Really? Then can you imagine how high we’ll go when the next bull market hits? Lol...I genuinely feel bad for his 160k followers.

$OUST who doesn't love a bull flag? See you next week.

The former CTO selling 3.4M shares right after his departure and the expiration of the share lock-up was definitely not a good look. @don_burnette holds about 27M shares of $KDK. Any plans to sell? If you have no plans to sell in the near term, why not issue a formal statement to reassure investors and help stabilize the stock price? @KodiakRobotics

Added 1K shares of $OPEN today. Be greedy when others are fearful—but don't get too greedy. No one but Trump knows where the bottom is. 😂

$MRLN autonomous flight vs. $KDK autonomous trucking. Two lottery tickets with tremendous potential—and tremendous risk. Which one would you rather buy?

Pretty sure many UGVs at this event will be equipped with @ousterlidar sensors like the ones shown in the video. Fully autonomous UGVs operating in off-road environments need LiDAR. $OUST $ONDS

$OUST + Seneca: Bringing Rev8 OS1 Max digital lidar to autonomous wildfire defense drones! 🚁🔥 Seneca is backed by $60M in capital and trusted by elite agencies like CAL FIRE and Aspen Fire. With annual US wildfire damages exceeding $250B+, Seneca’s AI drone strike teams provide a critical resilience layer for government & utility infrastructure. $OUST Rev8 provides the essential smoke-penetrating 3D vision for zero-light autonomous flight. Another prime example of high-value Physical AI commercialization! 🚀 investors.ouster.com/news-re…

Sorry to say, but this is pathetic. $ASTS

I wonder which Fortune 500 companies @ousterlidar CEO Angus Pacala was referring to. $OUST Amazon has already purchased more than $100M of goods and services from Ouster since 2023. So you might think Angus was talking about some other Fortune 500 companies.. But the timing of the events below really catches my attention: Ouster released the Rev8 sensor in May with functional safety, enabling robots to safely work alongside humans. Amazon announced plans in June to expand in Europe and roll out the next-gen Proteus: “The next generation of Proteus is designed to go much further. Rather than operating only in dock areas, the new system can work anywhere items need to be moved. This includes transporting containers as they arrive at a site, transferring them between workstations, and assisting employees across Amazon’s fulfillment centers and delivery sites.” The demand for next-gen Proteus could be orders of magnitude larger than what Ouster has already supplied to Amazon, which has already generated $100M+ in revenue. It would make perfect sense for Amazon to want Ouster to have a strong balance sheet and be financially strong enough to support the expansion of Proteus over the next 5–10 years. Ouster is currently shipping roughly 40K lidars/year. Yet on June 15, Ouster and Benchmark announced established Rev8 production capacity exceeding 100K units/year, with the ability to rapidly expand capacity as demand grows — and a planned 10-year production life. That means Ouster is already capable of producing 1M+ Rev8 LiDAR sensors over the next 10 years, even without further capacity expansion. Then Ouster raised ~$192M just two weeks later, bringing pro forma cash to ~$450M. We now know that the purpose of the raise was to strengthen the balance sheet for some “Fortune 500 companies placing a bet on Ouster as a strategic supplier or sole supplier.” In August, Amazon announced a new robotics factory in Austin, Texas, to build “heavy lifting robots that can work alongside humans” — which we know is clearly Proteus. As I estimated, the factory should be capable of producing at least 30K Proteus robots per year, comparable to Amazon’s existing robotics factory in Massachusetts. That alone could represent ~$100M/year for Ouster. Then Amazon announced another robotics factory in Indiana in September. Not that hard to connect the dots here. $OUST

$OUST some interesting takeaways from the latest podcast with @ousterlidar CEO Angus Pacala: He confirmed that Ouster will be profitable in 2027. The acquisition of StereoLabs accelerated that timeline. He clarified that the recent $194M raise was mainly intended to increase the confidence of major Fortune 500 companies considering Ouster as a strategic or sole supplier. Angus believes investors haven't fully appreciated the power of a company that has demonstrated an ability to relentlessly execute—and what compounding execution can do over a 5–10-year time horizon. As you can tell from the podcast, this Stanford MS engineering grad and founder/CEO can really “go on and on about the benefits of the sensor", lol.

$OUST + $ONDS

It’s not hard to find the winner. $OUST $HSAI $AEVA $LIDR $MVIS

I had a plan to build up my retirement portfolio starting this year: 40% $SCHG for growth, 40% $SCHD for dividends, and 20% $SPYI for income. Sounds solid, right? It turns out that the funds always ended up in $OUST and $OPEN instead. I've been full-port $OUST for 5 years. Now I'm starting to buy some lottery tickets in $OPEN while the 10-year Treasury yield hits 19-year high and the housing market is nearly frozen. At some point, I should go back to my original plan and invest the new funds to those ETFs. 😅 Full disclosure, $OUST is still 98% of my port.