Took a position in OSS, a $200M defense edge compute contractor with Army contracts and PCIe Gen 5/6 advantage. Thesis: technical validation significantly ahead of market awareness with 22-30% revenue growth guidance.
OSS provides ruggedized edge compute solutions already deployed in defense platforms (Stryker, Bradley, Abrams). Recent $1.2M Army contract validates their architecture advantage. Divested non-core Bressner business to focus on pure defense edge AI. Management guiding 22-30% revenue growth. Market is distracted by ONDS hype while OSS has real deployment and validation.
Took a position in $OSS months ago. Funny watching finx discover it now. ~$200M MC ruggedized edge compute contractor. Recent $1.2M Army contract validates their PCIe Gen 5/6 architecture advantage. Hardware already deployed in Stryker, Bradley, Abrams platforms. The interesting part: They divested Bressner for $22.4M to concentrate on pure defense edge AI. Management guiding 22-30% revenue growth from continuing ops. While everyone chases $ONDS hype, $OSS is already fielding next-gen solutions. Testing at Army GVSC. Multiple vehicle platforms. The delta between market awareness and technical validation is uncomfortably wide.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +3.2% | +5.7% |
| 1 month | -8.9% | -8.5% |
| 3 months | -15.2% | -13.9% |
| 6 months | +31.4% | +22.8% |