InvestorWisdom

[InvestorWisdom @InvestorWisdom]

$SPCX $TSLA #megapod $DUOT hyperscalers need to build thousands of these behemoth DCs across this country in the coming years, but every week it’s getting harder… but not for Duos. They are installing pods in the same counties that are fighting against large projects and having no pushback.…

It doesn’t take much DD to understand why @elonmusk sees the value in smaller DCs. Duos is sitting in the sweet spot of where the trend is headed… Once Musk starts promoting pods as the solution Duos is going to run big imo, cause Elon is building them for himself. His competitors are all gonna want pods as well. 

——At an event Tuesday in Bullard, Abbott went beyond the rules package he rolled out earlier this month.

“We must prohibit them from building AI data centers in rural Texas neighborhoods,” Abbott said, according to the Tribune.—-

—-Surveys point in the same direction politically. Recent polling from the University of Texas/Texas Politics Project found broad opposition to nearby data centers, with resistance strongest in rural communities, where nearly two-thirds of residents opposed having one built nearby——

https://t.co/dYLehDMM3A

[InvestorWisdom @InvestorWisdom]

$DUOT $SPCX #megapod $TSLA

IMO Duos isn’t excessively overinflated like most every other AI infrastructure company. One more deal like Hydra and they’re doing $100+ million for a company valued at $300 million… for months I’ve been saying this stock is the best bargain out of the AI infrastructure small caps, the market just hasn’t figured it out yet. Small pods are not as exciting as the behemoth DCs, but they can be even more profitable. They have a different supply chain, which does not have limited components pushing up the cost… and it appears @elonmusk has quietly figured this out…

Projects are being canceled/delayed all over the country due to angry citizens, supply chain bottlenecks, etc. I believe the EDC segment will thrive because there is small amounts of available power everywhere. They fly under the radar…. and AI is only gonna grow for years. Even if they built too much capacity near term, it will outgrow it fast. Hyperscalers might have a difficult time building a multibillion DC in markets that are hostile to new projects, but as AI use grows they can just drop pods in the markets that have demand/latency issues. It’s easy and fast.

They currently have over $100 million cash with record growth coming in the 2nd half. I’d be more fearful holding other DC stocks. This one I am not. I believe more interest/excitement will hit this stock in the next few months than it has ever seen. 

2 screenshots… the second one is from this week and the CEO reaffirmed the growth that’s coming this year….

[Lin @Speculator_io]

The easiest way to get rich is to get really good at spotting patterns.

Observe the world. Pay attention to what works and what doesn't. Study successful companies, founders, and investors. They repeat the same patterns again and again.

The principles of success are universal.

[InvestorWisdom @InvestorWisdom]

$DUOT $SPCX #megapod $TSLA for those doing DD…

Duos is currently deploying $100 million worth of equipment in EDC pods. Imagine if they couldn’t keep it clean and it rapidly lost its value, had issues, etc…

If a client walked into one of these pods to service their equipment and it had dust all over it, they would likely never do biz with you again…. The DD below shows how experienced the new CEO is. He was building these pods for the train inspection portals, along dusty railroads. He’s already dealt with these issues over many years, while any competitor will have to spend time and money figuring it out…

I believe this simple aspect is a difference maker for landing future deals. There will be billions of dollars in equipment within these pods in the coming years… repost from StockTwits…

Most peeps would probably read about this entryway patent and not see any significance, but it’s extremely significant when you’re working with millions of dollars in equipment. This patent makes it hard for others to jump in this segment and compete, cause there’s not many ways to do this differently: https://t.co/0epcqSuqO2

Here’s additional supporting DD on their patent from the earnings call…

[InvestorWisdom @InvestorWisdom]

$DUOT @duostech @duosEdgeAI Doug mentioned that the Hydra project might break ground on July 1… if this has already happened or will soon, you should issue a PR letting the market know. Build up some buzz/excitement…

It was announced months ago and only updated in the last earnings call, many peeps that would be interested might have forgotten about the timing etc.

Keep up the great work

[InvestorWisdom @InvestorWisdom]

$DUOT they’ve installed several EDC’s in Texas to support schools and local businesses and I read nothing but positive comments from the locals that benefit… Due to the success in Texas I think they will be able to use this as a model to secure more deals with rural school districts throughout the country… then the Hydra deal will also be used as a model to secure larger deals with hyperscalers, neocloud providers etc…

… and in the not too distant future I believe every large hospital, financial institution, research and government facility, large corp etc will be required to have something like an EDC on their property... AI will become so important/ingrained they cant afford for it to go down. They won’t be able to function. They will want control of their own infrastructure + im sure there will be issues with security/secrecy. Read…

https://t.co/qIsFuK0caS

[InvestorWisdom @InvestorWisdom]

$DUOT we are just days from their largest project being set up. Everything is built/assembled in a warehouse, then gets shipped to the site. There is no major construction on site so everything should go fast… we could start getting pictures/videos soon

This deal is with a “leading global technology company” via Hydra. We just don’t know the name yet… This project is essentially a model for more potential deals to come shortly after completion in August. The demand is sky high, Duos just need to prove themselves. If everything goes smoothly I expect to see record levels of interest in the stock by August. Big players are gonna take notice….

Review these 3 screenshots for dates etc…

[InvestorWisdom @InvestorWisdom]

@StockMKTNewz Then it must be true

[InvestorWisdom @InvestorWisdom]

$QQQ $IWM $SPY topped out right at its downtrend resistance… 3 tests of this resistance sets up the next potential breakout…

[InvestorWisdom @InvestorWisdom]

$ADEA tightening up here… if the markets remain strong I think this one is gonna break higher…

—Adeia engineers and scientists develop semiconductor innovations that address some of the industry’s most critical challenges — from bandwidth and interconnect bottlenecks to thermal demands of high-performance computing to integration of multi-functionality systems within a package. Our technologies span semiconductor design, hybrid bonding, advanced packaging, thermal management, and next-generation interconnect architecture to enable faster, more efficient and scalable systems.—

[InvestorWisdom @InvestorWisdom]

$JACK $WEN 15min chart…

Potential intraday cup & handle continuation pattern…

[InvestorWisdom @InvestorWisdom]

$JACK $WEN

Potential bottom for Jack

[InvestorWisdom @InvestorWisdom]

$NTLA trying to breakout… biotech theme is hot…

[InvestorWisdom @InvestorWisdom]

$CIFR potential 5 minute inverse Head & Shoulders bottom/reversal forming near the daily 50ma. Needs to clear the neckline to confirm… -8% today

[InvestorWisdom @InvestorWisdom]

$JOBY 15min chart…

Potential intraday inverse Head & Shoulders bottom/reversal forming… just needs to clear the neckline resistance to confirm…

[InvestorWisdom @InvestorWisdom]

$RBRK strong intraday volume spike + new high

[InvestorWisdom @InvestorWisdom]

$RBRK

[InvestorWisdom @InvestorWisdom]

$OII nice shake out reversal to new highs…

Underwater #robotics and engineering stock: https://t.co/Lp3Hql1OTS