helo and how are you from module one and two how can one choose the stock to invest in after the whole analysis fro 10k and 10 q

I screened Optex Systems Holdings, Inc. (Optex) Recommendation: BUY Optex Systems represents a classic "picks and shovels" play on the re-arming of the Western world. While the headline risk of a declining backlog must be monitored, the contextual factors—specifically the temporary nature of budgetary delays—suggest this is a timing mismatch rather than a demand collapse. The fundamental economics of the business are stronger than they have been in a decade. Investors are effectively buying a profitable, growing, debt-free defense supplier at a discount, with a free option on the massive potential of the XM30 program. Confidence Level: High The combination of tangible assets ("heavy metal" backlog), verified financial performance (audited FY2025 results), and specific geopolitical tailwinds provides a high degree of certainty regarding the company's floor. The "High" confidence is tempered only by the inherent liquidity risks of a small-cap stock and the binary nature of government contracting. Analysis done using google gemini pro