Could Modulight pull a Wärtsilä? Discussions are underway with data centers and quantum companies, and the first deals have crossed the finish line. It sounds like that market in semiconductors might be opening up, for which the market wasn’t previously mature. The latest deal suggests there’s room for follow-up deliveries, and that they’ve barely scratched the surface with just one customer. And the medtech side doesn’t look half bad either, holding good optionality. In my opinion, a solid turnaround has been in the making here for a while now.
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