Megatrend Investor π
@MegatrendGlobal
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πΊπΈ and π©πͺ π since 2002 Investing in disruptive technologies and megatrends π - no financial advice -
Germany
Joined February 2024
My Investment Thesis for the next decade: Defense Tech is set to be a top-performing sector. AI is shifting to the Edge, demanding low-latency, high-performance computing where the data is created. $OSS is perfectly positioned as the essential engine for this Edge AI Megatrend.
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Who ever βwinsβ this race, $OSS will benefit anyway. Their AI systems are agnostic to any supplier even US-made chips or ASICs from $AVGO.
$AMD MI450| $NVDA Rubin| $GOOGL TPU Compπ§΅ The @AMD Instinct MI450 emphasizes open ecosystems, memory density, and power efficiency via chiplet design and TSMC's 2nm node w/ lowest TCO. NVIDIA's Rubin (successor to Blackwell) prioritizes raw compute and bandwidth in a
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The Genesis Mission is one of the biggest macro-catalysts for $OSS. This Executive Order (EO) is a monumental, Manhattan Project-scale mandate to secure US global technology dominance in AI and scientific discovery. It fundamentally shifts the entire market for Edge HPC. The
*PRESIDENT TRUMP SIGNS 'GENESIS MISSION' EXECUTIVE ORDER, CALLING FOR THE NATION TO MAKE A COORDINATED EFFORT TO DOMINATE THE AI INDUSTRY, COMPARING IT TO THE MANHATTAN PROJECT Full text of the executive order below: By the authority vested in me as President by the
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It's good to see that $OSS is recovering somewhat from its low and that $5 is within reach again. But it's still far from its fair value, which in my opinion should currently be at least $10.
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Lake Street analyst Eric Martinuzzi maintained his buy rating on $OSS this week, with a price target of $9.00. The stock is currently trading at less than half that price. Irrational!!!
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Lake Street analyst Eric Martinuzzi maintained his buy rating on $OSS this week, with a price target of $9.00. The stock is currently trading at less than half that price. Irrational!!!
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Bullish $OSS! πͺπ» $NVDA CEO Jensen Huang: βCompute demand keeps accelerating and compounding across training and inference β each growing exponentially. Weβve entered the virtuous cycle of AI. The AI ecosystem is scaling fast β with more new foundation model makers, more AI
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Day 2 at #SC25! OSS is showcasing the latest PCIe 6.0 tech for next-gen HPC, AI, and data-intensive workloads. Stop by Booth 2111 to see whatβs new and how we can help accelerate your roadmap!
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$OSS is a technology leader in the edge AI and high-performance computing market. One day, the market will wake up.
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$OSS The Valuation Anomaly I Simply Cannot Understand. Current Market Cap: $116M Share Price: $4.76 Looking at my conservative revenue forecast (attached), the valuation is mind-bogglingly cheap. The Price-to-Sales (P/S) Ratio based on future revenue: P/S 2026
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One Stop Systems $OSS targets Next-Gen Commercial Datacenters with PCIe Gen 6 AI Platforms! πͺπ» OSS is strategically positioning itself to capture the rapidly evolving commercial datacenter market and demanding AI workloads. Its new PCIe Gen 6 product line, launched at SC25,
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$OSS Smart Money Confirms the Turnaround A new Schedule 13G SEC filing just dropped, adding significant institutional validation to the Q3 success story. β
WHO: Lynrock Lake LP (Major Institutional Investor). β
WHAT: Filed for a 1.44 Million share stake (>5% ownership). β
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One Stop Systems $OSS targets Next-Gen Commercial Datacenters with PCIe Gen 6 AI Platforms! πͺπ» OSS is strategically positioning itself to capture the rapidly evolving commercial datacenter market and demanding AI workloads. Its new PCIe Gen 6 product line, launched at SC25,
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OSS is exhibiting at MilCIS 2025 in the Eylex booth! π¦πΊ See our rugged edge compute solutions in Canberra, 18β20 Nov, Booth #7 | 8. Connect with our expert David Warren-Angelucci: π§ davidwa@onestopsystems.com
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@FundWtd $oss is simply under the radar for retail, mcap to small for institutions. We are still early πβπΌ
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$OSS is an absolute technology leader in the Edge AI field and is already bringing PCIe 6.0 products to SC25, the world's most important conference for supercomputing.
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$OSS will shape the modern defense industry and bring high-performance AI computing to operational vehicles.
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π§΅ A SPECULATIVE THREAD: The $OSS $12.5M Capital Raise Was NOT Primarily for M&A. It Was a Secret Pre-Condition to Secure the $200M+ Army Deal. After I gathered all the information again, today I would like to exclusively share my purely speculative theory as to why I believe
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