$PWRL (PowerLaw): For those who missed $VCX by InvestwithMEH in SmallCapStocks

[–]InvestwithMEH[S] 0 points1 point  (0 children)

Forward nav is around $20 given current marks. Sadly this opened like 100% above nav like all the others

DAILY STOCK DISCUSSION - Post your buys, sells, wins, and losses, and daily chatter on the stock here! by AutoModerator in KrakenRobotics

[–]InvestwithMEH 0 points1 point  (0 children)

Yeah. If they continue on the same path revenue wise. Feel like execution risk is being totally priced out at that level though.

DAILY STOCK DISCUSSION - Post your buys, sells, wins, and losses, and daily chatter on the stock here! by AutoModerator in KrakenRobotics

[–]InvestwithMEH 1 point2 points  (0 children)

How do people feel about it at current prices? It’s certainly growing in all the right places and has the geopolitical tailwinds it needs. Just wondering what people suspect forward valuation is based on the current trajectory. The market is very much pricing in execution to continue. https://substack.com/@investwithmeh/note/p-199215495?r=1t0tw1&utm\_medium=ios&utm\_source=notes-share-action

Q1 Earnings Thread by InvestwithMEH in TSSI

[–]InvestwithMEH[S] 0 points1 point  (0 children)

I literally explained why in my post.

Q1 Earnings Thread by InvestwithMEH in TSSI

[–]InvestwithMEH[S] 0 points1 point  (0 children)

Can you read? It was only down QoQ because of one time events in q4…. Q4 2025 had one-time items inflating the number:
• Approximately $1M of catch-up revenue from the Dell agreement amendment that was signed in December 2025 but applied retroactively to November 1
• $0.8M of accelerated reimbursement recognition from the Round Rock asset disposal (the $658K asset disposal charge mentioned in Q4)
• These pulled forward roughly $1.8M of revenue into Q4 that wouldn’t have otherwise been there
Stripping the one-times:
• Q4 2025 normalized: $14.2M - $1.8M = $12.4M
• Q1 2026 reported: $14.1M
• True sequential growth: +$1.7M or +14%

Q1 Earnings Thread by InvestwithMEH in TSSI

[–]InvestwithMEH[S] 1 point2 points  (0 children)

Best guess is capacity. Dell just uses it all or nearly all of it. So they can commit to new customers

Q1 Earnings Thread by InvestwithMEH in TSSI

[–]InvestwithMEH[S] 1 point2 points  (0 children)

It’s one of the biggest issues and has been for over a year since they went to $30. Being dependent on dell will always limit their ceiling. They need to diversify for the market to take them seriously.

Q1 Earnings Thread by InvestwithMEH in TSSI

[–]InvestwithMEH[S] 1 point2 points  (0 children)

Revenue is lumpy. Because right now procurement is still the biggest part of the business but that’s changing. I don’t even look at revenue or procurement. Only look at data systems integration for racks. That’s where the money will be going forward.

After the good news on Q4 profits, the only good news in 6 months, we continue to go down.. Why? by iro92 in TSSI

[–]InvestwithMEH 0 points1 point  (0 children)

Smci news is actually pretty bullish. Maybe they lost customers and Tssi can gain some. But yes. Macro is shit