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.