Nvidia Elite Partner One Stop Systems (OSS) Is Next Super Micro (SMCI)
One Stop Systems (OSS) currently $2.15 per share is the next Super Micro Computer (SMCI). OSS does something similar to SMCI one of the largest gaining stocks of 2024, but SMCI is a much bigger bubble than even Nvidia (NVDA) because of SMCI’s terrible margins. OSS has nearly double the gross margins of SMCI and is trading at a much lower multiple.
We have been looking into buying SMCI put options but they are too expensive (high implied volatility) plus it is possible that SMCI could actually go higher first before it crashes.
SMCI servers must operate in a clean datacenter with perfect temperature and no movement.
Only OSS has the technology that allows Nvidia GPUs to function in harsh vibration and thermal environments while meeting strict weight, size and power constraints of fighter jets.
OSS management is deeply connected with the largest U.S. defense contractors and OSS is already beginning to win many military contracts.
OSS has already signed six military AI contracts during the last 14 months allowing GPUs to be used in aircraft, submarines, and other harsh thermal environments where the equipment of SMCI would fail.
The military wants to move towards full AI automation of missile strikes from its fighter jets. This requires eight Nvidia H-100 GPUs to be combined into one single unit that can operate through the harsh vibrations of a fighter jet while being as energy efficient as possible! Only OSS has the ability to achieve this!
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