$INV

1 thesis
bullish 100%neutral 0%bearish 0%
Avg return (1w)
+7.4%
Win rate (1w)
100% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:59 PM ET
$INVDDbullish
u/Academic_Wasabi_1182 · 15d agono track record yet

$INV: The $550M Under-the-Radar Company Behind AI’s Second Infrastructure Bottleneck

Innventure's subsidiary Accelsius leads the emerging dual-phase cooling market, addressing AI infrastructure's heat bottleneck. The company is growing 7x YoY with a $50M backlog, expected to reach $100M ARR by EOY, and is backed by industry leaders Legrand and Johnson Controls, trading at only 5x current year ARR.

At post $6.38Now $5.51-13.6% since postedas of Jun 10, 4:59 PM ET
1d+0.5%
3d-16.5%
1w+7.4%
1m
3m
6m
1y
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End of results.