Apr. 13 at 8:45 PM
$TSSI &
$TGEN Update: Big Moves Ahead!
👉Click to view @NasdaqPulse for timely updates amid the volatility.
$TSSI: After some confusion from the Q4 earnings call, it’s clear that the 2026 guidance spooked the market, but we’re focused on rack integration growth. The full impact of
$DELL’s minimum guarantees isn’t showing up yet due to facility delays and ERP issues in Q4. Once that ramps up in 2026, expect strong rack integration revenue to hit. Investors might be in for a surprise when those commitments kick in!
$TGEN: The stock took a hit due to no data center contract news, but Q4 earnings were solid with a
$63M pipeline providing clarity. The
$VRT partnership is shifting from marketing to a deeper integration, embedding TGEN products in Vertiv’s customer deliveries. Insider buying post-selloff is a strong signal. While 2026 might still see losses, the data center contracts could surprise to the upside.
