$YSS

Does he own it?

YSS appears only as a peripheral node in the author's Sivers ($SIVE) supply-chain thesis: a US defense prime that acquired Sivers' lead partner AllSpace. He explicitly names the three stocks he owns (SIVE, MSSCORP, Auros) and YSS is not among them. No first-person buying/holding/sizing of YSS anywhere.

His thesis

YSS is framed as a US national-defense prime contractor with links to Space Force, the Space Development Agency, DoD, and the Golden Dome program. Its acquisition of AllSpace allegedly designs Sivers' chips/lasers into space-defense primes, giving the author's actual holding (Sivers) a backdoor into the US space buildout and follow-on volume orders. YSS itself is treated as a customer/distribution channel, not an investment.

How his view evolved

Mentioned consistently across all posts only as the defense-prime acquirer of AllSpace that connects Sivers to Golden Dome/DoD. Framing never shifts toward YSS as a standalone position; it stays a supporting detail of the Sivers narrative.

Key points

• Cited as a US defense prime tied to Golden Dome, Space Force, SDA and DoD
• Relevant only because it acquired AllSpace, Sivers' lead space partner
• Author lists his owned stocks as SIVE/MSSCORP/Auros, not YSS

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $YSS on X ↗