Collyer Bridge

Collyer Bridge

Forgent Power Solutions

Iqbal is back with a new post.

Collyer Bridge's avatar
Collyer Bridge
Apr 20, 2026
∙ Paid

Earlier this month, Forgent Power Solutions traded below $30, prompting me to link to this tweet from Guasty Winds in the subscriber chat.

X avatar for @GuastyWinds
Guasty Winds@GuastyWinds
Just bought a big slug of $FPS on this secondary dip AH at $32. I participated in the IPO, was heavily oversubbed and cpy. blew out Q2/deal-model numbers. Weakness in stock in last few days seems linked to overhang... I suspect it'll be well placed and rebound.
10:39 PM · Mar 24, 2026 · 5.61K Views

3 Replies · 1 Repost · 42 Likes

The idea was knocked around for a bit and by popular demand, Iqbal is publishing his take on FPS below.

Iqbal is an occasional contributor to this newsletter and is responsible for uncovering D-Box Technologies as well as helping me write up ideas like Metasurface Technologies, AT&S, CTR Holdings, and Suncall Corporation. Which means to say he has a pretty good nose for this work.

As always, by accessing this content you acknowledge our terms and conditions. Also, to be clear, Iqbal is not associated with FundaAI and what follows is written in his voice.

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