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ae_savant's avatar

You are offering the best source of info on this equity. Makes me also inclined to follow other investment ideas you have.

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Eric Chang's avatar

What is stopping dell from diversifying and moving away from TSSI?

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Invest with MEH's avatar

They already do. The contract with Dell through 2027 only guarantees minimum volumes. So it’s a baseline for TSSI. However. Nothing is stopping TSSI from diversifying either.

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Santo Albanese's avatar

Great DD and article

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Invest with MEH's avatar

Thanks!

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