TSSI TSS Inc

$TSSI it’s nice to see this back over $9, but I wish management would at least release a PR confirming the new CapEx expansion is officially completed and whether Vera Rubin rack production has started. 📈

$TSSI $RDW Broke through $9 and $11.50 respectfully like butter. Headed to new highs with short covering to follow.

$TSSI Vera Rubin is cutting edge. Space X is putting them on Starlink 3 satellites. For what Dell customer is TSSI assembing these new racks? These guys are now past the procurement spike, and have maintained the "upper end" for 2026 guidance. This stock may have its day yet.

$TSSI Management is focused on the business, not the shareholders, as they should be. Look at the fundamentals, the company, the institutional ownership and the plan. Focus on the business and the future. PR’s are not the priority, setting up for growth is.

$TSSI I have the webinar up. I will share anything noteworthy that we haven't heard yet if there is anything.

$TSSI while institutional ownership is over 50%, and with the investor conference today, my bet is they’re getting an early signal that the Vera Rubin racks are starting to translate into actual deployments and revenue. 📈

$TSSI Nothing crazy that we haven't already heard. Sounds like the Vera Rubin buildout isn't quite fully complete, but there were hints that they have already begun some work with Vera Rubin. The only interesting thing that I don't believe we have heard yet is that they were in discussions to acquire another company but it didn't get over the finish line due to a disagreement in valuation. That's the first sign of anything actually being done to diversify their revenue concentration coming from one place. Didn't end up happening in that case, but seems like they are finally taking that concern from the market seriously. He also mentioned multiple times that they are "working hard to fix that" with regards to 99% of their revenue coming from one place. Otherwise a pretty boiler plate presentation full of info we have heard before on their earnings calls.

$TSSI No business being in the 8s. Rubin will make 9s the bottom. 4M shorts have become complacent.

$TSSI they have to have a client for new building. Wouldnt make sense otherwise for something that large

$TSSI maybe they'll announce a new partner that fills that new warehouse during earnings call

$TSSI locked in 380K sq ft of new warehouse space on a 7-year lease, about 4x their current footprint, right next to their Georgetown integration factory, and with Vera Rubin building almost done. You don't expand like this unless you see the AI rack demand coming😉

$TSSI When asked about Dell and Space X, Grok replied: "Dell is one of SpaceX’s two largest customers — alongside CoreWeave — supplying the AI servers and racks behind SpaceX’s massive compute buildout, which includes the xAI infrastructure it absorbed in February. The relationship goes back to twenty twenty-four, when Dell built half the racks for xAI’s Colossus supercomputer, with Super Micro doing the other half. SpaceX has talked about deploying up to ten gigawatts of computing power by the end of twenty twenty-seven, and analysts see even a seven-gigawatt deployment as a huge tailwind for Dell into next year. SpaceX is now selling compute it hasn’t fully bought yet — with seventy-five billion in contracted AI revenue, while carrying about twenty-eight billion in noncancelable purchase commitments." The 7 year lease for 308,000sf signed by TSSI this week, which nearly quadruples TSSI's footprint, is for a very large scale activity that needs to be accompished immediately.

$TSSI Bullish for tomorrow. From X. Options volume spiked +611% today versus its average daily volume over the last month, trading 15,137 contracts of which 94% were calls.

$TSSI Ignore the short term noise, a backlog of 90 billion via $DELL will play into this Vera Riben upgrade. Still sitting on 7075 shares, haven’t sold a single one and I’m sure as shit not shorting this thing sub $9.00.

$TSSI Bears like to chatter on down days, but they must not have looked out the window. The sky isn't falling, and the story remains the same. TSSI is oversold and ready to bounce. Very well positioned company at an extreme discount. Would be beautiful to see short sellers find a company they believe in and go work on being uplifting in life rather than making dirty money stoking fear. Great article below. Thanks for sharing!

$TSSI Today's news seems to be confirmation that they are expecting a breakout in SI above the $14M number starting in Q4. The size of the warehouse is also interesting because that's a lot more space than would be needed to go from say $14M SI to $20M SI. Hints that they are planning on some kind of expansion maybe via an acquisition.

$TSSI A single PR mentioning a Vera Riben completion date this quarter would send this to $12.50.-$13.00 and squeeze the 20% OI holding this below $10.

$TSSI $67.679M cash liquidity ÷ 28.22M shares ≈ $2.40/share on cash reserves alone. They just increased profitability overall while decreasing revenue from procurement, and they STILL made more money than the prior quarter as a company. What do you think is going to happen in Q4 when Vera Riben is finally baked into the balance sheet? I’d place your bets on that.🔥

$TSSI Management is conservative, and does not speak until they have somethng to say. They also are unlikely yo sign a lease for a space gemetrically larger than TSS currently uses unless the driving action (new customer, acquisition) is a dne deal. Good news ahead?

$TSSI seem breaking 10USD and keeping above 10USD isn't allowed... guess we will have to wait for that massive jump up till earnings. They can't miss earnings again this time!