Juventino

@DonoThesis @anaiisabelv @aleabitoreddit & They maintain them after they built, which is where the margin is. Up 88% YoY $TSSI

@anaiisabelv @aleabitoreddit Dell sells the supercomputers and TSSI assembles, wires & cools them. They work together so Dell's insane backlog of orders will directly benefit $TSSI

To be fair Trump did tell everyone to buy $DELL, multiple times this year. He did go out and buy $1-$5M worth of Dell stock himself after all… But should have seen this coming with Dell blowout earnings. After what happened with $INTC. If you feel like you’re late, there’s a lot of implications to Dell’s upstream suppliers that markets might not have priced in yet.

@anaiisabelv @DonoThesis @aleabitoreddit From last earnings call $TSSI

@DonoThesis @aleabitoreddit Thanks for the explanation. If Dell's supercomputer backlog continues to grow, have you been tracking $TSSI's capacity expansion plans? Could this become a limiting factor?

@DonoThesis My thoughts exactly. $DELL is moving to Texas where $TSSI is already located. Bullish & buying every week still

@petejbrown51 Saying TSSI is risky because they only rely on Dell is like a plumber saying, "I'm terrified because I only have one client: the biggest real estate developer in the country who just promised to build 50,000 homes and wants me to do all the pipes."

$TSSI

@DonoThesis The only issue I ever seen brought up with $TSSI is that $DELL is their “only” client. My thing is how many clients does Dell have so many clients/government contracts it’s mind boggling

@petejbrown51 Hopefully he posts a thesis

@FIREDUpWealth Same to you !

@petejbrown51 Have a great weekend

#FOMO Chasers now focused on $DELL May I remind you the company still only has an 18% margin profile? It’s a hardware company with low pricing power. Will it go higher? Sure.

@FIREDUpWealth I remember that commercial — happy Friday brother. Thanks for all you share

@FIREDUpWealth Trump told everyone lol buy a $dell

@FIREDUpWealth Employees have grown over 100% in back to back years. New huge facility in Round Rock Texas, 2 Dell executives recently joined the board. DYOR everyone $TSSI

@FIREDUpWealth If they’re fomo-ing $DELL they should look at their partner $TSSI doing that rack integration that’s growing so much

$TSSI

@anishmoonka It’s by far the best content Disney has ever made(with marvel IP) outside the Russo brothers work in my personal opinion. They technically owned the IP for the 1st avengers film but didn’t create it in house.

Marvel spent $212 million on a Samuel L. Jackson spy show called Secret Invasion. Audiences mostly ignored it. Then they revived a 1992 Saturday-morning kids cartoon for maybe one-tenth of that. The reboot scored 98 percent on Rotten Tomatoes. X-Men '97 Season 2 drops July 1. Marvel's live-action Disney+ shows have averaged $25 million per episode. WandaVision, Loki, Ms. Marvel, Moon Knight, the Hawkeye series, all sitting in that range. Secret Invasion went even higher at $35 million per episode and tanked. An animated Marvel show, based on a 2024 Disney financial filing, came in around $20 million total for the whole production. One-tenth the cost. Roughly the same hours of content. And the cartoon worked. X-Men '97 Season 1 pulled 4 million views in its first five days. That made it the best animated launch on Disney+ since 2021. Behind those numbers is a stranger one. Views of the original 1992 X-Men cartoon spiked 522 percent the moment the new trailer dropped. Disney already owns that 30-year-old show. They paid for it decades ago. Millions of new subscribers are watching it now. The old catalog is making them money on content they already finished paying off. The big live-action X-Men movie is not coming until 2028. Jake Schreier, who just directed Thunderbolts, is attached. The script is still being rewritten. Filming likely starts in late 2026 or early 2027, once Avengers: Secret Wars wraps. The cast probably gets revealed at Comic-Con this July, since that is the venue Marvel usually saves for its biggest announcements of the year. From now until 2028, Marvel has no new live-action X-Men to sell. So the cartoon is the bridge, and Marvel is leaning in hard. Season 2 launches with nine episodes. Season 3 is already in production, and Season 4 is being talked about by insiders. Each season runs at maybe a tenth of what one live-action season costs. Even the next Avengers movie, Avengers: Doomsday on December 18, 2026, is bringing back the old X-Men actors from the Fox movies. Patrick Stewart as Professor X. Ian McKellen as Magneto. Hugh Jackman already came back as Wolverine in Deadpool and Wolverine. One last lap for the older cast before the reboot. The Fox X-Men movies made $6 billion at the box office across 13 films on a combined budget of $1.7 billion. The little animated revival of a show your older cousin watched on Saturday mornings might end up being the best dollar Disney ever spent on these characters.

@IronWCapital Sheep are taken to be slaughtered. I looked up the 3 charts you shared a few weeks ago(thanks for sharing).Would much rather pick my own than ever ask someone to tell me what to pick. You have to make your own thesis about the company & future of things

I see posts telling people to follow certain individuals for big market gains. I hate that—I'd rather teach someone how to pick their own stocks so they can control their future.

$DELL up $42 today and $TSSI up only 14 cents is an oxymoron

Old things becoming new >

@KroenkeSandE @JoePompliano This concerns you not South African #stayinyourlane

@petejbrown51 @JoePompliano Boo hoo

Stan Kroenke is on a generational run right now. In the last five years, his teams have won the... • Super Bowl (LA Rams) • NBA Finals (Denver Nuggets) • Stanley Cup (Colorado Avalanche) • Premier League (Arsenal) He also owns SoFi Stadium, which has hosted the Super Bowl, the CFP National Championship Game, upcoming World Cup matches, and the 2028 Olympics opening/closing ceremony. Not to mention, Kroenke also recently became the largest private landowner in the United States, with 2.7 million acres. That's roughly the combined size of Chicago, Houston, Phoenix, Philadelphia, and San Antonio.

Now we know why $TSSI said this on the Q1 call… of course $DELL is their primary customer… “our primary customer recently requested that we invest roughly another $17 million into CapEx to support the next generation of AI racks.”

$TSSI