Analyst disclosed taking position months ago in OSS. Recent $1.2M Army contract validates technology. Management guiding 22-30% revenue growth; market awareness lags technical validation.
Took position months ago. Recent $1.2M Army contract validates PCIe Gen 5/6 architecture. Divested Bressner for $22.4M to focus on defense edge AI. Management guiding 22-30% revenue growth. Market discovery gap vs. technical deployment reality.
https://t.co/hmoTrYW7V9
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +8.1% | +8.3% |
| 1 week | +3.2% | +5.7% |
| 1 month | -9.6% | -9.1% |
| 3 months | -15.2% | -13.9% |
| 6 months | +24.3% | +16.5% |