StocksInvestor

In case you are wondering what my current bags are. From the largest to the smallest: $QUBIC 💎 $RIO $DIONE $TRIAS $ZEPH $ROSE $SPACE $XCHNG $XRD $UNO I only need more 10x so that i can be financially free (no i will not quit my job) With my current bag a 10x is very likely

@michaelsikand Insider Buy at $ERII ?!

Send this to a friend who thinks they missed the bull run.

@AlphaScout360 Thank You!!

@KryptoBull2025 75 - 70 - 65 - 60.

$CRCL - probably, this is the most obvious non-linear opportunities. NFA, of course. Mind your risks and don’t blindly repeat

This new $OSS order is highly significant! The $8.4 million - expected to be fully recognized as revenue in 2026 - accounts for around 20% of the (conservatively) estimated annual revenue! At the same time, volumes are actually expected to increase over the coming years! As always: land -> expand. Another interesting point: We rarely get to know exact unit prices, but we do know they are receiving that sum for 91 servers. That means they are generating over $92,000 in revenue per server. 🤯 That is an enormous amount. Just imagine if they win the platform deal for the US Army's groundvehicles, involving several thousand units... 📈

$OSS The market will focus on the $8.4M headline, but I think the more important number is the potential $44M platform opportunity. For a small-cap company like OSS, this isn’t just another hardware sale. It’s validation. Defense customers don’t choose suppliers lightly—they test reliability, performance, security, and the ability to deliver in demanding environments. Winning an initial contract means OSS is now inside an ecosystem where follow-on orders are possible. What’s interesting is the type of product they’re providing. These are AI servers designed to process surveillance data at the edge, where sending information to the cloud isn’t practical because of latency, bandwidth, or security concerns. As defense agencies push more AI capabilities into the field, demand for this kind of infrastructure could grow significantly. The bull case is straightforward: today’s $8.4M order becomes a multi-year deployment across additional programs, turning OSS into a trusted defense AI infrastructure supplier. For a company of this size, a few contracts like this could materially change revenue growth and investor perception. The bear case is just as important. The estimated $44M is not guaranteed revenue. It depends on future funding, customer satisfaction, and additional purchase orders. Defense contracts often take longer than expected and can be delayed or reduced. That’s why I see this announcement as an improvement in the company’s probability distribution rather than an immediate financial transformation. The value isn’t the first check—it’s the possibility that OSS is establishing itself in a market where relationships can last for years and contract sizes tend to expand over time. If management executes well, investors may eventually look back at this contract as the moment OSS moved from being a niche AI hardware company to a credible defense AI infrastructure provider.

🚨 BREAKING NEWS 🚨 ​One Stop Systems $OSS secures a massive $8.4M initial contract with a leading defense company to provide 91 high-performance AI servers for U.S. DoD signal surveillance! ​The long-term platform value is estimated at up to $44M over the next 4 years. First shipments kick off this year!

@FundWtd Niceeeee

$oss news of new big contract! #popup" target="_blank" rel="nofollow noopener">s3.amazonaws.com/b2icontent.irp…

@AlphaScout360 #Nuclear $EU is also very interesting. I think it has bottomed

$NLR found support at the monthly MA20

2. $OSS - One Stop Systems Builds rugged AI edge computing systems for defense and autonomous applications. Q1 revenue $8.1M, up 55% YoY. Their Rigel Edge Supercomputer puts data-center-grade AI processing into helicopters and mobile command centers. Guiding for 20-25% revenue growth and positive EBITDA in 2026.

@AlphaScout360 Longterm. Thank You very much!

@KryptoBull2025 What is your inv horizon? You check monthly first. It has to break the structure and the corrective trend line. Seems like a good entry for the long-term, if you are convinced in fundamentals

$SOUN - posted an idea in 2023 before the +1400% run. Now the price has reset. Triple digits wouldn’t surprise me

@trades2g And After that? How high will fly this?

$ERII

@AlphaScout360 Thank You very much! Can you pls Chart $ERII

@KryptoBull2025 For me it is too late to chase. As usually, I have a crazy scenario, posted it in April. PS. I don’t trade fundamentals, as I don’t have time to do thorough due diligence for each stock I trade.

@AlphaScout360 Thanks! Thoughts on $OSS ? Fundamental a beast…

Next $SOUN run is +10,000%. $7->$700 in ~3 yrs.

$Q looks explosive... - Fabs 2x'ing wafer volume - Content per wafer 3x-5x 'ing - Pricing power increasing 15% in Q3 - Charmin ultra soft guidance Quite the setup

@AlphaScout360 Low in ?

$DLO - 4h time frame, with extended trading hours 👀

$DLO - do you see similarities to $DOCN?

@AlphaScout360 What means shortlist? You will Short it or go Long?

Added $CRWV to the shortlist. Has to close above DMA20 - will be actionable

@stepnotonpets Pls take a look at $RELL Same Situation

This is what charts look like when you have the market cornered on something that's about to be super important, and there's only 4.5 million shares for investors to buy. Silver platter twice at 70 and 80. As usual the first 50% is free. We're here to learn you.

@italianinvesto What is with Steyr Motors?

A little update on some of my positions: $MRN > nice consolidation phase, showing strenght despite market weakness, still has potential $AMS > I should have sold above 20, now I'm a bag holder $M7U $ACUVI $NOLA_B $ALSEC > easy hold $ITECH > nice pump on a technically important zone and barnacles are everywhere $ALENO > annoying stock but easy hold $4X0 > needs to prove itself with execution $CAMB > boring hold

The latest $OSS job posting contained some interesting nuggets: • Revenue expected to exceed $60M 2026 • Profitable and cash-flow positive • No domestic debt • 20%+ annual growth target • Market opportunity now estimated at $2B+ What stands out most is that management is now talking about a $2B+ opportunity, versus roughly $1B previously. That’s a major expansion of the addressable market. Even more interesting: management expects OSS Core revenue to reach approximately $60M. If Bressner were still consolidated, total company revenue would be around $90M. That implies OSS Core is on track for close to 100% growth versus FY2025, driven by AI infrastructure, autonomous systems, and defense modernization. None of this is insider information—it’s all from public company communications and hiring materials. Just connecting the dots. 👀

Some investors are getting nervous because $OSS hasn’t dropped a major contract press release in about 2 months. Let’s look past the surface: "No new orders" is highly unlikely. Remember their Q1 book-to-bill ratio came in at a massive 1.8x. The pipeline is actively expanding. So why the radio silence? A few highly probable reasons: 🔹Strict NDAs & Stealth Programs: As $OSS secures larger, critical design wins in defense and tier-1 aerospace, clients increasingly demand strict confidentiality, often preventing immediate public announcements. 🔹The "Big Fish" Effect: They are transitioning to massive, multi-year platform deals. Negotiating these sprawling agreements takes time, and PRs are held back until everything is locked down and fully signed. 🔹Strategic Corporate Moves: Management could be cooking up something major in the background, such as a strategic acquisition or a deep institutional partnership, requiring compliance-driven quiet periods. 🔹Federal Contracting Cycles: Defense deal structures often bundle smaller wins under existing contract vehicles, meaning they flow into the backlog without triggering individual, press-worthy announcements. When the fundamentals are this tight, silence isn't a red flag but it's usually the quiet before the storm. 🫡