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I found a really interesting company, albeit it is pretty diversified. The company is an assumed supplier of cooling elements to hyperscaler data centres (through NVent) and of cooling for ASML EUV lasers (through Trumpf). The company is $TTR1 Technotrans SE. Technotrans $TTR1 is, among other things (not a pure-play), a thermal management company with disclosed, fast-growing data center liquid cooling activity and an established EUV laser cooling capability. Import databases show shipments from Technotrans → Schroff Inc, which is an $NVT Nvent Electric subsidiary. The shipments were quite frequent in 2024, but have recently resumed with two sea shipments described as “Temperature Unit”: roughly 452 kg / 4 packages and 521 kg / 6 packages to Schroff. Import Yeti Technotrans → Schroff shipments: Entity 1: https://t.co/CMtd2OdfbE Entity 2: https://t.co/BxA89bLlUl Certificate confirming Schroff as Nvent subsidiary: https://t.co/SaebSN77c2 nVent is a very direct AI data center infra company: it sells liquid-cooling systems, CDUs, PDUs, manifolds and rack/data-centre infrastructure. Its recent releases specifically describe liquid-cooling products for next-generation AI chips, a Google-OCP-based CDU, and a Siemens/nVent reference architecture designed for hyperscale AI systems, including NVIDIA GB200-class deployments. Source 1: https://t.co/DwejYY6M3j Source 2: https://t.co/jfg1pji68H Even if the link to Nvidia cannot be established (or ultimately falls short), Technotrans appears to have a recurring, non-trivial entry point into nVent/SCHROFF’s server-rack and data-centre equipment ecosystem. Which is by itself relevant news. Technotrans’ most recent IR reporting confirms follow-up orders for Coolant Distribution Units and that order momentum surpasses the full-year volume of the previous year in the first half of 2026 (as noted above, while Schroff shipments in 2025 have been sporadic, they recently resumed). https://t.co/eSVMvrzGIr Now, aside from the link between $TTR1 and data centers, by far the most substantial shipment activity from Technotrans is to TRUMPF. 27 shipments just in the past year, with descriptions including chillers, cooling units, heat pumps and upgrade kits. This relationship is independently corroborated by TRUMPF. In 2024, TRUMPF described a new technotrans cooling system for its laser-cutting machines, claiming roughly 50% better energy efficiency and a substantially smaller footprint. https://t.co/cHxnKMrbRv Technotrans cooling elements likely end up in all kinds of Trump lasers, including metal processing lasers, but also high-power CO₂ laser systems used with ASML and ZEISS in EUV lithography, a key process in producing leading-edge chips. Trumpf is a confirmed supplier to ASML. In October 2025, ASML gave TRUMPF a Supplier Award for its new EUV high-energy laser. https://t.co/pvuuZ0nDYI Technotrans’ 2024 annual report says that in its Laser focus market, it supplies sophisticated cooling solutions, including cooling for EUV lasers used in semiconductor production, which require ultra-precise temperature control. It further says it is a long-established partner to leading European manufacturers and integrators, with the resulting systems in service worldwide. Source (p104): https://t.co/bF5jQ5qp6H And long-established partner it is. Technotrans → Trumpf shipments date back to 2022 and are the most prominent trading relationship for the company, based on import records. https://t.co/SbKzd0n49r This is reinforced by older but unusually direct management language. In its 2022 AGM speech, Technotrans referred to its “unique selling point” in laser cooling for EUV lithography. https://t.co/YRGTEChloQ Its 2025 capital-markets presentation still identifies EUV as a high-tech laser application, listing “heat exchanger (EUV)” among products in the Energy Management & Laser division and describing the strategy as expanding high-tech laser cooling, including EUV. The assumed link (unconfirmed): Technotrans → TRUMPF → ASML EUV source What we know: ✓ TRUMPF is a confirmed strategic supplier of the high-energy CO₂ lasers used in ASML’s EUV light sources. ✓ Technotrans is independently confirmed by its own disclosures as a supplier of ultra-precise thermal-management systems for EUV lasers and has stated that EUV-laser cooling is a differentiator. ✓ Trade data also confirms a commercial relationship between Technotrans and TRUMPF. What we do not know: No public source currently confirms that Technotrans cooling units are incorporated into TRUMPF’s ASML EUV laser systems; that final link remains plausible but unverified. Technotrans $TTR1 metrics Q1 2026 Revenue €54.9m (-8.7%) Gross margin 30.5% (+0.6pp) EBITDA margin 9.8% EBIT margin 7.0% (improved despite lower sales) Net profit margin 4.4% Cash €16.8m Gross financial debt €23.5m (~10m net) P/S ~0.9x P/B ~2.0x