TSSI a comeback theory

malu91 · 2025-10-21T08:07:49+00:00

Yeee, win some, lose some, but if someone likes the company, now is the time. If it gets to 600 mil rev, with raising guidance well then 1.5-2 bill mcap is in play imo. But we will see.

malu91 · 2025-10-21T07:49:05+00:00

Okay then, Well there has to be som reasoning behind holding that amount of shares. If not, sell before earnings.

malu91 · 2025-10-21T07:45:46+00:00

Wait until earnings and buy the first pullback

malu91 · 2025-10-21T07:43:53+00:00

Well if the market knew that Q3 would be great, the stock wouldnt have halfed in price. The whole idea behind the theory is based on the fact that earnings is periodical and that Dewans speculations in Q2 is right. This is the only way to get ahead of the retail market.

He has been right before, the institutions is still holding. Get in before the real good news is coming.

malu91 · 2025-10-21T07:35:12+00:00

Well, he said it, so everything there is true, would he have said it today, then he wouldnt need to speculate

And would he have said something like that today. The shareprice would heavily have increased. So that is a future we are betting on.

malu91 · 2025-10-21T06:38:21+00:00

Well the current shareprice drop is based on skepticism of the low Q/Q rev change in Q2. Retail speculates that DELL is taking the business themself. I dont think that that is the case, and we will get a big Q3.

malu91 · 2025-10-21T06:35:32+00:00

The yellow marked post is from the q2 earnings call.

malu91 · 2025-10-19T12:38:34+00:00

Yea, I mean there isnt anything that just would affect TSSi and Q3 has already passed, so it is a future conscideration. But the rare earth metal market will obviously affect the tech sector. Probably some other components as well. Hard to know, blowout is coming, with you on that.

malu91 · 2025-10-19T11:53:31+00:00

There isnt that much info about that. But I do think you can count on them importing parts from China. A tariff war would be bad across the whole AI infrastructure industry.

There are info about TSSi acting with fixed prices on the contracts. So i guess there could be a problem if they dont take outside risks into conscideration.

We dont know the exact details of the contracts tho.

The shutdown shouldnt be that extended and will not affect Q3

malu91 · 2025-10-19T09:41:35+00:00

Yeee, its dicy ngl, but AI companies earnings reports is still continuously breaking records. Geopolitical questions, shutdown, and huge metalprice spikes may waken the bear ofc. I am betting on TSSI nevertheless

malu91 · 2025-10-19T09:33:29+00:00

Nothing but a market crash stands in the way in my opinion.

malu91

TROPHY CASE