Aug. 18 at 10:58 PM
$TSSI Big money is betting on them solving the only bear thesis that exists, which is their customer concentration. The second they can do that it's a
$25 stock at worst. If they were to be taken private or sold right now, it would happen at
$15 a share minimum.
Also, as I mentioned after the call, the algos love trading top line numbers, and their top line number is going to be no worse than
$55M for Q3 unless they just straight lied on the call with them projecting procurement to be back in the normal
$40M range. I'm not expecting a major increase again in SI until Q4 as the Vera Rubin upgrades won't be done until mid-September, but even at
$15M there's your
$55M top-line number, which the algos will love as both a massive QoQ increase and YoY increase.
