May. 23 at 12:49 AM
$OSS
What’s interesting here is that the entire
$OSS management team effectively became millionaires during the last 12 months… and despite the stock moving from around
$2 to nearly
$18, we barely saw meaningful selling.
Most of these people are not Silicon Valley founders that were already sitting on
$100M net worths. Many have been grinding at One Stop Systems for a decade+, others came from defense backgrounds like Cubic. For a lot of them, this is likely life-changing money already.
Yet they continue holding.
That tells me management believes the real move has not even started yet.
Cloud AI was phase 1.
Agentic AI at the edge is probably phase 2.
And if OSS becomes one of the core hardware platforms enabling that transition, then today’s valuation may eventually look ridiculously small in hindsight.
That’s exactly the type of alignment I want to see in a potential multi-year compounder.
$AXTI type moves looked impossible in the early innings too.
