DUOT is the rare iHub small cap where you can actually run a valuation. Edge AI for rail is a real TAM. The question I keep coming back to is gross margin. Last 10-Q showed margins still single digits on the integrator revenue, and the Edge software piece is too small to move the blended number yet. Anyone modeling when software mix gets to 30% of revenue? That's the inflection point for me. Until then it's an interesting story without a multiple I can defend.
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