To The Moon

I've initiated a position in $One Stop Systems(OSS)$  .

I usually never say this but, this one is exciting.

Markets completely missed this 216M MC Drone Swarm, Ghost Fleet, USVs, Edge AI deploying US DoD contractor.

And they especially missed OSS’s involvement in the Venezuela's invasion, that gave premiums to $AeroVironment(AVAV)$   and others.

This looks like an unholy long to me:

1. $41M cash (pro forma ets.) / $216M MC (low downside risk).

2. Pure play Kinetic Defense

3. 1 : 2.4x supply/demand. (backlogged from high demand)

4. 45% gross margins.

The main interest was Venezuela as proof they're actively being used in the US military:

$OSS P-8 Poseidon in Venezuela:

- Flight tracking data confirmed that P-8A Poseidon aircraft from Patrol Squadron 40 (VP-40) were off the coast of Venezuela during the raid to monitor Venezuelan naval movements.

OSS Link: On July 1 2025, OSS announced a $5M urgent order specifically to deliver "61 Rugged Data Units" for the P-8A Poseidon.

SOCOM "Capture Team":

- The raid to capture leadership was executed by US Special Operations Command (USSOCOM), specifically using maritime insertion teams (likely SEALs/SWCC) and the 160th SOAR (helicopters).

OSS Link: On May 29, 2025, OSS signed a (CRADA) directly with USSOCOM to build edge computers for Maritime Environments. OSS built the battle-tracking servers for the stealth boats used to slip into the Venezuelan coast.

"Ghost Fleet" Blockade:

- "Operation Southern Spear" is currently using unmanned surface vessels (drone boats) to block oil tankers.

OSS Link: The Navy's "Task Force 59" (and the newer 4th Fleet equivalent) uses the $OSS Rigel Edge Supercomputer for these drones because it is one of the few AI servers small enough to fit on a 40-foot robot boat.

This is literally combat validation in Venezuela. Of a small $216M stock.

Before everyone treated this company as a commodity like $SMCI (myself included), but I completely missed that their defense vertical (which is pure-play now after the Bressner sale) has 45.6% gross margins.

Only after I looked into it again after did I realize their other division was completely messing up margin calculations because of blended margins (from just re-selling defense gear).

So now we have a:

~45% margins, AI military contractor valued at $222M business with $41m cash, with demand outstripping supply 2.4 to 1.

The 45% margin puts them into extremely stellar territory (compared to eg. Lockheed Martin, 12-14%) or commodity sellers (eg. $SMCI, $DELL 8-14%)

This is a specialized war-validated defense AI pure-play for drone swarms, ghost fleets, USVs, and others, with extremely high margins, at $222M MC.

I've found this to be an exciting discovery, so I've taken a position.

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