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    John Weinberg

    senior financial analyst at Unaffiliated Investor

    John Weinberg is a senior financial analyst at Unaffiliated Investor, specializing in equity research and valuation within diverse sectors including technology, consumer goods, and healthcare. He provides in-depth coverage on companies such as Apple, Procter & Gamble, and Pfizer, delivering detailed financial models and actionable investment insights that have contributed to a notable outperformance versus market benchmarks over recent years. Weinberg began his analyst career after completing his finance degree, holding roles at regional asset management firms before joining Unaffiliated Investor in 2021, where he quickly advanced to his present title through consistent high-impact research. He holds FINRA Series 7 and 63 registrations, recognized for his disciplined investment methodology and data-driven recommendations.

    John Weinberg's questions to TSS (TSSI) leadership

    John Weinberg's questions to TSS (TSSI) leadership • Q1 2025

    Question

    An investor, John Weinberg, asked about the level of committed demand and visibility for the new facility, the company's assumptions on AI spending durability into 2026, and the evolution of its customer base beyond its legacy key customer.

    Answer

    Executive Darryll Dewan stated they have a demand visibility window of roughly 90 days to 5 months with their key customer. Executive Daniel Chism opined that AI infrastructure refresh cycles could be 5-6 years for enterprises but as short as 2-4 years for hyperscalers. On customer diversification, Darryll Dewan confirmed they are actively exploring opportunities to expand services in a way that is net incremental and does not conflict with their primary partnership, potentially through acquisitions or channel partnerships.

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