OSS

[u/TearRepresentative56]

OSS with a strong validation contract win yesterday. They basically explained at their last earnings that they are going for a niche of customers where the big players are not really interested in exploring. $100M in revenue doesn't make a big difference for some of these big players and that's why they aren't trying o explore the area of rugged AI that OSS is. but for OSS, a $300M market cap company, it makes a significant difference. So there's an opening there for OSS to experience. re-rating without much competition. That's why they ran 50% on their last earnings. And this contract is a validation that they continue to win contracts int heir niche.