Ouster. Every tracked FinTwit mention of $OUST, newest first. 740 mentions since the first on Aug 1, 2025. See the price chart.
July 2026 · 89 mentions
Jul 17
Gaetano — Really strong move from $OUST
High beta selloff, especially for high multiple stocks.
But the fear around hyperscaler CAPEX that has risen to the surface really doesn't impact t…↗
Jul 17
mon — I'm expecting a V-shaped recovery in many of the growth stocks that have been hit the hardest over the past month.
$IREN, $HIMS, $ONDS, $ASTS, $KRKNF & $OUST.↗
Jul 17
mon — Once you understand where $OUST fits into the Physical AI ecosystem, you start to realize what an incredible value the company is at its current price.
One of the most overlooked…↗
Jul 17
mon — $NBIS was just 5% away from $300 only a few weeks ago. Now it's closer to $100 than $300.
$OUST and $IREN are both around $33, down from around $60 in less than a month.
$SPCX is…↗
Jul 16
Mike Investing — The companies building the future are all heavily on sale right now…
Drawdowns from Highs:
$RKLB -79%
$ASTS -86%
$NBIS -56%
$SNDK -51%
$OKLO -76%
$BE -40%
$ONDS -55%
$PL -57%
$OUS…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Chris Ray — @GavinSBaker @michaelsikand $RKLB $ONDS $LMND $OUST↗
Jul 16
KaizenInvestor — @OmerYucaa Most stocks reached ath not even 2 months ago, what is short-term for you as for me it is yes. I bought most of my stocks more than a year ago. $PL at 4, $RKLB at 27, $P…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
Chris Ray — Didn’t wanna have to do this but I did.
Sold my newest and smallest position, $RRX, for a $600 loss in order to free up $8,600 during this dip.
ADDED:
350 shares of $ONDS
50 shar…↗
Jul 16
InvestmentGuru — Long term nothing changed.
$MU
$RKLB
$AMD
$ASTS
$OKLO
$CRDO
$MRVL
$NBIS
$AAOI
$OUST↗
Jul 15
Mike Investing — Markets are currently going through what’s known as a “Silent correction”
This happens when Indices & MAG7 names lead, & stay near ATH’s while many mid/small caps experience heavy…↗
Jul 15
KaizenInvestor — @TomSzczypka At those prices? Top 5: $PL, $OUST, $MRVL, $FLNC and $HIMS.↗
Jul 15
Chris Ray — $OUST and $RKLB spotted 👀 https://t.co/qSfb4EwnTA↗
Jul 15
Chris Ray — 🚨 Oppenheimer increases price target on $OUST to $57 from $42 and maintains ‘Outperform’ rating on the shares. https://t.co/Cg5lGFxNAO↗
Jul 15
Chris Ray — $OUST is the full package when it comes to robotic perception across all categories.↗
Jul 15
Dustin — 1) $OUST
2) $HIMX
3) $VPG
4) $AMBQ
5) $CCXI
If this helped you out, follow me for more.↗
Jul 14
Chris Ray — $OUST 🤝 $OUSL https://t.co/gOF0buepIJ↗
Jul 14
Chris Ray — $OUST will report its Q2 financial results after market close on Thursday, August 6, 2026 and host a conference call that day at 5:00pm ET. https://t.co/In5ORLV4sN↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
Follow me for more.↗
Jul 13
Black Panther Capital — Just landed in Spain. 3 hour flight.
30 degrees. Sun out. Grabbed a beer to go on my way out of the airport.
Ran into two guys. Dads. Both investors.
Neither had heard of $ASTS…↗
Jul 13
Gaetano — Why I am building my Physical AI Portfolio Publicly...
$OUST $AMBA $QCOM $U
I am good at positioning myself early into themes
And building conviction over time with diligence
T…↗
Jul 13
Gaetano — Well, we're probably due for some nice dips
Thanks $KOSPI
Here is some of my watchlist for Physical AI
$AMBA $VPG $OUST $QCOM $CEVA https://t.co/Q7e3epRoHl↗
Jul 12
mon — Here are a basket of stocks to consider:
1. These are the high-risk, high-reward stocks I believe in for the long term:
$HIMS - Consumer healthcare platform.
$IREN - AI data cent…↗
Jul 11
Black Panther Capital — I sit in a cubicle five days a week. Same chair. Same hum of fluorescent lights. Same wheel.
I feel like a mouse in a box, running because the wheel is there, not because it goes…↗
Jul 11
mon — $OUST – robotics and physical AI opportunity is great, but I believe its traffic management business could become one of its strongest long-term opportunities.
One thing I realise…↗
Jul 11
Daniel Koss — @Ud197601 Sure, can make a post about that. This year it's probably $NBIS which I bought and sold many times at really good times and with options. Last year I actually don't remem…↗
Jul 10
Black Panther Capital — Someone is disrupting my retirement plan…
Luckily, I do have are a very particular set of skills; skills I have acquired over a very long career.
Skills that make me a nightmare…↗
Midas — Here are the top stocks that I found using @asymmetrix_xyz which tracks emerging themes like robotics:
1) $OUST
2) $HIMX
3) $VPG
4) $AMBQ
5) $CCXI
If this helped you out, follo…↗
Jul 9
Black Panther Capital — @YoYInvestor If I’m not wrong it should be something like:
2027:
$ASTS: 29B USD today → 79.5B USD
$PL: 10B USD today → 27.4B USD
$ONDS: 4B USD today → 11B USD
$AAOI: 9B USD today…↗
Jul 9
Black Panther Capital — Here’s the price targets I’m targeting for my own portfolio in 2027 and 2030:
2027:
$ASTS 73.27 USD → 200.95 USD $ONDS: 7.72 USD → 21.17 USD $AAOI 124.57 USD → 341.65 USD $PNG.…↗
Jul 9
Black Panther Capital — Day 189/365 of The 365-Day Pact
189 days down, zero missed. Showed up every day, good or bad, no matter what was going on in my life.
Long-term portfolio: +49% YTD.
Short-term po…↗
Jul 9
Chris Ray — $OUST has gotta be the most fun stock to own lol… just a wild ride https://t.co/mY3qHPusLO↗
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 9
Midas — 5) $OUST
Sensor fusion is the bottleneck enabling SpaceX's booster catch automation.
Without precision sensors fusing radar, lidar, and thermal data in real-time, the chopstick…↗
Jul 9
InvestmentGuru — 15 Stocks Worth Watching Right Now
$IBRX — Commercial-stage oncology player inflecting toward positive cash flow
$QURE — Gene therapy name with multiple near-term pipeline catal…↗
Jul 8
Midas — Every autonomous system needs lidar perception.
Drones. Robots. Autonomous vehicles. Warehouses.
$OUST is the infrastructure layer.
And the market cap is still under $3B on a ro…↗
Jul 8
Midas — $OUST Ouster just locked a 10-year deal with Benchmark Electronics.
100,000+ Rev8 lidar units per year.
That's not a contract. That's a supply agreement for the entire decade.↗
Jul 8
Chris Ray — @aurora_inno It needs $OUST lidar and smart camera sensors 😏↗
Jul 8
Chris Ray — Saw a chance to close these 5 contracts for just $50, so I took it (just in case $OUST shoots up again before the end of the week).
Locked in $1,271 of profit in just 9 days ✅↗
Jul 8
Chris Ray — @JumpStartJim Only a few positions, currently $RKLB $ONDS $OUST $LMND and a small starter position in $RRX↗
Jul 8
Black Panther Capital — YTD: 35% now.
2 months gains erased in 1 month.
Thanks Trump. What a relaxing summer.
-BP
$AAOI $IREN $NBIS $OUST https://t.co/th3Gscp8R0↗
Jul 8
Chris Ray — 🚨 Advantech announced an expanded collaboration with $OUST StereoLabs to accelerate high-performance perception for Physical AI and robotics applications.
Advantech is a global l…↗
Jul 8
Mike Investing — Don’t chase $MU & $SNDK after their recent 3,000%+ runs…
There are 5 stocks you should buy instead that have similar upside potential:
1. $ZETA ~ Zeta Global
2. $FCEL ~ Fuelcell…↗
Jul 7
Serenity — @jey0316 Basically:
> major Chinese lidar player might be banned in West.
> $OUST, $AEVA, and others benefit by filling in the vacuum
> optical players players that power wester…↗
Jul 7
Serenity — Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.
For $OUST, $AEVA, and Western lidar bros, this is g…↗
Jul 7
Black Panther Capital — People ask how I sleep at night running a portfolio this volatile. Here’s the actual answer:
My portfolio is $IREN, $NBIS, $AAOI, $OUST, $ONDS, $ASTS, $RKLB, and a few others. Equ…↗
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 7
Chris Ray — I’m feeling good about my $OUST shares not getting called away.
Happy to leave these contracts open and let them expire worthless on Friday.
It will be a nice $1,321 made in 11 c…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Jul 7
Black Panther Capital — Here’s my h2 predictions:
> massive earnings coming in. $MU already delivered. $GOOG $META $ANZN to come.
> market will go down as always a couple of days to digest the news.
>…↗
Jul 6
Midas — Here are the 5 stocks that I found using @asymmetrix_xyz which tracks emerging themes like robotics:
1) $OUST
2) $HIMX
3) $VPG
4) $AMBQ
5) $CCXI
If this helped you out, follo…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Jason Luongo — There is no doubting that robotics is the future of physical AI.
Here are 5 stocks you may not have heard of to play the robotics super cycle.
1. $OUST - Ouster
Ouster is a roug…↗
Jul 5
Black Panther Capital — i have 3 different degrees within psychology and this is the most important lesson to beat market in my opinion:
the thing nobody tells you about watching a position fall 15% is h…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Jul 4
InvestmentGuru — Physical AI is the next major area to focus on. Ignore the short-term noise and volatility.
The real shift is still unfolding, and early positioning matters more than daily price…↗
Jul 3
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TER tests AI chips & owns the cobots through Universal Robots
2. $NOVT precision photonics & motion inside surgical & industrial robots
3. $OU…↗
Jul 3
Michael | Hypermarkets — 16 years ago, $TSLA IPO'd at $17.
It returned 445x and transformed the car industry.
Here's 5 robotics companies that will 100x-200x exactly like $TSLA:
1. $OUST — Digital lidar…↗
Jul 2
Black Panther Capital — I’ll go to bed. Sleep like a baby.
I can add, every month. Next 12 months.
Without thinking. Hesitating.
Just let it play out.
Sleep well.
-BP
Not financial advice.
$IREN $N…↗
Jul 2
Chris Ray — Ended the day down just 2% thanks to $RKLB staying flat and $LMND climbing 3%.
This comes despite $OUST and $ONDS dropping 17% and 6.5% respectively.
I know some other portfolios…↗
Jul 2
Black Panther Capital — @zizonchain @ousterlidar As dedicated $OUST investors (and early entry $22) I can’t wait for this 😅👊↗
Jul 2
Black Panther Capital — It’s not a crash. It’s a rotation!
I get a lot of DMs with questions about today’s sell off.
Zoom out for a second, because it looks scarier in your feed than it does on the scre…↗
Jul 2
CK Capital — Retail got sucked into this one and after a 50% run in a few days $OUST has a 200m offering.
Great for the company in the Long run but the FOMO here was nuts. https://t.co/6GiRfDo…↗
Jul 2
Black Panther Capital — If YTD is under SP500 YTD performance:
> Reconsider strategy and approach.
If YTD is higher than SP500:
> Congrats, better than average.
If YTD is higher than 35%:
> Know this…↗
Jul 2
Wayne Liang — Like Jensen Huang said, robotics is the next frontier of AI.
When humanoids start to scale, who do you think will supply the buildout?
Vishay Precision Group ( $VPG )
Ouster ( $…↗
Jul 2
Chris Ray — 🚨 $OUST announces $200M offering of ~3.6 million shares at $55.22/share.
In my opinion, this is the perfect time to do it and part of the reason I sold covered calls against half…↗
Jul 2
Midas — Here are the top stocks I found by using @asymmetrix_xyz, the platform that can spot AI bottlenecks in seconds:
$OUST
$MP
$QCOM
$AMD
$TER
If this helped you out, follow me for…↗
Jul 2
Midas — I bought $NBIS at $20.
I bought $RKLB at $18.
I bought $ASTS at $23.
I believe $RDW and $OUST are next.↗
Jul 2
Midas — That company is $OUST.
If you want a FREE in-depth analysis, use @asymmetrix_xyz.
Follow me for more.↗
Jul 2
Mike Investing — These 8 stocks are going to make many generational wealth in the second half of 2026….
1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath…↗
Jul 1
Gaetano — 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.…↗
Jul 1
Midas — Here are the companies I found using @asymmetrix_xyz:
Robotics: $TSLA, $OUST, $BB
AI: $NBIS, $CIFR, $IREN
Space: $RKLB, $ASTS, $SPCX
Energy: $BE, $TE, $IMSR
Software: $NOW, $M…↗
Jul 1
Midas — That company is $OUST.
If you want a FREE in-depth analysis, use @asymmetrix_xyz.
Follow me for more.↗
Jul 1
Wayne Liang — Everyone's watching Tesla, Figure, Agility compete to build robots...
But nobody's watching the actual bottleneck in humanoid scale.
Sensors, actuators, harmonic gears, precision…↗
Jul 1
Wayne Liang — Here’s a simple way to think about the humanoid stack...
> $OUST = eyes (LiDAR spatial vision)
> $AMBA = visual cortex (edge AI vision chips)
> $VPG = touch and body awareness (fo…↗
Jul 1
Gaetano — Insane that $OUST is up ~50% since the weekend
Do we think the momentum holds, or it has to come back and build a base again?
What levels are you watching?↗
Jul 1
Chris Ray — How $OUST continues to go green each day, I do not know.
Crazy strength!
My CCs wouldn’t mind if it bellyflopped by next Friday… 😅 https://t.co/8QmxiqzPup↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
Jul 1
Black Panther Capital — I’ve sadly been diagnosed with SOCD.
Stock Obsessive Compulsive Disorder.
It shows up everytime I:
> Get petrol and instantly calculate that’s exactly two $IREN stocks at curren…↗
Jul 1
Serenity — @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst.
Feels like $OUST, $AEVA and other names were pretty fla…↗
Jul 1
Michael | Hypermarkets — $OUST — Ouster just locked a 10-year deal with Benchmark Electronics for 100,000+ Rev8 lidar units/year, plus new tie-ups with AIM Intelligent Machines (mining/construction/defense…↗
June 2026 · 181 mentions
Jun 30
InvestmentGuru — Physical AI is emerging as the next major sector to watch.
$OUST
$AMBA
$CCXI
$MBLY
$TSLA
$AEVA
$VPG
$SYNA
$CGNX↗
Jun 30
Gaetano — The Physical AI Thematic is moving really fast...
$OUST $AMBA $AEVA $SYNA $CGNX $VPG
Over the last few weeks, I put out two layer reports
> A deep dive into the perception layer…↗
Jun 30
PhotonBull — Great example of why spending a part of your weekend on X offers great insight into the liuve sentiment in new sectors (for example, a lot of posts and news about robotics)
Since…↗
Jun 30
Midas — Everyone on X is calling $OUST the next 10x robotics company.
Here's my in-depth analysis on $OUST using @asymmetrix_xyz.
TLDR: "Ouster provides the critical 'eyes' for the Phys…
May 2026 · 229 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 31
Black Panther Capital — Welcome to no. 26.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 26.000 of you made it something bigger. I don’t take…↗
May 31
Black Panther Capital — @TacticzH Yeah, I have some target. Without doubt. Such as $NBIS $4-600. $IREN $200. $OUST $100. I like beta stock, but only with a real thesis behind it - for my long-term port.…↗
Chris Ray — Trimmed a little $RKLB on this pump, and bought more $OUST and $KOPN. https://t.co/JquBqbm3pi↗
Apr 30
Black Panther Capital — Here’s a full breakdown on our monthly economy and what we use:
For context we are 2 adults and 3 kids. Tax around 38-50% depending on income. Top 1% national income.
Monthly hou…↗
Apr 29
Daniel Koss — Moved my last 10% cash into $NBIS today at $136 and have now reached degen levels of concentration again.
Nice!
77% $NBIS
8% Towa (6315)
8% $HIMS
7% $OUST
If you go back and…↗
KaizenInvestor — @gregory_FTA Yeah, I don't really look at graphs. But $OUST got a major catalyst in June. American companies won't be able to buy Chinese Lidar any more. This makes that Ouster bas…↗
Mar 31
KaizenInvestor — To summarize, I made 3 buys yesterday.
$HIMS at $18.7
$OUST at $16.7
And $POET at $4.9
$HIMS is obviously very undervalued at the moment. Pharma is going through heavy weathers…↗
KaizenInvestor — @Peregrino1708 Not buying these stocks yet, have bought $OUST today.
February 2026 · 5 mentions
Feb 18
mon — So many great stocks, so little capital. 🧐
If I were building my own ETF:
$IREN
$ONDS
$CIFR
$NBIS
$WULF
$IBRX
$PL
$ASTS
$RKLB
$NUAI
$POET
$ALMU
$KRKNF
$UAMY
$COPX
$OUST
$TE
$ENPH…↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 9
Serenity — @upand_right World* models.
Apparently if the world's most advanced World Models require Doppler-level precision, $AEVA is one of the only companies that can do it compared to com…↗
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
mon — My Top Stocks for 2026:
1. $IREN 🥇
2. $HIMS 🥈
3. $ONDS 🥉
4. $UAMY
5. $TE
6. $PATH
7. $POET
8. $ZETA
9. $EOSE
10. $OUST
Past performance:
- Top stocks for 2024 YTD: See belo…↗
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…↗
Dec 20
mon — List of stocks to add to your 2026 watchlist. 👀
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $DGXX, $NUAI, $CIFR
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $NAK, $USAR
AI…↗
October 2025 · 4 mentions
Oct 29
Leveraged Cat — I always love seeing Ouster $OUST products on these things↗
Oct 10
Leveraged Cat — $OUST pretty sick, not a lot of other ways to get exposure to tech like this↗
Oct 10
Leveraged Cat — $OUST hasn’t been acting like it of late but it really should be a big beneficiary of increasing China US trade tensions
$HSAI is their biggest competitor and based in China↗
Oct 1
Leveraged Cat — $OUST
Still here, still bullish
I mean, how could you not be?
The chart has taken a much needed breather, and may need a bit longer, but the next leg higher is coming
September 2025 · 3 mentions
Sep 10
Leveraged Cat — If you look closely on their website you can see $OUST sensors on each of their vehicles
I’m sure the long term bulls were already aware of this customer, but maybe this will be n…↗
Sep 9
Leveraged Cat — Money where my mouth is, I’m loaded to the gills as such:
Emerging growth (shitcos)
$OUST
$AMPX
$EOSE
$JOBY
Energy
$PR
$BKR
$RIG↗
Sep 4
Leveraged Cat — Added a bit to my $OUST bag today
I’m thinking we’re back
Chart looks good https://t.co/GKXS6KuTJu↗
August 2025 · 5 mentions
Aug 13
Leveraged Cat — $OUST daily close above $33/sh and she’s gone https://t.co/84x9PwbgoT↗
Aug 8
Leveraged Cat — $OUST might see downside to fill the gap ~23$/sh. I really wouldn’t bank on much more downside than that, barring a broad market panic. The earnings call and results were lights ou…↗
Aug 8
Leveraged Cat — @meatidea LiDAR has been making a comeback, $OUST seems best in class just had their ER (I'm long)
$FEIM has a strong trend too, they produce quantum clocks and related tech that…↗
Aug 7
Leveraged Cat — Man market is sending a funky message
Have a compulsion to go all cash and gold (except my $OUST long of course)
🤔
June 2025 · 2 mentions
Jun 27
Leveraged Cat — Relative value trade has largely played out here, caution suggested. I’m still long $OUST as it’s a long term play for me but have taken my win on $INVZ and am moving on, given my…↗
Jun 12
Leveraged Cat — @ichigramma I like $OUST more but 👀 $INVZ↗
InvestmentGuru — $OUST
Physical AI is next sector to concentrate IMO↗
Jun 30
CK Capital — Humanoid stocks are going on insane runs in the last 2 days.
$OUST up 40%
$AMBA up 33%
$VPG up 15%
$BOT up 15%
Just to name a few.↗
Jun 30
PhotonBull — The guy who is known for calling sector rotations is now focused on robotics with $VPG $OUST $CCXI and $AMBA, make sure to check it out🚨↗
Jun 30
Michael | Hypermarkets — $OUST up 50% from 2 days ago and 200% from 6 months ago. https://t.co/gKfaggQCjz↗
Jun 30
mon — $OUST Wow ...
Stock hits $60.
It was at $45 just two weeks ago.
Congrats to all investors.↗
Jun 30
Wayne Liang — When most humanoid makers are private, you know we're early to robotics/physical AI.
(Figure AI, Apptronik, 1X, Sanctuary, Unitree, etc.)
Also helps when...
> Software bottlenec…↗
Jun 30
Shay Boloor — $OUST is now up over 250% in the past 3 months 😳 https://t.co/2ynE13I2a7↗
Jun 30
KaizenInvestor — $OUST is now a 3-bagger for me. Interesting how quickly the stock moves. I expected the stock to take at least one extra quarter to reach $60.
But I’m not complaining. My bullish…↗
Jun 30
Black Panther Capital — We are now up +175% since flagging $OUST at $22 on this post.
I was probably one of the first long-term bulls on X making $OUST a significant size in my portfolio.
It’s slowly a…↗
Jun 30
PhotonBull — Pretty nice day across the board
Many winners today like $ONDS $FCEL $OUST $NBIS $PENG
How is everyone doing today?↗
Jun 30
Chris Ray — My $OUST CCs might be cooked fam 😅 https://t.co/3v4Ev6CXRU↗
Jun 30
Shay Boloor — $OUST said its Rev8 OS digital lidar sensors now meet Build America, Buy America requirements making them eligible for federally funded infrastructure projects.
Ouster is position…↗
Jun 30
Chris Ray — 🚨 $OUST announces its new Rev8 native color lidar sensors comply with Build America, Buy America (BABA) Act requirements.
The BABA Act establishes a strict domestic procurement p…↗
Jun 30
InvestmentGuru — 10 Names Where Capital Is Flowing
Physical AI Core $PLTR remains the dominant capital magnet in the AI platform space, still showing leadership characteristics. $BB has emerged as…↗
Jun 30
Daniel Koss — Physical AI will blow the minds of mediocre investors.
I fully expect the smartest and dumbest people to make all the money.
The smart ones can think a few years ahead, and the d…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
InvestmentGuru — My Top 7 Physical AI Plays
$NVDA — The Simulator
Every robot that exists today learned to walk, grasp, and navigate inside an NVIDIA simulation before touching the real world. Co…↗
Jun 30
InvestmentGuru — $OUST last month when no one was talking about it and was at $25/26 https://t.co/vexWq0yz0x↗
Jun 29
Wayne Liang — I'd say AI in general is at the internet's ~1996 phase, and even earlier for robotics...
> Only now getting public exposure ( $CCXI / $AGLT SPAC just announced)
> Production scali…↗
Jun 29
Mike Investing — If you missed the Photonics, Memory, or even the Space sector run…
DO NOT miss out on Robotics.
Here are the names within this sector that’ll be the next to 10X:
$ARBE ~ Arbe Ro…↗
Jun 29
Gaetano — $CCXI / $AGLT Agility Robotics has massive potential
But there is so much we need to un pack
And so much we need to watch for
I posted a full deep dive this morning, similar to m…↗
Chris Ray — Sold 5 $60 $OUST CCs expiring July 10.
Collected $1,321 in premiums.
Not ready to part with my $OUST shares, so hopefully these don’t go into the money and I can buy them back fo…↗
Chris Ray — Now up 100% on $OUST since I initiated the position in mid April. 🎉 https://t.co/qHslBbuBMt↗
Jun 29
Black Panther Capital — $OUST is up 24% today. There is no press release behind it. People are scrambling for a catalyst that does not exist.
Today has no 8-K, no new contract. Nothing.
What is actually…↗
Jun 29
Mo — Posted this setup back on May 14 when $OUST was trading around 34.
Everyone was chasing AI software.
I was looking at the physical AI infrastructure.
LiDAR.
Machine vision.
Perc…↗
Jun 29
Chris Ray — So do we sell CCs on $OUST now or what?↗
Jun 29
Wayne Liang — Seeing a lot of chatter about robotics (like $OUST / $AMBA), nice to see the sector is gaining momentum again!
Personally buying $VPG as the most direct humanoid play. And it hasn…↗
NoLimit — $OUST is going absolutely crazy today.
Up 80% since this post on May 13th. https://t.co/JXLv1IslLM↗
Jun 29
Shay Boloor — $OUST is up nearly 20% as Agility Robotics prepares to go public through $CCXI giving the U.S. its first pure-play humanoid robotics company.
Agility’s Digit robot uses its LiDAR…↗
Jun 29
PhotonBull — Back when the stock was in the $20s
That was indeed a good time to revisit $OUST
Up 22% today https://t.co/wGa0sCJ2ox↗
Jun 29
Frenchie — C’est une blague $OUST ? https://t.co/A4FZy3fcLg↗
Jun 29
Chris Ray — $OUST climbs 23%, smashing through $51 in the first 15 mins of trading! 🤯 https://t.co/Mvx2MEA48r↗
Jun 29
mon — $OUST up 17.47%. 🔥
This is the most obvious robotics/Physical AI play in the market right now.
Only $3bn market cap. https://t.co/Bmhs3cS2Hm↗
Jun 29
Chris Ray — $OUST outshining $RKLB this morning 🤯 https://t.co/oRxQNMOkcW↗
Jun 29
Black Panther Capital — For the last decade, growth meant something you could build in software. Spin up servers, ship code, scale to a billion users without ever touching the physical world.
That era is…↗
Jun 29
Michael | Hypermarkets — $OUST was a $123 stock before it crashed 96% to $5.
In 1 year, it's reversed 900% so far and it's now flashing real signs of becoming a profitable Physical AI player, not just a l…↗
Jun 29
Jason Luongo — 6. $OUST - Ouster
Q1 revenue up 49% YoY to $48.6M. Launched the Rev8 digital LiDAR platform with native color capability partnered with Fujifilm, targeting physical AI and robotic…↗
Jun 29
Dustin — Top 5 generational wealth stocks that Serenity (the trader that's better than Leopold Aschenbrenner) holds in his portfolio:
- $SIVE
- $AXTI
- $AAOI
- $LITE
- $OUST
He called num…↗
Jun 29
mon — $OUST is now the most popular stock on X. As usual, retail showed up late. I figured this would take a few weeks when I posted it in April, and it ended up taking months.↗
Jun 29
Gaetano — Does anyone have any connections with $OUST mgmt?
Would love to get connected!
@ousterlidar↗
Frenchie — Petit usecase du Radar de X premium
Récemment deux narratifs retails-driven ont le vent en poupe
1. La photonique et de manière générale l’optique avec $AAOI , $AXTI , $SIVE, $S…↗
Jun 28
Wayne Liang — Went off grid for a day. Good reset for the short but busy week ahead.
Been seeing $OUST / $AMBA gain momentum lately... nice to see robotics, an adjacent vertical to AI, catch at…↗
Jun 28
Black Panther Capital — @mehtasdeepak Thanks. Yeah. I agree. Withouth doubt. But, in the end we are talking security. US needs to be sure no one is tapping/tracking anything, since $OUST probably also wil…↗
Jun 28
PhotonBull — Seeing a lot of robotics talk this weekend, probably due to the investments in robotics hitting all time highs
Here are some of my favourite ways to play it, with each pick focusi…↗
Jun 28
Black Panther Capital — @AtlasShrug1 Always great input John. I have high hopes for $OUST. Especially in terms of agriculture and defense.
But let’s see how it plays out. I was ‘early’ in $22. So I’m oka…↗
Jun 28
Black Panther Capital — $OUST is getting a lot of attention lately.
Here’s my latest deep dive on them.
Trading at $42 now, in my opinion a future +$100 stock, easily.
-BP
Not financial advice.↗
Jun 28
PhotonBull — Incredible $OUST deep dive
Highly recommend checking it out!↗
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 28
Mike Investing — In 2022, $NVDA traded at just $10 making many generational wealth.
Then in 2023, $PLTR traded at $8 which yet again made many generational wealth.
Now everyone is focused on the…↗
Daniel Koss — @moninvestor Just like with AI infra stocks, the question with $OUST is NOT about demand. It is 100% about capacity again. The questions are 1) how much can they produce 2) how muc…↗
Jun 28
mon — I think we could see a robotics stock have a $SNDK moment.
$OUST could be that stock.
The market cap is only $2.6 billion, which is small in the context of a trillion-dollar robo…↗
Jun 28
Gaetano — What I am doing with Physical AI...
$OUST $AMBA $CGNX $VPG $SYNA $AEVA
Photonics has been my main coverage universe for ~10 months
I am now adding Physical AI coverage to my Sub…↗
Jun 28
Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026.
That's nearly 10× more than in 2020.
These 16 companies will benefit the most:
1. $OUST – $42.02 52wk: $16.40–$51.50…↗
Jun 28
mon — @PepInvestStocks If you run a very concentrated portfolio, then you just need one. $OUST↗
Jun 27
Gaetano — If you have been hearing all about robotics this weekend
Or Physical AI
You need to read this report $OUST
Please bookmark + share!↗
Jun 27
KaizenInvestor — @AlexBuys_ Not sure either, but don’t need to add if they stay at these prices. $OUST was there only 2 months ago though.↗
Jun 27
Gaetano — I am excited to post my entire deep dive on $oust
I am going to post the entire article on X
I've had a lot of fun writing it. I wrote it over the span of multiple days as I was…↗
Jun 27
mon — June is almost over.
Overall, a very successful month for my Short-term Portfolio in terms of trades completed.
The vast majority closed green, with 11 of 12 trades finishing in…↗
Jun 27
mon — The 7 bets on where the world is heading over the next decade:
1. $HIMS – Telehealth/Longevity
2. $IREN – AI Data Centers
3. $ASTS – Space Tech + Satellite Connectivity
4. $ONDS…↗
Jun 27
CK Capital — Robotics VC just hit an all time high at over $16 billion in a single quarter. The smart way to play it is not guessing which robot wins. It is owning the parts that go inside ever…↗
Jun 27
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 27
Shay Boloor — 10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING
1. $CLPT navigation platform for neurosurgeons
2. $OSS rugged edge compute for the battlefield
3. $OUST eyes & perception for physical…↗
Jun 27
Gaetano — $OUST fans...
I've got something big coming tomorrow↗
Jun 27
Midas — Serenity (aleabitoreddit) is an INSANELY better trader than Leopold Aschenbrenner.
He called numerous +1000% stocks early:
- $SIVE
- $AXTI
- $AAOI
- $LITE
- $OUST
He's now in…↗
Jun 26
Black Panther Capital — The PMI Index just printed 54 points 🤯
The highest reading since May 2022.
That’s bullish as hell!
Quick version of what this actually is:
Every month, purchasing managers acr…↗
Jun 25
Black Panther Capital — If we are lucky we’ll end the day green and finish strong 🟢
I know I’m being optimistic here. But indexes are turning around rn.
Only Russel is down.
$OUST and $ONDS 🟢
Let’s…↗
Gaetano — If you care about Physical AI...
Or companies like
$AMBA $OUST $CEVA $MBLY $CGNX etc.
Bookmark + read this!↗
Jun 25
InvestmentGuru — 11 stocks- my positioning in 11 layers of AI infrastructure.
Layer 1 — Substrate
$AXTI — The raw crystal foundation. InP & GaAs wafers that power the photonics revolution.
Layer…↗
Jun 24
Chris Ray — @StockSavvyShay If only they used $OUST lidar…↗
Jun 24
Chris Ray — Agility Robotics is going public under ticker symbol $AGLT.
Worth noting that their humanoid robot, Digit, uses $OUST sensors to perceive the world around it… 👀↗
Jun 24
mon — $ASTS, $ONDS, $NOK, $OUST & $PENG
Non-stop great news:
- $ASTS The big Japan news. Rakuten Group CEO Hiroshi Mikitani said the company will form a satellite business joint ventur…↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 23
KaizenInvestor — @TacticzH From your screenshot I own: $WOLF, $OUST, Sk Hynix, and $GOOGL. But most of the companies I own, you can include in a AI supply chain 😅↗
Jun 23
Black Panther Capital — Be unemotional.
$IREN -4%
$AAOI -13%
$OUST -5%
$NBIS -3%
$RKLB -5%
I don’t care.
Sky is still blue.
Grass is still green.
Wife still got a nice an ass.
It’s a new day tomorrow.…↗
Jun 23
Chris Ray — Imagine it had an advanced color lidar sensor that generated a spatially accurate model of the world around it, instead of 8 cameras and a complex neural net that’s asked to interp…↗
Jun 22
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
Black Panther Capital — 12 months ago people hesitated.
9 months ago people hesitated.
6 months ago people hesitated.
3 months ago people hesitated.
Meanwhile $MU went up +850%
$SNDK went up +4.800%
$AXT…↗
Jun 22
Black Panther Capital — $OUST holding the stock market up today.
We are now +125% since I posted this.
Find my thesis and analysis in the comment section.
-BP
Please note: this is not financial advice…↗
Jun 22
Chris Ray — 🚨 $NVDA launches NVIDIA Halos for robotics, a full-stack safety system for robotics and physical AI.
Jensen literally just told us that Physical AI is next, and now we’re seeing…↗
Jun 22
Chris Ray — $OUST SMASHES THROUGH $50! https://t.co/QMIP5Oc3CV↗
Jun 22
PhotonBull — Really interesting to see $TSLA using lidar after Elon famously dislikes it
Could be a pretty big opportunity for $OUST here!↗
Jun 22
Chris Ray — Snapshot of the portfolio heading into this week.
Back down to just 5 positions again.
$RKLB $ONDS $OUST $LMND $CRWV https://t.co/WpsofICCCS↗
mon — @usppdd It's actually a perfect strategy for a stock like $OUST.
That stock went from $24-$16-$27 in one month between April-May.
And now it's at $46.↗
Jun 21
Black Panther Capital — Respect the chart work. Every leg of this market looked impossible right before it ran. 2009, 2016, 2022. Same story each time.
If this cycle really has 2 more years, the move isn…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 20
Black Panther Capital — The entire research team (me), taking the weekend off too.
Market’s closed. Sun’s out. Beer’s cold. Kids are running around.
The black panther (sitting on rocks, looking unimpres…↗
CK Capital — Some stocks I've been looking into this long weekend.
$POWI
$AGX
$OUST
$AIRJ
$TRT
Very different sectors and all interesting companies.↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 19
Black Panther Capital — Day 170/365.
Me and my daughter made a deal almost a year ago. Post every single day for 365 days. See if we could hit 50,000 followers together.
We’re almost there. Wtf.
195 da…↗
Jun 18
mon — What a great day. 🔥
- $ENHA & $HIMS +11%
- $OUST smashed it +14%.
- $ASTS / $IREN time will come.
- $SMR my fav nuclear stock +13%.
- $PENG +12%, $NUAI +9% & $KEEL +5%.
S…↗
Jun 18
Black Panther Capital — YTD back to 82.89%.
Go touch some grass the next 4 days.
I’m still overall bullish for rest of the year.
But I also expect some choppy weeks to come around.
Vix is showing a fe…↗
Jun 18
Chris Ray — Wow, stocks absolutely ripped into the close!
Huge comeback from what seemed like a pretty ‘meh’ day around noon.
$OUST with the casual 14%+ move. 🤯 https://t.co/7LaINVa1Es↗
Jun 18
mon — My favourite stocks for long-term:
$HIMS - Healthcare / Longevity
$IREN - AI Data Centers
$ASTS - Space / Satellite Connectivity
$ONDS - Drones / Defense Tech
$OUST - Lidar / Auto…↗
Jun 18
mon — Relaunching my Substack this weekend.
Whenever I research a stock, I map the whole thing out first before writing anything down.
All in one big diagram: Stock Research Blueprint…↗
Jun 18
Chris Ray — $OUST just woke tf up… 👀 https://t.co/9ENUpxxr7r↗
Jun 17
Black Panther Capital — People often assume I’m a multi-millionaire because of this account.
I wish.
I’m just a dedicated dad. Work a management job. Pay a mortgage. Pack school lunches before work.
So…↗
Chris Ray — 🚨 $OUST and AIM Intelligent Machines have announced a strategic agreement to deploy Ouster Rev8 native color lidar sensors in AIM’s fleets of heavy mining & construction equipment…↗
Jun 17
Shay Boloor — $OUST signed a lidar supply deal with AIM Intelligent Machines to power autonomous heavy equipment across mining, construction and defense.
AIM will integrate Ouster’s Rev8 color…↗
Jun 16
Midas — @asymmetrix_xyz 1)
$BKSY
2)
$SPIR
3)
$SATL
4)
$OUST
5)
$LUNR
6)
$FLY
Follow me if you want to know when I enter these companies.↗
Black Panther Capital — These are probably my best long-term entries this year:
$AAOI > $92
$OUST > $22
$NBIS > $86
$RKLB > $67
-BP
Not financial advice. https://t.co/xLvfsSP7L2↗
Jun 15
Gaetano — $OUST and $AMBA
Are going to be some of the larger positions in this portfolio I am building out
I also recently added $INOD
and will be adding a few more this week
I am goi…↗
Jun 15
The Assembly — Massive $OUST reversal after they announced a new partnership.
Up 59% since we wrote this article a month ago.
Follow us with notifications so you do not miss the next one. https…↗
Jun 15
mon — I told you that $OUST is the future of robotics.
At the time, the stock was trading at just $26.95. Today, it's at $45.68.
Yet even after that move, the company is valued at onl…↗
Jun 15
Shay Boloor — $OUST up over 17% after expanding its manufacturing partnership with $BHE to scale production of its Rev8 OS lidar sensor family.
Ouster says Rev8 is built for low-cost, high-volu…↗
Jun 15
Jason Luongo — 8. $OUST - Ouster
Digital lidar sensors for industrial automation, robotics, and smart infrastructure. Q1 revenue $49M, up 49% YoY. 13 consecutive quarters of product revenue grow…↗
Jun 15
Chris Ray — 🚨 $OUST and Benchmark Electronics announce the expansion of their long-term manufacturing partnership to support high-volume production of Rev8 native color lidar sensors.
Rev8 h…↗
Jun 14
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $400 than stays at $232.
$AAOI goes to $400 than stays at $170.
$RKLB goes to $250 than stays at $102.
$OUST goes to $100 t…↗
Jun 14
Black Panther Capital — I second this from @investingluc.
The theme structure is half the equation.
The other half is HOW MUCH you put in each one.
Most people get the picks right and still destroy the…↗
Jun 13
Midas — @asymmetrix_xyz $SATl
$OUST
$INFQ
$FLY
$LUNR
If this helped you out, follow me for more.↗
Jun 13
Black Panther Capital — If you invested $500/month starting at 25.
And averaged 15% annual return.
By 55 you have $3.3 million.
Not because you’re lucky.
Not because you picked the perfect stock.
Bec…↗
Gaetano — $OUST ....
I finally got to researching 'perception'.
This is Layer 3 of my Physical AI thematic research.
And I am digging into $OUST today.
And all I can say is...
Wow.
Wh…↗
Jun 12
Midas — @asymmetrix_xyz 1) $BKSY
2) $SPIR
3) $SATL
4) $OUST
5) $LUNR
Follow me if you want to know when I enter these companies.↗
Jun 12
Black Panther Capital — I have one simple goal by being here:
Become a multi MILLIONAIRE.
If that’s your goal too, keep reading.
Here's the honest version of "escaping the matrix."
You don't quit your…↗
Jun 12
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Jun 11
Black Panther Capital — To my kids, when you’re old enough to understand this:
I didn’t buy $IREN because I wanted to get rich.
I bought it because I did the work and believed in it.
I didn’t post on X…↗
Jun 11
Black Panther Capital — the wealth gap isn’t mainly about income.
it’s about how long different people can wait.
someone with $50,000 in savings and no cushion needs liquidity. they need returns now. th…↗
Jun 11
Black Panther Capital — Welcome to no. 45.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 45.000 of you made it something bigger. I don’t take…↗
Jun 11
Chris Ray — Soon $OUST LiDAR will be the only option for Western companies… 👀↗
Jun 10
Black Panther Capital — Most people are one decision away from a COMPLETELY different financial life.
That decision is where to put your attention.
I am building toward seven figures.
Publicly.
In rea…↗
Jun 10
Chris Ray — 🚨 $OUST BlueCity unveils 500-foot advanced detection traffic management systems utilizing Rev8 native color lidar sensors.
The system’s first active deployment is in Stamford, CT…↗
Jun 9
Chris Ray — Shield AI is another happy $OUST customer.
Awesome to see $OUST enabling autonomous helicopter flights now. 🤯
Truly becoming THE sensing & perception company for physical AI…↗
Jun 9
Black Panther Capital — I’ve beaten most hedge funds past two years.
+163.67% in return.
Nobody knows my name.
I don’t sell a course.
I don’t have a podcast.
I don’t have a finance degree.
I don’t have…↗
Jun 9
Black Panther Capital — Insane dips during this correction! 🤯
I’m watching these stocks right now:
Save the list.
$OUST
$AAOI
$NBIS
$IREN
$CIFR
$WULF
$ASTS
$RKLB
$ONDS
$NOK
$PENG
$SATL
$ADEA
$SIVE
$AM…↗
Jun 9
Shay Boloor — $OUST completed installation of its BlueCity traffic management system around MetLife Stadium ahead of the 2026 FIFA World Cup.
The deployment spans 40+ highway locations to help…↗
Jun 9
Chris Ray — 🚨 $OUST completes installation of Ouster BlueCity traffic management solution around MetLife Stadium in New Jersey ahead of 2026 FIFA World Cup.
The deployment includes dozens of…↗
Jun 9
Gaetano — I am obviously very excited about researching this theme
$OUST $AMBA $CEVA $BOT $VPG etc.
I have written a hand full of pieces on it already
This is what coverage will look like…↗
Jun 8
Chris Ray — Honestly, pretty crazy that the official $OUST account only has 8k followers.
Still early… 👀 https://t.co/KAUqPIUL8V↗
Jun 8
Chris Ray — @PepInvestStocks Is this an AI response? Lol
$OUST offers solid state digital lidar. They’re the ones that pioneered and patented digital lidar.
Their new color lidar is certifie…↗
Jun 8
Chris Ray — Why would a robotics company incorporate any lidar sensors into their products that weren’t $OUST Rev8 at this point? 🤔↗
Jun 8
Black Panther Capital — Trump and Jensen pumping market. People can’t comprehend the complexity of AI valuations.
In 3 years time most will look back and say:
I wish I bought more.
PM Overview:
🟢 $NU…↗
Jun 8
mon — These 7 stocks are the EASIEST long-term hold.
$IREN
$HIMS
$ONDS
$ASTS
$KRKNF
$IBRX
$OUST↗
Jun 7
Gaetano — It is clear to me that I see this theme differently.
When I started positioning into the optical supercycle my focus was on the supply chain.
Raw materials
Susbtrates
Epitaxy
Tes…↗
Jun 7
Black Panther Capital — Day 158/365 of The 365-Day Pact
Status:
> Long-term portfolio up 65% YTD.
> Short-term portfolio up 149% YTD.
> +41.793 new followers YTD.
I started this challenge with my daugh…↗
Jun 7
Gaetano — If you care about $OUST
or $INOD or $NOK or $AMBA or $OSS
You should bookmark + read this!↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
Black Panther Capital — Attn. President Donald J. Trump
Retail investors have purchased every dip.
We are out of money now.
With beloved support,
-Retail
$IREN $NBIS $RKLB $OUST $AAOI $MU https://t.c…↗
Jun 6
KaizenInvestor — @degenlurker_ Have a couple on my whatchlist, probably $PL, $WOLF, $OUST↗
Jun 6
Black Panther Capital — i fk… up this week.
thursday I was considering taking some profit. i use my short-term portfolio as a cash back-up.
i considered trimming a bit in my long-term in positions like…↗
Jun 5
Chris Ray — @NickDavisNZ $OUST for sure, possibly $VPG as well.↗
Jun 5
BMSInvests — @bennybigbull Nice man👊🏻
What’s your avg on $OUST now?↗
Jun 5
Black Panther Capital — If you’re invested in either:
$AAOI $NBIS $IREN $OUST $CIFR $ASTS $RKLB $NOK $ONDS $PNG.V
Here’s what I do:
Close the app. Add when I can.
Come back in 14-21 days when the tide…↗
Jun 5
Chris Ray — Looks like a great opportunity to enter $OUST for those who missed it… https://t.co/V5VVcky8Vw↗
Jun 4
Chris Ray — @APompliano @Rewkang Should take a look at $OUST …. 👀↗
Jun 4
Chris Ray — $OUST is my hero 🥹
10% swing from the lows this morning 💪 https://t.co/UuJkiu21XI↗
Jun 4
Chris Ray — 🚨 $AMZN announces latest generation of AI-enabled warehouse robot Proteus along with €10B investment in European fulfillment center expansion.
Spot the $OUST lidar sensor? 👀
Fu…↗
Jun 4
Black Panther Capital — My bet is:
> Some choppy periods, more up towards November 3, 2026 which is the date of midterm election.
> Trump is a business man, he will do whatever it takes to have market i…↗
Jun 3
Chris Ray — A ton of growth names are down big today.
But even after a 90%+ run over the last 3 weeks, $OUST is down just 5% at the moment.
Gotta admire the strength. 💪 https://t.co/1GTfLx8…↗
Jun 3
Black Panther Capital — My dad doesn’t follow my portfolio, even tho’ he has access to it.
It cost him $466,890.
+200% in returns. Over 2 years. Gone.
Not because he didn’t have the money.
Because he…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Jun 2
Black Panther Capital — Welcome to no. 41.000 in the community.
We salute you, brother or sister.
Started this to document a portfolio and a process. 41.000 of you made it something bigger. I don’t take…↗
Jun 2
Black Panther Capital — I believe $NOK is one the most overlooked setups right now, which is why I recently took a position in them.
To me, it has a simular setup as $OUST.
You remember $NOK as the comp…↗
Jun 2
Black Panther Capital — Holy fk! +14,000 new followers in a single day.
I had to put my phone down and just sit with that for a minute. I genuinely couldn’t process what I was looking at. You don’t see a…↗
Jun 2
NoLimit — This is absolutely insane.
+72% since I covered $OUST may 13th.
Notifications on, don’t miss the next ones. https://t.co/m5yK54ATLo↗
Jun 2
Chris Ray — $OUST WANTS $50! https://t.co/fYpJYFP9yk↗
Jun 2
Shay Boloor — @PolymarketMoney Rev8 is a massive catalyst for $OUST because it moves them from selling LiDAR sensors into becoming a broader sensing and perception platform for Physical AI which…↗
Jun 2
Shay Boloor — $OUST partnered with FieldAI to integrate its Rev8 digital lidar into autonomous robots operating in complex, unstructured environments.
The companies are targeting deployments ac…↗
Jun 2
Chris Ray — 🚨 $OUST and @fieldai_ announce collaboration to scale autonomous perception for general-purpose robots using Ouster’s Rev8 native color lidar.
FieldAI is the leader in deploying…↗
Jun 2
mon — If I were forced to build something more diversified without losing the same asymmetric mindset, my long-term portfolio would probably look like this:
- $IREN
- $HIMS
- $ASTS
- $O…↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
Jun 1
Black Panther Capital — Return since 2024: +206,98%.
I don’t short.
I don’t dont leaps.
I don’t do options.
I don’t use leverage.
I don’t charge anything.
I don’t have a subscription.
I don’t get paid by…↗
Jun 1
Daniel Koss — YTD is now at +315%.
Return since 2024 just passed +3,000%.
May MVPs: $NBIS $DRAM $OUST.
Life-changing money.
These crazy numbers give me a lot of psychological safety to keep t…↗
Jun 1
CK Capital — NVIDIA just announced the Isaac GROOT reference humanoid robot. The humanoid sector is arriving faster than almost anyone is prepared for.
Look at what Jensen just put on stage.…↗
— MAY 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE:
> Long-Term Port: +43.99%
> Short-Term Port: +63.54%
YTD PERFORMANCE:
> Long-Term Port: +81.13…
The Assembly — In the last 2 weeks, we covered:
$OUST +55%
$NOW +50%
$SHAZ +47%
$HIVE +46%
$ASPI +43%
$ONDS +43%
And many more up 20-30%.
Follow us with notifications on. That’s the move…↗
May 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
Black Panther Capital — @FollowIncentiv Well NBIS and RKLB has performed the best for me YTD. But I’m most proud of my $OUST entry this year.↗
May 30
Chris Ray — Full look at my portfolio as of yesterday's close!
On Thursday, my account broke $800k for the first time ever. It seems so surreal.
$ONDS has finally been catching a bid, so it'…↗
May 29
Chris Ray — A few of my favorite accounts to follow for my top 3 favorite stocks right now:
$RKLB - Rocket Lab:
@trypto_tran
@ValueInIdeas
@RKLBMan
$ONDS - Ondas:
@BMSInvests
@YoYInvesto…↗
May 29
NoLimit — This is absolutely insane.
$OUST is up 65% since I made this post two weeks ago.
I think we all know what comes next. https://t.co/8cFwFrhnNr↗
May 29
Black Panther Capital — Here’s the pattern that kills more retail portfolios than any bad stock pick:
You do the work. you buy the position. you hold through the noise.
The it works.
And instead of sta…↗
May 29
Chris Ray — $OUST now up 10% today following Roth Capital initiating coverage on the stock with a $75 price target. 👀 https://t.co/2wQrCySF1k↗
May 29
Chris Ray — 🚨 Roth Capital initiates coverage on $OUST with a ‘Buy’ rating and $75 price target. https://t.co/T0Ipds8s7u↗
May 29
mon — Roth initiated coverage on $OUST with $75 Price Target.
Current price: $42
The firm expects the company to evolve into a physical AI solutions vendor that can adapt its offering…↗
May 29
Black Panther Capital — ⚡️JUST IN:
Roth Capital just upgraded their price target on $OUST to staggering $75.
Trading at $42 today, that implies a 78% potential upside.
Physical AI is here. You’re not b…↗
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
Chris Ray — Great first-person insights from the $OUST Lidar TechTalk in San Francisco last night!
Definitely worth the read👇↗
May 28
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock som…↗
May 28
NoLimit — Since this post 2 weeks ago:
$OUST +57%
$AOSL +25%
$CLF +18%
$RCAT +16%
All four up. Average +29% in 2 weeks. See for yourself.
If you want to catch the next ones early, foll…↗
May 27
CK Capital — The humanoid robot market is going from $1.8 billion today to $38 billion by 2035 and Goldman Sachs had to revise that number sixfold because the growth is happening faster than an…↗
May 27
Black Panther Capital — > Short-term portfolio: +200% YTD.
> Long-term portfolio: +75% YTD.
+1K new followers since yesterday.
We just hit 25K followers. Amazing!
This 2-minute post will save you from…↗
Chris Ray — 🚨 $OUST has won a multimillion-dollar contract to modernize 100+ intersections in Nashville following a successful pilot program.
The city is leveraging 3D lidar to move towards…↗
May 27
mon — $OUST Rosenblatt raised its price target to $53 from $40 while maintaining a Buy rating.
The firm sees Ouster’s total available market growing with the addition of StereoLabs came…↗
May 27
Chris Ray — 🚨 Rosenblatt raises $OUST price target to $53 from $40 and maintains a ‘Buy’ rating on the shares. https://t.co/7flmGiYcCS↗
May 27
Chris Ray — Reminder that $OUST has over 1000 customers worldwide - almost all of which have yet to scale up to commercial operations.↗
May 27
Chris Ray — Nice clip discussing $OUST - we’re still early!
@ValueInIdeas is a big $OUST bull now, so make sure you give him a follow if you’re interested in the stock.
He’s been putting tog…↗
May 27
SandemanStocks — @BitcoinDavid21 I don’t have any at the moment but $TER and $OUST look really good. I’d have to do more research.↗
May 26
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
mon — What a great day today.
- $IREN +5% signed a $1.6B agreement with Dell.
- $OUST +15.31% killed it. Easiest LT hold.
- First insider buy in years $HIMS.
- $SMR +7.19% just getting…↗
May 26
The Assembly — In the last 2 weeks, we covered:
– $FLY +60%
– $OUST +46%
– $TE +42%
– $PL +28%
– $HIVE +27%
– $SHAZ +22%
And much more.
Follow us with notifications on. That’s how you act…↗
KaizenInvestor — Let me update you on my public calls in the last 2.5 months, if you followed with 1K each time:
The calls
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20…↗
May 26
Chris Ray — Update: the huge moves got even huger.
$OUST $ONDS $RKLB https://t.co/FKuB0Tc95x↗
May 26
Black Panther Capital — Everyone is chasing $SIVE or looking for the next
$AEHR or $AXTI.
I think I found it… Not one. But two. Both sitting at the exact chokepoint.
This is maybe my favourite trade ide…↗
May 26
Daniel Koss — Congrats to all $OUST enjoyers 📈 https://t.co/5wrAReRmxo↗
May 26
Black Panther Capital — $OUST jumps up another 18% today.
$50 incoming.
The physical AI wave will continue.
We could see $75-$100 EOY.
-BP
Not financial advice. https://t.co/udIbhoQVfW↗
May 26
Chris Ray — $OUST at $42! 🤯 https://t.co/qUJc7T8KKY↗
May 26
Chris Ray — Huge moves at the open for the 3 biggest positions in my main account.
Been an incredible past few weeks!
$OUST $RKLB $ONDS https://t.co/PJmvJn89GD↗
May 26
Chris Ray — Anecdotally, I see a huge amount of excitement around $OUST here on X.
I won’t say “hype” because I think there’s genuinely something to be excited about with this company.
Large…↗
May 26
Chris Ray — @parkantoos It’s a good question.
Buying $OUST after a 100% run may be tough to stomach but many are calling for this stock to end the year at $80, and the market cap is still rel…↗
May 26
Chris Ray — Subscribers saw me buying $OUST in the teens back in March.
Stock is at $40+ now, up over 100%. 🤩 https://t.co/SucG4Ckg8i↗
May 26
Chris Ray — 🚨 ARGUS Interception will incorporate $OUST digital lidar in their net-launching C-UAS drone, the A1 Falke.
The digital lidar sensors will be used specifically to optimize target…↗
May 26
mon — $OUST hit $40 pre-market.
Remember after earnings when the stock dropped? I said this is one of those stocks where you don’t focus on the quarterly moves.
This is a long term sto…↗
May 26
Chris Ray — $OUST pushing $40 this morning! 👀 https://t.co/WUptXYnHpy↗
May 25
mon — @snmart @aleabitoreddit Not my biggest fear, but I understand what you mean.
It happened to one of my stock $OUST. 😅↗
May 25
Black Panther Capital — @daniel_koss This is beautiful! 12% of portfolio here! So ready for this one to take off! Can’t wait. This will be a $OUST FinTwit turnaround once again. Just wait till November ev…↗
May 25
mon — My favourite stocks/ETF by sector:
- Nuclear: $SMR
- Robotics: $OUST
- Rare Earth: $UAMY
- Copper ETF: $COPX
- Memory ETF: $DRAM
- Health: $HIMS & $IBRX
- AI Infrastructure: $I…↗
May 25
mon — When I think about physical AI and the whole robotics sector, I only think about one stock.
That's $OUST.
The next wave is physical AI. Elon thinks there will be more than 8 bill…↗
May 25
Daniel Koss — How funny.
When I made this post about $OUST I got literally 0 likes and 0 comments.
Back then Ouster had maybe 3 bulls on X 😂
Now everyone loves Ouster.
Why? Price went up. N…↗
May 24
Black Panther Capital — I wrote a letter to my future self today. Sealed it.
Wrote: “Open during the next bad week” on the envelope.
Here’s what it says.
“You hold $IREN, $NBIS, $CIFR, $ONDS, $RKLB, $…↗
May 24
Black Panther Capital — I’ve gotten several request to do a post on how my portfolio setup is.
New here? All content and analysis are free. 100% transparency on the path to $2M.
So here’s a breakdown:…↗
May 24
Frenchie — @ChleuhDoctor On en parle ce soir en live !
TLDR du mois dernier :
J’ai bougé quelques positions pour renforcer une exposition vers les MCU/Power
$STMPA $WOLF
Je regarde pa…↗
May 23
TheValueist — $OUST Ouster: The Transition to a Physical AI Sensing Platform, and Investment Thesis.
Ouster has moved deliberately beyond its identity as a lidar hardware manufacturer. The Ster…↗
May 23
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026
1. $TSLA building one of the most vertically integrated humanoid stacks combining Optimus Gen 3 hardware, its in-house AI5 inference chip & same F…↗
May 23
Black Panther Capital — $OUST is up 65% since I wrote this.
Added link to my deep dive in comments section. We are still early.
Physical AI is the next wave.
$OUST is imo a ten-bagger.
-BP
Not financ…↗
May 22
Black Panther Capital — $OUST up 7% today.
Grok says $184 a share.
$37 today.
$OUST is quietly becoming one of my biggest positions.↗
May 22
Chris Ray — My 1,000 shares of $OUST at a $26.49 average basis are already up 40%.
People thought the mid-high $20s were expensive and that they’d see $20 (or even the teens) again soon… yike…↗
May 22
InvestmentGuru — Physical AI is the next wave.
The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world.
Here’s the complete P…↗
May 22
InvestmentGuru — 5 names on the radar right now.
$RGTI
Quantum computing | Superconducting qubits
Surged 24.2% on May 21 alone — directly named as a recipient in Trump’s $2B quantum initiative, r…↗
May 22
Chris Ray — @Sam_Badawi $OUST native color lidar, no brainer here↗
Chris Ray — $OUST to the moon! Literally! 🤯 https://t.co/RsjkyTKHgg↗
May 21
Daniel Koss — Best performing stocks in my watchlist today:
$FCEL up 31%
SK Square up 14%
$NBIS up 14%
$OUST up 12%
4 of the 5 stocks I recommended the most to subscribers.
Hmmmm almost as if…↗
May 21
mon — I know 2027 is a long way off, but I think $OUST is going to be one of the top stocks of 2027.↗
Black Panther Capital — The clearest sign you can get 😳
“Physical AI is the next wave.”
— Jensen Huang.
Here’s the complete Physical AI list - save it:
$NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 21
Chris Ray — $OUST offers the most sophisticated perception stack for physical AI in the world.
Current market cap is $2 billion.
Think it goes higher? 🤔 https://t.co/TVtD7uodz3↗
May 21
Daniel Koss — @Ti1K0 i'm sure i'll add $oust agian at some point when it makes sense :D↗
May 21
Chris Ray — Great to see $OUST customers like @geckorobotics leveraging the brand new Rev8 color lidar sensors already.
Being able to map a digital twin of their robots’ operating environment…↗
Chris Ray — Many investors are underestimating how big $OUST can get once their customers truly begin to scale their lidar-based operations.↗
May 20
Chris Ray — $OUST up to something in after hours 👀 https://t.co/59yHJgVqWH↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 20
Chris Ray — Why’d I feel comfortable going so heavy into $RKLB between 2021-2024?
A rocket company worth $3 billion with dozens of successful launches and a growing Space Systems business mad…↗
May 20
Daniel Koss — @Doodushco I haven't finished my $BE model yet. Will write a similar update to my $OUST post today and make a proper price target.↗
May 20
InvestmentGuru — $OUST — 13 straight quarters of revenue growth.
60% gross margins. 12,600+ sensors shipped last quarter.
Robotaxis. Warehouses. Autonomous systems.
Every machine needs eyes. $OU…↗
May 19
PhotonBull — Ouster ($OUST) is a $1.2B market cap digital lidar maker that did $169M in 2025 revenue, up 52% YoY. The thesis is simple: every robot and autonomous machine in the Physical AI bui…↗
May 19
Chris Ray — Pretty crazy day today.
This morning I was down $70k. I think that’s the most I’ve ever seen my account down in a day in terms of dollar amount (roughly 10%).
By the close, I was…↗
May 19
CK Capital — $OUST just partnered with Fujifilm and I don’t think people understand how significant this actually is.
For a decade the autonomous vehicle and robotics industry has been stuck w…↗
KaizenInvestor — It's really not that difficult to post things on X. Every few days it's the same drama, so you can just retweet and hope one day investors will understand.
Lately, the volatility…↗
May 19
Chris Ray — While $OUST already mentioned their collab with Fujifilm in the initial Rev8 color lidar press release, today’s article adds a few more details about the partnership.
Excerpts tha…↗
May 19
Chris Ray — @BMSInvests $OUST is a solid universal robotics play that isn’t too far from defense. Much more than just a lidar company too, and even if you only consider that - they’ve now got…↗
May 19
Chris Ray — Not sure why the $OUST x Fujifilm collaboration is getting more attention today.
This was announced at the initial Rev8 reveal by the Ouster team in their press release.
Still pr…↗
May 19
Shay Boloor — $OUST partnered with Fujifilm to bring native color lidar to its Rev8 OS digital lidar family.
Combining 3D depth and color in one sensor should make the data more useful for mapp…↗
May 19
BMSInvests — @bennybigbull Let me know once you’ve posted it mate would love to have a read.
$NBIS is a great shout, one of the lads in the discord highlighted it at $20, safe to say he’s happ…↗
May 18
Chris Ray — Another big potential catalyst for $OUST may be imminent. 👀
@usppdd is extremely well-informed when it comes to $OUST and the LiDAR industry in general. Give him a follow if you…↗
May 18
Chris Ray — $OUST | Huge number of use cases for native color lidar that people aren’t even considering yet.↗
May 18
Black Panther Capital — a friend told me he sold everything today because he was “too stressed watching the market every day.”
i asked what he will do with the cash.
he said he was going to put it back…↗
May 18
Chris Ray — If you’re wondering why $OUST is trading lower, it just got downgraded by President Capital.
Never heard of these guys and they don’t appear in TipRanks’ analyst coverage. 🤷♂️ h…↗
May 17
PhotonBull — My top three stocks in each theme I am tracking right now.
Space:
$ASTS: direct to cell satellite broadband, the only listed pure play on unmodified phone connectivity from orbit…↗
May 17
InvestmentGuru — The AI-Robotics Stack: 5 Names, One Thesis
Here’s a complementary stack covering the full AI-robotics value chain:
$OUST — Lidar + perception software. Before a robot can act, it…↗
May 16
InvestmentGuru — Play to watch in Physical AI
🤖 Robotics & Automation
Humanoids, service robots, warehouse bots, field robotics
Core Platforms & Robotics Builders
$TSLA – Optimus humanoid plat…↗
May 16
Wayne Liang — While we watch Neocloud continue to run, I'll be deep diving into humanoids/robotics again to find the latest asymmetric trades.
$NVDA has really catalyzed some solid momentum acr…↗
May 15
Chris Ray — The $OUST color lidar sensors really are a game changer for robotic perception.
Why would you choose to only install cameras at this point?↗
Chris Ray — Pretty happy with my portfolio mix right now, even if it is a little heavy on the $RKLB. 😅
$RKLB $ONDS $OUST $LMND $P $KOPN https://t.co/dZgc3ovBN6↗
Chris Ray — Some big accounts developing conviction around $OUST.
Remz has had a great hit rate recently.↗
May 15
Chris Ray — Bruh… $OUST positive again.
12%+ swing so far today. 👀 https://t.co/qUe3u5mYlc↗
May 15
Chris Ray — @JMoney76487344 I can’t predict short term price movements. It will definitely pullback if the macro deteriorates, but if everything turns green again, $OUST will likely be one of…↗
May 15
Chris Ray — For those that felt like they missed out on the recent (euphoric) run, today may present a good opportunity for you to get into some of the names you’ve been watching.
Names like…↗
May 15
Jason Luongo — 6. $OUST - Ouster
The eyes. Q1 revenue $49M, up 49% year over year. Shipped over 12,600 sensors in a single quarter. Just launched Rev8, the world's first native color LiDAR with…↗
May 14
Black Panther Capital — @Bradarmusic Great call. $OUST is great. Well there’s still room in terms of latest analyst ratings i think the highest was $42↗
May 14
Mo — Everybody talking about AI software.
Nobody paying attention to the physical AI bottleneck yet.
Humanoid robots don’t run on prompts alone.
They need:
• sensors
• perception
• L…↗
May 14
Black Panther Capital — 🚨THE BEARS HAVE BEEN WRONG ABOUT THE SAME THING FOR THREE YEARS.
And they’re about to be wrong again.
Morgan Stanley just raised their S&P 500 target to 8,300.
Year-end 2026 ta…↗
May 14
Chris Ray — Since earnings:
$RKLB +67%
$ONDS +25%
$OUST +20% (+42% since recent lows)
These were already my top 3 largest positions before going into earnings…
Portfolio is up +55% in the l…↗
May 14
Chris Ray — Definitely the best earnings season my portfolio has ever seen between $RKLB, $ONDS, and $OUST.↗
May 14
Chris Ray — $OUST | Despite Ouster’s steady growth, people fail to realize that only a few of their thousands of customers have reached commercial scale.
Just a handful of large customers sca…↗
Black Panther Capital — $NVDA x US x China agreement.
My thesis is; this is probably in exchange for Iran peace.
If I expect market to fly, and my strategy will be to take some profit, before a dip.
Le…↗
May 14
mon — My favourite stocks for:
Long-term - $IREN, $HIMS, $ASTS & $KRKNF.
Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.↗
May 13
Black Panther Capital — @investingluc Would not say its speculative. Maybe the safest growth stock. +10.000 customers. $AMZN John Deere, Anduril e.g. debt free. Signifikant cash reserve.
Whats speculativ…↗
May 13
PhotonBull — Wow I was really close to buying $OUST but did not have any cash for it
Very unfortunate
Did anyone else enter before todays 30% candle?
$OUST↗
May 13
Daniel Koss — Btw didn't give $OUST enough love today.
Who held or even bought the post earnings dip and already made a nice fat gain on this one? 😉 https://t.co/cTQH2EHUPX↗
May 13
Black Panther Capital — @sammiinvests I really like $AMPX huge potential. I like $OUST more in terms of robotics.
Wanted to buy more. I also like $KRKNF and $ONDS more. So added to those 3 because of hig…↗
May 13
Black Panther Capital — 🤯WOW!
I actually think this might be my best day across both my portfolios.
Long-term: 10%
$NBIS $AAOI $OUST $CIFR $RKLB $IREN $PNG.V $ONDS
Short-term: 20%
$PENG $SIVE
Here’s…↗
May 13
Black Panther Capital — PORTFOLIO UPDATE
If you followed me this year, your short-term portfolio is up 125%.
Your long-term book is up 55%.
I don’t use options, calls, leap, short e.g.
The $SPX has sp…↗
May 13
Chris Ray — Just trimmed my highest cost excess $OUST shares (64 total) at $32.
Now riding with my core 1,000 shares at a $26.49 average cost. 😎↗
May 13
Chris Ray — $OUST! Out of nowhere! 🤯 https://t.co/3fCpHWWpO2↗
May 13
Chris Ray — $OUST just hit $30 5 mins into trading 👀 https://t.co/Gyt8HZlaSj↗
May 13
Black Panther Capital — PM looks insane! 🤯
Its only a couple of days since I posted my thesis on $PENG and took a position.
$PENG is smashing +20% in PM 🟢 And Wall Street is about to wake up.
Credit…↗
Black Panther Capital — Let me remind you of this today:
There’s no bubble.
Stop whining and being a 🐱.
We are going higher when retail 🐱 is out.
$IREN is a $200 stock.
$NBIS is a $400 stock.
$CIFR is…↗
Chris Ray — Great interview with $OUST CEO, Angus Pacala, on the launch of their new Rev8 native color lidar sensors and the company in general.
Full interview in the original post. https://t…↗
May 12
Black Panther Capital — Higher, higher, HIGHER! 😎
Let’s go bulls!
Sadle up $IREN $NBIS $AAOI $PENG $OUST $RKLB.
-BP
Not financial advice.↗
May 12
Chris Ray — 🚨 $OUST native color lidar sensors are now qualified to run on the @NVIDIADRIVE Hyperion platform.
NVIDIA DRIVE Hyperion is a complete l, production-ready development platform fo…↗
May 11
Chris Ray — Some people want to disregard problematic edge cases that cameras often encounter in autonomous vehicles.
$OUST tech eliminates the edge cases altogether.↗
May 11
Chris Ray — Bought a few more shares of $OUST.
Just $27? Why not. 🤷♂️↗
May 11
Chris Ray — 🚨 Amerx initiates coverage on $OUST with a ‘Buy’ rating and $43 price target. https://t.co/8SoKh1RqJr↗
May 11
Chris Ray — $OUST is a stock with a small float that’s also at the center of Physical AI with a first-of-its-kind color lidar sensor.
Share price climbs FAST when big money starts buying into…↗
May 11
Chris Ray — Another great $OUST writeup 👏
This one is up-to-date and follows the release of their new Rev8 color lidar sensors and what it might mean for the robotics/AV industries.
Give it…↗
May 11
Chris Ray — My favorite stocks are all ripping.
Portfolio just smashed through $600k and is well above ATHs now.
Just trying to enjoy it while it lasts 😅
$P $OUST $RKLB $ONDS https://t.co/…↗
May 10
Black Panther Capital — I did the calculation last week.
Not the sexy version. The boring version.
What does patience actually cost? What does it return?
The typical retail investor makes 3-4 moves per…↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 9
Black Panther Capital — My wife's dad from UK is here during the weekend.
He asked me at dinner tonight what I invest in.
I listed them. All nine.
$IREN. $NBIS. $CIFR. $ONDS. $RKLB. $AAOI. $AMPX. $PNG.…↗
May 9
Chris Ray — Elon feeling the need to respond to new color lidar breakthrough by $OUST? 🤔↗
May 9
Shay Boloor — $OUST should have make the list because they're trying to build the sensing layer for Physical AI with Rev8 combining digital LiDAR & native color sensing so robots & drone…↗
May 8
Chris Ray — $OUST Rev8 native color lidar sensors are revolutionary for the robotics industry.↗
KaizenInvestor — I calculated the value if you followed all my decisons with 1K in the last 2 months:
The decisions
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20 - 50 s…↗
May 7
Chris Ray — Personally feel like $20s are the very bottom for $OUST.
High teens a few weeks ago was an insanely good deal, generational buy.↗
May 7
Black Panther Capital — Today’s dip got to me…
Portfolio got wrecked today!
I freaked out, hit the panic-mode:
$AMPX down -27%. $OUST down -17%
$AAOI down -14%. $IREN down -8%
$NBIS down -6%.
Almost c…↗
May 7
mon — > Hanta Virus
> Iran has rejected the US peace deal
What a disaster.
$HIMS -5%
$NUAI -6%
$IREN -7%
$SATL -8%
$BE -9%
$IBRX -10%
$VELO -11%
$UAMY -12%
$MRLN -13%
$AAOI -14%…↗
May 7
Black Panther Capital — Colleague at lunch today going on about how he finally bought $NVDA .
Said it like he discovered fire.
I nodded. Asked how it was going. He said he was up a bit, felt good about…↗
May 7
Chris Ray — Trimmed 50 shares of $RKLB
Added 25 shares of $OUST
Added 45 shares of $P
Totals:
$RKLB 4,250
$OUST 1,040
$P 150↗
May 7
Daniel Koss — $OUST seems like I jinxed it when I said random -10% days with no news lol.
1 analyst upgrade 1 downgrade, keep ij mind analysts have historically always underestimated OUST earn…↗
May 7
Chris Ray — The most capable lidar sensors in the world are made by $OUST.↗
May 7
Chris Ray — May be a good opportunity to add a little more $OUST… 🤔 https://t.co/FcCPn4spS8↗
May 7
Black Panther Capital — There’s a moment when you look at what you’ve built and your younger self would not believe it.
Not because of the numbers. Because of the thinking.
Twenty-three-year-old me thou…↗
May 7
Daniel Koss — If you're an $OUST investors in 2026 you better get used to
- huge companies integrating Ouster into their scaling Physical AI products
- amazing technical breakthroughs and innov…↗
May 7
Chris Ray — New $OUST tech is seriously impressive.↗
May 6
mon — Honestly, what a great day.
- $IREN +11.40% today. Past 5 days +38%.
- Just a month ago the stock was at $35.
- Very much looking forward to earnings.
- $OUST recovered very well.…↗
May 6
Daniel Koss — WAITED ALL DAY FOR THIS
$OUST was down almost -17% overnight and ends the day +2.76%!
Let's gooo 🎉
Not a huge gain, but a massive moral victory for all Ouster bulls versus the…↗
May 6
Chris Ray — Like if you survived the “Great $OUST Earnings Crash of Q1 2026” 😂 https://t.co/ybqt1XjY49↗
May 6
Black Panther Capital — My wife asked me why I keep a list of numbers in my phone.
I told her: because the market needs to know where I expect to be. Not the other way around.
Here's the scoreboard.
$O…↗
May 6
Chris Ray — $OUST goes positive despite dropping 17% following last nights earnings.
Tons of strength in this name. 💪 https://t.co/nusCFGzblZ↗
May 6
mon — $OUST That sell-off was completely unjustified.
You will not get a dip like this often.
Take advantage of the volatility.
Remember what I said, don't think in quarters. Think…↗
May 6
Chris Ray — Hard to buy $OUST at a discount recently.
Either trades flat or goes higher… 👀↗
May 6
Daniel Koss — Distinguished Ladies and Gentlemen, $OUST
was down -16.5% overnight after what I thought were decent earnings with very exciting outlook!
The trolls and bears were already celeb…↗
May 6
Black Panther Capital — Sold my position in $HIMS.
Sold a little piece of $ONDS today.
Bought more $OUST on the dip.
Doubled down on my position on $KRKNF.
-BP
Please note: This is not financial advi…↗
May 6
Daniel Koss — @jiahanjimliu @moninvestor Well, it's back to -6%, should've just shut my mouth haha, but I do expect we'll soon see some massive institutional buys as they will want to get access…↗
May 6
Daniel Koss — $AUR is finally having its moment!
The stock is not pumping based on hype, but on real partnerships, actual miles being driven autonomously, and the company scaling aggressively w…↗
May 6
Chris Ray — 🚨 Oppenheimer upgrades $OUST price target to $42 from $40 and maintains an ‘Outperform’ rating on the shares. https://t.co/WtroYs3gaf↗
Chris Ray — Crazy that you could have bought $OUST for a 17% discount after the close yesterday.
Now it’s only down 2% in the pre-market 😂 https://t.co/9ib5ArFxb9↗
May 6
Daniel Koss — $OUST was down -16.5% (!), now only -2.8% in pre-market.
Was this really just algos blindly selling because revenue was down QoQ, while missing the obvious context that last quart…↗
May 6
KaizenInvestor — Rough set of earnings for me yesterday.
Pre-market
$TMDX: -20%
$WOLF: -12%
$OUST: -6%
Will listen to the earning calls of $WOLF and $OUST on the way home tonight. On first sigh…↗
May 6
Daniel Koss — $OUST Q1 2026 - My Full Thoughts!
They reported earnings yesterday. I listened to the full call. Here are my thoughts, notes & interpretation:
Quick disclaimer first: My portfoli…↗
May 5
Chris Ray — $OUST earnings call was very positive.
Angus was pretty emphatic about the Rev8 product line totally transforming the industry.
He seemed very excited about the future and hinted…↗
May 5
mon — Don’t focus on short-term price action on $OUST.
This is a medium to long-term investment. You’re not here for a quarter. You’re here for what this business can become.
The compa…↗
May 5
Daniel Koss — Will listen to the $OUST call and share my thoughts tomorrow.
Exactly 0 concerns because it dipped 10% here. Massive, massive winner imho.
If anything I would add.
So many catal…↗
May 5
KaizenInvestor — Funny how quickly people forget. $OUST is a $40 stock but as I explained, but it will take time.
Safe LIDAR act will only start in June, so we will only start to see the first re…↗
May 5
Chris Ray — 🚨 $OUST reports Q1 2026 earnings results!
• Revenue $49M vs $46M expected (+49% YoY)
= beat ✅
• EPS -$0.28 vs. -$0.11 to -$0.21 expected
= miss ❌
• 12,600+ sensors shipped (65%…↗
May 5
Daniel Koss — $OUST just calm your tits folks and listen to the call first.
This is a massive long term winner.
Every 10% dip at these levels is a strong buy to me.↗
May 5
BMSInvests — $OUST ouch..
Earnings that bad, or just an overreaction? https://t.co/2ez7rHSyBP↗
Chris Ray — @usppdd $OUST literally headed to the MOON 😂↗
May 5
Chris Ray — The new $OUST OS1 Max sensor is compliant with GMW3097 (General Motors’ mandatory standard). 👀
“Every bit of the hype is merited.”↗
May 5
Shay Boloor — $OUST expanded its $NVDA partnership to bring Rev8 digital lidar integrations across the Nvidia Jetson platform.
Ouster is giving robots better “eyes” with color-aware 3D sensing…↗
May 5
Daniel Koss — $OUST I think this is the inflection point and could be the start of an absolutely crazy run.
I don't feel like people on X even remotely understand how freaking massive the TAM o…↗
May 5
Chris Ray — @ousterlidar I was today years old when I realized what the $OUST logo is… 😅
I’m new here↗
May 5
Chris Ray — $OUST Rev8: a paradigm shift in AI perception↗
May 5
Daniel Koss — @tomsirois Yes. But I already shared it publicly recently. Right now the degen version is 30% $OUST 30% $CGEH 30% SK Square 10% Cash. But I trade VERY often. So please don't mindle…↗
May 5
Chris Ray — Yes, I’ve been trimming $RKLB, but it’s not very noticeable… 😅
$RKLB $ONDS $OUST $LMND $KOPN https://t.co/2jZHjfzpZL↗
May 5
Chris Ray — 🚨 $OUST expands partnership with $NVDA to include Rev8 OS digital lidar integrations across the NVIDIA Jetson Platform.
Ouster now brings native color lidar sensing to the NVIDIA…↗
May 5
Chris Ray — @HyperTechInvest I’m more concerned that “commodity components” like actuators will be built in-house by the large humanoid companies that want to scale to millions of units per ye…↗
May 5
Daniel Koss — What do the current top 3 Autopilot portfolios all have in common?
Simple.
1. Strong focus on AI infra.
2. All very bullish AI Cloud.
My current holdings on AP are
34% $OUST
33…↗
May 5
Daniel Koss — @StonkShepherd $NBIS was the only option because wanted to hold $OUST into earnings and Korean market was closed.↗
May 5
Daniel Koss — Exciting day ahead!
1. $OUST reporting earnings today. The bulls expect a strong beat. The new product they announced yesterday is a freaking game changer. 30% position for me, gu…↗
May 4
Chris Ray — Great article by @TechCrunch covering the new $OUST color lidar sensors.
Ouster CEO Angus Pacala says the new product lineup is the “holy grail of what a roboticist has always wan…↗
May 4
Chris Ray — $OUST | Not every company is going to want to develop an advanced neural network that interprets 2D images and videos taken by 8 different camera sensors.
High-resolution cm-level…↗
May 4
Chris Ray — Did you buy the dip? $OUST https://t.co/H02jne78Jj↗
May 4
Black Panther Capital — Nobody told the norm this:
The best investments of the next 5 years won’t appear on CNBC.
They won’t have celebrity endorsements.
They’ll be in SEC filings.
In DoD contract an…↗
May 4
Chris Ray — This is by no means a small list of partners for the brand new $OUST hardware announced today… 👀↗
May 4
Chris Ray — This video from $OUST shows a proof of concept algorithm that uses the color and depth channels to produce perception output - 3D bounding boxes and 2D instance masks.
Super impr…↗
May 4
Daniel Koss — Added a new 30% position today!
Been obsessed with this company the entire weekend. Listened to earnings calls and industry reports. Think it can 10x easily.
Haven't been this ex…↗
May 4
Black Panther Capital — Dear me in 2029,
I hope you held $IREN when it was in the $40s.
I hope you held $NBIS when it was around $90.
I hope you held $CIFR when it was near $12.
I hope you held $RKLB…↗
May 4
Chris Ray — Trimmed 50 shares of $RKLB to finish building out my $OUST position with another 135 shares.
$RKLB: 4400 shares
$OUST: 1000 shares↗
May 4
Chris Ray — Bought another 15 shares of $OUST.
Total share count: 865↗
May 4
Black Panther Capital — ⚡️JUST IN:
$OUST: Rosenblatt Securities’ Kevin Cassidy reiterates Buy rating with $40 price target. Current price $29.
Analyst consensus: 5 Buy, Strong Buy. Average target $38.75…↗
May 4
Daniel Koss — This feels immensely satisfying.
When I made my first posts about $OUST on X, I remember some people told me cameras will replace Lidar and I'm an idiot for investing in this comp…↗
May 4
Chris Ray — $OUST wants $30 https://t.co/Iol2dyyYB6↗
May 4
mon — $OUST is one of the most undervalued company on Wallstreet right now.
"For the first time, a single lidar sensor can understand road signs, interpret brake lights, or simply captu…↗
May 4
Chris Ray — Remind me why $TSLA is better without lidar sensors…. 🤔
The argument makes less and less sense now that $OUST has released a line of native color lidar sensors with point for poi…↗
May 4
Chris Ray — Look who’s already planning to buy the new Rev8 color lidar sensors from $OUST… 👀 https://t.co/AmYTmxIdcZ↗
May 4
Chris Ray — @daniel_koss They just destroyed any argument for the competition (globally).
This is still super undervalued, imo.
Didn’t know you were so heavy into $OUST… 👀
Need to up my ga…↗
May 4
Shay Boloor — $OUST launched its Rev8 lidar lineup, including the OS1 Max which it says is the first lidar with native color sensing.
The sensor can process 10.4M points per second, detect low-…↗
May 4
Chris Ray — 🚨 $OUST announces the release of the world’s first native color lidar sensor.
The new family of OS digital lidar sensors, Rev8, are powered by its next-generation L4 Ouster Silic…↗
InvestmentGuru — $OUST
Ouster Releases The REV8 OS Family: The World’s First Native Color Lidar↗
May 4
Daniel Koss — Who's excited about $OUST earnings tomorrow?
Ouster is currently 30% of my portfolio.
I wanna see and expect a fat revenue beat, product innovation and some updates on Phyiscal A…↗
May 4
Gaetano — My research brought me lots of great companies
Some of my top ones were $CEVA $BZAI $OUST $AMBA
I think there is lots to like about each and they should all do well over time if…↗
May 3
Chris Ray — $OUST reports Q1 2026 earnings after the close on Tuesday this week - May 5th.
A big beat isn’t out of the question…👇↗
Black Panther Capital — In exactly 1 year, I’m going to be the first millionaire among my brothers.
And when they ask how I did it, I’ll tell them the truth.
I bought what the norm wasn’t talking about.…↗
May 1
Chris Ray — @BMSInvests Personally, I think I’m plenty exposed to defense now with $ONDS, $KOPN, and even $RKLB and $OUST a bit.
I need more AI ‘picks & shovels’ and energy of some sort i…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
Daniel Koss — My April Performance Report: +72.9%
-> everything 3rd party verified and publicly tracked.
📈 April return: +72.9% (Autopilot)
📈 YTD: +113.6% (personal portfolio)
My benchmark,…↗
Chris Ray — Powered by $OUST LiDAR 😏
Can you spot them?↗
Apr 29
Chris Ray — Wasn’t someone just telling me that $AEVA is better than $OUST? 🤭↗
Apr 28
Chris Ray — If you’re interested in $OUST and not already following @usppdd, he is a must-follow account.
Always surfacing great $OUST connections and insights into the business.↗
Apr 28
Chris Ray — @kostea12 Digital lidar, not analog. Much more advanced and capable… plus over-the-air firmware updates for customers.
Also acquired Stereolabs which makes stereo camera capable o…↗
Apr 28
Chris Ray — My buying strategy for $OUST:
$25-$28 is totally acceptable
$23-25 is a great deal
$20–23 is incredible and would be very surprised to see this again.
Under $20 would be insane…↗
Apr 28
Daniel Koss — @KiakotosC I actually did add a little bit $OUST today! :D↗
Apr 28
Daniel Koss — Was pretty obvious market would dump on some stupid news like today. Here's what I wrote 3 days ago:
"Overall market looks completely overvalued to me. Generally I think now is a…↗
Apr 28
Chris Ray — Exited $XE for a 15% gain since buying Friday.
Bought another 40 shares of $OUST.
I’m out of nuclear for now but my interest has officially been rekindled. I’ll be watching the s…↗
Apr 28
KaizenInvestor — @ConViktedd Yes, $OUST has a good management imo. You like the lay-out or would you change something?↗
Apr 28
Chris Ray — There’s no reason that every publicly traded company shouldn’t be posting press releases, random updates, and transparent looks into the business on a weekly basis (if not more oft…↗
Apr 28
Black Panther Capital — What’s wrong with the market?
Did somebody die?
$IREN $NBIS $CIFR $SIVE $AAOI $OUST $HIMS $RKLB $AMPX $ONDS $PNG.NE https://t.co/jsZwNbnfd0↗
Apr 28
Chris Ray — Just added another 10 shares of $OUST in the pre-market.
Looking to add more under $26.
Likely shooting for 1,000 shares now.↗
Apr 28
Daniel Koss — Excited to share that my portfolio had the highest performance (+63%) on @joinautopilot over the last month!
Hah, take this @OpenAI @claudeai @GeminiApp ! For now, human investors…↗
Apr 28
Chris Ray — @BrettKrieger12 Digital > Analog
U.S. > China
LiDAR + Cameras > just LiDAR
Leaves you with just one company, $OUST 👀↗
Apr 27
Chris Ray — Underground autonomous mining vehicles need more than just cameras to perceive their operating environment.
$OUST digital LiDAR sensors enable precise navigation despite the prese…↗
Apr 27
Chris Ray — Good Guy $OUST is giving away a free LiDAR traffic system to a community in need of improving a busy/dangerous intersection. 🙌 https://t.co/W6sriMJDHL↗
Apr 27
Chris Ray — $OUST looking juicy under $27, but I’d rather add under my average cost basis of $26.41 https://t.co/6fOhDTmXR8↗
Apr 27
Chris Ray — A look at the portfolio heading into this week.
Wouldn't mind getting $OUST up to 1000 shares, but won't trim any more $RKLB until we head back to the $90-$100+ area.
Expecting a…↗
Apr 26
InvestmentGuru — $OUST
$OUST is coming off twelve consecutive quarters of product revenue growth, with Q1 2026 guidance raised to $45–$48M — above analyst consensus — powered by contributions fro…↗
Daniel Koss — @nanalyzetweets 1. You did. I definitely remember you recently covered $OUST and said something along the lines of you wouldn't buy here. Maybe you worded it more carefully, but th…↗
Apr 26
Daniel Koss — Damn he's getting a lot of hate, but I like the video!
Just some thoughts:
1. Author is generally very skeptical and risk averse. Has covered a ton of stocks like $OKLO $OUST etc…↗
Apr 26
Daniel Koss — @usppdd @OshkoshDefense @ousterlidar no that's not true, we never have enough $OUST 🤩↗
Apr 25
Chris Ray — @poconokid18 Their biggest competitor is Hesai which is a Chinese company. Purchasing Chinese LiDAR will become a non-starter after the passage of the SAFE LiDAR Act.
Even if it w…↗
Apr 25
Chris Ray — What would it mean for $OUST if it managed to capture significant “perception” market share across the robotics industry? 🤔
Industry experts are anticipating an explosion of huma…↗
Apr 25
Chris Ray — Caterpillar is hiring a LiDAR engineer.
The job role states that they’re looking for a third party LiDAR manufacturer to help them integrate LiDAR into their products.
$OUST is a…↗
Apr 25
Chris Ray — $OUST has made it possible for developers to prototype perception pipelines for their products before ever connecting a physical LiDAR sensor.
Simulations & virtual environmen…↗
Apr 25
Daniel Koss — Yesterday was pretty great!
Strong moves for all my positions
$HIMS
$LPF / $LPFK
$OUST
$SHMD
and finally a juicy dip in $NBIS below 8ema which allowed me to add it back!
Ove…↗
Apr 24
mon — Overall, great week.
- $IREN closed above $50.
- Just a rumor that they may have a deal soon. 👀
- My biggest winner was $VELO.
- This unknown stock is up 55% past five days.
- $H…↗
Apr 24
Black Panther Capital — I’ve posted everyday for 114 days straight now.
Here’s how it looks:
> +20.117 new followers.
> +18M impressions.
> +62K bookmarks.
> +11K repost.
> +116K likes.
251 days left.…↗
Apr 24
Chris Ray — @ousterlidar $OUST data like this will be extremely valuable for AI models. 👀↗
Apr 24
Black Panther Capital — $OUST opens aggressively with +8%
You don't need 30 positions. You need 5 right ones held for 3 years.
-BP
Not financial advice. https://t.co/0l6tCxzh1F↗
Apr 24
Chris Ray — $OUST soars 8% at the open!!! 🤯 https://t.co/tvdKcum1aH↗
Apr 24
Chris Ray — $OUST really doesn’t want to stay down. Lots of upward pressure for this name recently.
Sentiment switches back to positive and $OUST is up almost 4% pre-market on no news.
It wa…↗
Apr 23
Black Panther Capital — My boss doesn’t know I’m planning to leave him.
Not for another employer.
For compounding.
At 40% annual returns, capital can grow roughly 10x in about 7 years.
Most people unde…↗
Apr 23
Daniel Koss — @GrumpierBTDay I'm not complaining. Got the massive $NBIS run with 75% of my portfolio + Calls, $AEHR, $MU and big run with $OUST. $AEHR is hella speculative and went up over 100%…↗
Apr 23
Chris Ray — A few more $OUST customers you may have heard of:
• Anduril @anduriltech
• Shield AI @shieldaitech
• Skydio @SkydioHQ
Credit to @usppdd for the find.
https://t.co/EOuOgP2QJG↗
Apr 23
Chris Ray — 🚨 $OUST announces their traffic management solution, Ouster BlueCity, will be deployed at more than 30 intersections across the greater Atlanta, Georgia area in preparation for th…↗
Apr 22
Chris Ray — $OUST sensors used to help autonomous drones navigate GPS-denied environments? ✅↗
Apr 22
Black Panther Capital — 🤯I’M SO FK BULLISH THE NEXT 5 YEARS!
The Nasdaq just had its longest winning streak since 1992. The AI buildout is not over. The picks-and-shovels companies with real backlog are…↗
Apr 22
Chris Ray — @AlexfromBabylon $OUST does a lot more than make components for autonomous vehicles.
Might be time to update your thesis…↗
Apr 22
Chris Ray — @itsSteven_Phan Portfolio was (and still is) mostly $RKLB. Also $ONDS, $OUST, and $LMND. That’s it.
I’m a manufacturing engineer and have been making between $85k - $130k during t…↗
Apr 22
Chris Ray — Also - my subscribers got to see me buy $OUST in my Roth IRA right near the bottom.
Average cost in that account is $19.15 😏↗
Apr 22
Chris Ray — Why am I still buying $OUST after a +65% run from March lows?
Personally, I see the mid $20s as a floor for $OUST at this point.
$20 is a screaming buy, and anything we saw below…↗
Apr 22
Chris Ray — The $OUST x $AMZN connection is growing.↗
Apr 22
Chris Ray — @DHanoi612 Not financial advice, but personally at these prices I’d still buy $ONDS and $OUST (just bought more ouster today).
$LMND is still cheap right now too imo.
$KRKNF and…↗
Apr 22
Chris Ray — Bought another 150 shares of $OUST today.
Total share count: 750↗
Apr 22
Daniel Koss — Here's my $OUST price target & model.
This is my base to slightly bullish case, which is what I use to manage my position size.
What are the main variables here that could lead t…↗
Apr 21
Chris Ray — Bought another 45 shares of $OUST in after hours trading for $27.75.
Current share count: 600
Average cost per share: $26.12↗
Apr 21
mon — What a day.
- $VELO smashed it. 🤯 +31%.
- $OUST & $SATL had a great day.
- $IBRX Now Available in Saudi Arabia.
- for Bladder and Lung Cancer Patients.
- no idea why it's down. Th…↗
Apr 21
Black Panther Capital — @FinnStockinger HIMS too early. But $OUST and $AMPX are doing very well this week! 👊↗
Apr 21
Daniel Koss — Got asked if it's time to sell $OUST
Short answer: no!
Ouster has 1'000+ customers and they’ve only mentioned ~100
Some of the sensitive customers they don't talk about are the…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Daniel Koss — Chat with @michaelsikand about:
- current market
- $KRKNF / $PNG.V earnings and outlook
- the AI trade ( $NBIS $MU $AEHR etc.)
- defense, drones, etc. ( $OUST )
- chasing hot stoc…↗
Apr 21
Chris Ray — Despite what the haters say, there’s not another company quite like $OUST.↗
Apr 21
Daniel Koss — $OUST up another 8% today.
Up almost 50% since I added it on April 10.
I said multiple times this stock has the highest upside short-term, which is why I made it 28% position in…↗
Apr 21
KaizenInvestor — These 3 buys have gone crazy in the last 3 weeks:
$HIMS up 62.5%
$OUST up 73.8%
$POET up 114%
Only the beginning↗
Apr 21
Black Panther Capital — First time I invested 10 years ago. I lost a shit-ton of money.
Second time. I was lucky. Plain luck. I did not understand anything.
Third time. Bull trap and bear market ripped…↗
Chris Ray — $OUST is showing no signs of slowing down.
Hopefully this screenshot jinxes it so I can add more at a discount. 😅 https://t.co/ObW2YB2usI↗
Apr 20
Chris Ray — @AlexfromBabylon Those guys you mentioned all buy their lidar/cameras/sensors from external suppliers.
$OUST is also deeply aligned with the Nvidia ecosystem, specifically.
Also…↗
Apr 20
mon — What a day.
- Space stocks took a hit today.
> Except $RKLB 5%. Not surprised due to BO fail.
- Great recovery by $ASTS -15% to -5%.
- $IREN & $NBIS +1%. Pretty much flat.
- $SLNH…↗
Apr 20
Black Panther Capital — The autonomous defense platform problem isn't compute.
It isn't communication. It isn't even power, though $AMPX is solving that too.
It's PERCEPTION.
You cannot put an autonomo…↗
Apr 20
Chris Ray — I lied… bought another 55 shares of $OUST.
Total share count: 555↗
Apr 20
Chris Ray — Always nice to see company accounts active on X. @ousterlidar is one of these.
Original post details how an $OUST LiDAR sensor helped a humanoid robot beat the human world record…↗
Apr 20
Black Panther Capital — My LT-portfolio is going CRAZY today!
Up 4% across 10 positions.
$HIMS up with 9%
$OUST up with 12%
$AMPX up with 7%
$ONDS up with 8%
+ Added a new position to my ST-portfolio t…↗
Apr 20
mon — $OUST is the future of robotics.
Even though it’s up 11.09% today, OUST is still only at a $1.70bn market cap.
I've increased my position today. https://t.co/34MhZqjvJk↗
Apr 20
Chris Ray — My favorite stocks are going apeshit right now.
$OUST $ONDS $RKLB https://t.co/Ow0nl1SbW1↗
Apr 20
Chris Ray — @cyberprince_rwo Knew you were interested from the likes on a couple of my recent posts haha.
Gotta check out the deep dive by @BlackPantherCap for a good summary of the company.…↗
Apr 20
Daniel Koss — $OUST is on the verge of a major trend reversal!
A close above $25.22 today would mark its first time back above the 200SMA in 2026.
This is exactly the type of technical confirm…↗
Apr 20
Chris Ray — Filled out my (minimum) $OUST position this morning at 500 shares.
If the stock drops, I’ll continue buying, but I’m at a level now where I’m content if it runs.↗
Apr 20
Daniel Koss — @lngtermcapital See prev portfolio update.
Rn $NBIS $OUST $KRKNF↗
Apr 20
Chris Ray — Trimmed 50 shares of $RKLB and added another 150 shares of $OUST.
Total counts of each:
$RKLB = 4600 shares
$OUST = 300 shares↗
Apr 20
Daniel Koss — If you think you're late to the $OUST story - think again.
I raaaarely look at Analysts because they chase prices, but we're literally below the LOWEST analyst price target still.…↗
Apr 20
Daniel Koss — @KiakotosC Good job!! Haha.
I wouldn't think about selling before at the very least $35.
But the much more important factor to me is what other stocks are doing relative to $OUST…↗
Apr 20
Daniel Koss — $OUST re-rating to $40–50 starting.
I'm not going to say I told you so.
But I hope you know I did, in fact, tell you so. https://t.co/fE2sOfCkrL↗
Apr 20
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 20
Chris Ray — $OUST is ripping today.
Added another 45 shares (so far). Hoping this drops a bit so I can continue adding at a better price. 😅 https://t.co/5lHoWHVc9R↗
Apr 20
Black Panther Capital — $OUST is opening strong today.
🟢 6% up.
Go read the deep dive.
-BP
Please note: this is not financial advice. https://t.co/mTyISkguaz↗
Apr 20
Daniel Koss — @Sandeman52 I like $MU $OUST and $NBIS all at the current prices. All of them very easy doubles. Would I like them more with 150-200% upside in 12 months as a little compensation f…↗
Apr 20
Black Panther Capital — I’ve just created a free group on X.
No paid access. No guru nonsense. No signals. No sales funnel.
The goal is simple:
A serious space for like-minded investors to discuss mark…↗
Apr 20
Daniel Koss — Will finally have time to continue my $NBIS deep dive this week!
Please don't get confused:
Yes, the stock had a massive run recently.
No, it's not overvalued.
Yes, there's still…↗
Apr 19
InvestmentGuru — $OUST — Ouster
Ouster is the industrial LiDAR leader, benefiting from a robotics-driven demand surge. LiDAR suppliers are benefiting from over a 99% cost decline since 2019, helpi…↗
Apr 19
Daniel Koss — Every FinX account and their mom is now bullish $OUST
Some wrote great articles, but most are honestly generic AI slop copy pasta.
Sometimes it's worth mentioning where alpha co…↗
Apr 19
Chris Ray — Stereolabs, acquired by $OUST in February, brings with them 10,000+ customers.
Here are just a few: https://t.co/GhAN22dmut↗
Apr 19
Black Panther Capital — HOW I WILL PLAY THE NEXT MONTHS AND WHAT I EXPECT:
I want to touch on 5 important things:
1. First, I’m sad to see the lunch of $ASTS fail. I sold a while ago. “$Execution delays…↗
Apr 19
KaizenInvestor — I see daily $OUST posts popping up now, so there should be enough technical information for you to dive in.
I bought the stock at $20, added some more around $16, with average co…↗
Apr 19
Daniel Koss — So fastest running humanoid uses $OUST
What does it tell you that the best humanoid producers use Ouster? Pretty obvious.↗
Apr 19
Chris Ray — $OUST | Passage of the SAFE LiDAR Act isn’t a given, but seems all but guaranteed in my opinion.
“The rationale is national security. LiDAR systems capture extremely detailed spat…↗
Apr 19
Chris Ray — Lightning, a running robot developed by Chinese smartphone maker Honor, finished a half marathon in Beijing in just 50 minutes and 26 seconds, beating the human world record by mor…↗
Apr 19
Jason Luongo — @BlackPantherCap Ahhhhhh I had a feeling it would be $OUST.
Will give it a read tonight.↗
Apr 19
Chris Ray — Another great $OUST deep dive that deserves a read.
Much like how I view $RKLB for the space sector, and $ONDS for drones, $OUST is a 1 of 1 leader that’s providing innovative sol…↗
Apr 19
Black Panther Capital — @PSInvestor @PhotonBull @JaguarAnalytics Nice. I already follow him. Just released my own deep dive on $OUST as of now also.↗
Apr 19
Black Panther Capital — @itschrisray Deep dive on $OUST out now buddy. You'll enjoy it.↗
Apr 19
Black Panther Capital — $OUST is building the eyes every AI machine needs.
Before a robot can think, it has to SEE. Before an autonomous system can make a decision, it needs data about the physical worl…↗
Apr 19
InvestmentGuru — Physical AI play
Silicon / Compute (The Brain)
$NVDA — Owns the full AI stack
$ARM — Royalties on every advanced chip
$AMBA — Edge vision processing
$QCOM — Low-power AI decision…↗
Apr 19
InvestmentGuru — $ISRG — The Blueprint For How Physical AI Gets Monetized
Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems glo…↗
Apr 19
InvestmentGuru — Physical AI Playbook-
 Wave 1 was digital AI — data centers, GPUs, LLMs.
Wave 2 is Physical AI — robots, drones, AVs.
$NVDA — The God of Physical AI
Every robot OS runs on Nvi…↗
Apr 18
Chris Ray — The robotics revolution is currently underway.
Robots and autonomous vehicles of all kinds will need the ability to see and understand the world around them.
$OUST sells the prod…↗
Apr 18
PhotonBull — Hearing a lot of $OUST talk lately👀
Was in this name last year but ultimately sold it to go all in on $KRKNF
Is it time for me to revisit $OUST? https://t.co/XBNN0fQ8Es↗
Apr 18
mon — My current portfolio:
$IREN - Currently over 50% of my portfolio.
$HIMS - Incredible week +48%. Peptides new AI.
$ONDS - Reduced greatly, but will revisit later.
$KRKNF - Recently…↗
Apr 18
Black Panther Capital — Seems like everyone is finally waking up to $OUST long term potential.
$OUST is up with 20% last week.
I believe we will see it in the $40’s very soon.
-BP
Please note: This is…↗
Apr 18
Daniel Koss — For all new $OUST investors: check out this thread I made about them last year. Still same thesis, just now proven it's working!↗
Apr 18
Daniel Koss — Since $OUST is finally getting attention on X, last year I randomly noticed the Dubai Police is a customer.
Do you guys realize how freaking diversified and globally spread Ouster…↗
Apr 18
BMSInvests — $OUST gaining a lot of traction on FinX, worth a deep dive?🤔💭↗
Apr 18
Chris Ray — This is a must-read deep dive on $OUST for all those interested in the stock.
This name is getting more attention recently and this article will be super helpful to anyone that’s…↗
Apr 18
Chris Ray — Fully agree with this.
It’s why my portfolio is always concentrated in just a handful of stocks.
Currently:
$RKLB
$ONDS
$LMND
$OUST↗
Apr 18
Black Panther Capital — One thing has become clear to me lately:
We are so EARLY in this build out.
$IREN will be a $200 stock someday.
$NBIS will be a $400 stock someday.
$CIFR will be a $100 stock so…↗
Apr 18
mon — My favourite stocks by sector:
- Robotics: $OUST
- Rare Earth: $UAMY
- Healthcare: $HIMS
- Copper Ticker: $COPX
- Space: $SATL & $VELO
- AI Infrastructure: $IREN
- Drone: $ONDS…↗
Apr 18
mon — I try to buy stocks before they are widely known.
I think $OUST could become the next retail favourite stock in the coming weeks.
In February 2026, OUST acquired Stereolabs. This…↗
Apr 17
Black Panther Capital — Added $HIMS to my portfolio today.
Smashed my workout. Hit 10h shift. 5 one-to-ones. They were happy.
Past week on the market: 2 months salary.
Kissed wifey goodnight. 2 beers i…↗
Apr 17
Chris Ray — While traditional LiDAR is analog, $OUST has pushed the boundaries of digital LiDAR, allowing for significant increases in capability.
The nature of their technology being digital…↗
Apr 17
Daniel Koss — $NBIS -5% today.
Expected cooldown after this crazy run!
Seems like I timed it well when I trimmed my position from 75% to 20%. Was in the full-run and trimmed before the first re…↗
Apr 17
Chris Ray — $OUST is becoming a foundational picks & shovels play for the entire robotics industry worldwide.
Autonomous vehicles
Smart infrastructure
Industrial robots
Humanoids
Drones…↗
Apr 17
mon — $OUST is one of my safest investment. The company is not dependent on a single category like full self-driving. Its sensors are already being used in industrial automation, warehou…↗
Apr 17
Chris Ray — Trimmed another 50 shares of $RKLB today at $85.54.
Trying to be smart about taking profits when I’m up 900%+.
I also want to keep my options open when it comes to closing/rollin…↗
Apr 17
Chris Ray — Who are your favorite $OUST accounts?
Looking to build out this position and want to make sure I’m following the most informative people here on FinX.↗
Chris Ray — 📣 Started a NEW position today in $OUST.
I’ve been watching this stock for a long time now and actually entered at a much lower average cost in my Roth IRA account that’s visible…↗
Apr 17
Jason Luongo — Growth stocks I'm watching right now:
$IREN | $48.18 - AI data center infrastructure, 4.5 GW pipeline, largest single-site build in the US
$CRDO | $164.09 - AI connectivity, 1.6T…↗
Apr 17
mon — Everyone’s goal is to own companies before they’re obvious.
That’s a different way of investing.
When your portfolio is small, it’s easier to do this. You can buy names that nobo…↗
Apr 16
KaizenInvestor — My buys from 2 weeks ago are now:
$HIMS: up 48%
$OUST: up 44%
$POET: up 48%↗
Apr 16
Black Panther Capital — 20,000 followers.
i'll be honest. mixed feelings.
not because i'm not grateful. i am. but because i'm also tired.
tracking markets, a portfolio, a career, a family, two kids in…↗
Apr 15
Daniel Koss — Portfolio update & my thoughts on positions and macro:
Leverage
Reduced from 1.3x to 1.1x
Reason:
We are moving from extreme fear toward neutral, and likely gradually toward gre…↗
Apr 15
Daniel Koss — @usppdd Thx for sharing! I hope you're right, but some of your numbers are a bit too optimistic for me. I currently havee a very big $OUST position too, but here’s my slightly less…↗
Apr 14
mon — What a great day.
- $IREN +9%, $NBIS +4% while $NUAI -6%.
- $OUST smashed it +7%.
- Space sector took a hit today.
- $VELO also had an amazing recovery.
- $SATL was down by almost…↗
Daniel Koss — $NBIS goes 10% above previous ATH and all hell breaks loose.
People talk about selling and stock being overheated etc.
A lot of fancy words and maybe some good takes, but you tak…↗
Apr 13
KaizenInvestor — Big update on $OUST.
Been buying the stock below $20. Q3 will be big for $OUST, as previously explained due to SAFE LiDAR act.
Like mon says, one of the safer investments. Grea…↗
Apr 13
mon — $OUST which acquired Stereolabs in February 2026, has launched the ZED X Nano, a tiny camera designed to attach to robot arms.
> It's 40% smaller in height than comparable soluti…↗
Apr 13
Daniel Koss — Portfolio update:
YTD +112%
Current portfolio:
$NBIS 76%
$OUST 18%
$MU 16%
$KRKNF / $PNG.V 16%
(over 100% because leverage, don't do that pls).
Went 1.2x long when Fear & Greed…↗
Apr 13
Daniel Koss — @Giannis09633247 Just to make room to add more $OUST! Feel like $OUST is more predictable from here and I feel like the price is a joke.↗
Apr 13
Daniel Koss — @Flowing_Nature Short version: I'm very bullish AI. This year: I think Agents & Physical AI will be huge. Phyiscal AI maybe a bit more towards end of 26, start of 27. $OUST is my f…↗
Apr 13
Daniel Koss — @KiakotosC just made it round numbers. Currently 50% $NBIS 25% $MU 25% $OUST↗
Apr 13
Daniel Koss — Adding more $OUST today! https://t.co/YznJYagg8I↗
Apr 13
Black Panther Capital — ten picks, ten green lights.
f… love this game man.
$OUST $AAOI $OSS $IREN $NBIS $CIFR $AMPX $RKLB $ONDS $PNG.V https://t.co/G1XchmCJfx↗
Apr 12
Black Panther Capital — This might be the biggest "tell" of 2026 so far. So please, sit with this for a second:
I was at Easter lunch yesterday with my father-in-law.
This guy has been a investor for 30…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Jason Luongo — Researching 4 new stocks this weekend.
$OUST $20.80
LiDAR + computer vision. Acquired StereoLabs in February - now selling a full Physical AI sensing platform, not just sensors.…↗
Black Panther Capital — @SJCapitalInvest Q for 15. I’m in $OUST also. What do mean with ‘away from AI infrastructure?’ - OUST delivers critical components for physical AI?
Nice portfolio 👊↗
Apr 11
KaizenInvestor — @Ragnarbenzema I only did my research in $AEVA. Technically their sensors are better than those of $OUST. But in 95% of the cases their sensors are overkill and thus too expensive.…↗
Apr 11
KaizenInvestor — $POET and $OUST remain very interesting buys at the moment. Q3 2026’ wil be big for both companies.
$POET up 43% and $OUST 24%.
$POET is a riskier photonics play. They are basi…↗
Apr 11
Black Panther Capital — back at +16% YTD and 90% all time.
here’s the simple rules I follow:
- no leaps.
- no shorts.
- no options.
- no leverage.
- always complete due diligence
- always maintain a cle…↗
Apr 10
Daniel Koss — Last year my portfolio returned 660%.
Many people rightfully get very skeptical, when they hear such claims.
I personally believe most claimed gains on X are fake. Mine are real.…↗
KaizenInvestor — @BlackPantherCap Great choice, pulled the trigger on $OUST a couple of weeks ago and added during the pullback.↗
Apr 9
Black Panther Capital — I’ve finally pulled the trigger on a new position that I think is going to be a cornerstone of my holdings for the next decade.
I’m officially long $OUST (Ouster, Inc.).
If you’v…↗
Apr 5
Michael Sikand 🦑 — When I said "photonics is next"...
It wasn't just about AI.
Lasers are genuinley the future of everything.
Directed energy weapons use laser beams to shoot drones out of the sk…↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Apr 2
mon — 🚨: Iran Is Drafting a Protocol With Oman to Oversee Strait of Hormuz - Bloomberg.
Market: 🟢
$IREN +1.38%
$SATL +17.86%
$VELO +5.93%
$IBRX +1.54%
$KRKNF +1.68%
$ONDS +4.77%
$OUS…↗
Apr 1
KaizenInvestor — 2. $OUST
Ouster is a Lidar producer. The sensors and software offer 3D vision to machinery, vehicles, and robots.
Ouster has struggled lately to reach high growth due to heavy c…↗
KaizenInvestor — @Marsh1L Don’t know yet. Probably $HIMS and $OUST↗
Mar 27
Dillon Valdez — Rough day. Portfolio closed down -3.87%
S&P -1.67%, Nasdaq -2.15%, Dow -1.73%. It stings, but it's not a story.
The names that got hit hardest were $OUST (-8.54%), $LUNR (-8.89%)…↗
KaizenInvestor — @Hill_AndrewD I think $AEVA’s technology is superior to that off Ouster. The problem is that in 95% of those cases you don’t need those advanced Lidars. In those cases the cheaper…↗
Mar 25
Daniel Koss — Thx for all the love I got for this article, I really appreciate it!
But now I get a ton of DMs about which stocks to buy "next" 24/7, even via LinkedIn! 😂
I want to launch a pa…↗
Mar 25
KaizenInvestor — $OUST might be the safest high growth opportunity in the market right now. The SAFE LiDAR act makes sure you are buying a near monopoly in the US LiDAR market.
My Price Target: $…↗
Mar 24
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 23
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
Mar 19
Daniel Koss — $OUST @ NVIDIA GTC 2026
KION Group (one of Ouster's largest customers) presented "From Simulation to Real Operations: Physical AI in the Warehouse" at GTC this week.
What was sho…↗
mon — my current portfolio.
LONG-TERM: $HIMS, $IREN, $ONDS & $KRKNF
MEDIUM-TERM: $OUST, $UAMY, $TE, $VELO & $OSS
SHORT-TERM HOLD: $NUAI & $ALMU
YTD: +11.10%
S&P 500: -3…↗
Mar 13
Daniel Koss — I'm up 19% since operation "Epic Fury" began.
My strategy consists of buying stocks that will go up and selling stocks that will go down.
Portfolio & full thesis for each pick:
$…↗
Mar 13
mon — My Long-Term Portfolio:
$IREN, $HIMS, $ONDS and $KRKNF.
> IREN is my top holding and represents more than 50% of my portfolio. I plan to keep it as a core position until it reach…↗
Mar 12
KaizenInvestor — @wacbmktnews Thanks for your input, it is difficult to work with options in Belgium. I will look into $LTRX, didn't do any research on them yet. Yes, I like $OUST a lot. I possibly…↗
Mar 12
KaizenInvestor — Four catalysts for $OUST to keep an eye on
1. The June 2026 NDAA Deadline
This is probably the most important near-term catalyst. Starting June 30, the NDAA kicks in. This bans th…↗
Mar 11
KaizenInvestor — @CarsonTalkMoney $IREN, $OUST, $HIMS. All +10%↗
Mar 11
Daniel Koss — @Kaizen_Investor Very solid picks. Got SK Hynix and $OUST aswell. $POET would be one of my top 3 picks in photonics but not enough research yet and Marvell is just a lil too big fo…↗
Mar 11
KaizenInvestor — @asym_investor $OUST just announced earnings. So you’ll have to wait another 3 months. I can’t complain, up almost 25% in 3 days on Ouster.↗
Mar 11
mon — What a day.
- $NUAI smashed it +16.63%.
- $IREN had a great day +10.13%.
> While $CIFR only +1%.
- Little known stock $OUST +10.64%.
- $HIMS is just getting started +10.27%.
- $…↗
Mar 11
KaizenInvestor — I made 4 buys this week. Here is a small summary of my new positions. You can find extensive business cases on the companies on my profile.
$OUST: I purchased Ouster, inc at $20,…↗
Mar 11
mon — $OUST +8% today. 👀
Since this post, OUST is up 20%.↗
Mar 10
KaizenInvestor — The analyst ratings after the $OUST earnings. They are trading at $22 at the moment. https://t.co/Ikwsy9yWjm↗
Mar 10
Dillon Valdez — Download @EarningsHubHQ to see my bearish thesis on $ONDS
I also have a bullish thesis on $OUST I think you all would love https://t.co/mI7ao5l1c2↗
Mar 10
KaizenInvestor — After the recent stellar earnings of $OUST, I decided to open a position yesterday. I bought the stock at $20.
The main reason I'm so bullish is because of a massive shift happen…↗
Mar 10
Daniel Koss — Current portfolio.
Not a bad day. $KRKNF should also wake up soon after @spacanpanman and @michaelsikand pump uuuuh I mean talk about it in their space (in 10min don't miss it!) :…↗
Mar 10
mon — Great start to the day. 🟢
My portfolio:
$IREN +1.13%
$NUAI +0.22%
$ONDS +3.81%
$UAMY +11.67%
$OUST +12.75%
$KRKNF -2.21%
$HIMS +7.85%
$TE +12.43%
$OSS +5.5%
$ALMU +5.5% https://t…↗
Mar 7
Daniel Koss — @DrTomsLens Yes, my picks are $OUST $KRKNF $VELO
But all 3 did not do great last 2 days for different reasons for each. But the businesses themselves definitely are profiting (all…↗
Mar 6
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$MRVL
$OUST
$COHR
$AEHR
$BWXT
$NEE
Here is my method 👇↗
Mar 4
Daniel Koss — Pretty crazy day 🤯
$SHMD up 35%
$NBIS up 12%
Korean bleeding hopefully over, fingers crossed.
$OUST a little disappointing, gave back a lot of the earnings gains.
$KRKNF dumpe…↗
mon — My current portfolio:
LT:
$IREN
$ONDS
$KRKNF
ST:
$UAMY
$AXTI
$TE
$ALMU
$OUST
$NUAI
$OSS
Researching: $IBRX, $HYFT, $POET, $REAX, $LAES, $SATS, $JOBY, $COPX & $USAR. ✍️↗
Mar 3
mon — @ValienVision I think it’s clear that AEVA’s technology is better. At the same time, it’s very new and not widely adopted.
Can it steal $OUST customers? Once customer's starts ch…↗
Mar 3
mon — Nice to see $OUST recover most of its gains. Up 15% currently. If this were a normal market day, I believe the stock would be up 30–40%.↗
Mar 3
Daniel Koss — Friends, I'm done fundraising and can finally research, invest and trade again!!
Sold my $NBIS shares yesterday to buy a ton of $OUST into earnings (20% of total portfolio).
As…↗
Mar 3
Chris Ray — @daniel_koss $OUST cash balance ~$200M
$ONDS cash balance ~$1.5B↗
Mar 3
Daniel Koss — Drone stocks are hot (again).
I feel like there's a smart and a risky way with less upside to play it.
$ONDS stock did insanely well so far, but looks very risky to me at this va…↗
mon — $OUST - one of the safest stock in my portfolio.
Earnings beat across the board.
Currently up 20%. 🟢
One of the biggest risks investors were flagging about this company was its…↗
Mar 2
KaizenInvestor — $OUST latest report sent the stock soaring 17%, driven by a surprise $4 million profit in Q4.
It's vital to note this profit was heavily fueled by a one-time $21 million royalty…↗
Mar 2
mon — $OUST earnings are out.
The stock is up 17% after beating across the board. Revenue grew 107% year over year. 🤯
This is one of the new stocks I recently added to my portfolio. h…↗
mon — It was a strong day overall, especially given the ongoing war with Iran. Eight of my nine stocks finished in the green. 🟢
1. $ONDS had an incredible day, up 20% at one point, unt…↗
Mar 2
Daniel Koss — Defense stocks are so sexy right now.
Growth investors should like them because you can hedge against geopolitical escalations (Ukraine, Iran, Taiwan, etc.) while still betting on…↗
Mar 2
Daniel Koss — $OUST earnings today.
Did you know that the Dubai Police uses Ouster?
I saw one of those robots in person in Dubai last October and was super surprised to then spot Ouster Lidar…↗
— @upand_right Apparently $OUST sits more in “Probabilistic AI”while $AEVA FMCW solves the Deterministic Physical AI that word models need
“FMCW gives velocity as a direct physical…
Serenity — Speaking of other bottlenecks like $AXTI.
I’ve been looking into 4D AI.
Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical A…↗
mon — The best opportunities in the market right now: $HIMS and $IREN.
Next on the list are $PATH, $ZETA, and $OUST.
For investors willing to take on more risk: $TE, $POET, $ALMU, $UAM…↗
Jan 10
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $OKLO +47%
2. $RDW +44%
3. $NVTS +41%
4. $ONDS +40%
5. $ASTS +34%
6. $EOSE +33%
7. $AMKR +32%
8. $AEHR +30%
9. $OUST +29%
10. $LRCX +28%…↗
Jan 9
mon — YTD performance so far:
$IREN +16%
$HIMS +2%
$ONDS +38%
$UAMY +44%
$TE -2%
$PATH +2%
$POET +9%
$ZETA +15%
$EOSE +19%
$OUST +24%
SPY only +1%.
I started the year with 7 stocks fro…↗
Jan 7
Serenity — @GyratingH Did you have a thesis for $OUST? Or did you just want my opinion on it↗
mon — Top Sectors + Stocks:
AI Data Centers: $IREN & $CIFR.
Rare Earth: $UAMY.
Robotics/Drones: $ONDS & $OUST.
Biotechnology/Healthcare: $PRME & $HIMS.
Energy: $TE & $EO…↗
Jan 3
mon — Great start to the year for my Top Stocks for 2026.
1. $IREN +13.05%
2. $HIMS +2.89%
3. $ONDS +12.91%
4. $UAMY +18.13%
5. $TE +17.37%
6. $PATH -3.11%
7. $POET +13.11%
8. $ZETA -2…↗
Jan 2
Daniel Koss — What do you think will be the best performing investment themes of 2026?
Yes, obviously AI, but at this point that's like saying "the Economy". Which parts of AI? Robotics also to…↗
Leveraged Cat — All I really want is for $OUST to test it's 20 week and 200 week confluence from above, around $16/sh. Is that too much to ask Mr. Market?
I'm already long, but if you take us the…↗