$CPSH bouncing from SMA200 from where it bounced last few times.

I see many bearish posts about it.
But remember that in May it pumped over 200% in just 3 days.
So if you want to catch a move like this, you simply have to be patient during the dips.
Concerning fundamentals, $CPSH isn’t just a composites company. It’s one of the few U.S. manufacturers capable of producing metal matrix composites (MMCs) that solve real engineering bottlenecks.
Their products combine the thermal conductivity of metals with the dimensional stability of ceramics. That matters because next-generation electronics are becoming increasingly power-dense, and heat is often the limiting factor.
CPSH’s materials are used in:
• High-power semiconductors
• Defense and radar systems
• Satellite and space hardware
• Aerospace electronics
• Advanced packaging where thermal expansion must closely match semiconductor materials
This isn’t a “nice-to-have” technology. If you can’t efficiently remove heat or control thermal expansion, performance, reliability, and lifespan suffer.
As AI infrastructure, defense spending, power electronics, and space systems continue to scale, thermal management becomes a critical chokepoint. CPSH provides enabling materials that help solve that problem.
The market often focuses on chip designers. I prefer looking further down the supply chain at companies producing the specialized materials that make those systems possible.
That’s where hidden asymmetry can exist.