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CPSH · CPS Technologies CorporationCPS Technologies Corporation
📋 CPSH has multiple sole-source contracts for defense applications (Army, Navy, helicopter armor) with potential for commercialization in AI-related uses
medium convictionFirst mentioned Jan 29, 2026
CPSH has multiple sole-source contracts for defense applications (Army, Navy, helicopter armor) with potential for commercialization in AI-related uses.
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$11.10
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entry Jan 29, 2026
Thesis Lifecycle
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openedJan 29, 2026
CPSH is a US AlSiC pure play chokepoint that may become critical for AI thermal management as chip power scales up to 2300-2500W by 2027-2028, similar to prior niche material bottlenecks.
source ↗📝
updatedJan 29, 2026-1 conv
Continuing to hold $CPSH as a US AlSiC pure play chokepoint with military customers, long wait expected.
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updatedJan 29, 2026
CPSH has multiple sole-source contracts for defense applications (Army, Navy, helicopter armor) with potential for commercialization in AI-related uses.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.