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The Drone Rollup Stock Sitting on a Coiled Spring

The Drone Rollup Stock Sitting on a Coiled Spring

Five deals in 30 days, a seat next to the giants, and Wall Street somehow yawned...

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10x Forward Earnings Buys You Federal AI Exposure the Hyperscaler Crowd Won't Sell You

10x Forward Earnings Buys You Federal AI Exposure the Hyperscaler Crowd Won't Sell You

A fresh federal fiscal year opens the award window Thursday for three AI beneficiaries.

TSI AnalysisTSI Analysis
The DevOps Stock Where New Business Just Reaccelerated

The DevOps Stock Where New Business Just Reaccelerated

New business at this DevOps name just hit its fastest pace in years, and you'll want to see it.

TSI NewsletterTSI Newsletter
Late October Through December Brings the Prints That Decide Where Overlooked Tech Goes Next

Late October Through December Brings the Prints That Decide Where Overlooked Tech Goes Next

Earnings prints between late October and December could reset how tech gets priced.

TSI AnalysisTSI Analysis
Record Quarter, Crushed Stock: The Satellite Setup Worth Your Attention

Record Quarter, Crushed Stock: The Satellite Setup Worth Your Attention

Record sales, a stock down about two-thirds, and a launch window next week.

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Fall Earnings Will Test Whether These Tech Selloffs Went Too Far

Fall Earnings Will Test Whether These Tech Selloffs Went Too Far

Design software, AI services, and insurance data all face a report card this fall.

TSI AnalysisTSI Analysis
The Industrial AI Name That Got Left for Dead

The Industrial AI Name That Got Left for Dead

The AI corner Wall Street forgot, until the machines started needing eyes to work.

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The Best AI Trades Left On The Board Are Not The Chipmakers You Already Own

The Best AI Trades Left On The Board Are Not The Chipmakers You Already Own

The picks-and-shovels layer is repricing while the crowd stays fixated on GPUs.

TSI AnalysisTSI Analysis
The AI Software Stock Hiding in the Trades Industry

The AI Software Stock Hiding in the Trades Industry

A software company running the back office for HVAC and plumbing shops just posted 47% free cash flow growth. You probably haven't bothered to look.

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Specialty Silicon, A Chip Listing, And Cash Flow Over Growth

Specialty Silicon, A Chip Listing, And Cash Flow Over Growth

Record foundry guidance, a chip-unit listing, and a software name that gets paid in cash.

TSI AnalysisTSI Analysis
The AI Infrastructure Buildout With $4 Billion Already Under Contract

The AI Infrastructure Buildout With $4 Billion Already Under Contract

A former crypto miner just locked in $4B of AI revenue. December could be the reveal event.

TSI NewsletterTSI Newsletter
An Early November Earnings Window Could Reprice Four Corners of Tech

An Early November Earnings Window Could Reprice Four Corners of Tech

Three tech names most desks haven't circled yet. Setups worth a look before the next print.

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