Stew of Randomness

Wow. Awesome hit. Emergency Tone youtu.be/kxRSVpH0ess?si… via @YouTube

Wow my other passion flower just bloomed and isn't it spectacular!

This sounds like society after one more software update.

Cali's proposed law abridges speech, the press, and whistleblower protections, all rights Dems once valued.

🚨 California just banned ultra-processed foods from public school lunches, becoming the first state to do so.

California is absolutely unbelievable!! First they’re trying to criminalize investigators who expose fraud. Now gubernatorial candidate Tom Steyer says he wants to criminalize law enforcement too?! WTF, CA?! 🤦‍♂️

BREAKING: 🚨 Eleventh scientist found dead. -Daily Mail

@FinnStockinger @MegatrendGlobal Could someone like $VICR help in this space? Their modules convert between different voltages. vicorpower.com

@MegatrendGlobal The $500k is just the foot in the door, but the real story is the 48V DC power capability. Most people underestimate how hard it is to run AI workloads off-grid without standard Tier 1 hardware failing.

Don't let the $500k price tag fool you—this $OSS deal is a massive signal for the long-term thesis. Here is a breakdown of why this deal validates the long-term investment thesis: 1️⃣ Entry into Decentralized AI Data Centers The global AI boom is straining traditional power grids. $OSS’s new customer is deploying "autonomous energy nodes" to run AI workloads directly at renewable energy sources. OSS is providing Gen5 2U short-depth servers paired with 4U Pro AI Accelerators, positioning the company at the intersection of AI and Clean Energy - two global megatrends! 2️⃣ Validating the Technical Moat (48V DC Power) A critical detail: these systems are designed to run on 48V DC power in remote, harsh environments. Standard servers from Tier 1 vendors (like Dell or Supermicro) cannot be deployed in wind or solar fields and connected directly to DC power. OSS is leveraging its military expertise to solve commercial challenges that others cannot. 3️⃣ Mitigating Customer Concentration Risk Our previous analysis identified "cluster risk" as a bearish factor. This entry into the Clean Energy sector systematically broadens the customer base. Every commercial win in a new industry dilutes the dependence on individual defense contractors. 4️⃣"Land & Expand" Strategy & Revenue Visibility Shipments begin in Q2 2026, directly supporting management's 20%–25% annual growth target. The financial trajectory follows the proven OSS pattern: 🔹Initial Deal: ~$500,000 🔹Target: $1M+ in annual recurring orders 🔹Pipeline: $10M+ over the next 5 years 5️⃣ Strategic Conclusion CEO Mike Knowles is demonstrating that the "Rugged Edge" platform is universal. The transition toward a "Pure Play Defense AI" company does not mean ignoring lucrative civilian markets where requirements (robustness, specialized power, high-compute density) are identical. This deal adds another predictable building block to the "Wall of Revenue" for 2026 and beyond.

When people can see a future for themselves and their children, they build things that will last for generations.

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Eilean Donan Castle, Scotland 🏴󠁧󠁢󠁳󠁣󠁴󠁿

Château de Saint Pierre la Noaille, France

The spring garden 🍃

Strasbourg, France 🇨🇵

Eltz Castle ,Germany 🇩🇪

Switzerland 🇨🇭

🚨 HOLY SMOKES: EVERY DEMOCRAT IN MINNESOTA HOUSE RULES COMMITTEE VOTES TO BLOCK FRAUD INVESTIGATIONS UNDER TIM WALZ! 🚨 They just voted with straight faces to protect **$9 BILLION+** in stolen taxpayer dollars from being investigated. Democrats are in full panic mode, desperate to keep the massive fraud under Tim Walz hidden. This is blatant obstruction and complicity. Remove Walz from office and start criminal proceedings NOW. No more protecting the grift. Taxpayers deserve answers and accountability. 🇺🇸

When you make Time magazines 100 most influential people of 2026 and you’re all 100 at the same time 😂

Democracy dies in darkness.

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