The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

← Back to dashboard

OSS

One Stop Systems, Inc.Small cap (market cap < $50B)Partly aligned
Close 6.42 (2026-10-15)28 days -29.2%1Y +1.9%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
0
No stance
1
Bearish
0
Accounts BullNeuBearNone
@ripster47Views ›0001
@StockSavvyShayViews ›2000

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 2Fundamentals
  • @StockSavvyShay: J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve. The more complex jobs become, the more sensing, 3D vision and onboard compute each robot needs, which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins.
  • @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.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bullish First call
Fundamentals · Long term · J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve. The more complex jobs become, the more sensing, 3D vision and onboard compute each robot needs, which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins.
2026-10-14 00:37 HKT Original post ↗
No stance
Basis not tagged · (@ripster47 轉發)Tenet 10月8日早晨市場摘要,列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票,沒有具體觀點。
2026-10-08 20:40 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 2 posts · Bull 2 / Bear 0
    @StockSavvyShay: J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve. The more complex jobs become, the more sensing, 3D vision and onboard compute each robot needs, which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins. (Bullish)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 0
    @ripster47: (@ripster47 轉發)Tenet 10月8日早晨市場摘要,列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票,沒有具體觀點。 (No stance)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

OSS Small cap Bullish2026-10-14 00:37 HKTOriginal post ↗

J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve. The more complex jobs become, the more sensing, 3D vision and onboard compute each robot needs, which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins.

See original

J.P. Morgan sees humanoid robots starting in factories and warehouses before expanding into retail, homes and elderly care as safety and dexterity improve. The more complex those jobs become the more sensing, 3D vision and onboard compute each robot needs which is why I like $VPG, $OUST and $OSS as ways to benefit regardless of which robot maker wins.

Image 1 ↗

Reasoning: Fundamentals · Long term

OSS Small cap Bullish2026-10-10 21:57 HKTOriginal post ↗

$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.

Image 1 ↗

Reasoning: Fundamentals · Long term

No-stance mentions (1)
OSS Small cap No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

(@ripster47 轉發)Tenet 10月8日早晨市場摘要,列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票,沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

Open the interactive page (with chart)