Rob Banks

@MegatrendGlobal This a watchlist or a portfolio? 🧐

At least not today lol

Is the market finally waking up to the importance of defense tech? 🤔 $OSS - $ONDS - $PLTR What is your favorite ticker in this space?

@MegatrendGlobal Just started looking into them with Grok 😛

@Rob____Banks Not yet. Are there any good resources to start with?

Defense Tech isn't just a moment - it’s a decade-long megatrend. 🌐 Watch the space: $OSS $ONDS $KRKNF $PLTR #Anduril $KTOS ​Even SAP is seeing its fastest growth in defense. As modern warfare shifts toward AI, autonomous systems, and real-time data, the demand for specialized "hard-tech" infrastructure is exploding. ​The software layer is critical, but the mission fails without the hardware to run it at the edge. In a world of increasing geopolitical friction, defense tech is essential for survival of national security.

@MegatrendGlobal In that case- 🤩

@Rob____Banks No, they explicitly did not include Bressner but reported it as "discontinued operations." The figures show the core business exclusively.

$OSS Revenue growth of over 70% YoY for Q4 is AMAZING! $10M Revenue - Market Estimates $11.0-11.5M Revenue - My Estimate $12M Revenue - Actual Result BIG BEAT!

@HeikoBusiness I think investors miss the trees from the forest- even after loosing 50% of revenue from Bressner sale, they still guide growth to be 20-25%, meaning much higher actual growth for the core operation which is quite impressive.

$OSS earnings came in strong. Outlook weak or lets say I expect them to do better. Think thats the baseline they‘re planning or (almost) done deals/ARR. The management is very conservative, wouldn‘t be suprised if we‘ll see a lot of beat and raise throughout the year.

@MegatrendGlobal Well if looking a bit deeper, Q4 earnings included Bressner income, so guiding any growth without that income is impressive! That means the operation excluding Bressner income and margin grew much more than the 20%-25% growth for 2026. 2026 we're starting fresh 😎

⚡ $OSS Quick Earnings Analysis: Explosive Q4 Growth & Return to Profitability! ⚡ Here is a breakdown of the massive turnaround for One Stop Systems and the outlook for 2026: 🟢Revenue: Jumped 70.2% YoY to $12.0M (up from $7.0M in Q4 '24). 🟢Gross Margin: Hit a record 58.5% , compared to just 9.4% last year (or 26.8% adjusted for a contract loss charge). 🟢Net Income: Reached $2.0M ($0.08/share) from continuing ops, a huge swing from a $3.4M loss last year. 🟢Adj. EBITDA: Solid $2.5M, bouncing back from a $2.8M loss in the prior year. 🟢Balance Sheet & Divestiture: The recent Bressner sale brought in a $6.7M pre-tax gain. The balance sheet is now extremely strong, ending the year with $31.2M in cash and $45.3M in working capital (nearly double last year's $24.0M). 🔮 2026 Outlook & My Take: 🟠Management is very confident, but just guiding for 20-25% revenue growth , ~40% gross margins , and positive EBITDA. However, I think this is highly conservative given we've already seen ~$15M in contract wins in Q1 alone! 📞 We will definitely get more details on the earnings call starting at 10:00 a.m. ET.

@MegatrendGlobal We won't see a lot more buying opportunities like this one 😎 This is a blessed confusion 🙌🏼

⚠️ ATTENTION $OSS INVESTORS ⚠️ Management has confirmed a major shift for today’s earnings report. Because Bressner has been divested, its revenue will now be reported as "discontinued operations." The Context: 🔹Old Expectations: Some financial portals still show legacy estimates of ~$60M. 🔹New Reality: You will likely see reported revenue around $30M–$32M. 🔹Why? This is NOT a business failure. It is the result of the new Pure Play strategy, highlighting the high-margin core business after the Bressner sale. Don't let outdated algorithms or "revenue miss" headlines fool you. Look at the performance of the Core Business and the improved margin profile. $OSS is lean, focused, and executing the pivot.

@FoMaHun 😂

@Rob____Banks You got me! It must be Temu as I already ordered a second one! Oh wait… the second Fresnel lens was $5 too. Payed by me. How sad 😢 So all in all I think I am the global elite behind all this, alone! How cool is that?

I just bought a super cheap ($5) plastic Fresnel lens(Temu) just to try out its capabilities as an alternative to burn 🔥 everything and/or charcoal. I was massively skeptical I admit. But have a look at this! How long will it take to light a fire 🔥? Let’s see! Zero milliseconds! Impressive! Huh! That’s a great green energy source for sure! I’m thinking about developing a green tech to etch granite into waterglass for free. A waterglass “factory” running on sunlight? Yes, please! ☀️☀️☀️

@MarisTech Great news! Is this part of the collaboration with @lightpathtech ?

Peridot Night delivers 360° day/night situational awareness with thermal + full-HD cameras and embedded AI. Real-time detection. No blind spots. Built for mission-critical platforms. Learn more → maris-tech.com/peridot-night

@TheProjectUnity Dude what a waste of your time like for real. Yeah he's kabal but who gives a shit, they all are 🙌🏼

Bibi was always an AI anyway. You know, an Artificial Israeli.

@MegatrendGlobal All I saw was "situational awareness" 🤩 They can x10 in a heartbeat ❤️

$OSS partner $MTEK Secures Order from Governmental Defense Entity for AI-Edge Video Systems ​Maris-Tech Ltd. has announced a new order from a governmental defense entity for systems supporting situational awareness and drone video payloads. This order highlights the company’s expanding footprint in the high-growth defense technology sector. ​Key Program Details: 🔹​Diamond Ultra Platform: Deployed for advanced situational awareness and perimeter defense systems. 🔹​Jupiter Platform: Integrated into drone video payload systems for real-time, mission-critical processing. 🔹​Tactical Edge Intelligence: The order includes both delivery and development of custom AI applications to enhance operational effectiveness in complex security environments. 🔹​Strategic Momentum: CEO Israel Bar noted this further validates the relevance of Maris-Tech’s AI-based edge video solutions for next-generation defense needs. ​As global defense agencies pivot toward autonomous and intelligent surveillance, Maris-Tech continues to provide the essential "eyes and brains" for the modern battlespace. I still see $MTEK as an attractive acquisition target for $OSS, as it is favorably valued and would perfectly expand the technological value chain.

@TheProjectUnity Jay you can say what you want on Zionism, but you have no clue on the context of this video. This is police force cleaning a protest. No christians here whatsoever. There is police brutality against all protesters, but that's a different issue

Right. Because Israel is ruled by Zionists. And Zionism isn't Judaism. Wild that this is a new concept to people. Zionism is an extremist ultra-nationalist political movement, and they behave like one. Why is this shocking or controversial?

@MegatrendGlobal Great analysis my friend! Perhaps DOW will prioritise a all US company rather than a UK based one, even if they are under Anduril's umbrella

Is $OSS the secret "Hardware Backbone" behind the massive $20B US Army contract for #Anduril? 🤔 $OSS is currently trending on X and stocktwits as investors scramble to connect the dots. While we await the Earnings Call this Wednesday for potential confirmation, here is the theory that has the market buzzing. 👇🏻 The context: The US Army recently awarded a staggering $20B contract to Anduril Industries for their "Lattice" AI platform. But software needs a place to live - especially in a rugged combat environment. Enter One Stop Systems $OSS and their years-long development of the "360° Situational Awareness System." The History: A Multi-Year Evolution In Feb 2023, OSS landed a $1.3M direct Army order to develop a visualization system for ground vehicles. The mission: Eliminate blind spots for 14,000+ vehicles, including the Stryker, Abrams, and Bradley. The tech was revolutionary: Combining $NVDA Jetson AGX Orin modules with OSS-proprietary PCIe Gen 4 switched fabric. Why? Because on the battlefield, latency kills. OSS achieved 800x lower latency than standard Ethernet. By March 2024, the program expanded. $OSS was tasked with building a "Video Concentrator" to handle massive data flows from external sensors to the crew’s displays in real-time. OSS moved from a component provider to a full system architect. The Turning Point: The $6.5M "Record Contract" In April 2025, $OSS announced a record $6.5M deal with a "leading defense and technology solutions company." At the time, speculation was rampant: Was this Anduril? The details fit like a glove: ✅ 80 High-Performance 3U SDS Rugged Servers. ✅ Purpose: A mobile intelligence platform for the DoD. ✅ Nature: The 3rd program win in 8 months with this specific customer. The Technical Synergy: Anduril’s "Lattice" is the brain (the OS) of the modern battlefield. It fuses data from every sensor. But that "brain" requires immense compute power at the "Edge" (inside the tank). OSS provides the high-performance Edge AI hardware. Their ruggedized servers are designed specifically to run high-density AI workloads (NVIDIA GPUs) in environments where standard servers would melt or vibrate to pieces. This matches the Jan 2026 update where $OSS announced an "Integrated Vision System" for a "New Leading US Defense Prime." The "Klas" Question: Why not In-house? 🤨 Skeptics point out that Anduril acquired Klas Group in 2025 to build their own hardware. So why would they need $OSS? The answer lies in the specialization: 🔹 Klas: Masters of tactical networking and modular communication. 🔹 OSS: Masters of High-Performance Compute (HPC) and PCIe switching. Processing 360° high-def video with AI object detection in micro-seconds is a "Heavy Lift" that goes beyond standard tactical servers. The fact that $OSS received new orders in Jan 2026 - post-Klas acquisition - proves OSS remains the superior choice for high-end AI compute. The "Program of Record" Potential 💰 If $OSS is indeed the hardware provider for this $20B mandate, we are looking at an unprecedented scale-up. We’ve moved from $1M prototypes to a potential multi-year production cycle across thousands of manned and unmanned platforms. Is it speculation? Yes. Is the logic sound? Absolutely. Investors are speculating that $OSS has successfully embedded its hardware into the most important defense contract of the decade. All eyes are on the Earnings Call this Wednesday. 👀 If management confirms a deepened relationship with a "leading defense tech prime" or any progress regarding the 360° Situational Awareness System for the US Army, the "secret beneficiary" theory might just become the new reality. Stay tuned.

@MegatrendGlobal I recall Anduril aquiring a edge compute company from the UK last year if I am not mistaken

#Anduril 🤝🏻 $OSS Anduril and One Stop Systems are practically neighbors. Anduril develops software and network infrastructure for situational awareness on the battlefield and has just secured a $20 billion contract from the US Army. OSS builds edge AI high-performance hardware for situational awareness and is the sole bidder for a major contract to modernize Army ground vehicles (Stryker, Bradley, Abrams, ...). Is it all coming together now? OSS releases its quarterly figures on Wednesday. I hope we'll learn more there!

@FoMaHun Thanks for the update Marcell! Is there a amateur kit to measure the rocks hardness to see if it really acts like "granite"? Or maybe a sledgehammer? 😅

Okay, winter is over, it’s high time to release this beast to the wild. An obelisk. Cast, not carved! The mess you are desperately looking for is at the bottom: I cast it upside down into a bucket 🪣 Fake granite from silica sand (as I don’t have useful granite grains). V3 recipe: no bubbles and only a pinch of slaked lime as a catalyst only. Why is it broken on the top? Because impatience is a blessing: I removed it too early from the mold. It’s 3 months old now so my bet it will endure the torture of nature for years to come. But who knows? We’ll see. That’s why I put it under the sun ☀️ outside.

@MegatrendGlobal Perhaps $MTEK will be aquired by $LPTH and not $OSS, time will tell

@MegatrendGlobal Listened to a interview with Ceo of $LPTH which collaborates with $MTEK, he said that part of their acquisition strategy is to first work on a joint product together. The moment I saw Maris's new product with "thermal imaging" my eyes lit 😲

$MTEK 👀👇🏻

@MegatrendGlobal @LAMoon__X @onestopsystems @USArmy Well yeah the direction doesn't matter, as long as they'll come together 🙌🏼

@Rob____Banks @LAMoon__X @onestopsystems @USArmy I think it's the other way around. $MTEK has the video sensors, $OSS has the high-performance Edge AI hardware for processing and analysis.

$OSS Great find @LAMoon__X The future of the 21st-century warfighter is all about superiority of intelligencs, sensor fusion and situational awareness! @OneStopSystems is at the forefront, providing the @USArmy with 360° real-time video capture. With a staggering 64 GT/s data transfer rate and GPU-accelerated demosaicing, OSS delivers high-res, low-latency visibility for the modern battlefield. I think there's a very high chance that we'll see a big US Army order here this year!