May. 18 at 5:37 AM
$DUOT I see articles and peeps assuming that this company just shifted focus one day and there’s no DC experience… but Doug, the new CEO, has been building these pods for years for Duos train inspection portals…
To process/analyze (AI) large amounts of HD images quickly, which is required to find issues with a moving train in real time, you need powerful data processing as close to the location as possible… Doug has been building these pods longer than many of these small DC companies have existed
…and before Doug was designing pods, he built and sold 2 Data Center companies to big players. He is well connected and respected in this segment…
Look at the quality customers they are already attracting to these pods. If they announced
$AMZN in a PR and not buried in a small cap earnings call that not many people read, this stock would be worth a lot more than
$250 million imo… and they’ve already landed a hyperscaler tenant for the Hydra deal…
