$TSSI LinkedIn page shouting out $DELL earnings, specifically the AI server demand. Couldn’t have said it better myself: “AI isn’t a trend —> it’s the future.” This AI build out is still early innings, and the demand for TSSI services are only going to accelerate in the

$TSSI Just do the math. Dell going back 2 quarters ago. AI Backlog: 4B then $9B and now $14B. Run that same growth rate through your TSSI model.

According to this publicly available website, $PESI has won a significant contract. I discuss the possible value here: breakoutinvestors.substack.com/p/perma-fix-co…

Nice little $AEHR update by Bradley Steveson after yesterday's earnings report and call: breakoutinvestors.substack.com/p/post-q4-fy-2…

Very nice 3-day run for my #1 name, $INFU. Glad I added significantly on the recent dip. A fellow investor at Breakout Investors found a reason for the dip that had nothing to do with the company. Great collaboration going on there. Join us here: chat.whatsapp.com/Hsg2xw3jmMNJtt…

$INFU up 36% this week. Our community took this ride with Aaron Warwick. Nice call and thanks for keeping our community #aheadofthecurve

Kaboom! Thanks to this outstanding research I was one of many in our community able to take advantage of this opportunity to buy the dip and watch it rip. Credit to Aaron Warwick and others for keeping this in front of us.

My latest update on $INFU and $PESI following earnings, and a brief snippet about my expectation for $IRIX: breakoutinvestors.substack.com/p/post-er-upda…

My updated thoughts on $IRIX after a somewhat mixed, but overall positive 2Q25: open.substack.com/pub/breakoutin…

Another solid order for $AEHR this morning ahead of the Jeffries conference. The $ amount is not huge, but the commentary is bullish for the near term and for the very long term as they cement the partnership with a major hyperscaler.

My latest on $INFU for Seeking Alpha: seekingalpha.com/article/481673…

Nice $PESI update from Aaron Warwick. seekingalpha.com/article/482087…

My latest on $PESI, as Hanford work begins: seekingalpha.com/article/482087…

A lot of misinfo spreading yesterday regarding the Hanford vit plant, which negatively impacted $PESI's stock price. My full thoughts on the situation here: breakoutinvestors.substack.com/p/important-up…

In addition to what I shared in this article, I received now a statement from $PESI that I shared here: breakoutinvestors.substack.com/p/statement-fr…

My latest on $INFU and the strange price action following today's earnings report. open.substack.com/pub/breakoutin…

My latest on $INFU for Seeking Alpha. seekingalpha.com/article/484135…

My latest on $INFU as well as two new tickers I’m in. breakoutinvestors.substack.com/p/infu-opportu…

$INFU: The "Quality of Revenue" Transition. 🔄 InfuSystem ($INFU) Q4/FY25 earnings are out. The Past (2025 was a massive success): - Adjusted EBITDA: $31.5M (+24%). - Diluted EPS: $0.31 (+182%). - Repurchased 1.3M shares. The Future (2026 Guidance): Management is taking a

Aaron Warwick has been on top of $INFU for our community. Join our community at BreakoutInvestors.com and find out where he sees this going over the coming quarters.