📣 Kauf $TSSI (TSS Inc) $11.63
🚀 Warum $TSSI unterbewertet ist – mit direktem KI-CAPEX-Hebel 🤖⚡
TSS Inc. ($TSSI) ist für mich ein klarer Infrastruktur-Enabler im KI-Boom. Das Unternehmen baut und integriert KI- und HPC-Rechenzentren – genau dort, wo aktuell echtes Geld investiert wird 💰.
📊 Die harten Fakten:
• 📈 Umsatzwachstum: zuletzt ~25 % YoY – getrieben durch neue KI- und Enterprise-Projekte
• 💹 Gross Margin: aktuell ~30–35 %, mit operativem Hebel nach oben bei höherer Auslastung
• 🧮 Bewertung: P/S ~1–1,5 trotz Wachstum und realer Umsätze → m.E. klar unterbewertet
⏳ Zur jüngsten Volatilität (kurz & sachlich):
Der starke Abverkauf (von ~21 auf ~7) war im Wesentlichen eine einmalige Verzögerung von ~1 Quartal beim Georgetown-Standort. Laut aktueller Research-Updates ist die Anlage inzwischen voll betriebsbereit ✅.
Zusätzlich ist ein Dell-Manager (Partnerschaften) in den Board von $TSSI eingetreten – ein sehr positives Signal für die Umsetzung und die enge Bindung an Dell 🤝.
🧠 Strategischer Rückenwind:
Dell Technologies liefert Racks u. a. für xAI 🚀. Dell wird zunehmend gegenüber anderen Anbietern bevorzugt. Der Compute-Hunger ist enorm 🔥 → mehr Racks über Dell ⇒ mehr Integrations- und Projektvolumen für $TSSI.
✅ Fazit:
$TSSI vereint starkes Umsatzwachstum 📈, solide Gross Margen mit Skalierungspotenzial 💪 und direkten Zugang zum KI-CAPEX-Zyklus 🏗️ – aktuell zu einer Bewertung, die das m.E. noch nicht widerspiegelt.
⚠️ DYODD. Keine Anlageberatung.... Show More Translate
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