@crux_capital_ · Mentions OUST

Gaetano@Gaetano2026

Physical AI is here. Now. $OUST $AMBA $CGNX $AEVA $VPG $CCXI I am still building out my portfolio There are 5 companies that I am very interested in owning for the long term. They will take up 40-50% of my Physical AI port I list them here with my levels I am watching

Gaetano@Gaetano2026

I believe Physical AI Is the Next Supercycle It is much much more than humanoids There are companies making money NOW And there are companies that will make a lot of money in several years There are so many layers to this investment landscape And I am just now covering it in

gaetanoresearch.substack.com5 Physical AI Stocks I Want To OwnBut don't yet.

Read asMentions OUST

Since the call—

unrankedThe analyst's rank today

Medium · 0.78Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

1% of the basket · day 19fades out by Nov 11

Rank per close

—

Oct 1

#296

Oct 4

#314

Oct 5

#234

Oct 6

#163

Oct 7

#113

Oct 8

#78

Oct 11

#103

Oct 12

#75

Oct 13

#172

Oct 14

—

Oct 15

—

Oct 18

—

Oct 19