DisneyTrader
Oct 1, 10:05 PM
$OSS The setup is getting VERY interesting.
While the stock is sitting around
$9, the business continues to stack real catalysts:
• Q2 revenue +62% YoY to
$9.3M
• Record quarterly bookings of
$15.1M
• Book-to-bill 1.6x in Q2
• 2026 revenue growth guidance raised to 25–30%
•
$1.3M U.S. Navy rugged storage order
•
$2.2M commercial robotics production order with potential
$10–15M program value over 5 years
• New ~
$400K Missile Defense Agency-related award using 8 NVIDIA Blackwell GPUs
OSS is sitting near
$9 while the underlying business is growing rapidly and moving multiple programs from prototype → production.
The stock is still well below the
$20.88 52-week high, but the company is continuing to win business across defense, AI, robotics and edge computing.
If OSS keeps converting these programs into recurring production revenue, the story could look very different a year from now.
Just watching the fundamentals catch up with the stock. 👀
$OSS $AI $NVDA $DEFENSE $ROBOTICS
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