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DUOT - DUOS Technologies and subsidiaries

Posted on 5/26/26 at 8:06 am
Posted by bayoubengals88
LA
Member since Sep 2007
24891 posts
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....
This post was edited on 5/26/26 at 8:18 am
Posted by NaturalBeam
Member since Sep 2007
14995 posts
Posted on 5/26/26 at 8:32 am to
I'm riding. Had another loser I've been looking to get out of.

In DUOT for 170 shares
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33396 posts
Posted on 5/26/26 at 11:06 am to
Riding for 200 shares. Sold some ASTS to get in
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12863 posts
Posted on 5/26/26 at 11:34 am to
Added to my watch list.
Posted by j1897
Member since Nov 2011
4652 posts
Posted on 5/26/26 at 11:42 am to
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.
This post was edited on 5/26/26 at 11:44 am
Posted by LChama
Member since May 2020
4092 posts
Posted on 5/26/26 at 11:43 am to
Is the Elon Musk rumor true
Posted by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 11:50 am to
quote:

Is the Elon Musk rumor true

It is.

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 by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 11:51 am to
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.
This post was edited on 5/26/26 at 11:51 am
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9293 posts
Posted on 5/26/26 at 12:06 pm to
Between DUOT and OUST, which has the best near-term upside opportunity?
Posted by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 12:10 pm to
quote:

Between DUOT and OUST, which has the best near-term upside opportunity?

The multiple expansion on DUOT is easier given the small market cap and near zero visibility.

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 by LSUSports247
Member since Apr 2007
1076 posts
Posted on 5/26/26 at 12:39 pm to
In for 200 shares, let’s go!
Posted by Breauxsif
Member since May 2012
22398 posts
Posted on 5/26/26 at 3:32 pm to
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 by Neauxla
New Orleans
Member since Feb 2008
34565 posts
Posted on 5/26/26 at 3:43 pm to
I feel like we are 5 days late to the party.
Posted by j1897
Member since Nov 2011
4652 posts
Posted on 5/26/26 at 4:07 pm to
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 by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 4:07 pm to
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 by j1897
Member since Nov 2011
4652 posts
Posted on 5/26/26 at 4:13 pm to
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 by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 4:14 pm to
quote:

Despite the messy Q1 earnings report, the market is focused on what happens next. Duos has loaded its pipeline with high-margin AI contracts.
Exactly. Complete pivot from legacy rail business guidance for 50mm in revenue.
So trading under 10x P/S, which isn’t unreasonable at this stage in this sector.
Posted by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 4:34 pm to
quote:

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.
You may or may not hate this market, but it’s what we’ve got.

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 by j1897
Member since Nov 2011
4652 posts
Posted on 5/26/26 at 4:40 pm to
I don't hate the market, just don't like this one, not criticism just talking out loud. Could always be wrong.
Posted by bayoubengals88
LA
Member since Sep 2007
24891 posts
Posted on 5/26/26 at 4:48 pm to
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?
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