Ouster

$Ouster(OUST.US) | Rosenblatt 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗢𝘂𝘀𝘁𝗲𝗿 𝗜𝗻𝗰., maintains PT at $𝟱𝟯

Analyst sees BlueCity's expanded Utah deployment supporting a $20M+ UDOT TAM and an estimated $3B U.S. TAM.

It was $Ouster(OUST.US) before, but Sensata is slowly turning into my favorite "picks and shovels" trade idea in the robotics and automation boom.

They don't directly build the robots, they build the mission critical force sensors and encoders that give machines physical awareness. I think we will see 40-35 range to add more. A high R/R trade.

PT: 65-70

#Robotics #Investing

I built a custom scanner last year to solve one specific problem.

I want to find stocks in a strong uptrend that just dipped on exceptionally low volume.

The idea is incredibly simple.

- Wait for the first 30 minutes of the open to pass

- Confirm there is no negative news catalyst driving the drop

- Buy the bounce directly off the 9ema or 21ema

Print money 💸💵💰

Last week alone we caught three fantastic trades using this exact strategy on $Bloom Energy(BE.US), $Ouster(OUST.US), and $Marvell Tech(MRVL.US).

A few growth tech stocks that are at entry right now for swing traders.

• $AMD(AMD.US) (Chips) PT: $600

• $Ouster(OUST.US) (Lidar) PT: $70

• $Fortinet(FTNT.US) (Cyberspace) PT: $170

• $Marvell Tech(MRVL.US) (Jense) PT: $350

• $Arista Networks(ANET.US) (Networking) PT: $200

• $Flex(FLEX.US) (Manufacturing) PT: $175

• $NVIDIA(NVDA.US) (Jensens side gig after MRVL) PT: $235

• $STMicroelectronics NV(STM.US) (Semis) PT: 90

• $Dell Tech(DELL.US) (My fav in the list) PT: 550+

⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Ouster(OUST.US) Ouster Signs Strategic Lidar Supply Agreement With AIM Intelligent Machines

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐎𝐮𝐬𝐭𝐞𝐫 and 𝐀𝐈𝐌 signed a strategic agreement for digital lidar sensor supply.

➤ Ouster sensors will power 𝐀𝐈-𝐞𝐧𝐚𝐛𝐥𝐞𝐝 autonomous heavy equipment fleets globally.

➤ Agreement expands a 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 collaboration between the two companies.

➤ Deal guarantees 𝐡𝐢𝐠𝐡-𝐯𝐨𝐥𝐮𝐦𝐞 lidar supply as AIM scales deployments.

➤ AIM plans to integrate Ouster's new 𝐑𝐞𝐯𝟖 𝐧𝐚𝐭𝐢𝐯𝐞 𝐜𝐨𝐥𝐨𝐫 lidar platform.

➤ Rev8 provides 𝟑𝐃 structural data, color point clouds, and industrial-grade imagery.

➤ AIM's autonomy kits can retrofit heavy machinery in 𝐮𝐧𝐝𝐞𝐫 𝟐𝟒 𝐡𝐨𝐮𝐫𝐬.

➤ Platform operates without 𝐆𝐏𝐒, cellular networks, or cloud infrastructure.

➤ AIM says Ouster-powered systems have achieved a 𝐳𝐞𝐫𝐨-𝐚𝐜𝐜𝐢𝐝𝐞𝐧𝐭 safety record globally.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Expands Ouster's presence in the growing 𝐚𝐮𝐭𝐨𝐧𝐨𝐦𝐨𝐮𝐬 𝐡𝐞𝐚𝐯𝐲-𝐞𝐪𝐮𝐢𝐩𝐦𝐞𝐧𝐭 market.

➤ Supports AIM's rollout of 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 fleets across mining, construction, and defense sectors.

➤ Highlights rising demand for advanced 𝐩𝐞𝐫𝐜𝐞𝐩𝐭𝐢𝐨𝐧 and safety technologies in industrial automation.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "True environmental understanding is foundational to safe and effective earth-moving autonomy. Ouster's digital lidar has been foundational in our autonomy stack, helping us achieve a zero-accident safety record across all global deployments." — 𝐑𝐨𝐬𝐬 𝐖𝐚𝐥𝐤𝐞𝐫, Head of Product at AIM Intelligent Machines.

➤ "Our strategic agreement allows us to scale the deployment of AI-powered fleets today, while the new Rev8 native color lidar will enable us to enhance the capabilities of our platform for future programs." — 𝐑𝐨𝐬𝐬 𝐖𝐚𝐥𝐤𝐞𝐫, Head of Product at AIM Intelligent Machines.

➤ "As heavy industry, mining, and logistics rapidly transition toward autonomous operations, highly reliable, high-resolution 3D perception is paramount." — 𝐂𝐲𝐫𝐢𝐥𝐥𝐞 𝐉𝐚𝐜𝐪𝐮𝐞𝐦𝐞𝐭, Chief Revenue Officer of Ouster.

➤ "By embedding our native color digital lidar into their intelligent platforms, AIM can redefine what automated machines can see, interpret, and achieve safely at scale." — 𝐂𝐲𝐫𝐢𝐥𝐥𝐞 𝐉𝐚𝐜𝐪𝐮𝐞𝐦𝐞𝐭, Chief Revenue Officer of Ouster.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Ouster(OUST.US) Ouster Launches Rev8-Powered BlueCity Traffic Management Solution

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Ouster unveils 𝐁𝐥𝐮𝐞𝐂𝐢𝐭𝐲 traffic solution powered by new 𝐑𝐞𝐯𝟖 digital lidar.

➤ Rev8 delivers 𝟓𝟎𝟎-𝐟𝐨𝐨𝐭 detection range with native 𝐜𝐨𝐥𝐨𝐫 𝐥𝐢𝐝𝐚𝐫 capabilities.

➤ City of 𝐒𝐭𝐚𝐦𝐟𝐨𝐫𝐝 becomes first deployment customer for the platform.

➤ System provides 𝟑𝟔𝟎-𝐝𝐞𝐠𝐫𝐞𝐞 corridor-level monitoring for traffic and safety optimization.

➤ Rev8 offers up to 𝟐𝐱 range and resolution versus prior generation.

➤ BlueCity has over 𝟕𝟎𝟎 contracted deployments and integrates with existing traffic systems.

➤ Platform combines 𝟑𝐃 𝐥𝐢𝐝𝐚𝐫, 𝐀𝐈 analytics, and NVIDIA edge computing.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

“Ouster BlueCity with Rev8 lidar sensors allows us to take a massive leap forward in our transportation infrastructure,” said Stephen Frycz, Transportation Manager for the City of Stamford.

“The system captures color data alongside extended detection range for traffic management.”

$Ouster(OUST.US) | Roth/MKM 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐜𝐨𝐯𝐞𝐫𝐚𝐠𝐞 on 𝐎𝐮𝐬𝐭𝐞𝐫 with a 𝐁𝐮𝐲 rating and a 𝐏𝐓 𝐨𝐟 $𝟕𝟓

Analyst sees Ouster poised to outgrow the broader sensor market with its advanced lidar and camera offerings that enable an AI-based perception platform.

Finishing up some research for next week:

1. $Ouster(OUST.US)

2. $Penguin Solutions(PENG.US)

Been talking about those two in real-time over the past few weeks, so will do a slightly more "formal" summary on my thoughts.

3. Ceres Power / $FuelCell Energy(FCEL.US) - more of a comparison

4. $ENSI (Ensilica)

I have a position in all of these incl. Ceres Power + $FuelCell Energy(FCEL.US), with a rough 70/30 split between the two.

Might look into $Harmonic(HLIT.US) too since it's all anyone's been talking about on X. No position though.