RalphWood
08-12

$Booz Allen Hamilton(BAH)$ $Trade Desk Inc.(TTD)$ $Circle Internet Corp.(CRCL)$ $Team(TISI)$ TISI is making a pretty aggressive move away from its legacy cyclical refining services, shifting the revenue mix instead into higher-margin, non-discretionary areas like aerospace, digital data centers, LNG, and nuclear power infrastructure.

The float situation is what really stands out to me. With roughly 2.64 million shares in the public float out of 4.57 million shares outstanding, and more than 60% locked up by institutions, the supply-side scarcity here is extreme.

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