Top Tweets for #MegaPod

2 days ago

$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….

InvestorWisdom's tweet photo. $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….

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Fran Bordas @BordasFran59562

3 days ago

$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's tweet photo. $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…

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899

6 days ago

Let's make it happen - licensing, partnership, whatever works. Great names + real products should team up, not clash. Open to serious conversations. DMs open. #Megapod #Tesla #AI #DataCenter #Megapack https://t.co/X22UTe4XMu

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TheTeslaLife

@TheTeslaLife

10 days ago

#Tesla Trademarks #Megapod and could turn idle #Supercharger into Distributed Compute https://t.co/0Utq8MtYBQ

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TheTeslaLife

@TheTeslaLife

14 days ago

#Tesla trademarks #MEGAPOD, hinting at a new modular AI infrastructure product https://t.co/wwd5AErMm3

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15 days ago

@BullTheoryio Elon just did business with $DUOT which is the leader in EDC pods. Coincidence?… $TSLA $SPCX #megapod 4 screenshots of supporting DD/opinions

InvestorWisdom's tweet photo. @BullTheoryio Elon just did business with $DUOT which is the leader in EDC pods. Coincidence?… $TSLA $SPCX #megapod

4 screenshots of supporting DD/opinions https://t.co/wAfKkmB7Gz

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718

15 days ago

$TSLA $SPCX #megapod $DUOT Large DC’s attracted all the interest because big #’s are sexy, but being smaller and flying under the radar is the next AI infrastructure segment that will attract big interest imo $AMZN is already a customers. $300m cap is too low. 4 screenshots..

InvestorWisdom's tweet photo. $TSLA $SPCX #megapod $DUOT

Large DC’s attracted all the interest because big #’s are sexy, but being smaller and flying under the radar is the next AI infrastructure segment that will attract big interest imo

$AMZN is already a customers. $300m cap is too low. 4 screenshots.. https://t.co/jtnZc8XCmq

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5 months ago

Beating The Book: Super Bowl LX #NFL #MegaPod Betting Preview w/@beatingthebook, @NotTheeWillHill, @TWishnev, & @RufusPeabody. Live from @SIRIUSXM studio at @WynnLasVegas https://t.co/kQGciGS59F

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5 months ago

Beating The Book: 2026 Conference Championship #NFL #MegaPod Betting Preview w Dr. Bob @DrBobSports, Todd Wishnev @TWishnev “Action” @Showtime, Will Hill @NotTheeWillHill @VSiNLive @FOXSports “Shoulda Bet More” pod: https://t.co/NMjzfhiKB0

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5 months ago

Beating The Book: Conference Championship #NFL #MegaPod Betting Preview w/@beatingthebook, @NotTheeWillHill, @TWishnev, & @DrBobSports. Live from @SIRIUSXM studio at @WynnLasVegas https://t.co/P8qyCwfPor

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6 months ago

Beating The Book: 2026 Divisional Round #NFL #MegaPod Betting Preview w @Clevta https://t.co/80EiRnwR6H, Todd Wishnev @TWishnev “Action” @Showtime, Will Hill @NotTheeWillHill @VSiNLive @FOXSports “Shoulda Bet More” pod: https://t.co/V1Nnsdq527

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Tronsky @jonosher

6 months ago

Hey @beatingthebook I missed the #Megapod yesterday, and I don’t see it in my feed. Did I hear @TWishnev say it was Thursday this week? Thanks and love your show.

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6 months ago

Beating The Book: Divisional Round #NFL #MegaPod Betting Preview w/@beatingthebook, @NotTheeWillHill, @TWishnev, & @Clevta Live from @SIRIUSXM studio at @WynnLasVegas https://t.co/ZpPsjaKNLI

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6 months ago

Beating The Book: 2026 Wildcard Weekend #NFL #MegaPod Betting Preview w Drew Dinsick @whale_capper @DeepDivePod @NBCSports “Bet The Edge” pods, Todd Wishnev @TWishnev “Action” @Showtime, Will Hill @NotTheeWillHill @VSiNLive “Shoulda Bet More” pod: https://t.co/sOy96CTpn3

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6 months ago

Beating The Book: Wild Card Weekend #NFL #MegaPod Betting Preview w/@beatingthebook, @NotTheeWillHill, @TWishnev, & @whale_capper. Live from @SIRIUSXM studio at @WynnLasVegas https://t.co/4hR7L8TdVZ

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6 months ago

Beating The Book: 2025 Week 18 #NFL #MegaPod Betting Preview w Ace @Greek_Gambler @UFC @WagerTalk, Todd Wishnev @TWishnev “Action” @Showtime, Will Hill @VSiNLive @FOXSports “Shoulda Bet More” pod: https://t.co/JrFsPKBc7L

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6 months ago

Beating The Book: 2025 Week 18 #NFL #MegaPod Betting Preview w/@beatingthebook, @NotTheeWillHill, @TWishnev, & @Greek_Gambler. Live from @SIRIUSXM studio at @WynnLasVegas https://t.co/O1dHqWlloz

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6 months ago

Asked this past Tuesday, what’s this season’s #SuperBowl matchup going to be… @VSiNLive #MegaPod

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