OSS · One Stop Systems, Inc.One Stop Systems, Inc.

OSS and SKYT are positioned to benefit from edge computing and foundry-related applications as a hot theme for 2026.

One Stop Systems (OSS) is a pure-play kinetic defense AI contractor with 45% gross margins, validated by combat use in Venezuela. With $41M cash, 2.4x supply/demand backlog, and a $155M market cap, it offers low downside risk and high upside potential as a specialized defense AI play for drone swarms, ghost fleets, and USVs.

Bullish on OSS as a DoD contractor beneficiary of Venezuelan invasion, with drone swarm, Ghost Fleet, USVs, and Edge AI exposure.

OSS is a overlooked $155M market cap company deploying drone swarm and edge AI for US DoD, with strong financials (45% gross margins, $40M+ cash) and high demand.

OSS has higher upside than KRKNF due to its DoD contracts, current low market cap, and exposure to drone swarms, Ghost Fleet, USVs, and Edge AI.

Expects OSS to achieve $1B market cap in 6 months if a key award goes through, leading to 1000%+ returns.

Both OSS and AXTI are attractive investments with distinct catalysts: OSS benefits from $1.5T US government defense spending and a large backlog, while AXTI is a single point of failure for Western AI infrastructure buildout.

OSS is a pure play defense contractor with high margins in a specialty vertical. The Bressner sale will allow the market to re-rate it from commodity status to a high-tech defense premium. Defense spend of $1.5T and robotics transition provide tailwinds.

Both stocks benefit from $1.5T defense spending tailwinds; information discovery pays dividends.

OSS is a specialized, high margin, ruggedized hardware provider for AI and edge military deployments, benefiting from military spending tailwinds.

US government directive to leave Iran implies direct intervention, similar to previous use of GBU-57A/B MOPs and US invasion of Venezuela. These 'Department of War' stocks are positioned to profit from a US invasion of Iran.

OSS is well-positioned with deployments across US military platforms, high margins, sticky tech, and demand exceeding supply.

OSS is a good long based on usage in Venezuela and new information that comes out.

Reaffirms thesis on multiple robotics supply chain stocks, continues to hold and cost average up on AIRO and LPTH as 1-year holds.

Selloff creates dip buying opportunities in TACO trade stocks, expecting recovery as Trump de-escalates.

Buying defense and semiconductor-related stocks on dips due to market panic and potential Trump de-escalation.

Personal stock ratings with detailed commentary: Strong Buy on 14 stocks (SNAP, META, MU, TSM, etc.) citing catalysts like memory supercycle, bottlenecks, and AI tailwinds. Buy on 32 stocks including COIN, SMCI, GOOGL, and several crypto and drone plays. Questionable on VELO and SKYT due to weak fundamentals. Avoid on 11 stocks (UAVS, BKKT, PLTR, etc.) due to dilution, high debt, or overvaluation. Overall bullish on AI, memory, bottlenecks, made-in-America supply chains, and defense, with a long-term view until after midterms.

RDDT is a strong buy after earnings drop; OSS is a moonshot pick for edge AI and defense with potential contract.

Reaffirms bullish on LPTH (war stocks due to recent conflicts), OSS (germanium bottlenecks and edge computing unchanged), VLN (still undervalued), and NBIS (needs time to play out).

No qualifying thesis event for 45+ days.