Mar. 13 at 1:47 PM
$DUOT these pods are all located at one site. This makes installation easier/faster than having single pods at several different locations (schools). This is a much better deal structure
There’s a reason why Doug took over as CEO so fast after joining them last year. The old CEO was focused on energy markets and never really seemed to grow the company after several years, like Doug has done over a short period of time. It’s an entirely new company now, trading for under
$300 million… The market is sleeping on it, likely because of how slow it was to build the train inspection business, but it will wake up in 2026 imo….
As hungry as these hyperscalers are, don’t be surprised if we see another significant PR in the not too distant future … and I’m betting its with
$AMZN, cause they’re already doing business with DUOS + Amazon needs as much capacity as they can get …
