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    Brad Stevenson

    Research Analyst at Breakout Investors

    Brad Stevenson is an Analyst at Breakout Investors, specializing in coverage of technology and semiconductor companies including Aehr Test Systems and firms in the AI processor and GaN semiconductor sectors. He closely tracks performance trends, providing nuanced analysis of financial results and strategic market shifts, with a track record highlighted by detailed reporting and forward-looking perspectives. Stevenson has a background in equity research and joined Breakout Investors prior to 2025, leveraging expertise in emerging tech industries to add value for investor communities. His professional profile does not list FINRA registration or securities licenses, but he is recognized for insights on company expansions and market dynamics.

    Brad Stevenson's questions to TSS (TSSI) leadership

    Brad Stevenson's questions to TSS (TSSI) leadership • Q4 2024

    Question

    Brad Stevenson of Breakout Investors asked for an update on the company's order visibility beyond the typical window and inquired about any key design changes in the new facility that could benefit operations.

    Answer

    Darryll Dewan (executive) confirmed that visibility has improved and extends 90-120 days out, with the multiyear customer agreement providing a baseline volume. CFO Daniel Chism added that incremental revenue sometimes arrives with little notice. Regarding the new facility, Dewan highlighted significant upgrades including a massive increase in chiller capacity (from 150 to 1,650 tons), more power, a superior 'factory within a factory' layout, and a more than four-fold increase in validation stations to enhance throughput and accommodate new technologies.

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