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With AI's growing popularity, Maj explores how data centers, including those offered by TSSI, could benefit from the AI boom. He notes TSSI's main customer is likely Dell and emphasizes the company's strength in quickly deploying modular data centers. While TSSI doesn't produce AI-specific hardware, its rapid deployment capability is crucial for supporting AI-driven data center growth. Maj plans to consult industry experts for deeper insights and believes TSSI could gain recognition in the AI data center space.

TSSI's Role In AI Data Centers | PodClip

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In his most recent PodClip, Maj discusses the recent sharp drop in $CSBR, from its 52-week high of $11.99 to it current price of $5.80, attributing the decline to two main factors: the potential impact of the FDA’s new initiative (FDA 2.0) promoting alternatives to animal testing in biotech research, and the absence of new licensing revenue following a major $5 billion contract. The company’s legacy business, which relies heavily on animal testing for cancer research, may face long-term headwinds due to shifting industry dynamics, although the FDA’s framework does not ban animal testing, but rather encourages exploring alternatives.

On the positive side, CSBR’s pivot to data licensing—selling decades of research data—offers high-margin potential, with pharma companies already expressing interest. While the stock faces volatility and uncertainty, especially with the lack of new contracts and regulatory pressures, Maj suggests that investors should focus on the long-term opportunity of the data licensing model, adapting their positions based on evolving market factors and potential clarity from CSBR’s management in the upcoming earnings call.


CSBR: Navigating Regulatory Shifts and Capitalizing on Data Licensing Potential | PodClip

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TSSI's Role In AI Data Centers | PodClip

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