Author has allocated 40% of net worth into Dous Technologies citing a revenue pivot, hardware moat in AI, and early accumulation similar to IREN.
Unpriced research observations (excluded from Calls and Returns):
DOUS — LONG The author has concentrated 40% of net worth into Dous Technologies, citing a revenue hypergrowth pivot, a hardware moat in an AI world, and early accumulation comparable to IREN. The stated conviction rests on the roadmap and the AI hardware positioning. The author acknowledges massive concentration risk as the main stated risk. resolved_asset_type_mismatch
40% of my net worth is now in Dous. I know the concentration risk is massive, but the roadmap is too good to ignore.