_swingkingz_
$AISP The bull thesis is that even modest conversion of federal/public-safety and commercial AI-surveillance opportunities could radically change the revenue base and re-rate such a small company; the bear thesis is customer concentration, lumpy government procurement, continuing losses and the possibility that much of that pipeline never converts. At this price, that’s exactly why AISP has the asymmetry you see: the existing business is tiny, but successful contract conversion could be enormous relative to the current valuation. I’ve loaded up within 15% of their 52 week low positioned for massive expansion news and it wouldn’t take much volume create run. Cheers
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