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"Now, I want to bring up this very small AI company that fits perfectly with this. Now, let me just say I do own a super super super small position in this portfol. I own about 800 shares. So, it's about $5,000. Um, this is a company I've actually bought at $3.50. It has a market cap of about $175 million. Now year to date, the stock has done amazing. It's up about 98%. After hours, it is up a little bit because they are selling off a position, a part of their portfolio that is a slower growing. But if I was to tell you what this company does is one-stop system designs and manufactures innovative edge computing modules and systems for many applications including ruggedized servers, compute accelerators, expansion system, flash storage and the list goes on and on."
The speaker provides detailed commentary on OneTop System (OSS), highlighting its impressive year-to-date performance of up approximately 98% and its niche in designing rugged edge computing solutions. He discloses his small holding and notes the company's market cap of $175 million while cautioning about its high volatility and the inherent risks of being a small player despite its potential in defense and autonomous AI sectors.
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