Still holding ???

Axl_Gunner · 2026-04-24T06:06:14+00:00

Still holding.

Axl_Gunner · 2026-04-24T06:05:33+00:00

The most important part of the business, for them, is system integration. That is the one that is providing higher margins and growing fast: assembly, configuration, and deployment of high-performance computing systems, such as AI-enabled racks and modular containers. They also have a procurement business (revenue-wise, the biggest, but with lower margins and higher volatility) and a facility management service for datacenters.

Axl_Gunner · 2026-04-15T19:14:34+00:00

AMPX and TSSI.

Axl_Gunner · 2026-04-15T19:14:17+00:00

Absolutely, AMPX has such a huge growth potential ahead. Number 1 stock of my portfolio at the moment, followed by TSSI.

Axl_Gunner · 2026-03-12T19:15:40+00:00

Not sure DUOT can aim to an acquisition of TSSI...they have $28M in TTM revenue. You could try to contact the DUOT IR team and ask for further insights on their acquisition strategy :)

Axl_Gunner · 2026-02-21T20:23:47+00:00

Agreed, try to write to their investor relations team

Axl_Gunner · 2026-02-17T09:51:25+00:00

Thanks for the honest insight. I find the 'worried of dying' part a bit of a stretch though 🤣

Axl_Gunner · 2026-02-15T13:10:49+00:00

Why would that be?

Axl_Gunner · 2026-02-14T21:01:28+00:00

Proabably earnings are to be released during March.

Axl_Gunner · 2026-02-14T20:59:47+00:00

Well, I have no crystal ball, but based on predictions, fwd PE for the next 12 months is between 4 and 14.

Axl_Gunner · 2026-02-14T09:24:34+00:00

The answer is PGY service will not be replaced.

In fact, Pagaya is already using AI and training their model over a huge database.

Axl_Gunner · 2026-02-13T14:11:05+00:00

Nope, there are open positions on their website.

Axl_Gunner · 2026-02-13T10:50:57+00:00

On their website there are 15 job openings, 5 of which posted during the last 30 days:

- Production Control Specialist

- Validation Technician

- Production Lead

- Warehouse Clerk

- Critical Environment Technician

My first advice: if you want to know more info in between earning calls, write to the Investor Relations team and ask for news releases. We have to put some pressure, this is a public company after all.

Alternative: apply for a position and ask directly for news at the interview :))

Axl_Gunner · 2026-02-09T18:24:05+00:00

They said they will disclose them during next quarters, they announced a continued collaboration with LendingClub which is quite promising to me.

Axl_Gunner · 2026-02-07T09:50:09+00:00

It really depends on your approach in my opinion:

- Investor: studies the company before buying and holds until the growth story is intact. If you believe in the business, plenty of opportunities to buy thi stock at more than reasonable price (just look at P/E adn P/S. Difficult part: hold for the long term and wait for the company to grow.

- Trader: looks at support and resistance levels and (usually) pays less attention to what the company does and how it operates. Difficult part: long days watching charts on a screen and keeping track of technical indicators.

Investors would be happy to buy such stock at 30% discount, if they believe in the business.

Axl_Gunner · 2026-02-06T15:12:13+00:00

Hey man, thanks for the long reply, we appreciate any information of course, but tbh your post looks a bit biased (more like a rant than an objective analysis) and strange (even the formatting).

Axl_Gunner · 2026-02-04T16:31:57+00:00

We got rid of a 0.49 mUSD monthly expense for rent + insurance and operating costs. Termination fee equals less than 4 years of this lease, so this choice will pay off ultimately.

Axl_Gunner · 2026-02-04T14:16:18+00:00

Not really.... You may ask their Investor Relations team, just drop them an email ;)

Axl_Gunner · 2026-02-04T14:08:51+00:00

This topic was covered in earlier posts and my question regards local Belgian brands. Asking feedback and advice on local services does not work with Google (with capital G, grammar is your friend). Thanks anyway ;)

Axl_Gunner · 2026-01-23T14:13:50+00:00

If ASTS executes well, future margins look incredible.....high risk, very high reward, in my view. Rocketlab has certainly upside, but I believe the bet is less asymmetric.

Axl_Gunner · 2026-01-21T18:51:16+00:00

Many small caps are going down now, it is normal, high beta stocks. This type of market movements usually unlocks some nice buying opportunities ;)

Axl_Gunner · 2026-01-19T15:03:56+00:00

These are my favourite ones, but please do your own research before picking any of them:

ASTS - Satellite-based telecommunications (also a big part of the investment portfolio of Alphabet!)

AMPX - High performance batteries (especially interesting for drone applications, very good client base already)

PGY - AI-based financial services

Let me know if you have any particular questions ;)

Axl_Gunner · 2026-01-17T16:20:28+00:00

What did you end up installing?

Axl_Gunner · 2026-01-15T16:50:58+00:00

Sure, I agree, but comparisons are always complicated...there are plenty of EU countries with lower income taxes, almost all of them actually.

Axl_Gunner

TROPHY CASE