Sep. 10 at 8:21 PM
$OSS $OSS — The disconnect between the stock price and the actual business fundamentals is getting hard to ignore.
Under
$9 while the company continues to show strong revenue growth, record bookings, solid gross margins, a strong backlog/book-to-bill, and a growing pipeline in defense, AI/edge computing and other high-growth markets.
Yes, there are risks and the market can stay irrational longer than we expect. But at some point, valuation has to reflect the underlying business.
The stock is being priced like the fundamentals are deteriorating, while the company’s financials and operating metrics are showing the opposite.
The question isn’t whether
$OSS can go lower — obviously it can. The question is how long this disconnect between price and fundamentals can realistically last.
Fundamentals eventually matter. 📈
