Nickd

NC🇺🇸🇮🇹🇵🇭 🏄‍♂️🏂 🎣🏌🏿🛫🌎📈

[Megatrend Investor 📈 @MegatrendGlobal]

This new $OSS order is highly significant!

The $8.4 million - expected to be fully recognized as revenue in 2026 - accounts for around 20% of the (conservatively) estimated annual revenue!

At the same time, volumes are actually expected to increase over the coming years! As always: land -> expand.

Another interesting point: We rarely get to know exact unit prices, but we do know they are receiving that sum for 91 servers. That means they are generating over $92,000 in revenue per server. 🤯 That is an enormous amount.

Just imagine if they win the platform deal for the US Army's groundvehicles, involving several thousand units... 📈

[WTD_Fund @FundWtd]

$OSS

Many investors seem to assume that because we haven't seen many announced contract wins in recent weeks, business must have slowed down.

I actually think quite the opposite is the case.

OSS is running at a 1.8x book-to-bill ratio, which tells us orders are coming in significantly faster than revenue is being recognized. That's not what a company with a weak pipeline looks like.

What I think the market is missing is that many customers especially in defense and national security related applications don't necessarily want their contracts publicly announced. In many cases, OSS can't simply put out a press release whenever it wins business. Customer approval and final sign-off are often required first. Most of the Press releases in Q1 were about order wins from existing customers, which already were known to allow orders wins to be publicly announced.

As OSS continues expanding into new programs and new customers, it's entirely possible that some wins never get publicly highlighted at all.

The way I see it, the growing backlog and book-to-bill ratio are telling a much more important story than the number of press releases.

Patience.

$OSS

[Megatrend Investor 📈 @MegatrendGlobal]

Another upgrade for $OSS! 📈

Lake Street analyst Eric Martinuzzi has just raised the firm's price target on One Stop Systems to $21 (up from $18) while maintaining a Buy rating.

The analyst hiked the target after hosting management for a series of meetings, coming away with significantly increased confidence in the company's business momentum.

I am incredibly curious to know what exactly was discussed behind closed doors during those meetings! To see the price target lifted again less than a month after it was already raised following the stellar Q1 earnings proves that the internal tailwinds and pipeline acceleration at $OSS are moving faster than the market can keep up with.

Bullish 😎👌🏻

[Black Panther Capital @BlackPantherCap]

⚡️JUST IN:

Morgan Stanley just raised their PT on $CIFR to $53.

Implying a staggering +100% upside.

-BP

Please note: this is not financial advice.

[Nickd @NickD_71]

@aleabitoreddit Almost there with my initial entry. Guess I’ll stick alone for Round 2.

[Paradis Labs @ParadisLabs]

KV cache, CXL & $PENG in First Principles:

Transformers (LLM architectures) generate text one token at a time (autoregressive).

To predict the next token, the model has to re-read every prior token via attention.

Instead of recomputing attention from scratch every time (insanely slow). So the model stores the "keys" + "values" (KV) of all past tokens in fast GPU memory.

That stored KV data is the KV cache.

Then the KV cache grows linearly with context length:
- Short chat: tiny
- 128k tokens: ~100+ gb
- 1M tokens: ~1 TB+

GPUs have HBM that costs $300-500/gb.

So when the KV cache doesn't fit, you're forced to either:
- buy way more GPUs (expensive), or
- slow everything down

That then raises the core problem: the decode phase becomes memory-capacity + bandwidth bound... not compute-bound.

CXL e.g. $PENG's solves that.

CXL lets GPUs access pools of cheap DRAM ($10-30/gb) w/ full cache coherence - same programming model as HBM, but ~20x cheaper, 10–100x larger, and low enough latency for sequential KV reads.

Which is basically the entire economic reason $PENG's MemoryAI (& CXL KV cache in general) exists.

[Megatrend Investor 📈 @MegatrendGlobal]

I’ve said it before, and I’ll say it again: the $OSS Q1 earnings call was a absolute goldmine of bullish signals.

If you haven’t read the transcript yet, do it now!

The organic growth alone is staggering:

📈 70% YoY in Q4 2025
📈 55% YoY in Q1 2026

But here’s the real kicker from the Q&A: We used to view the potential 360° Situational Awareness Army contract ($200M+) as the "cherry on top." 🍒

Now, CEO Mike Knowles is revealing that the pipeline is shifting. It’s no longer just one "big bet" but there are now multiple "transformational" opportunities appearing in both Defense and Commercial sectors.

We saw the Jan 7th order with a Defense Prime as its own standalone win, and Knowles confirmed the pipeline is expanding significantly with "substantially greater growth" potential than currently factored in.

Knowles said again that $OSS has the only solution that meets these elite requirements.

The thesis is evolving from "steady growth + one big catalyst" to "explosive growth + multiple massive catalysts."

We are still at the very beginning.

[Nickd @NickD_71]

@MegatrendGlobal Cheers to you…the real $OSS o.g. 🍻

[Nickd @NickD_71]

@BlackPantherCap This had to have stung a little bit. $OSS

[Nickd @NickD_71]

@weigggs @xVexity Not true….we were buying both $CAT $NVDA

[Nickd @NickD_71]

@EricLDaugh Duped 🤡🥇

[Nickd @NickD_71]

@Marksteve83 @Trentside98 @DrEliDavid Ok. That’s the real reason. Lol.

[Nickd @NickD_71]

@Tsla1T @YodaStockInvest I believe $MU can as well.

[Nickd @NickD_71]

$GSAT patience pays off. Congrats longs 🍻🤙🏾

[$ASTS SpaceMob 🅰️ @ASTS_SpaceMob]

This is absolutely massive

$ASTS x $META seems to be in the works 👀

[Sleuth 🔎 @YoYInvestor]

$ONDS ERIC BROCK: WE ARE DEVELOPING A “SHAHED KILLER” INTERCEPTOR 🤯🤯🤯🤯

[Megatrend Investor 📈 @MegatrendGlobal]

🚨 BREAKING NEWS 🚨

One Stop Systems $OSS just released their Q4 2025 earnings report!

The standout number is a massive revenue growth, with Q4 2025 revenue increasing by a staggering 70.2% year-over-year! 🚀📈

$12.0 million revenue in Q4 with record quarterly gross margin of 58.5%

More detailed posts breaking down the rest of the report will follow shortly.

Stay tuned! 👀

[⚽️📡 @pennycheck]

$LASR
Oh...my...

[Stock Swing Alert @StockSwingAlert]

$LASR NEW ALL TIME HIGHS IN AFTER HOURS 😉😏🧃👨‍🍳📈

$74 from $6.91

Timestamped theme of the year for X 👇😁

[Nickd @NickD_71]

@Ikigai_O_Sagasu @shanaka86 Thanks to $ARSMF China will have competition for these 2 critical minerals

https://t.co/Ou2n0zkfY9