We came across a bullish thesis on Custom Truck One Source (CTOS) on Value Degen’s Substack by Unemployed Value Degen. In this article we will summarize the bulls’ thesis on CTOS. Custom Truck One Source share was trading at $3.7 as of Sept 6.

A fleet of trucks carrying recyclable materials, highlighting the company’s transfer services.
Custom Truck One Source (CTOS) is positioned to benefit from the anticipated infrastructure buildout driven by the Artificial Intelligence revolution,...



