Dec. 4 at 4:00 PM
$OSS I ASKED GROK:
Risk is obvious (small, lumpy revenue, history of missing), but at 2.4x sales with this growth inflection, the risk/reward is insane. This is the kind of name that quietly goes to
$12–15+ in six months when the narrative finally clicks (especially if we get another AI-capex rotation).If I'm allocating to small-cap AI infrastructure right now,
$OSS is my #1 pick in the sub-
$500M segment — higher conviction than most of the pre-revenue science projects trading at 10–20x sales. Been adding on this pullback from
$7.YEAH... I like the risk/reward a lot here. Feels like the nuclear names in early 2024 before they 5–10x'd.
