Shay Boloor(@StockSavvyShay):$OSS is one of the smallest companies in my 'Physical AI' basket and I’ve been adding because it builds rugged AI computing systems for defense platforms where traditional data center hardware cannot operate. As drones, military vehicles and autonomous systems process more sensor data locally that's where OSS comes in by providing the high-performance compute needed for real time AI without relying on cloud. What I also like is once OSS hardware gets designed into a military platform then replacing it becomes much harder creating a potentially sticky revenue opportunity as defense spending shifts toward autonomy across air, land and sea.

2026.10.10 13:57

$OSS is one of the smallest companies in my 'Physical AI' basket and I’ve been adding because it builds rugged AI computing systems for defense platforms where traditional data center hardware cannot operate. As drones, military vehicles and autonomous systems process more sensor data locally that's where OSS comes in by providing the high-performance compute needed for real time AI without relying on cloud. What I also like is once OSS hardware gets designed into a military platform then replacing it becomes much harder creating a potentially sticky revenue opportunity as defense spending shifts toward autonomy across air, land and sea.