Garrett Motion Is Still My Top Contrarian Play

  • GTX is undervalued, with market fears over EV disruption overstated; turbocharger sales remain resilient due to hybrids, PHEVs, and off-highway growth. The transition to EVs is gradual, allowing GTX to generate strong cash flow from legacy products while investing in zero-emission technologies and securing design wins. GTX's flexible cost structure, R&D focus, and new applications in data centers and industrial sectors position it for margin expansion and long-term growth.