20 Stocks in Jim Cramer’s Spotlight

Page 5 of 19

15. TSS, Inc. (NASDAQ:TSSI)

Number of Hedge Fund Holders: 9

TSS, Inc. (NASDAQ:TSSI) is one of the stocks in Jim Cramer’s spotlight. When a caller inquired about the company, Cramer remarked:

“That’s a pretender. That’s a pretender. We want to be in CoreWeave if we’re going to go there. We don’t buy number two. We buy number one.”

TSS (NASDAQ:TSSI) provides IT systems planning, deployment, and support services, including equipment configuration, integration, and maintenance. Additionally, the company offers hardware and software procurement, consulting, and professional services to OEMs, businesses, and government clients. Kingdom Capital Advisors stated the following regarding TSS, Inc. (NASDAQ:TSSI) in its Q4 2024 investor letter:

“Lastly, we (finally?) became AI investors in Q4. TSS, Inc. (NASDAQ:TSSI) was added to the portfolio, having already returned over 1000% in FY24 on the strength of Dell’s demand for new server racks. Mike was fortunate enough to meet with the CEO in Chicago during the summer and came away extremely impressed with the company’s plan to expand their operations in the face of significant data center demand. Their involvement with xAI certainly seems like a tailwind for 2025. While we do not usually find ourselves wanting to pay 30x run-rate earnings, a company that grew revenue almost 700% in the most recent quarter can catch your eye.”

Page 5 of 19