OS
OneStream, Inc. Class A Common Stock
stock NASDAQ

That's the crux of it though - they're so successful that they're effectively a monopoly (even if the definition doesn't perfectly fit). They then use that dominant position to favour their own solutions and grow larger by being unfair in the market.
The amount of the fine has to be punitive enough to cause a change in behaviour & that was a big part of this EU legislation. I can see app stores ending up in the same situation as browsers/search in the EU - they can be packaged but the OS has to let you pick on first run.

>AAPL is an almost certain winner in this AI revolution. They aren’t spending a ton on Capex and almost certainly any AI solutions are going to be accessed through the iPhone or some hardware
If nothing is processed on the device, then it will be completely hardware and OS independent just like now. Apple won't have any advantages that windows, Linux and Android doesn't have 

Full disclosure I own shares so I'm obviously biased, but hear me out because the numbers are kinda insane.
**The Financials & Growth** Last earnings Q1 2026 revenue of $807M, up 34% YoY. That’s literally their 9th straight quarter growing over 30%. They bumped full year guidance to 30-32% growth, and 2025 revenue was $2.8B.
Margins are solid too (21% net income margin, 25% adj EBITDA).
The most ridiculous part is the backlog. They have $9.7B in remaining performance obligations and $14.3B in future contracted bookings (up 44%). That’s over $20B in guaranteed revenue lined up down the road.
**What's driving this?**
* AI revenue is up over 700% YoY. Yeah it's off a smaller base, but on the last earnings call management said 100% of the customers they pitched their AI stuff to ended up buying it.
* Dedrone (counter-drone stuff) is up 300%+
* International doubled and is now \~20% of their business
* Taser 10 is still printing money (up 19%)
* Body cams up 33%, and they are expanding into healthcare, retail, data centres, etc. with the Workforce Mini cam.
**The Ecosystem / Moat** They’re basically building the OS for public safety:
* Fusus: stitches together private/public cameras into one live feed for police departments.
* Drones: They partner with Skydio and Echodyne to set up automated drone pods on city rooftops. When a 911 call comes in, the operator presses a button and a drone launches in <60 seconds, flies there automatically, feeds 4K/thermal video, and can read license plates from 200m away. For officers on the ground, having a pair of eyes in the sky in under 60 seconds feels invaluable. These drones are also able to chain together so when one runs low on battery, a new one deploys and the existing one docks in its place to recharge.
* Evidence.com: holds all the footage and data in the cloud with FedRAMP approval.
* Recent buys: Carbyne + Prepared (Axon 911) and Leonardo DRS.
**Valuation** It's sitting around a $40B market cap on \~$3B revenue, trading around 13-14x P/S. P/E is in the high triple digits so traditional valuation metrics look terrifying compared to standard defence stocks (which trade around 5x P/S).
It is not cheap at all. But the moat is rock solid.
If a police department wanted to drop Axon for a cheaper alternative, they’d have to rip out their entire software stack, retrain every single officer, migrate terabytes of legal evidence, and break their connections with neighbouring police departments. No police chief is going to risk that nightmare to save a few bucks.
**10-Year Target** Because all these agencies are locked into the same central tech stack, the network effect is massive. Assuming they keep growing as drones, international, and non-police sectors take off, I think this could easily be a $400B-$500B company by 2036 (\~28% CAGR). In my opinion when a police department becomes part of the Axon ecosystem, they're locked in for the long haul.

LLM are a very convincing bit of tomfoolery. But fundamentally, it's just a compression algorithm like how a jpg or mp3 works.  
The problem is that more investment doesn't make them more better. 
It's kinda like how Windows hasn't gotten significantly better in the last 20 years. Things can change and be "improved" (or enshittified) but an OS is still just a platform that lets you launch and use applications. 

This really isn't true. Generally the first entrants lose out because they have the wrong cost structures, wrong business model and are set up for small volume, high cost consumption. See OpenAI and Anthropic, which really can't scale well because the data centers cost too much. What generally happens is they lose ground to lower costs providers which achieve market dominance by 10% technology saturation, and quickly go to dominate the next 80% from there. The early guys mostly die off. For example, most of the early entrants in the PC business (Atari, TI, Acorn, Commodore, IBM) are now out of the business. Apple nearly died. It was taken over by cut rate producers like Dell. Most of the value ended up going to processor and OS manufacturers because they had a moat and their part was harder. The Chinese copycats seem to suggest there is no moat for OpenAI or Anthropic. Make the models run on cheaper hardware and the boom ends.

\* Apple is a dissenting voice already. They will look for inexpensive ways to run low cost models on local hardware. Read: classic Christiansen low cost disruption. They did this before with mainframes and minicomputers, even if almost no-one from those days is still around.
\* Nvidia is all in because this is their shot at greatness. I think Jensen is playing it too fast and loose with accounting. Smells of Cisco and Quest in the .com boom with the circular financing.
\* Google is taking its usual academic study approach being in without being fully in. While I use gemini for quite a bit, they aren't really monetizing it, at least from me, and I think are just using me as a source of data. Maybe their game is AGI, and know they don't have a product. I do not understand what the spend is all about, but I didn't listen to their earnings. It threatens search, so they are probably at least seeing it as an existential problem the threatens their core business.
\* Facebook we already know is dumb
\* Microsoft also is usually dumb but lately sometimes does smart things.
\* Tesla is faking it until they make it as usual. It's been a dozen years for FSD and still not regulatory approved. I doubt Optimus will proceed very quickly, though there are at least fewer safety issues and regulation there. Grok is what you use when you can't use anything else and don't care if your answers goose step. They are an also ran in AI.
\* Amazon is doing .... things... I wouldn't be surprised if they want to run a AWS service for compute time. Past that?
Notably the two big companies OpenAI and Anthropic, who have the biggest expertise, are not in the Mag 7, so I'd give a general "Meh" to the mag7 per se. Nividia has bet the company on it. Apple did not. The rest are muddling through and will probably lose substantial bank short term. Long term, if they are still here, I expect it will make money for them once they figure out a business mode.
I personally think Nvidia position is fragile. They are easily disrupted by smaller hardware. If people can figure out how to avoid $billion data centers, they definitely will. Their discrete GPU platform is also ill suited to task requiring fancy expensive ram, with no direct access to the drive and no control over the OS.
So largely here there is not a lot to support the thesis that the Mag7 are brilliant, except for the counter-play which is Apple, and of course the actual AI players Anthropic and OpenAI which are hemorrhaging money and a risky play.

I got a new download of Trader + today, that included the option to set 4 hot keys, basically just hotkeys for the shortcut buttons you have setup. So far, I've tried a few key combination and applied the settings, can't get the hot keys to do anything. This on Mac OS, afterhours, no order ticket preview or anything for setting up a simple after hours/Market+ buy at bid.

Thanks for posting this — it's one of the nastiest scams going precisely because it doesn't feel like a crypto scam. For anyone reading: this is the "fake recruiter / fake job" malware attack, and it specifically targets people in crypto and dev roles (a lot of it is traced to state-sponsored groups). The playbook is always some version of a polished recruiter reaching out, a real-feeling multi-step process, and at some point being asked to download "our interview app," run a "coding assessment," install a "screen-share client," or clone-and-run a repo. That download IS the attack — it drops malware that scrapes your machine for wallet files, seed phrases, and browser-extension data.
Two lessons from your post, spelled out for others:
1. Never run software a "recruiter" asks you to install. Legit companies interview over standard browser tools (Zoom/Meet, HackerRank/CoderPad) — they never need you to download a custom "interview client" or run their code locally. If you genuinely must run someone's code, do it in a throwaway VM with nothing sensitive on it.
2. Never store a seed phrase digitally. A .txt file, a screenshot, a notes app, a password manager, cloud — any of them turns a malware infection into an instant drain. Seed goes on paper/metal, offline, full stop. That one thing is what converted "infected PC" into "wallet emptied."
And the part people miss: once a machine is compromised like this, treat the whole thing as burned. Wipe/reinstall the OS, and consider any wallet whose seed ever touched that PC as compromised forever — move its funds to a fresh wallet generated on a clean device. Your hardware wallet saving the main stack is exactly why cold storage exists.
Sorry about the $1,600 — genuinely not an idiot move; it's an 8-year careful streak broken by a very professional operation. Posting it probably just saved a bunch of people (your gf included). And the "they don't rush you" point is the key tell to internalize — patient, professional-feeling process is exactly how these ones get past experienced people.

FYI chatgpt your ask for permission is bullshit and broken. Your soft update last night worked, today back to the bullshit.
Full access, I'm loterally watching it edit my OS. But it cant edit a word document without permission.

[https://stockhouse.com/news/press-releases/2026/07/23/intel-reports-second-quarter-2026-financial-results](https://stockhouse.com/news/press-releases/2026/07/23/intel-reports-second-quarter-2026-financial-results)
* **Intel expanded its physical AI and robotics momentum, with more than 130 customers adopting or testing Intel® Core™ Ultra Series 3 and Intel® Core™ Series 3 processors for edge AI and robotics applications.** Intel also introduced OpenVINO™ Physical AI, an open-source framework designed to help developers deploy robotics models across vision, language, reasoning and motion-control workloads.
* I**ntel announced strategic collaborations with Foxconn, Siemens, Hitachi, Echo Neurotechnologies and Greenstone Bioscienceschrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://builders.intel.com/docs/networkbuilders/qnx\_partner\_highlight\_ewna25\_v3.pdf**
chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://builders.intel.com/docs/networkbuilders/qnx\_partner\_highlight\_ewna25\_v3.pdf
Streamlined Safety for Smarter Systems **The Intel/QNX Functional Safety Platform** is a unified solution designed to simplify the development and certification of safety-critical industrial and robotic systems. **With Intel’s safety-capable processors and QNX OS for Safety 8.0, a high-performance, safety-certified operating system, the platform provides a streamlined approach to building safety-critical applications across industrial, robotics, medical, etc**. • Advanced Safety Capabilities: Enables robust, real-time performance while meeting global safety standards like IEC 61508 SIL 3. • Simplified Development: Offers a cohesive hardware software foundation that streamlines system architecture and reduces complexity. • Accelerated Safety Certification: Helps manufacturers fast-track safety compliance and reduce time to market. • Robust and Reliable Systems: Ensures all components— from processors to real-time operating system—work seamlessly to deliver secure, standards-compliant solutions

Also ich hab mit KOs bisher am meisten verloren, mit Faktor gehts, aber selbst beim 2er ist es düster wenn der Basiswert mal -20% macht. Ich mag OS, zB kürze ich aktuell sehr erfolgreich mit langlaufenden, das ist vom Risiko einfach unschlagbar. Vergleiche auch oft die Preise mit Optionen bei ibkr und so schlecht sind die OS nicht, vor allem kann ich die viel länger am Tag handeln!

> It lost the block war,
It did not lose, it did get exactly what it wanted: scaling Bitcoin. However it did lose the ticker. Unfortunately many people are way to branding focused unfortunately.
>btc is way bigger,
Though? The dollar is way bigger than BTC.
> bch will never catch up.
Says who? And why not? Doesn't the market converge on the better solution?
>The ath was in 2017 because people were doubting which one was gonna be the accepted btc but its clear now its btc.
Apple is a much bigger and more valued stock than linux, That doesn't mean that people who value a self controlled OS only buy apples now instead of running linux.
BCH is Bitcoin as p2p cash system and it is clearly the better tech to BTC. If you value that you use BCH.

Time will tell. Your response is common for Auxly. People do a quick search, see the OS and penny SP and are CONFIDENT they have assessed the company. It’s been about 3 years since they turned the corner. Their performance reflects that.

> Most people don't care about your philosophy of monetary freedom because they aren't impacted by it
That's obviously false. Everyone is impacted by our monetary policies. And history has shown time and time again, that people care, most of the time they are just not aware or to busy and you have to show them why they should care. It's a simple attention problem. Attention is scarce and you and your ideas compete.
>Why would I switch from my iPhone to your custom phone that requires me to configure the OS from a command line and learn how to work with the kernel?
Bad comparison, but anyway, a lot of people actually do, because the value the freedom and control. Thankfully being self custodial on Bitcoin Cash is much much easier than a command line os.

Best case is AWS?
Google is freaking monopoly. They own YouTube, Android OS, pixel phones, tensor chip technology, and of course their flagship Google engine. But Google has been more than just a software company for at least a decade. And when it comes down to the AI race they are going to be strong contender due to the sheer amount of data and funding they have. They can pretty much weather the ups and downs of the AI hype. It is well known by now they had been working on their own product before ChatGPt went public, but didn't think the tech was ready. Of course Open I forced their hand to jump into the ring.
Now I'm glazing then right now, but hat is to say that the expectationS that Google was going to go under as a company were completely detached from reality.

No love for Mac OS?

I'm experiencing what appears to be a WebAuthn/Passkey issue on Binance and would like to know if anyone can reproduce it.
# Environment
* **OS:** Linux Mint 22.3
* **YubiKey:** YubiKey 5 NFC
* **Firmware:** 5.7.4
* **Browsers tested:**
* Brave 1.92.143 (Chromium 150.0.7871.182)
* Chromium 150.0.7871.124
* Both browsers produce the exact same behavior.
# Steps to reproduce
1. Log in to Binance.
2. Go to **Security → Passkeys / Security Keys**.
3. Add a new security key using the YubiKey.
4. The browser:
* asks for the YubiKey FIDO2 PIN,
* then the YubiKey LED starts blinking,
* I touch the security key,
* Binance reports that the key has been successfully added.
5. Binance immediately sends the confirmation email saying that a new passkey/security key has been added.
Everything appears to complete successfully.
# Problem
After logging out:
1. I enter my email address.
2. I click **Continue with passkey**.
3. The browser again asks for the YubiKey PIN.
4. The YubiKey LED blinks.
5. I touch the key.
6. The browser returns:
>
Authentication always fails.
# Additional observations
* Binance displays the registered credential as:
&#8203;
Security Key on Linux
Cross Device
which seems unusual for a USB YubiKey.
* Deleting the registered key from Binance **also requires** entering the YubiKey PIN and touching the key, so Binance clearly recognizes the YubiKey during sensitive operations.
# YubiKey verification
FIDO2 is enabled and working normally.
`ykman info`:
Device type: YubiKey 5 NFC
Firmware version: 5.7.4
FIDO2: Enabled
Resident credentials stored on the key:
google.com
login.microsoft.com
reddit.com
No Binance credential is listed.
Other websites (Google, Microsoft, Reddit) work correctly with the same YubiKey.
# What I've already tested
* Removed and recreated the key multiple times.
* Tried with the key already inserted and inserted during the process.
* Tested with both Brave and Chromium.
* Same result every time.
# Question
Has anyone else on Linux experienced this?
Could this be a Binance WebAuthn issue (credential creation not completing correctly or RP ID mismatch), or is there a known compatibility issue with Linux browsers and Binance passkeys?
Any insight from the Binance team or users who have successfully configured a YubiKey on Linux would be greatly appreciated.

The ones who have longest cash runway, technical advantage and backup.. Quantinuum.
As well quantum computing OS developers will slice share.

And what happens when they don't care about the big ideals? Because I hate to tell you... Most people don't care about your philosophy of monetary freedom because they aren't impacted by it. They can already at the stuff they want.
It's a customer experience problem. Why would I switch from my iPhone to your custom phone that requires me to configure the OS from a command line and learn how to work with the kernel? iPhones work now and I just tap the button. It's easy.

OS