NIA's #1 biggest concern about today's market is the fact that interest in the Vanguard S&P 500 ETF (VOO) has become almost like a meme stock. Since May 2024, searches for VOO ETF have increased by 100%! Since November 2022, searches for VOO ETF have increased by 300%! Since November 2019, searches for VOO ETF have increased by 1,000%!
All over social media we see people talking about "voo and chill" as being the #1 best investment strategy!
With everybody having gone "all in" on VOO the trend is about to reverse! In 2025 year-to-date, German stocks are leading the world with iShares MSCI Germany ETF (EWG) up by 9.69% vs. Vanguard S&P 500 ETF (VOO) up by only 2.74%.
One Stop Systems (OSS)'s German Bressner subsidiary allows manufacturers to automate the production of goods and build smart factories. It is seeing its business boom at exactly the same time as OSS's U.S. AI focused subsidiary. ASUSTEK finishing Friday at a new all-time high because of 150% growth in AI/IoT revenue is a sign of what's to come for OSS!
A manufacturer in Germany doesn't buy directly from ASUS IoT they don't know what to do with the equipment! They hire OSS's Bressner to integrate all of these advanced AI/IoT technologies together and design their Smart Automated Factory! OSS's Bressner gross margins for having Industrial Automation expertise and allowing manufacturers to build Smart Automated Factories are higher than ASUSTEK gross margins for building the actual equipment in Taiwan. This is similar to how Nvidia (NVDA)'s gross margins are higher than Taiwan Semiconductor (TSM)!
In Europe, no customer accounts for 10%+ of OSS revenue. In the U.S., OSS's largest customers are RTX Corp (RTX) and the U.S. Navy! OSS's Bressner will provide a European sales channel for all of its U.S. produced AI products!
Next month, OSS will report huge revenue growth for both its European and U.S. subsidiaries at the same time! OSS doesn't need to become a meme stock like BigBear.ai (BBAI) to make massive gains!
OSS has an enterprise value of 1.4x revenue vs. BBAI's enterprise value of 14.85x revenue! OSS is about to report massive organic revenue growth!
At this point, we should assume that Nvidia (NVDA), Microsoft (MSFT), Apple (AAPL), Alphabet (GOOGL), and Tesla (TSLA) will all decline by 50% this year.
OSS is a stock similar to Essex Corporation a company that NIA's President invested in many years ago. Despite the NASDAQ declining by 50%, Essex Corporation benefited from growth in U.S. intelligence signals collection and increased by 700% in value prior to being acquired by Northrop Grumman.
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is meant for informational and educational purposes only and does not provide investment advice.
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