Ouster. Every tracked FinTwit mention of $OUST, newest first. 304 mentions since the first on Jun 12, 2025. See the price chart.
June 2026 · 20 mentions
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 · 141 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.…↗
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…↗
Daniel Koss — @KiakotosC I actually did add a little bit $OUST today! :D
March 2026 · 32 mentions
Mar 31
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 · 2 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…↗
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 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…↗
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…↗
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↗
— 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
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
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 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
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…↗
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
Daniel Koss — @Ti1K0 i'm sure i'll add $oust agian at some point when it makes sense :D↗
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
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
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
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
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 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…↗
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…↗
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
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
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…↗
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 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
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…↗
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
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
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
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 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
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
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
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…↗
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
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
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↗
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
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
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
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
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
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
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…↗
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 1
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
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,…↗
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
KaizenInvestor — @ConViktedd Yes, $OUST has a good management imo. You like the lay-out or would you change something?↗
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
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 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…↗
Apr 26
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
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
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 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 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
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
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
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…↗
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
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
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
Daniel Koss — @lngtermcapital See prev portfolio update.
Rn $NBIS $OUST $KRKNF↗
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
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
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
Jason Luongo — @BlackPantherCap Ahhhhhh I had a feeling it would be $OUST.
Will give it a read tonight.↗
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
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
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
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
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 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…↗
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
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…↗
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 25
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
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: $…↗
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
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
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
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
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 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 👇↗
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%.↗
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…↗
Mar 2
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…↗
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…↗
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…↗