$OUST has such a great story to tell, so better late than never. The list reads like a checklist of what the company can do for shareholders. A seasoned, experienced person can make the difference in delivering this amazing investment opportunity. @usppdd, keep pounding the
$NVDA keeps explaining how large the physical AI opportunity could become. Looking at $OUST, you would think the market hasn’t heard a word.
Management describes a fully funded path to profitability. Early Rev8 demand points to production ramping as the immediate constraint. The
Congratulations to $LIDR for landing a multi-million deal. A company that does a hundred thousand in sales will make zero gross profit with millions' worth of a deal, but that is not how the market works; therefore, winning a deal deserves attention. Short-term gains will never
$OUST The next 12 months should begin showing how quickly Ouster’s strategy can come together.
Ouster now has Rev8, BlueCity, Gemini, Stereolabs, compute, and perception software, extending the company beyond individual LiDAR sensors. The opportunity is to combine these pieces
$OUST: Building the Perception Layer for Physical AI
On August 17, Ouster traded as high as $51.85. By August 28, it was around $34. Roughly one-third of the stock's value disappeared in less than two weeks.
Aeva, Innoviz, and MicroVision moved with the same risk-off trade, and
$OUST spent this summer answering the two questions that have trailed the company for three years. Can it build something nobody else can build? And can it fund itself to profitability while doing it?
Both answers are now on the table, and I don't think the market has processed
Interesting that Chinese robotics companies are grabbing multi-bagger headlines, while the actual supplier for many of them who rely on Lidar for vision, $OUST Ouster, is trading like a rollercoaster today. There is a reason why Chinese use Ouster: despite many Chinese companies
$OUST, Ouster, mapping out a 5-year revenue growth path.
This year marks my five years of investing in Ouster. I put together a long-term scenario for the next 5 years holding shares in the company.
We're still early in the physical AI opportunity, but it's becoming clear
