Ouster should go much higher in coming years as physical AI arrives, and it just announced the first color lidar. Per @nachunja, it has 10,000 customers with only a few in production, including Google, Amazon, Caterpillar, John Deere and Anduril, and is the only Western lidar company at scale and the only Blue UAS-certified one. It has a healthy balance sheet with profitability near. It is one of two favorite robotics small caps, alongside Vishay Precision Group, and worth adding on pullbacks. … Show more

Ouster is what lets robots see, and its StereoLabs acquisition made it the only unified physical AI perception platform, combining LiDAR, stereo cameras, AI compute and sensor fusion. The deal effectively doubled its addressable market and added 10,000 customers. Product revenue has grown 12 straight quarters, sensor shipments rose 48% in 2025, and it has $211 million cash and no debt. CEO Angus Pacala says fewer than 1% of machine makers with autonomy strategies have deployed products. x.com  … Show more

Ouster is not a buy at its recent price, because even a great business can be a bad investment if you pay too much. The stock has fallen 20% since that call, and stocks often draw the most attention at the worst time to buy. Physical AI remains a very bullish theme, and adding becomes attractive if the price keeps dropping and risk/reward improves. x.com 

Ouster is a long-term hold that should deliver nice gains a year from now, backed by a wave of new deals. They include a 10-year, 100,000-unit-per-year Rev8 lidar supply agreement with Benchmark Electronics, a multi-year autonomous heavy-equipment contract with AIM Intelligent Machines and a drone-platform partnership with Seneca announced Oct 2. Q2 revenue hit $55M, up 56%, on 17,000+ sensors. The weekly chart shows a bull flag retesting support after breaking out of a multi-month base. x.com  … Show more

Ouster is one of the few US lidar companies with a real moat and pricing power, positioned for physical AI and robotics, which are going to be huge. Below $30 is a level to buy. x.com 

Ouster is not a compelling way to play physical AI because lidar is a very crowded space and its edges over rivals look likely to be competed away quickly. There are countless better stocks to take advantage of the physical AI theme. Ouster looks okay but not worth touching, though not to the point of buying puts. x.com  x.com 

Ouster looks like a trade-of-the-year candidate as robotics becomes a major theme, since its digital LiDAR sensors and perception software serve machines and autonomous systems. The setup is about as strong as it gets, with a breakout target for the next leg of just under $60 at minimum, making it a name not to sell too early. x.com 

Amazon is expanding its Proteus warehouse robots, which use Ouster lidar sensors, to broader warehouse use, and that is very bullish for Ouster. With Ouster's annual revenue around $220M, the expansion could move the needle materially, so a roughly 10% stock gain looks too muted. Ouster is also one of the only high-torque public plays on the physical AI and robotics theme, though its product's competitiveness is not clear. x.com 

Ouster, Applied Optoelectronics, Ondas, AST SpaceMobile, IREN and Oklo are statistically more likely to lose money long term if bought today. Most unprofitable retail favorites end up with horrendous charts years later, and survivorship bias is far worse among them, as the 2021 vintage shows. Big winners often come from unglamorous names like Marathon Petroleum, up over 20x in six years. Applied Optoelectronics may work on real demand, but its CEO has failed for 30 years. Keep such bets small. … Show more

Ouster has rewarded conviction built by accumulating during weakness: after a drawdown, the stock has risen well past earlier entry points. x.com