中文翻译
感谢分享，$OSS 已广泛应用于美国军事部署，并在委内瑞拉完成了使用验证。 市场此前大多忽视了它，因为其混合利润率（blended margins）较低，被误认为是大宗商品转售商。且未能将其早期合同拼凑起来看。 在剥离部分业务后，$OSS 现在看起来更像是一家为 AI 和边缘军事部署提供专用、高利润率、加固硬件（ruggedized hardware）的供应商。 话虽如此，小盘股确实存在风险，但我预计鉴于拟议中 1.5 万亿美元战争部门支出的顺风，其估值将得到重估。
· 个股论点
$OSS 转型为高毛利军用AI硬件商，预期受巨额军费支出推动重估。
涉及标的： $OSS
英文原文
Thanks for sharing, $OSS is used across many US military deployments already with usage validation in Venezuela. Markets largely ignored this one earlier because of blended margins (thought to be a commodity reseller). And not putting the pieces together from their earlier contracts. After selling off some segments, $OSS now starts to like a specialized, high margin, ruggedized hardware provider for AI and edge military deployments. That being said smaller caps do carry risk but I do expect this to be re-rated given the tailwinds from the proposed $1.5T department of war spend.