TSSI TSS Inc

$TSSI I cant believe I get this for under 7 bucks while also making money selling covered calls while I wait. The company just signed a 7 year lease for a 380.000 sq ft building while moving away from lower-margin equipment procurement toward more complex integration and infrastructure services. You have to be brain dead to not load the entire boat here.

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

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

$TSSI latest earnings destroyed this share price but if you read the final print. It said second half will be monster. Loading

$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 $11-$12 before earnings. They should have their Vera Rubin stacks in place by now. Only question is how much workload Dell gives them. Dell had them do this rework for Rubin so it should be substantial.

$TSSI Pertaining to OCT 6 lease of 380,000sf of warehousing, the CEO of TSS stated, "We are expanding our warehouse capacity to support continued market demand for high-performance computing infrastructure. This additional space gives us the room and flexibility to support growing customer volumes and scale the inventory services we provide to our customers. Importantly, it positions us to capture additional revenue opportunities in 2027 and beyond as demand for AI and high-performance computing infrastructure continues to grow." This capacity will flip the -26.52% revenue growth number because TSS now has a place to put the hardware they procure for customers. The revenue growth spike of 18 months ago will return with a much reduced YoY comparison. With a trailing PE of 17.34, a locked in relationship with DELL, and serving the high end Edge Data Center growth explosion, TSSI is like buying a AAA Bond that has a potential return of 500%.

$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 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 looks like the Earnings date has been moved up from the estimated date.. Earnings will be announced on Nov. 5th!

$TSSI This gotta be basically absolute bottom. If you remove the cash on hand you're paying less than 10 PE for the business. Market starting to realize that. The company is in fantastic financial shape unlike the CoreWeave's, Nebius's, and IREN's of the world.

$TSSI Phase 5 Commercial Remodel permit has been completed according to the City of Georgetown’s website.

$TSSI Should be getting an earnings date any day. Expectations: Procurement: $30-40M (based on their own guidance from the last call) SI: $14-15M (the breakout happens in Q4, expecting some color on the call on that topic now that we are halfway through it) FM: $3M

$TSSI This looks like it has incredible implications for TSSI! Nvidea trying to place data center modules (after testing) in 14 days…for Dell and others. Who is going to be putting those modules together???? Hmmmmm..

$TSSI TSSI's August earnings release said its roughly $17 million investment in power and cooling infrastructure was expected to support next-generation NVIDIA Vera Rubin systems and drive higher integration revenue beginning in Q3 2026

$TSSI 380,000 sq ft facility open for business. If you build it they will come. $NVDA Mods coming.

$TSSI management said “interest in modular is increasing” on its last earnings call, with modular data center installations planned for late 2026 and mid-2027. They’ve just secured a new 380,000 sqft warehouse. NVIDIA’s DSX POD is a factory-integrated AI data center built around Vera Rubin. With Dell involved in the rollout, I think its obvious TSSI’s new facility be used to assemble and integrate these modular systems at scale!

$TSSI 21.5% short interest. Could get untethered if Rubin revenue kicks in and a new customer announcement on next earnings call.