching over $400 Amazon isn’t just e-commerce anymore. It’s becoming one of the biggest AI, cloud, and advertising company in the entire world. $500 is the longer term setup.

I just put $5,000 behind this small cap at 18. After doing hours of research, I think Kraken Robotics $KRKNF has one of the best risk-reward setups in the entire defense sector right now. • Market cap: Near sub $1B after a 60%+ pullback from its 52-week high of $8.13 • Anduril: Supplies SeaPower subsea batteries for Anduril’s UUV programs • Orders: 2026 product orders total $327–355M across sonar, KATFISH and batteries • Guidance: $290–320M revenue and $65–75M adjusted EBITDA • Listing: TSX Venture, with plans to apply for a full TSX listing in late 2026 or early 2027 • Setup: Autonomous underwater systems are becoming critical to modern defense and maritime security You’re essentially getting exposure to the same defense, AI, and autonomy trend as Anduril, but at a fraction of the valuation. This is exactly the type of setup I like when the market is pricing in fear. $10 is coming for $KRKNF