Sign in

    Ashi Alpesh

    Research Analyst at Sidoti & Company, LLC

    Ashi Alpesh is an Equity Research Analyst at Sidoti & Company, LLC, specializing in coverage of small- and micro-cap companies with a particular focus on technology and industrial sectors. He has provided research on public firms such as Innventure and its subsidiary Acelsius, evidenced by his participation in earnings calls and company analysis, though specific performance metrics and rankings are not publicly available. Alpesh began his analyst career prior to joining Sidoti, but comprehensive details about his career timeline, prior firms, and cumulative performance are limited online. He holds relevant industry credentials appropriate for sell-side equity research, but explicit FINRA registrations or securities license numbers are not listed in public records.

    Ashi Alpesh's questions to Innventure (INV) leadership

    Ashi Alpesh's questions to Innventure (INV) leadership • Q2 2025

    Question

    Ashi Alpesh of Sidoti & Company, LLC asked for details on the Excelsius product, specifically how accurately its thermal simulation rack can replicate real-world AI and high-performance computing (HPC) workloads. Alpesh also inquired about the market feedback from the initial proof-of-concept deployments.

    Answer

    Excelsius CEO Josh Clayman explained that their thermal test vehicles (TTVs) accurately simulate the heat loads of expensive GPU servers at a fraction of the cost, which has led them to productize the solution due to market demand. He characterized the feedback from initial proof-of-concept deployments as 'extremely positive,' as they allow customers to validate performance claims before making larger commitments. CEO Bill Haskell added that the technology also allows customers to project cooling performance for future, more powerful chips that are not yet on the market.

    Ask Fintool Equity Research AI

    Ashi Alpesh's questions to Innventure (INV) leadership • Q2 2025

    Question

    Ashi Alpesh of Sidoti & Company, LLC asked for an explanation of how accurately Excelsius's thermal simulation rack replicates real-world AI and HPC workloads and requested details on the market feedback from initial proof-of-concept deployments.

    Answer

    Excelsius CEO Josh Clayman explained that their Thermal Test Vehicles (TTVs) were developed to simulate the high heat loads of expensive GPU servers at a fraction of the cost, allowing customers to validate cooling solutions effectively. He noted these TTVs were productized due to market demand. Clayman stated that the feedback from initial proof-of-concept deployments has been 'extremely positive,' as customers use them to verify performance claims before committing to larger orders. CEO Bill Haskell added that the technology also allows customers to project cooling performance for future-generation chips that are not yet on the market.

    Ask Fintool Equity Research AI