Serenity：Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-b…

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这条推文含有财经/市场相关信息或标的符号，核心内容是：Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching $KRKNF | Kraken Robotics. This is $OSS ($1…

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Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching $KRKNF | Kraken Robotics. This is $OSS ($115.54M MC). TLDR: Anduril launched Effects-Short Range (LE-SR) for the US Army. OSS is an edge AI infra. $OSS seems like a Andruil supplier, despite Andruil aquiring Klas, a competing rugged AI edge company. OSS has announced a contract of $6.5 million to deliver 80 “high-performance servers and field-programmable gate array systems… for a mobile intelligence platform supporting U.S. military operations.” 1. OSS's specialization: High-performance, ruggedized FPGA and server systems for AI/ML at the edge in mobile, tactical military environments. 2. Anduril's requirement: The LE-SR (Altius 600) platform requires rugged, compact computing to run its Lattice AI software autonomously at the tactical edge. _ $6.5 million for 80 3U SDS rugged servers and FPGA systems. Functions include sensor data collection, AI-generated real-time analysis, and storage in tactical settings: mirroring Lattice's requirements for swarm management: Hardware: AMD EPYC 9004 “Genoa” processors, up to seven PCIe Gen4 x16 slots for GPU/FPGA integration, hot-swappable storage up to 1 petabyte, and ruggedization for -40°C to 70°C temperatures. Fit for C2: The systems suit ground-based hubs rather than drone payloads, supporting operator-on-the-loop interfaces and multi-asset coordination. ________ 3. The buyer is described as a "leading defense and technology solutions company". OSS has emphasized shifting to defense (now ~50% of revenue), with this deal part of a streak including $6M DoD renewals and other military wins The only missing piece is the customer name, which, given the military contractors, is often kept confidential, but it seems like its Anduril and it's a repeat-client (Additional development and platform opportunities are underway with this customer). A more in-depth information about OSS <-> Andruil contracts and info were fed through frontier model Deep Research tools: Gemini - 85% assigned probability Antropic Claude - 75-80% assigned probability OpenAI ChatGPT - 70% assigned probability XAI Grok - 40-45% assigned probability of OSS being the Andruil supplier. In the chance OSS is an Anduril supplier and scales up from the $6.5M contract, then it's likely to be re-rated upward from a $120m marketcap from high future revenue potential from this defense contractor. If not, then it deserves its current market-cap anyway due to other US Military contracts. The circumstantial evidence supporting the hypothesis of Anduril using OSS seems compelling. Thought it would be fun to post this before their ER to see if it's right or not (if they ever mention it). I don't plan on taking positions in this though since other high-beta stocks like $NBIS have higher asymmetrical return, but if $OSS 5x's, I'll be sad. I do look into small companies on the side to see if it's worth investing or not but just wanted to publish this for fun to see if it's right.