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DUOT - DUOS Technologies and subsidiaries
Posted on 5/26/26 at 8:06 am
Posted on 5/26/26 at 8:06 am
I'll start by saying that I did not find this company on X, but rather ran across it while having a conversation with Gemini.
There is only one prominent account on X talking about DUOT.
I highly recommend their most recent earnings call. Look it up.
I'm calling this one "Dollar General for data centers".
Meaning, they serve Tier 3/4 rural areas and want to place their EDC (Edge Data Center) modules within 12 miles of end users and devices.
This will allow for lower latency than the tradition Tier 1 cloud hub that is often more than 300 miles away.
The Sub-5 Millisecond Imperative:
By placing a patented modular pod exactly within a 12-mile radius of local schools, regional healthcare clinics, and automated agricultural equipment, DUOT drops network latency down to single-digit milliseconds
This tight physical proximity is mandatory for applications that cannot afford to wait for a round-trip data transmission to a distant metropolitan hub, including:
- Real-time computer vision models operating locally.
- Augmented classroom learning software tools.
- Precision agricultural sensors controlling machinery dynamically based on shifting environmental metrics (hello OUST!)
I started a position today, but want to grow it.
Some big recent non-public news is that Elon is buying a company that DUOT owns a 5% stake in (APR Energy).
This will provide more cash and increase visibility.
More to come on this one later.
For now, here's the X account tracking this name:
I chased at 12.84, and will increase if we get a pull back.
I really don't want more data center exposure, but this business model is a bit different.....and intriguing....
There is only one prominent account on X talking about DUOT.
I highly recommend their most recent earnings call. Look it up.
I'm calling this one "Dollar General for data centers".
Meaning, they serve Tier 3/4 rural areas and want to place their EDC (Edge Data Center) modules within 12 miles of end users and devices.
This will allow for lower latency than the tradition Tier 1 cloud hub that is often more than 300 miles away.
The Sub-5 Millisecond Imperative:
By placing a patented modular pod exactly within a 12-mile radius of local schools, regional healthcare clinics, and automated agricultural equipment, DUOT drops network latency down to single-digit milliseconds
This tight physical proximity is mandatory for applications that cannot afford to wait for a round-trip data transmission to a distant metropolitan hub, including:
- Real-time computer vision models operating locally.
- Augmented classroom learning software tools.
- Precision agricultural sensors controlling machinery dynamically based on shifting environmental metrics (hello OUST!)
I started a position today, but want to grow it.
Some big recent non-public news is that Elon is buying a company that DUOT owns a 5% stake in (APR Energy).
This will provide more cash and increase visibility.
More to come on this one later.
For now, here's the X account tracking this name:
Loading Twitter/X Embed...
If tweet fails to load, click here. I chased at 12.84, and will increase if we get a pull back.
I really don't want more data center exposure, but this business model is a bit different.....and intriguing....
This post was edited on 5/26/26 at 8:18 am
Posted on 5/26/26 at 8:32 am to bayoubengals88
I'm riding. Had another loser I've been looking to get out of.
In DUOT for 170 shares
In DUOT for 170 shares
Posted on 5/26/26 at 11:06 am to bayoubengals88
Riding for 200 shares. Sold some ASTS to get in
Posted on 5/26/26 at 11:34 am to bayoubengals88
Added to my watch list.
Posted on 5/26/26 at 11:42 am to bayoubengals88
You can see their products on google maps... we had similar at walmart 15 years ago, these aren't new. Not sure what competitive advantage they have?
Ooof, revenue down 45%, missed revenue last quarter by 70%. This feels like a meme stock.
Ooof, revenue down 45%, missed revenue last quarter by 70%. This feels like a meme stock.
This post was edited on 5/26/26 at 11:44 am
Posted on 5/26/26 at 11:50 am to LChama
quote:It is.
Is the Elon Musk rumor true
We know Elon Musk is buying into APR Energy (specifically CF APR Super Holdings LLC) through official regulatory and corporate filings.
Here is exactly how this is tracked:Official Filings:
On May 14, 2026, a corporate transaction was filed under transaction number 20261350.
This was published by the U.S. Federal Trade Commission (FTC) in their early termination notices.
The Parties: The acquiring party is Elon Musk directly.
The acquired entity in the transaction is CF APR Super Holdings LLC.
Current Status: As of May 14, 2026, the granting status of the buyout is officially listed as "Granted".
This acquisition aligns with Musk's broader push to secure rapid-deployment power solutions, particularly natural gas and mobile turbines, to feed the enormous electricity demands of his expanding AI data centers and supercomputers.
Posted on 5/26/26 at 11:51 am to bayoubengals88
Gemini:
Elon Musk's purchase of APR Energy helps Duos Technologies because the two companies work closely together and share ownership of energy equipment.
I. Revenue and Operations
Duos Technologies signed a two-year, forty-two million dollar contract to run, set up, and take care of APR Energy's mobile gas turbines. Because Duos manages this exact equipment, Musk's purchase makes Duos the main partner responsible for keeping his new power grid running.
II. Ownership Value
Duos owns a five percent stake in the company that holds the APR assets. Musk's large investment directly raises the value of that five percent share.
III. Leadership Connections
The head of Duos Technologies, Chuck Ferry, used to run APR Energy. He brought his old management team with him to Duos. Musk is taking over a setup managed by people who already know exactly how to run these specific power systems for large data centers.
IV. Future Tech Contracts
The two companies recently worked together to set up power for a major data center. Since Musk's other companies like SpaceX and xAI need massive amounts of power for projects like the Memphis Colossus, Duos is in a strong position to get more contracts to set up and maintain equipment across Musk's businesses.
Elon Musk's purchase of APR Energy helps Duos Technologies because the two companies work closely together and share ownership of energy equipment.
I. Revenue and Operations
Duos Technologies signed a two-year, forty-two million dollar contract to run, set up, and take care of APR Energy's mobile gas turbines. Because Duos manages this exact equipment, Musk's purchase makes Duos the main partner responsible for keeping his new power grid running.
II. Ownership Value
Duos owns a five percent stake in the company that holds the APR assets. Musk's large investment directly raises the value of that five percent share.
III. Leadership Connections
The head of Duos Technologies, Chuck Ferry, used to run APR Energy. He brought his old management team with him to Duos. Musk is taking over a setup managed by people who already know exactly how to run these specific power systems for large data centers.
IV. Future Tech Contracts
The two companies recently worked together to set up power for a major data center. Since Musk's other companies like SpaceX and xAI need massive amounts of power for projects like the Memphis Colossus, Duos is in a strong position to get more contracts to set up and maintain equipment across Musk's businesses.
This post was edited on 5/26/26 at 11:51 am
Posted on 5/26/26 at 12:06 pm to bayoubengals88
Between DUOT and OUST, which has the best near-term upside opportunity?
Posted on 5/26/26 at 12:10 pm to TDFreak
quote:The multiple expansion on DUOT is easier given the small market cap and near zero visibility.
Between DUOT and OUST, which has the best near-term upside opportunity?
OUST could double in the next 6-12 months if I'm being realistic.
DUOT could double in a matter of weeks if people were to catch on.
See BRUN
I own 500 shares and 10 calls ($15 strike January 2027).
Posted on 5/26/26 at 12:39 pm to bayoubengals88
In for 200 shares, let’s go!
Posted on 5/26/26 at 3:32 pm to bayoubengals88
Despite the messy Q1 earnings report, the market is focused on what happens next. Duos has loaded its pipeline with high-margin AI contracts.
Posted on 5/26/26 at 3:43 pm to Breauxsif
I feel like we are 5 days late to the party.
Posted on 5/26/26 at 4:07 pm to Neauxla
quote:
I feel like we are 5 days late to the party.
Yup, I bought all the others but I don't like this one.
Posted on 5/26/26 at 4:07 pm to j1897
quote:
You can see their products on google maps... we had similar at walmart 15 years ago, these aren't new. Not sure what competitive advantage they have? Ooof, revenue down 45%, missed revenue last quarter by 70%. This feels like a meme stock.
You said this on the first page of the NBIS thread.
quote:
40 year old company that loses 77 million/quarter..... What am i missing? Seems like a pump and dump.
When you drive do you look through the windshield at all or do you only worry about the clarity of your mirrors?
This post was edited on 5/26/26 at 4:12 pm
Posted on 5/26/26 at 4:13 pm to bayoubengals88
quote:
When you drive don’t look through the windshield at all or do you only worry about the clarity of your mirrors?
I'm an investor most of the time, I'm not looking through the windshield, I'm looking way down the road.
Picking stocks and making short term gains when the market looks like this, isn't very hard. Pretty much buy any name associated with AI and it will be going up, 10 years from now most of these companies will be bankrupt.
Posted on 5/26/26 at 4:14 pm to Breauxsif
quote:Exactly. Complete pivot from legacy rail business guidance for 50mm in revenue.
Despite the messy Q1 earnings report, the market is focused on what happens next. Duos has loaded its pipeline with high-margin AI contracts.
So trading under 10x P/S, which isn’t unreasonable at this stage in this sector.
Posted on 5/26/26 at 4:34 pm to j1897
quote:You may or may not hate this market, but it’s what we’ve got.
Pretty much buy any name associated with AI and it will be going up, 10 years from now most of these companies will be bankrupt.
I saw what I thought was a reasonable valuation for a thematically relevant company, and I clicked “buy”.
I am totally aware of what happened during Q1, and I like it.
This market went ape shite over allbirds.
DUOT is not allbirds.
If the chart breaks down, I’ll publicly sell and move on. What more can you do?
Posted on 5/26/26 at 4:40 pm to bayoubengals88
I don't hate the market, just don't like this one, not criticism just talking out loud. Could always be wrong.
Posted on 5/26/26 at 4:48 pm to j1897
I’m essentially equating your reaction to NBIS and this one to being the reason why I’m in the trade.
Most people would shrug it off.
That’s where the alpha lies.
Did you listen to the call?
Most people would shrug it off.
That’s where the alpha lies.
Did you listen to the call?
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