DUOT Duos Technologies Group Inc

$DUOT I read a lot of negative BS about ASTS at $3 before it ran to $130, about APLD at $4 before it ran to $50, NBIS in the $20’s before $300 etc etc. I was active on all of these boards + many others over the years, at the bottom of their charts. Peeps were shorting and constantly bashing + these stocks were trading horribly, then BOOM… and I don’t heavily post on many boards at a time If you want the biggest gains in the market you have to see through the BS. Not do something as mindless as look at the share price and make uneducated judgments about the entire business. A low/deflated share price can be VERY profitable if someone can make sense of the situation before the masses figure it out. Wouldn’t it be nice to find a stock like BE at the bottom of the chart right now? When I wrote this the board was full of shorts. Glad I did my own DD…   

🔥 The AI selloff could be creating a HUGE opportunity in the small-cap infrastructure names. ORCL/CRWV/NBIS/IREN are getting hit on GPU/compute concerns… but look at $DUOT 👀 DUOT is moving toward the infrastructure side WITHOUT carrying the same GPU ownership/capex risk. Power + data centers + colocation are still needed regardless of which AI company wins. And watch the smaller names: $AGPU $POET $BBAI $APLD The AI buildout isn’t dead — the MONEY may just be rotating toward the infrastructure underneath it. 🚀

$DUOT Positive implications here; better free cash flow, customer agreement with tenant increased to 5 years, higher $$ per share in cash, less risk to Duos and I would imagine more big things coming with this increased balance sheet strength.

$DUOT In the very short term, I don’t particularly care. I’m picking up more shares today. DUOT’s contracted capacity *is not* the same as capacity already constructed, energized, accepted, & generating revenue. They still have to finance physical infrastructure in order to deliver that capacity. My strongest argument for buying DUOT isn’t simply that it has cash… To me, it looks like they’ve found a way to pursue a large contracted revenue opportunity without assuming the same degree of financial leverage as competitors. Long-term, I’m extremely bullish.

$DUOT have a good weekend chat. Hopefully we get the new we're all waiting for next week 🤞

$DUOT but what you fail to understand is that Duos is not in the ‘training’ layer of the AI build out. They’re in the next layer (Edge), which is underbuilt… for all these big investments in training to pay off they need massive amounts of edge compute. Inference needs to be brought closer to the end user + corporations are just starting to buy the compute needed for their future AI/models… Massive amounts of money is gonna flow into this segment for years. Everyone’s in a tech race. None of them can afford to take their foot off the gas and lose their position… Read these 2 screenshots. Hopefully ST puts them in order. They often rearrange them….

$DUOT Duos might trade with all of these other AI infrastructure stocks, but they’re focused on the next layer of AI infrastructure. Most of these DC companies are building the training layer, not inference at the edge… and big money will need to be invested in edge infrastructure to be able to grow autonomous vehicles, robotics, smart grids, drones, manufacturing etc. Edge DCs are smaller and dispersed, flying under the public radar = no politics and protests. Being under 20 MW per site means less permitting, reviews, town hall meetings, delays etc in many parts of the country now  I believe it’s gonna get harder and harder for most of Duos peers to build large facilities + get them connected to the grid, while Duos pushes full steam ahead. The masses haven’t figured this out yet, but when they do this stock will break away from its peers imo… 2 screenshots with supporting DD…

$DUOT the way they pushed this down today seems to be like someone knows some positive news coming any day. Someone wanted cheaper This happens like this usually when big PR coming Let’s see what happens

$DUOT Like I said last week, we were in the dark. There is a PR on Duos' web site this morning. The part I liked the most was at the end: "Our outlook for 2026 is unchanged: full year revenue above $50 million and positive adjusted EBITDA." Interesting that thus far the market is not reacting to this announcement meaningfully.

$DUOT Doug Recker is on the Yotta 2026 panel today from 4:50 PM to 5:30 PM Pacific Time at Caesars Forum in Las Vegas. The session is “The CEO Briefing: Scaling Through the AI Supercycle.”

$DUOT the CEO buying $85K at $9.14 is the strongest insider signal we’ve seen in this recent DUOT run. I’m much more interested in that than another analyst price-target increase.

$DUOT Book value is about 6.63. And we are trading at 5.72. Let that sink in. Oversold and undervalued much you think?

$DUOT The CEO bought 9250 shares a couple of weeks ago at $9.14/share totaling $84,545. With today's closing price they're worth $66,785. So his paper loss right now is $17,760. And he bought knowing more about the happenings of the company than we shareholders do. If he feels confident with his recent purchase (and temporary loss) I am also confident with mine. And I bought lower than he did. 😉 With that have a great weekend everyone!

$DUOT So there is a consistent MONTHLY revenue stream of $715K (42.9M/60mo) coming in for the next 5 years guaranteed as a result of this latest sale. That may not be much to some but it eliminates the need for dilution imo. Especially eliminating the 98.1M equipment debt financing need. And that's not even counting the other much larger revenues coming in. Like the new 55mw project will provide 500M over a 5 year term. (100M/year!!!). To sum it up, only UP from here!

$DUOT being incorrectly sold off with the rest of the small cap data center companies. Low float only strengthens the reasoning for such a massive sell off -No debt -$100M Cash -Clean room patent -Does not require water for cooling infrastructure -Niche market of 300KW-10MW edge compute -Trading at 1x 2027 revenue - recent indsider buys - $20+ price targets from analysts Just execute this quarter and a massive repricing is inevitable

$DUOT - I will repeat, you are just exit liquidity, this will reach $4-5 dollar range quicker than you think. Please keep blocking me & commenting that I’m delusional. I’ve been in this game 20+ years now, I’ve seen this all before - it NEVER ends well. I’m the only one that seems to be realistic here in a pool full of delusional blind bulls.

$DUOT - hahahaha please stop posting copium, there’s a reason that Investor Wisdom fella is no longer around - he was exactly like you. A BAG HOLDER🤣😭

$DUOT : Wow!...Grok AI Stock Picker feature just completely flipped to Strong Buy from Hold. Grok has been dead on as it gets smarter and it almost certainly is right about $DUOT . Sorry I sold. WIll start to accumulate again.

Software Microcaps with the lowest P/E: $DUOT MWC $EGAN $TRAK $IMMR PERF FinViz data, Chinese/HK stocks are not included.

$DUOT $AGPU $PENG Well, this is interesting. 👀 Axe Compute just announced a multi-year partnership with Penguin Solutions to accelerate AI infrastructure deployments across multiple sites. Penguin brings GPU deployment expertise, infrastructure management software, and 24/7 operational support. Axe says it has $3.45 BILLION in contracted AI infrastructure projects awaiting deployment. Axe is DUOT’s major colocation customer, with 55 MW of hosting agreements and $42.9M still owed to DUOT from the recent GPU transaction. The biggest question surrounding DUOT right now isn’t demand. It’s EXECUTION. Getting facilities energized, GPUs deployed, customers onboarded, and revenue flowing. Important caveat: No confirmation yet that Penguin will be working on DUOT’s specific facilities. But with DUOT getting absolutely hammered lately, I’ll take a potentially positive development involving its largest infrastructure partner. Now let’s get those megawatts online!