Thoughts 28Jun2025
You are offering the best source of info on this equity. Makes me also inclined to follow other investment ideas you have.
What is stopping dell from diversifying and moving away from TSSI?
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.
Great DD and article
Thanks!
You are offering the best source of info on this equity. Makes me also inclined to follow other investment ideas you have.
What is stopping dell from diversifying and moving away from TSSI?
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.
Great DD and article
Thanks!