Who mentions $CPSH most on Surfaced?

@wliang (Wayne Liang) mentions $CPSH most — 25 mentions in the past 12 months.

When was $CPSH first mentioned on Surfaced?

The earliest tracked mention of $CPSH in the Surfaced archive was on Jan 18, 2026.

How many voices track $CPSH?

8 FinTwit voices have mentioned $CPSH 55 times in the past 12 months.

What kind of voices mention $CPSH most?

$CPSH is mentioned most by Long Research voices on Surfaced.

$CPSH — FinTwit mentions on Surfaced

Recent calls

9 calls

@wliangJun 9, 2026 · 1:50 PM

Wouldn't be surprised if we see a major U.S. Government deal for $CPSH soon. > It's the only U.S. pure-play for AlSiC > NASA Perseverance Rover already running CPS components on Mars (SHERLOC instrument) > $CPSH components on the ISS > GPS-III satellites for the U.S. Space Force uses $CPSH > HybridTech Armor for U.S. Navy crew-served weapons stations > Multiple U.S. Marine Corps applications As mentioned before, the U.S. Army, Navy, Marine Corps, Space Force, and NASA all already rely on $CPSH products for critical missions. This is what a chokepoint looks like. (To top it off, offering is now out of the way. You're getting in right next to the institutions who just bought at $8.)

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@wliangJun 8, 2026 · 7:55 PM

This is ground zero for $CPSH IMO. We're in before our Blue Diamonds (buy signals)... It just reclaimed gold zone on 1D, which is extremely bullish. BDs should be right around the corner. Said the same thing about $SIDU at ~$2, nailing a near-perfect entry for you guys. https://t.co/ml5UOcYIfr

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@wliangMay 28, 2026 · 6:24 PM

Looks like we agree on the similarities between $CPSH and $SIVE when it was just starting to break out... Completely different businesses, but both are phenomenal chokepoint plays. Back when $SIVE was sitting at ~8 SEK, most people saw it as just another small-cap photonics name. Little did they know, it was hugely undervalued as a supplier sitting at a genuine bottleneck in the optical interconnect space... exactly the layer AI needed as data movement became the constraint. The market eventually caught on and it proceeded to ~10x. $CPSH feels like it's at that same pre-recognition stage, sitting at the same valuation as $SIVE before it took off. > $SIVE: photonics/optical interconnects for AI datacenters > $CPSH: AlSiC thermal management for defense, space, and potentially AI chips Both are critical suppliers that get overlooked until market demand forces the re-rating. And remember, $CPSH is the only meaningful US-based vertically integrated AlSiC supplier, with sole-source status on many applications per their own 10-K... When the market starts to recognize this as a true bottleneck, it'll re-rate hard and fast. $SIVE already showed how that plays out.

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@wliangMay 27, 2026 · 5:57 PM

So in 2021, $CPSH rallied ~900% in 17 trading days, from a single contract. Back then, the U.S. Defense budget was ~$700B. A single contract of ~$28M catalyzed a near-10x run for $CPSH. Now the current launchpad with the new $CPSH pipeline, and many new catalysts: > $1.5T defense budget for 2027 > Navy SBIR Amphibious Combat Vehicle extension, $4M hermetic packaging order, and potential US Navy destroyer ballistic shield contracts (Congressional funding already secured) > Structural moat as the only meaningful US AlSiC supplier (re: my $CPSH bottleneck post) > $NASA ETF inclusion > AI infrastructure thermal management optionality stacked on top So if one contract drove ~900% off speculation, what could a multi-thesis stack drive?

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@investmentguru_May 27, 2026 · 10:37 AM

$CPSH is a micro-cap advanced materials play making metal-matrix composites for power electronics, defense, and energy — a quiet supply chain chokepoint that flew under the radar until FY2025 delivered record sales of $32.6M (+54% YoY). Q1 2026 was rough on the surface — revenue missed, gross margin compressed to 8.6%, stock sold off hard — but management flagged order timing as the culprit, not demand, and backed that up with a $4M hermetic packaging order booked right after quarter end. A facility expansion is underway to unlock production capacity, a new CFO with Precision Castparts pedigree just stepped in, and Citadel quietly initiated a position in Q1. At a ~$75M market cap with a $6 analyst target and 19% annual revenue growth forecast, this one’s worth watching as a defense/power electronics sleeper with a potential re-rate catalyst if Q2/Q3 execution follows through. Not financial advice. DYOR.

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@bullofbritainMay 27, 2026 · 6:05 AM

My fastest 2x ever? $CPSH > Entry $7.10 > Hold time: 21 hours > Price now: $13.35 This is perfect example of sizing being super important > Up 10% > Halted > Unhalted -> closes at 70% > 20% in AH Most people after 60% would have trimmed / sold. But because I sized into a position size I dont care about. I remove psychology from the trade as its money I can lose and get gifted 30% more. Deciding whether to sell initials or just diamond hand. Although AH volume is proving the 60% candle isnt just a “one off”

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@wliangMay 26, 2026 · 7:12 PM

2 months ago, I was telling you getting into $SATL at $3 felt like getting into $ONDS at ~$1. It proceeded to ~4x. Now I'm saying $CPSH at $190M MC feels just as early... And I will absolutely quote this post soon.

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@ckcapitalxxMay 26, 2026 · 4:17 PM

Another interesting angle on $CPSH that is just as bullish as the original thesis. The semiconductor angle. Every advanced semiconductor power module needs thermal management. When you pack enormous amounts of power into a tiny chip the heat generated can destroy the device in seconds without the right material managing it. Aluminum silicon carbide is the solution. Lighter than traditional materials. Thermally superior. Precisely engineered to match the expansion properties of the semiconductor itself. $CPSH makes that material. And multinational semiconductor manufacturers keep coming back with bigger contracts every single year. $12 million semiconductor contract in October 2024. Then a $15.5 million contract from the same customer in October 2025. That is a 16.5% increase year over year from one customer alone. Used inside power modules for high speed rail, energy grid infrastructure, and EV applications globally. Now think about where semiconductor power density is going. AI chips are running hotter than any commercial silicon in history. Every GPU cluster being built generates heat at a scale that requires advanced thermal management solutions. Every EV powertrain needs it. Every high speed rail system needs it. Every grid infrastructure modernization project needs it. The demand for what $CPSH makes compounds with every advancement in semiconductor performance. As chips get more powerful the thermal management problem gets harder and $CPSH gets more necessary. $65 million market cap. Record revenue last year. Semiconductor contracts growing 16.5% annually. NASA ETF creating a structural bid. And an addressable market that expands every time a new AI chip launches. The semiconductor angle alone justifies a much higher valuation.

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@thevalueistApr 25, 2026 · 11:00 AM

$CPSH CPS Technologies: Advanced Materials Inflection, Execution Strategy, and Investment Thesis. CPS Technologies is transitioning from a niche advanced-materials manufacturer toward a higher-throughput industrial platform. The company posted a meaningful financial recovery in 2025, supported by increased production volumes and a strengthened balance sheet following a strategic equity offering. The core differentiation is technical — CPS operates in specialized segments including defense and electrification where materials expertise creates real barriers. The risks are also fairly specific: customer concentration is high, and an upcoming facility relocation introduces operational execution risk at a moment when throughput matters. Leadership under CEO Brian Mackey has restored growth momentum, but the CFO retirement is worth flagging. Finance leadership transitions at this stage of a recovery — before margins have fully normalized — carry meaningful succession risk. The near-term value driver is backlog conversion. The company is sitting on a substantial order backlog, and the question is whether it can translate that into durable, high-margin revenue while simultaneously scaling newer product lines like radiation shielding and advanced armor. This is a high-upside microcap, but the valuation is execution-dependent rather than earnings-anchored. There is no meaningful margin of safety in the current numbers — the thesis rests almost entirely on operational follow-through.

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