Who mentions $OUST most on Surfaced?

@itschrisray (Chris Ray) mentions $OUST most — 198 mentions in the past 12 months.

When was $OUST first mentioned on Surfaced?

The earliest tracked mention of $OUST in the Surfaced archive was on Sep 4, 2025.

How many voices track $OUST?

28 FinTwit voices have mentioned $OUST 733 times in the past 12 months.

What kind of voices mention $OUST most?

$OUST is mentioned most by Long Research voices on Surfaced.

$OUST — FinTwit mentions on Surfaced

Recent mentions

latest 100 of 740

@crux_capital_Jul 17, 2026 · 5:30 PM

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 them So it's nice for the market to differentiate

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@moninvestorJul 17, 2026 · 4:23 PM

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.

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@moninvestorJul 17, 2026 · 1:39 PM

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 parts of the business, in my opinion, is BlueCity. Cities around the world still rely on decades-old traffic systems. BlueCity replaces those legacy systems with AI-powered lidar that detects vehicles, cyclists, pedestrians and other road users in real time. It optimizes traffic flow, improves road safety and gives cities a live digital view of what's happening across their streets. The opportunity is far bigger than most people realize. If cities adopt BlueCity at scale as they modernize their infrastructure, it has the potential to become one of Ouster's largest growth engines over the coming years. I don't think the current share price reflects the scale of that opportunity.

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@moninvestorJul 17, 2026 · 8:52 AM

$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 now trading below its IPO price. I'm not surprised. I think it has further to fall. Both $ASTS and $RKLB are down more than 50%. $ONDS is also down 50% in just over a month. Retail's favourite growth stocks have been absolutely battered over the past month. But this is the price of owning stocks capable of delivering extraordinary returns. Take $NBIS as an example. Just few weeks ago it was up more than 200% YTD. After the recent sell-off, it's still up around 90% YTD. A brutal correction, yes, but only because it had already produced exceptional gains. You can't expect 100% or 200% upside without also accepting periods of extreme volatility.

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@mrmikeinvestingJul 16, 2026 · 11:28 PM

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% $OUST -42% $MU -40% $ARM -57% There are some clear buying opportunities setup here…

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@itsmichaelluuJul 16, 2026 · 9:11 PM

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% 🔴 Intuitive Machines $LUNR -62% 🔴 AST SpaceMobile $ASTS -58% 🔴 IonQ $IONQ -57% 🔴 Planet Labs $PL -57% 🔴 Super Micro $SMCI -56% 🔴 Applied Opto $AAOI -56% 🔴 Rocket Lab $RKLB -55% 🔴 IREN $IREN -54% 🔴 Ondas $ONDS -53% 🔴 Tempus $TE -51% 🔴 ServiceNow $NOW -50% 🔴 CoreWeave $CRWV -50% 🔴 Applied Digital $APLD -43% 🔴 Ouster $OUST -42% 🔴 Arm $ARM -42% 🔴 Bloom Energy $BE -39% 🔴 Nebius $NBIS -38% 🔴 Palantir $PLTR -38% 🔴 Marvell $MRVL -37% 🔴 AeroVironment $AVAV -34% 🔴 Cameco $CCJ -33% 🔴 Coherent $COHR -32% 🔴 Western Digital $WDC -31% 🔴 Vistra $VST -30% 🔴 Constellation $CEG -30% 🔴 Microsoft $MSFT -28% 🔴 Intel $INTC -28% 🔴 SanDisk $SNDK -27% 🔴 Lumentum $LITE -26% 🔴 Micron $MU -24% 🔴 Kratos $KTOS -22% 🔴 Broadcom $AVGO -21% 🔴 Vertiv $VRT -19% 🔴 Dell $DELL -17% 🔴 Meta $META -17% 🔴 Red Cat $RCAT -15% 🔴 Alphabet $GOOGL -10% 🔴 Nvidia $NVDA -10% 🔴 AMD $AMD -9% 🔴 TeraWulf $WULF -8% 🔴 Amazon $AMZN -8% 🔴 GE Vernova $GEV -7% 🔴 Taiwan Semi $TSM -6% 🔴 ASML $ASML -5% 🔴 Arista $ANET -5% UPDATED cheatsheet for you to save:

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@itschrisrayJul 16, 2026 · 6:33 PM

@GavinSBaker @michaelsikand $RKLB $ONDS $LMND $OUST

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@kaizen_investorJul 16, 2026 · 4:48 PM

@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, $PLTR at 30, $OUST at $20, $MRVL at $80,… I’m up 45% ytd how am I being wrong about these stocks becausr they declined now? I’ve been wrong a lot of times: I sold $CRWD, $SIVE, bought $POET. But this short-term bear market does not make everyone who hold stocks long-term wrong.

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@stocksavvyshayJul 16, 2026 · 4:22 PM

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% • $TE −51% • $OUST −42% • $ARM −42% • $BE −39% • $NBIS −38%

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@itschrisrayJul 16, 2026 · 2:41 PM

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 shares of $LMND Pausing here with a couple thousand in cash remaining. $LMND position is pretty much full at this point but may add a little more if I have the opportunity in the future to get it at a good price. Going to continue keeping a close eye on $RRX as i still believe this is a great robotics and AI data center play, though i may have time to re-enter before it takes off (hopefully 🤞). Back down to just 4 positions now! $RKLB $ONDS $OUST $LMND

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@investmentguru_Jul 16, 2026 · 11:13 AM

Long term nothing changed. $MU $RKLB $AMD $ASTS $OKLO $CRDO $MRVL $NBIS $AAOI $OUST

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@mrmikeinvestingJul 15, 2026 · 10:27 PM

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 selling. While most are fearful to buy those names, this is exactly when you get generational entry’s. Here are 8 names to focus on: 1. $NBIS at $199 2. $DOCN at $119 3. $RKLB at $76 4. $OUST at $35 5. $CRWV at $74 6. $ZETA at $22 7. $CIFR at $19 8. $PATH at $12 If you missed the Tariff crash buying opportunity back in March then don’t make the same mistake twice…

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@kaizen_investorJul 15, 2026 · 8:59 PM

@TomSzczypka At those prices? Top 5: $PL, $OUST, $MRVL, $FLNC and $HIMS.

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@itschrisrayJul 15, 2026 · 7:50 PM

$OUST and $RKLB spotted 👀 https://t.co/qSfb4EwnTA

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@itschrisrayJul 15, 2026 · 2:19 PM

🚨 Oppenheimer increases price target on $OUST to $57 from $42 and maintains ‘Outperform’ rating on the shares. https://t.co/Cg5lGFxNAO

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@itschrisrayJul 15, 2026 · 12:03 PM

$OUST is the full package when it comes to robotic perception across all categories.

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@dustinhuntwnJul 15, 2026 · 10:28 AM

1) $OUST 2) $HIMX 3) $VPG 4) $AMBQ 5) $CCXI If this helped you out, follow me for more.

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@itschrisrayJul 14, 2026 · 12:49 PM

$OUST 🤝 $OUSL https://t.co/gOF0buepIJ

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@itschrisrayJul 14, 2026 · 11:13 AM

$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

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@itsmichaelluuJul 13, 2026 · 9:27 PM

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% 🔴 IREN $IREN –46.5% 🔴 Rocket Lab $RKLB –46.3% 🔴 AST SpaceMobile $ASTS –45.2% 🔴 Applied Digital $APLD –38.6% 🔴 Palantir $PLTR –37.8% 🔴 Arm Holdings $ARM –33.9% 🔴 Marvell $MRVL –33.6% 🔴 Microsoft $MSFT –30.5% 🔴 Nebius $NBIS –29.0% 🔴 Western Digital $WDC –27.7% 🔴 Intel $INTC –27.5% 🔴 Micron $MU –26.1% 🔴 Lumentum $LITE –26.1% 🔴 SanDisk $SNDK –25.5% 🔴 Ouster $OUST –25.0% 🔴 Bloom Energy $BE –23.3% 🔴 Broadcom $AVGO –22.3% 🔴 Meta $META –16.1% 🔴 Nvidia $NVDA –13.2% 🔴 AMD $AMD –7.9% UPDATED cheatsheet for you to save

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@midascabalJul 13, 2026 · 6:22 PM

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.

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@blackpanthercapJul 13, 2026 · 5:49 PM

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 $NBIS $IREN $AAOI $OUST. We’re still early. Relax. -BP Not financial advice. https://t.co/W8KawwCPxl

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@crux_capital_Jul 13, 2026 · 11:44 AM

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 That's exactly what I am doing with Physical AI Building a portfolio in real time is definitely a high pressure situation Which makes me dig even deeper, stress test my theses, challenge my conviction, and adjust accordingly I am not that great of a trader. So this portfolio I am building is meant to be positioned well over a multi quarter / multi year timeframe I still have over 50% cash I am dedicating to this portfolio And I have already taken 9 positions. I believe that the market will provide many great dip opportunities for me to continue to size in and open new positions over the next few weeks Come see what it's all about! Give it a try for a month and if you don't see the value, you can always drop it and have at least learned some new insight in the mean time https://t.co/J7j6dG5vxs

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@crux_capital_Jul 13, 2026 · 3:43 AM

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

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@moninvestorJul 12, 2026 · 7:00 PM

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 center infrastructure. $ASTS - Satellite-to-phone connectivity. $ONDS - Diversified robotics and autonomy company. $KRKNF - Underwater drones, sensors, batteries+. $OUST - Pick-and-shovel play for robotics. $IBRX - Cancer immunotherapy platform. 2. These are the stocks that I believe are easy to understand for beginners: Subscription Based Businesses: $NFLX - Streaming subscription platform. $SPOT - Music and podcast subscription platform. $HIMS - Consumer healthcare subscription platform. $COST - Membership-based retail business. $MSFT - Enterprise software and cloud subscription. $GOOGL - YouTube Premium, cloud, and subscriptions. $AAPL - Services ecosystem, subscriptions, iCloud, Apple One.

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@blackpanthercapJul 11, 2026 · 5:16 PM

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 anywhere. The system was never built to ask if you’re fulfilled. It only asks if you showed up. Badge in. Badge out. Repeat for thirty years and call it a career. But in truth to be told, the cubicle is where we all disappear. This isn’t a career. It’s a life sentence in a system that demands everything and offers absolutely zero meaning in return. That is why I’m on X. I’m not here to scroll. I’m here to build the exit plan. To escape this fk box. The only thing keeping me sane is my family, kids and the game. While they want me to focus on KPIs and quarterly reviews, I’m obsessed with the only scoreboard that matters: > Peak Return (since 2024): 207% Then the drawdown came in June, because it always does. Right now: +138% since September 2024. I’m not hiding the pullback. Most accounts show you the peak and delete the rest. I show you both because the drawdown is the price of admission, not a mistake to bury. I’m not obsessed with money. I’m obsessed with winning this game on my own terms. The cubicle doesn’t have a game. It has a schedule. Thirty years of a schedule, or one life spent playing a game I actually chose. I already know which one I’m picking. It’s not just about the capital. It’s about the proof that there is a way out. I can’t bear the thought of existing in this system for another year. Every minute I spend behind this desk feels like a minute stolen from the life I’m actually trying to build. I’m not playing to participate. I’m playing to win, and I’m playing to burn this cubicle wall to the ground. If you’re here to escape the cage the let’s lock in together in. The system is broken, but the game is wide open. It’s time to move. Feel free follow, connect and reach out as +47.000 other investors. -BP Not financial advice. $IREN $NBIS $CIFR $RKLB $ASTS $PL $ONDS $PNG.V $OUST $AAOI

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@moninvestorJul 11, 2026 · 4:51 PM

$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 realised while sitting in traffic is how valuable this technology could be in the UK. Many traffic lights still operate using fixed timings or outdated road sensors. They do not always understand how much traffic is building up, how many pedestrians are waiting or which direction needs priority. Ouster’s BlueCity system places lidar sensors above an intersection. These sensors create a live 3D view of every car, pedestrian and cyclist approaching the lights. The software then sends that information to the existing traffic controller, allowing the lights to respond to actual road conditions instead of relying solely on fixed timers. For example, the system can keep a green light open longer when traffic is heavy, give pedestrians more time to cross, detect someone running a red light and identify vehicles travelling in the wrong direction. Ouster’s Rev8 sensors can detect road users from up to 500 feet away and continue working in darkness and difficult weather conditions. The opportunity becomes much easier to understand when you think about how many intersections exist around the world. Congestion costs cities billions, wastes fuel and creates unnecessary emissions. Poorly managed intersections also increase the risk of accidents involving drivers, cyclists and pedestrians. BlueCity is already working in real environment. Ouster has contracted deployments across nearly 700 sites, including more than 120 intersections in Chattanooga, more than 100 in Nashville, more than 100 in Utah and over 40 highway locations in New Jersey. Plus, BlueCity now complies with Build America, Buy America requirements. This means US cities and transport departments can use federal funding to purchase the system. That removes an important barrier because many large public infrastructure projects depend on government funding. For us investors, it's important to understand that Ouster is not simply selling a lidar sensor once. It can generate revenue from the sensors, edge-computing equipment and software licences. Once BlueCity is installed across a city’s traffic network, Ouster could also benefit from further expansion as more intersections are added over time. This could create a sticky business. Cities are unlikely to replace an entire traffic management system regularly once it is installed and integrated. A successful deployment in one part of a city could also make it easier for Ouster to win additional intersections and larger contracts. So, the long-term opportunity is very clear. Ouster has technology that can help cities reduce congestion, improve road safety and modernise outdated infrastructure. The robotics and physical AI opportunity remains the core thesis, but BlueCity could become one of the company’s strongest and most scalable businesses.

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@daniel_kossJul 11, 2026 · 1:27 PM

@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 remember, but it was probably $OKLO or trading $OUST. Can make a post where I look up the exact data.

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@blackpanthercapJul 10, 2026 · 2:23 PM

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 for people like you... I will look for you, I will find you, and I will………. -BP $IREN $OUST $NBIS $CIFR $RKLB $ASTS

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@midascabalJul 9, 2026 · 6:51 PM

AI - $NBIS $VRT Space - $RKLB $ASTS $FLY Nuclear - $VST $OKLO $IMSR Robotics - $OUST $HUMN Memory- $MU $SNDK $DRAM Quantum - $IONQ $RGTI $INFQ Photonics - $AAOI $LITE Save this post and follow me for more.

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@midascabalJul 9, 2026 · 6:48 PM

Robotics: $TSLA , $OUST, $BB

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@midascabalJul 9, 2026 · 6:45 PM

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, follow me for more.

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@blackpanthercapJul 9, 2026 · 6:25 PM

@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 → 24.7B USD $PNG.V: 2B CAD today → 5.5B CAD $NBIS: 52B USD today → 142.6B USD $OUST: 3B USD today → 8.2B USD $IREN: 10B USD today → 27.4B USD $CIFR: 8.4B USD today → 23B USD $RKLB: 49B USD today → 134.4B USD 2030: $ASTS: 29B USD today → 198.8B USD $PL: 10B USD today → 68.6B USD $ONDS: 4B USD today → 27.4B USD $AAOI: 9B USD today → 61.7B USD $PNG.V: 2B CAD today → 13.7B CAD $NBIS: 52B USD today → 356.5B USD $OUST: 3B USD today → 20.6B USD $IREN: 10B USD today → 68.6B USD $CIFR: 8.4B USD today → 57.6B USD $RKLB: 49B USD today → 336B USD

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@blackpanthercapJul 9, 2026 · 6:14 PM

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.V: 6.33 CAD → 17.36 CAD  $NBIS 218.64 USD → 599.65 USD $OUST: 47.59 USD → 130.52 USD $IREN: 42.68 USD → 117.05 USD $CIFR 23.59 USD → 64.70 USD $RKLB 83.64 USD → 229.39 USD $PL 27.51 USD → 75.45 USD 2030: $ASTS 73.27 USD → 502.38 USD $ONDS: 7.72 USD → 52.93 USD $AAOI 124.57 USD → 854.12 USD $PNG.V: 6.33 CAD → 43.40 CAD $NBIS 218.64 USD → 1499.11 USD $OUST: 47.59 USD → 326.30 USD $IREN: 42.68 USD → 292.64 USD $CIFR 23.59 USD → 161.75 USD $RKLB 83.64 USD → 573.48 USD $PL 27.51 USD → 188.62 USD Some will say it’s realistic. Some will say targets are waaaaaay too low. In my opinion the targets seem fairly realistic in terms of time vs value x demand, growth, and business/AI progression. And yes, of course it would require that the thesis and demand for AI continue to play out. But for now that is what data suggest in terms of capacity and demand. Please note, these are my OWN targets. This is not financial advice. -BP

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@blackpanthercapJul 9, 2026 · 4:59 PM

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 portfolio: +132% YTD. Not the point of this post, but proof the daily discipline extends past just showing up here. +46.169 of you have joined this community since day 1. Grateful for every one. 2.624 to go until the next milestone. What an incredible journey. Thanks you for all the support. I truly appreciate it. If you’re new: I post daily on X for 365 days straight to show my daughter that dreams are built from small, boring promises kept every day. Portfolio: $IREN $CIFR $NBIS $ONDS $PNG.V $RKLB $ASTS $AAOI $OUST I’m still bullish long-term. In my opinion trend says up and to the right. Onwards, -BP Not financial advice. Read the origin post here:

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@itschrisrayJul 9, 2026 · 3:43 PM

$OUST has gotta be the most fun stock to own lol… just a wild ride https://t.co/mY3qHPusLO

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@itsmichaelluuJul 9, 2026 · 2:50 PM

$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 manufacturing filling the gaps Falcon can't serve efficiently. 2. $GILT ~$13 Satellite ground infrastructure scaling alongside enterprise and constellation broadband deployments. 3. $TWST ~$89 Synthetic DNA tools underpinning long-term space biology and life-support research. 4. $OUST ~$44 Digital lidar enabling autonomous docking, landing, and robotic space operations. 5. $ASTS ~$75 Direct-to-phone satellite broadband. Starlink's closest competitor and launch partner. 6. $POET ~$8.50 Photonic optical engines powering high-speed links across satellite and AI networks. 7. $BWXT ~$189 Nuclear propulsion and reactor tech aligned with deep-space and Mars power needs. 8. $SPIR ~$16 Space-based data analytics monetizing a growing orbital sensing constellation. 9. $IONQ ~$45 Quantum compute and quantum-secure comms expanding into orbital and defense applications. 10. $SATL ~$5 High-resolution Earth-observation imagery delivered cheaply through vertically integrated satellites. 11. $KTOS ~$50 Defense drones, propulsion, and satellite ground systems powering national security space. 12. $BKSY ~$25 AI-enabled Earth-observation satellites delivering real-time geospatial intelligence to governments. 13. $AEVA ~$24 FMCW lidar enabling precision sensing for landing, docking, and autonomy. 14. $MTSI ~$390 RF and photonic semiconductors powering satellite antennas and signal processing. 15. $ARQQ ~$20 Quantum-safe encryption securing government and classified orbital networks. 16. $LUNR ~$17.50 NASA lunar landers and cislunar infrastructure anchoring the emerging Moon economy. 17. $RDDT ~$193 Social data licensed for AI training adjacent to the Musk ecosystem. 18. $VIAV ~$47 Optical networking and test components critical for satellite ground-station upgrades. 19. $ACHR ~$5 eVTOL air-mobility networks integrating with low-latency satellite infrastructure. ♻️ RESHARE this post and write 1 comment, I'll share my favorite play for you! I called it out at $2!

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@investmentguru_Jul 9, 2026 · 10:35 AM

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 $QS Physical AI $OUST $AMBA $PATH $MBLY Quantum $IONQ $QBTS $RGTI $NVDA $MRVL $MU $CRDO $PLTR

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@midascabalJul 9, 2026 · 6:15 AM

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 arms can't catch a falling rocket. That's the moat.

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@investmentguru_Jul 9, 2026 · 1:29 AM

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 catalysts $CRWD — Category leader in endpoint security, driving platform consolidation $NET — Edge network expanding fast into AI infrastructure and security $OUST — Pure-play lidar riding the physical AI/autonomy wave $OSS — Small-cap AI compute and edge hardware specialist $BE — Fuel cell tech benefiting from data center power demand $VICR — Power delivery modules critical to AI/data center infrastructure $SPIR — Data-as-a-service model, differentiated from hardware-only peers $SATL — Earth observation player with consolidation potential $DDOG Datadog — Observability leader compounding alongside AI workload growth $SEZL Sezzle — BNPL growth story with small-cap asymmetric upside $PURR Hyperliquid Strategies — Exposure to crypto/DeFi infrastructure buildout $CRS Carpenter Technology — Specialty alloys tied to structural aerospace demand $STRL Sterling Infrastructure — Direct beneficiary of data center and energy infra buildout Not financial advice.

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@midascabalJul 8, 2026 · 11:29 PM

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 robotics + autonomous vehicle + smart infrastructure story.

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@midascabalJul 8, 2026 · 11:21 PM

$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.

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@itschrisrayJul 8, 2026 · 7:04 PM

@aurora_inno It needs $OUST lidar and smart camera sensors 😏

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@itschrisrayJul 8, 2026 · 1:47 PM

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 ✅

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@itschrisrayJul 8, 2026 · 12:37 PM

@JumpStartJim Only a few positions, currently $RKLB $ONDS $OUST $LMND and a small starter position in $RRX

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@blackpanthercapJul 8, 2026 · 10:46 AM

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

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@itschrisrayJul 8, 2026 · 10:45 AM

🚨 Advantech announced an expanded collaboration with $OUST StereoLabs to accelerate high-performance perception for Physical AI and robotics applications. Advantech is a global leader in AIoT and edge computing. “As autonomous systems transition from pilot projects to scaled deployment, perception accuracy, system robustness, and platform scalability are becoming essential. By combining StereoLabs’ industry-leading ZED stereo vision technology with Advantech’s robotics-grade edge computing portfolio across multiple NVIDIA platforms, customers gain a consistent development and deployment experience from entry-level to high-end Physical AI systems.” $OUST product capabilities and partnerships continue to expand. 👀 https://t.co/jjfW35JcGt

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@mrmikeinvestingJul 8, 2026 · 2:17 AM

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 Energy 3. $NBIS ~ Nebius 4. $NOW ~ ServiceNow 5. $OUST ~ Ouster Bookmark this, & come back to this post later & you’ll thank yourself that you listened. Don’t miss out…

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@aleabitoredditJul 7, 2026 · 8:11 PM

@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 western lidar players like Aeva also benefit from increased revenue Not sure if this news really matters given everything is crashing though.

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@aleabitoredditJul 7, 2026 · 7:49 PM

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 generally positive if competitors get regulated out. Since there were warnings that: Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence). By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.

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@blackpanthercapJul 7, 2026 · 6:18 PM

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. Equal-weighted, that group runs a beta near 2.65. In plain terms, when the market moves 1%, my portfolio tends to move close to 2.65%. That’s what you get when you concentrate in high-growth infrastructure names instead of the index. You can see it right now. Since the June 2 high, my portfolio is down 12%. SPY over the same stretch is basically flat, down around 1%. Same market, completely different ride. That gap is the rotation + beta showing up in real time, and right now it’s showing up on the way down. Here’s the risk I don’t hide from. Run the scenario forward. If SPY actually cracked 25% and dropped to the 5,442 range, a portfolio built like mine doesn’t fall 25%. At this beta, with these names correlated the way they are, that’s a 50-70%+ drawdown. From where I sit today, that would wipe out the entire year’s gains and then some. I don’t expect that scenario to play out. But I don’t sleep well because I’m assuming it won’t. I sleep well because I have a plan for if it does. I watch the EMA/SMA levels closely. If support breaks, I raise some cash, full stop, even though AI infrastructure has already pulled back hard. The index breaking support would just hurt beta names more across the board. High beta cuts both ways. I know exactly what mine costs me on the way down. That’s the tradeoff for what it’s paid me on the way up, and it’s the reason I have an exit plan instead of a hope. -BP Not financial advice.

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@blackpanthercapJul 7, 2026 · 5:09 PM

3 High-Risk Portfolios. Next 3 Years: #1 - Ultra-Aggressive Speculation (3 pos.) > $IREN > $NBIS > $AAOI #2 - High-Conviction Growth (6 pos.) > $MU > $IREN > $NBIS > $AAOI > $OUST > $ASTS #3 - Risk-Constrained Opportunistic (9 pos.) > $MU > $NOK > $IREN > $NBIS > $AAOI > $OUST > $ASTS > $RKLB > $ONDS Save this. -BP Please note as always this is not financial advice.

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@itsmichaelluuJul 7, 2026 · 4:31 PM

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 $SNDK — Enterprise SSD demand and NAND price recovery drive first earnings beats post-Western Digital spinoff → ~early Aug 2026 (Q2 earnings) $WDC — Nearline HDD demand surges as AI datacenters need massive storage capacity for training data → ~late July/early Aug 2026 (FQ4 earnings) $ARM — Armv9 royalty mix expansion and datacenter CPU share gains accelerate as hyperscalers build custom silicon → ~early Aug 2026 (FQ1 earnings) $INTC — First external 18A foundry customer volume commitments and yield milestones validate manufacturing turnaround thesis → ~late July 2026 (Q2 earnings) $AVGO — New hyperscaler custom AI accelerator design wins expand XPU pipeline beyond existing anchor customers → ~early Sept 2026 (FQ3 earnings) $META — AI ad-targeting gains and Reels monetization lift revenue growth despite heavy AI infrastructure spending → ~late July 2026 (Q2 earnings) $MSFT — Azure growth reacceleration and Copilot enterprise adoption prove AI monetization thesis at next earnings → ~late July 2026 (FQ4 earnings) $IONQ — New quantum milestone or major government contract validates roadmap toward fault-tolerant commercial systems → ~early Aug 2026 (Q2 earnings); contracts event-driven $ASTS — BlueBird satellite launches enable commercial direct-to-cell service activation with AT&T and Verizon partnerships → launch cadence through H2 2026; Q2 earnings ~mid Aug 2026 $BE — New datacenter fuel-cell power deals scale as AI energy demand outpaces grid capacity → ~early Aug 2026 (Q2 earnings); deals event-driven $NBIS — Accelerating GPU capacity buildout and new large customer contracts drive ARR guidance raise higher → ~mid Aug 2026 (Q2 earnings); Rubin deployment H2 2026 $IREN — AI cloud contract signings and GPU datacenter conversion accelerate revenue diversification away from bitcoin mining → ~late Aug 2026 (FQ4 earnings); contracts event-driven $NVDA — Rubin platform volume ramp in H2 drives datacenter revenue beats reaffirming AI compute demand → ~late Aug 2026 (FQ2 earnings); Rubin ships H2 2026 $AMD — MI400 series accelerator ramp and new hyperscaler commitments prove AMD's AI GPU share gains → ~early Aug 2026 (Q2 earnings); Helios/MI400 ramp Q3–H2 2026 $NOW — Now Assist AI agent adoption and subscription upsell accelerate as enterprises deploy agentic workflows → ~late July 2026 (Q2 earnings) $PLTR — New defense contracts and AIP commercial expansion accelerate US revenue growth beyond elevated trajectory → ~early Aug 2026 (Q2 earnings); contracts event-driven $ORCL — Massive OCI backlog conversion and new AI datacenter deals reaccelerate cloud revenue recognition sharply → ~mid Sept 2026 (FQ1 earnings) $AAOI — 800G datacenter transceiver ramp and new hyperscaler qualification wins drive revenue inflection higher → ~early Aug 2026 (Q2 earnings) $LITE — Datacenter optical transceiver demand and EML laser capacity expansion accelerate cloud revenue growth substantially → ~mid Aug 2026 (FQ4 earnings) $MRVL — Custom AI silicon ramp and new hyperscaler XPU design wins accelerate datacenter revenue growth → ~late Aug/early Sept 2026 (FQ2 earnings) $RKLB — Neutron's first launch unlocks the medium-lift market and validates reusable vehicle economics for growth → Neutron debut targeted Q4 2026; Q2 earnings ~early Aug 2026 $APLD — New hyperscaler lease agreements and Ellendale campus buildout unlock recurring high-margin AI hosting revenue → lease news event-driven; FQ1 earnings ~Oct 2026 $OUST — New automotive and robotics lidar design wins accelerate revenue growth toward sustained profitability inflection → ~early Aug 2026 (Q2 earnings); design wins event-driven

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@kaizen_investorJul 7, 2026 · 3:50 PM

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 $34.3. Nothing too spectacular yet. Other targets remain the same: $PL: $20 $RKLB: $60 $OUST: $20 $MRVL: $120 $FLNC: $12 $PLTR: $90 $AMPX: $8 SK Hynix: €850 $WOLF: $24 $IREN: $33 $ASM.AS: €650 $GOOGL: $230 $FTC.L: £2 $HIMS: $20

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@itschrisrayJul 7, 2026 · 3:38 PM

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 calendar days. https://t.co/AJKSqltaAT

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@investmentguru_Jul 7, 2026 · 10:31 AM

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. $POET $LWLG $SIVEF $AAOI $AXTI $IQEPF $COHR Memory AI models are starving for bandwidth. HBM and next-gen memory are the unlock. $MU $SNDK $MRVL $CRDO $AMD $INTC Energy / Power Data centers need power that scales faster than the grid can build it. Nuclear and baseload energy step in. $OKLO $SMR $NNE $CEG $TE NeoCloud The new compute layer sitting between hyperscalers and startups. Capacity is the moat. $CRWV $NBIS $IREN $APLD $BTDR $KEEL $HIVE Physical AI / Robotics Intelligence is leaving the screen and entering the physical world. $SERV $OUST $AMBA $BB $JOBY $RR $CCXI The through-line: every layer feeds the next. Compute needs power. Power needs speed. Speed needs light. And all of it eventually walks off the screen and into the physical world. This is the stack we’re building around for the long run. Not financial advice.

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@blackpanthercapJul 7, 2026 · 10:05 AM

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. > market will continue to be choppy from now to end of august. > beta stocks such as $IREN $NBIS $AAOI $OUST $ONDS will suffer the most in this period. > july and august will show first signs of disinflation. > FED will cut rate for the first time in september. risk is back on. > market will brr brr as @aleabitoreddit says. -BP not financial advice.

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@midascabalJul 6, 2026 · 10:58 PM

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, follow me for more.

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@itsmichaelluuJul 6, 2026 · 12:35 PM

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 GPU cluster needs more Micron yearly $DRAM (~$61) — One-ticket basket of every memory maker riding the AI storage and HBM supercycle $NVDA (~$194) — The default AI compute platform; Rubin and beyond keep it at the center $AMD (~$410) — MI-series accelerators give hyperscalers a real second source as compute demand explodes $ASTS (~$85) — Direct satellite-to-phone coverage; a working constellation could connect billions of unserved devices worldwide $OUST (~$51) — Digital lidar is the eyes of robots, trucks, and autonomous machines everywhere $VPG (~$123) — Precision sensors and load cells feed the humanoid robot and automation buildout directly $AMKR (~$70) — Advanced packaging is the new bottleneck; every AI chip needs someone to assemble it $AVGO (~$360) — Custom AI silicon plus networking makes Broadcom essential to every hyperscaler data center $SPCX (~$162) — Starlink, launch monopoly, and Starship give SpaceX unmatched dominance across the space economy $IONQ (~$50) — Quantum leader with real cloud revenue; a 2030 breakthrough could rerate it enormously $TSLA (~$393) — Robotaxi and Optimus turn Tesla from carmaker into an AI-and-robotics platform story $TE (~$8.56) — Domestic solar and battery maker positioned for AI-driven power and energy-independence demand $POET (~$8.84) — Optical interposer packaging could ride the co-packaged optics wave hyperscalers now demand $NBIS (~$216) — Fast-growing neocloud renting GPUs to AI labs desperate for compute capacity now $INTC (~$121) — U.S. foundry comeback; Apple and hyperscaler deals could validate the turnaround by 2030 $SNDK (~$1,745) — NAND and storage demand surges as AI data volumes and inference workloads explode $LITE (~$737) — Optical components move AI data between chips; photonics is the next big bottleneck $BE (~$272) — Fuel cells give data centers on-site power the grid can't deliver fast enough $AAPL (~$305) — Massive installed base plus on-device AI could turn every iPhone into an agent $MSFT (~$390) — Azure plus Copilot monetizes AI across enterprise; OpenAI stake compounds the upside If you have a smaller account less than $2000 choose these 3 for now:

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@jasonl_capitalJul 6, 2026 · 12:20 PM

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 roughly $3.3 billion lidar company whose Rev8 digital platform is showing up across robotics, autonomous vehicles, and industrial machinery. Q1 2026 revenue hit $48.6 million, up 49% year over year, and the company just raised $200 million in a follow-on offering to fund production. It expanded its manufacturing partnership with Benchmark toward 100,000-plus units a year, signed AIM Intelligent Machines to put sensors on autonomous heavy equipment in mining, construction, and defense, and is working with FieldAI to help general-purpose robots navigate complex environments using Rev8's native color lidar.

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@blackpanthercapJul 5, 2026 · 3:09 PM

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 how loud the voice gets. it doesn’t say “your thesis is wrong.” it says “you should have sold yesterday. you’re not cut out for this. you’re going to watch it go to zero.” that voice has an agenda. it wants you to sell. it wants you to feel relief. and it knows the only way to stop the noise is to act. the relief of selling a falling position lasts about 72 hours. the regret of watching it recover without you lasts years. the work is learning to hear the voice without obeying it. few examples: $IREN $ASTS $AAOI $NBIS $OUST lots of people been selling to early or entered to late. emotions. fomo. fear. drive all bad decisions. learn to tackle your emotions and you don’t just win in stocks, but everywhere in life; > relationships > business > career > health best return is not in stocks, its in yourself. multiply your mindset, multiply everything in your life by 10x. -bp

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@itsmichaelluuJul 5, 2026 · 12:57 PM

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% 🔴 Intel $INTC -15.5% 🔴 Broadcom $AVGO -27.2% 🔴 Meta $META -26.8% 🔴 Microsoft $MSFT -29.7% 🔴 IonQ $IONQ -42.0% 🔴 AST SpaceMobile $ASTS -35.7% 🔴 Bloom Energy $BE -17.6% 🔴 Nebius $NBIS -28.1% 🔴 IREN $IREN -49.5% 🔴 Nvidia $NVDA -17.6% 🔴 AMD $AMD -11.4% 🔴 ServiceNow $NOW -49.7% 🔴 Palantir $PLTR -37.7% 🔴 Oracle $ORCL -59.4% 🔴 Applied Optoelectronics $AAOI -48.2% 🔴 Lumentum $LITE -32.9% 🔴 Marvell $MRVL -25.6% 🔴 Rocket Lab $RKLB -34.6% 🔴 Applied Digital $APLD -34.8% 🔴 Ouster $OUST -20.5% Here's the CHEATSHEET for you to save:

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@blackpanthercapJul 4, 2026 · 5:11 PM

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% > Short-Term Port: +167.07% June was a grind. The AI sector took a real hit this month and that was felt across both accounts. Still, stepping back and looking at the YTD numbers, there's nothing to complain about. Both accounts are running well ahead of anything reasonable to expect from an index despite recent dips. This is what conviction-based investing actually looks like. Not every month is up 40%. LONG-TERM PORTFOLIO — POSITION REFLECTIONS $OUST — 20.2% Quietly moved up to my largest allocation. I haven't added. This just reflects where price has taken it. The autonomous systems buildout is a long game and $OUST is well positioned in it. Still comfortable with the sizing. $NBIS — 19.2% Still one of my largest position and I have no interest in changing that. The dip in June has been noise relative to the fundamental story here. $399M in Q1 revenue, up 684% year-over-year. That number doesn't care about sentiment. $RKLB — 14.1% May was incredible for $RKLB and some of that has given back in June as the broader space sector cooled off after the SpaceX IPO buzz. Doesn't concern me at all. The contract pipeline is stronger than ever and $RKLB continues to prove it deserves its seat at the table. Space is a multi-year story. $IREN — 13.1% $IREN has been frustrating this month. Sentiment has turned against it in the short term and that's created some real pressure on the stock. But I couldn't help myself, I added more during this dip. The TA looks exceptional at these levels and the fundamental story on power + AI infrastructure is unchanged. Sometimes the best trades are the uncomfortable ones. This feels very uncomfortable right now. $CIFR — 10.1% Holding. The transition thesis toward AI compute infrastructure takes time to play out. June hasn't changed my mind on this one. $ONDS — 9.1% I'm down roughly 15% and $ONDS is underperforming as of now. That's the honest truth. But the execution is still there. Q1 revenue surged tenfold year-over-year to $50.1M and full-year guidance was raised to at least $390M. Sometimes price and fundamentals disconnect for a while. I've been here before. Not adding right now, but not going anywhere either. $KRKNF — 7.1% Also underperforming in the near term, I'm down -20%. Defense names have been mixed in June. The thesis on subsea battery and sonar dominance is still intact. This is a multi-year buildout story, not a monthly one. Holding and adding. $AAOI — 7.1% Honest take — if $ONDS and $KRKNF weren't down 15-20% right now, I'd be re-allocating more toward $AAOI going forward. The optical interconnect demand for AI data centers is real and I think this position deserves to grow. Something I hope to revisit when I have more flexibility. SHORT-TERM PORTFOLIO — POSITION REFLECTIONS Two positions, both in space. $ASTS — 55% $ASTS came back into the short-term account and it's been the right call. The Blue Origin explosion in late May rattled the sector briefly but $ASTS bounced hard. The company has $3.5B in cash, $1.2B+ in contracted revenue, and is targeting 45 BlueBird satellites in orbit by end of 2026. Still in this with high conviction. $PL — 44% Planet Labs is the newest addition. Initiated during the SpaceX/space sector dip in and it's already working. Last quarter was strong and I think the guidance was conservative. I expect this one to move slowly back towards ATH. $SPCX — 1% Tiny starter position in the SpaceX IPO vehicle. More of a placeholder than a conviction bet right now. MACRO THOUGHTS — HEADING INTO JULY June has been the worst month for me this year. Technology and communications lagged from near-term profit taking, while industrials, financials, and healthcare outperformed. That kind of rotation is healthy it doesn't signal the end of the AI trade, it signals a reset. Now heading into July, the seasonal backdrop is as good as it gets. July has been positive 80% of the time over the last 20 years, with an average gain of 2.67%. Over the last 10 years, it's been positive 100% of the time. The first half of July stands out as one of the strongest seasonal periods of the year, since 1928, the S&P 500 has advanced 69% of the time during the first half of July, generating an average return of 1.5% and an average rally of 3.2% when positive. But the real catalyst in July is earnings. $GOOG reports July 22nd, with $MSFT, $META, and $AAPL all dropping results in the final week of July. $AMZN follows shortly after. FactSet is currently forecasting 22% earnings growth for the S&P 500 in Q2 which would mark the second straight quarter of earnings growth above 20%. If the hyperscalers confirm that AI capex is translating into real revenue, expect the growth names to come roaring back. The AI sector dip in June was an expectations reset, not a thesis break. The structural demand drivers for AI infrastructure remain intact, with hyperscalers continuing to pour hundreds of billions into data centers. My positions haven't changed. My conviction hasn't changed. July sets up well statistically. I'll sit tight, and let earnings do the talking. Final note. Looking at the macro picture as of now, I expect the first signs of disinflation to show in September. But lets see. -BP As always, this is not financial advice. Do your own research. Always.

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@investmentguru_Jul 4, 2026 · 2:50 PM

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 action. $CCXI $TSLA $OUST $AMBA $PATH $MBLY

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@stocksavvyshayJul 3, 2026 · 2:34 PM

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. $OUST eyes & perception for physical AI machines that need to see & map physical world 4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge 5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy 6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics 7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers 8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement 9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale 10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

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@itsmichaelluuJul 3, 2026 · 12:51 PM

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 + AI cameras giving robots 3D vision to see and navigate the physical world. Customers: Komatsu, FieldAI, AIM Intelligent Machines, warehouse/logistics operators. Special note: Only US-aligned, at-scale lidar+camera perception stack after acquiring Stereolabs (90K+ deployed ZED cameras), now the sole non-Chinese option in federal procurement. 2. $AEVA — FMCW 4D lidar-on-chip that measures instant velocity, not just distance, for real-time robot perception. Customers: Daimler Truck/Torc Robotics, Nikon (factory inspection robots), $NVDA DRIVE Hyperion. Special Note: Its velocity-sensing tech is silicon-photonics based, meaning it can scale to automotive-grade volumes competitors can't match. 3. $AMBA — Ultra-low-power edge AI chips that let robots process vision and make decisions on-device instead of the cloud. Customers: Drone makers, industrial automation firms, security/surveillance OEMs, LG. Special Note: Its algorithm-first architecture delivers high-performance AI at the power budgets robots actually have. 4. $VPG — Strain gauge sensors that give humanoid robots the sense of touch force, torque, and pressure at every joint. Customers: Multiple humanoid robot makers in active engineering talks (4th one just added), automotive/aerospace/defense. Special Note: It's one of the only American suppliers who can ship precision force sensors at humanoid production scale. 5. Is on NEXT tweet..

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@blackpanthercapJul 2, 2026 · 8:44 PM

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 $NBIS $ONDS $AAOI $OUST

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@itschrisrayJul 2, 2026 · 8:05 PM

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 closed out the day with a lot more damage… 🫣 We’ll get em next week. 💪 https://t.co/m6WbQ1L5kw

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@blackpanthercapJul 2, 2026 · 7:17 PM

@zizonchain @ousterlidar As dedicated $OUST investors (and early entry $22) I can’t wait for this 😅👊

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@blackpanthercapJul 2, 2026 · 5:41 PM

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 screen. The Dow is up today, hitting records. The S&P is roughly flat. The Nasdaq is down about 1.50%, and that’s almost entirely chips still digesting the last few sessions. It’s not a crash. It’s a rotation. June payrolls came in at 57,000, way below expectations, unemployment ticked up to 4.2%. Weak jobs data usually means one thing for tech: less pressure on the Fed to stay hawkish. Money moved into bond-sensitive sectors. Growth names got sold. That’s the mechanical reaction, not a verdict on AI. The real story is semis. Chips have been under pressure since Wednesday, some names posting double-digit drawdowns, as the market chews on AI capex pace and whether hyperscaler spending gets pulled forward or pushed out. That’s a fair debate. It is a completely different debate than “the AI trade is over.” Here’s what people keep missing when a red day hits their timeline: Indexes are still sitting near highs for the year. This is a concentrated pullback in one crowded corner of the market, not a systemic unwind. Dow printing records the same day the Nasdaq is red isn’t chaos, it’s capital moving, not disappearing. The one real risk here is valuation. After the run chip and AI infrastructure names have had, any hesitation on the capex story gets punished hard, and that punishment can run a few sessions before it burns itself out. That’s what’s happening right now. Selloffs like this feel personal when you’re holding the names getting hit. They’re rarely personal. They’re rotation, wearing a scarier costume. -BP Not financial advice. $QQQ $SPY $IREN $NBIS $OUST $ASTS $MU $LITE $AAOI

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@ckcapitalxxJul 2, 2026 · 4:55 PM

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/6GiRfDoc7R

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@blackpanthercapJul 2, 2026 · 2:00 PM

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 is NOT normal. We are seeing absurd levels of YTD return here on X. Some are true, some are fake. Just know that IF you’re beating market, you are doing well! Don’t let others fake or true return get into your mind. -BP Not financial advice. $QQQ $SPY $NBIS $IREN $ASTS $OUST

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@wliangJul 2, 2026 · 1:55 PM

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 ( $OUST ) Ambarella ( $AMBA ) Or for those investing in foreign tickers… Harmonic Drive Systems (TYO: 6324) LeaderDrive (SHA: 688017) Personally invested in $VPG. Less competition for sensory, and their closest public competition is 30-35x away ( $HON / $TEL ). Sets pretty good precedent for VPG.

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@itschrisrayJul 2, 2026 · 11:18 AM

🚨 $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 my position earlier this week. After a huge run like this, it’s smart for management teams to take advantage of the higher stock price and raise money in a less dilutive way than if the stock price were much lower. I honestly was hoping they were going to go for a $300M offering, but I’ll take it. 😅 Hopefully my $60 CCs expiring next Friday are still safe and we don’t immediately bounce back from this lol. Great capital raise by management! 👏

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@midascabalJul 2, 2026 · 8:57 AM

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 more.

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@midascabalJul 2, 2026 · 8:48 AM

I bought $NBIS at $20. I bought $RKLB at $18. I bought $ASTS at $23. I believe $RDW and $OUST are next.

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@midascabalJul 2, 2026 · 8:45 AM

That company is $OUST. If you want a FREE in-depth analysis, use @asymmetrix_xyz. Follow me for more.

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@mrmikeinvestingJul 2, 2026 · 2:52 AM

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 ~ $PATH 6: Nebius ~ $NBIS 7: Rocket Lab ~ $RKLB 8: Palantir ~ $PLTR Save this list, & come back later on this year and you’ll be thankful that you listened. You can count on that…

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@crux_capital_Jul 1, 2026 · 10:30 PM

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. They will take up 40-50% of my Physical AI port I list them here with my levels I am watching https://t.co/ID4tW8MKEU And will post a deep dive on all of them in the coming weeks

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@midascabalJul 1, 2026 · 7:23 PM

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, $MSFT, $DDOG If this helped you out, follow me for more!

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@midascabalJul 1, 2026 · 7:13 PM

That company is $OUST. If you want a FREE in-depth analysis, use @asymmetrix_xyz. Follow me for more.

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@wliangJul 1, 2026 · 6:40 PM

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 force measurement, edge AI chips, etc. Each humanoid needs dozens of specialty components. Most of these categories have decades of IP. You can't spin up precision force measurement in 18 months, or replicate Bulk Metal foil resistor tech overnight, or magically bootstrap harmonic reduction gears. IMO betting on the buildout is more asymmetric than betting on which maker wins... like $VPG, $OUST, $AMBA, etc.

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@wliangJul 1, 2026 · 4:29 PM

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 (force sensors, strain gauges) > $AGLT / $CCXI and $TSLA = the whole robot All solid names that’ll grow when humanoids start scaling. So vision perception has plenty of competition. Multiple public and private companies fighting for share in LiDAR, cameras, and vision chips. The entire-robot layer is pretty crowded as well. Figure, Apptronik, 1X, Sanctuary, $AGLT / $CCXI, $TSLA, Unitree... The touch and body awareness layer is where the supply chain is thinnest. Which is what makes $VPG stand out to me. Only a handful of real global competitors in precision force sensing. Most of which are either private, or not U.S-listed companies. (Swiss, German, China) Hence I chose $VPG as opposed to others… IMO it’s the cleanest pure-plays in NA.

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@crux_capital_Jul 1, 2026 · 4:15 PM

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?

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@itschrisrayJul 1, 2026 · 2:16 PM

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

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@kaizen_investorJul 1, 2026 · 12:50 PM

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 of some stocks. 1. $PL (12.9% allocation) - MTD -29%: Planet had a difficult month in terms of performance. The stock still trades 35% below the highs of a month ago. SpaceX and the ATM were the two main catalysts for this performance. The earnings were great though, I still believe Planet is the best space stock available. 2. $OUST (12.1% alloc.) - MTD +39%: The market gave Ouster a lot of love lately. 3 months ago we were able to buy the stock at $19, it now trades above $60. I still think the next earnings might be crucial though, I expect Ouster to grow a little bit slower than the market now is expecting. Will keep a close eye on this one and might start to trim if it keeps pumping. 3. $RKLB (9% alloc.) - MTD -19%: Another space company with a difficult month. SpaceX the main catalyst here. They reported great earnings as well and are still up 55% in 3months. Very well run and might be one of the safest space companies around. 4. $MRVL (9% alloc.) - MTD +40%: Everyone is chasing the next big small cap in photonics but if you don't have Marvell in your portfolio, what are you doing? Jensen expects Marvell to be the next 1 trillion dollar company, although this might be a bit excessive it is defenitely the one photonics company you should hold. Bought the stock 3.5 months ago, over 3x return already. 5. SK Hynix (8.5% alloc.) - MTD +7%: Another one I bought 3 months ago and got some love by the market. I believe memory is here to stay and SK Hynix is the ideal play for me. The US listing should bring some extra love to the company. 6. $ASM.AS (7% alloc.) - MTD +18%: The stock I hold the longest in my porftolio. It's a very cyclical stock, I think it might have another run in them but might look to trim if it reacher +-€1.200. The better play if you compare it with $ASML, which I sold couple of months ago. 7. $PLTR (6.4% alloc.) - MTD -25%: Used to be my biggest allocation by far. Market does not rate it as you should rate Palantir imo. It's getting cheap now, I'm waiting until the $90 region ot add to my position. 8. $FLNC (6.1% alloc.) - MTD -19%: One of my most volatile stocks. But very undervalued imo. They announced two deals with HyperScalers and a deal with $NVDA. By far the best battery company on technical level. The fact that the owners wants to get out causes some fraction, but I think it's a very good long-term hold. 9. $HIMS (5.5% alloc.) - MTD +30%: I bought a bit extra at $18 but I'm still in the red here. Bought the dip a bit too early but I still very much believe in the company. It is my only non-ai play at the moment. They had a great month and I expect some other great months ahead for the company. 10. $GOOGL (5.2% alloc.) - MTD -5%: Google can do everything. From LLM's to TPU's to Space to Selfdriving cars. I like the company a lot and it is my go to safe stock in my portfolio. 11. $IREN (4.8% alloc.) - MTD -26%: Iren is my datacenter pick. If you compare it with the other datacenter stocks, this was not my best choice. I still believe in the potential of the company but I doubt some managerial choices to be honest. I keep them for now as I think the market can make it rocket all of a sudden. 12. $WOLF (4.8% alloc.) - MTD -12%: Wolfspeed is my go to SiC pick. Very much undervalued if you compare it to competitors. The recent bankruptcy is still very much in their valuation. They have a lot of economical tailwinds and have a technical moat to see off Chinese competition. 13. $AMPX (4.7% alloc.) - MTD -36%: I wasn't too convinced with their latest earnigns call and it looks like the market wasn't either. They clearly got the best battery technology. It just looks like drone manufacturers are not willing to pay the premium for these batteries. 14. Filtronic (4% alloc.) - MTD -28%: I wanted to add aggressively to the stock at £2. Stock dropped to £2.1 and jumped back to £2.9 at the moment. I very much believe in the company but a settback can put the stock in disscount again. I will be patiently waiting for that moment. If you have any questions regarding the portfolio, please feel free to ask.

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@blackpanthercapJul 1, 2026 · 11:57 AM

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 current levels. > Order take-away and mentally allocate the cost to my next $OUST buy. > Pay rent and immediately see it as forgone shares of $NBIS. > Fill the tank again and realize the total equals one fractional $ASTS position. > Buy groceries and convert every price tag into equivalent shares of $RKLB. Send help or better yet send more capital. -BP

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@aleabitoredditJul 1, 2026 · 10:14 AM

@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 flat until the announcement. As for energy like $FCEL, $BE, seems pretty fundamental with new upsized contracts

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@itsmichaelluuJul 1, 2026 · 12:43 AM

$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 autonomy) and FieldAI (general-purpose robots). BlueCity is already live at 700+ traffic sites including the NJ DOT buildout for the 2026 World Cup. Market cap is still under $3B on a story spanning robotics, autonomous vehicles, and smart infrastructure that's the bull case for outsized upside if Rev8 scales. $VPG — Vishay Precision makes the load cell and strain gauge sensors that let humanoid robots sense force and touch, with orders already booked from a fourth humanoid developer in discussions. Sensors segment bookings grew 29% sequentially last quarter on demand from data centers, semiconductor equipment, and defense. Caveat worth flagging to your audience: VPG already ran from a $25 low to $113+ over the past year, so a "1000% from here" claim is a much bigger ask than it was for OUST — the easy money on the re-rating may already be behind it. $AMBA — Ambarella just signed an $800M+ long-term deal with Hanwha covering robotics, industrial automation, and life sciences vision systems, on top of 46 million edge AI chips already shipped. Its CV7 and N1 SoCs power robotics perception, drones, and ADAS at a fraction of cloud AI's power draw. Revenue is only ~$390M though, and the stock's still unprofitable the setup is more "edge AI optionality" than a proven robotics moneymaker yet.

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@investmentguru_Jun 30, 2026 · 11:28 PM

Physical AI is emerging as the next major sector to watch. $OUST $AMBA $CCXI $MBLY $TSLA $AEVA $VPG $SYNA $CGNX

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@crux_capital_Jun 30, 2026 · 7:30 PM

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 > A deep dive into the edge compute layer The top 3 companies from each layer I presented: > $AMBA $OUST $CGNX > $SYNA $CEVA $LSCC So the way it works is 3 steps: 1 - I present the 'layer' as an overview like why it's important, how dollars are captured, the durability etc. 2 - Within this report I present the top 3 companies I believe are well positioned. A quick thesis / overview 3 - Once I decide upon the top candidates, I then do a full deep dive into every aspect of the company, along with the weightings I am interested in and the financial modeling around them While this is a very exciting time for this theme, we are still very early. There is no rush on my end for positioning or research. I started covering Physical AI ~6 weeks ago and along with photonics, these are the two themes I am researching and covering in depth. If we can really identify the strongest companies, we can position with a multi-year mindset I still have 7 more layers to present and lots of positions I still need to take Join us if you are interested! https://t.co/Xv5BKKCwOR

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@photonbullJun 30, 2026 · 7:29 PM

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 the overnight markets opened yesterday my favourite robotics picks have performed exceptionally well: > $OUST: +40% > $AMBA: +36% > $VPG: +15% Very important to stay up with FinX over the weekend so you can be a part of the next rotation With that being said, I would probably not enter too heavy into new positions here on these picks I think there are other areas in the market where the risk/reward are more attractive now For sentiment trading around robotics $CCXI and $BOT are probably the best vehicles right now, but not sure if I would want to hold them for the medium future personally. I am bullish on the long term, and short term it could be an amazing trade, but if it is too early for robotics investments then it makes no sense holding this in the next few months for more than a trade IMO

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@midascabalJun 30, 2026 · 7:06 PM

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 Physical AI and robotics revolution, positioning itself as the indispensable sensor layer for the next generation of autonomous hardware" Follow for more FREE analysis on potential 10x companies.

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@investmentguru_Jun 30, 2026 · 6:41 PM

$OUST Physical AI is next sector to concentrate IMO

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@ckcapitalxxJun 30, 2026 · 4:14 PM

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.

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@photonbullJun 30, 2026 · 4:09 PM

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🚨

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@itsmichaelluuJun 30, 2026 · 3:31 PM

$OUST up 50% from 2 days ago and 200% from 6 months ago. https://t.co/gKfaggQCjz

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@moninvestorJun 30, 2026 · 2:54 PM

$OUST Wow ... Stock hits $60. It was at $45 just two weeks ago. Congrats to all investors.

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@wliangJun 30, 2026 · 2:52 PM

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 bottleneck broke (Nvidia GR00T, RT-2, OpenVLA gave robots general-purpose intelligence) > Economic crossover just started (humanoid lease costs are below human labor costs) Our public exposure barely exists... $VPG - Sensors, like precision strain gauges and foil resistors. $CCXI / $AGLT - Agility Robotics going public at $2.5B valuation. $OUST - LiDAR sensors for autonomous systems. $AMBA - Vision/AI chips for edge devices. Certainly biased because I have a position, but IMO $VPG is more asymmetric than other U.S-listed tickers. They're already profitable, already supplying humanoid makers, positioned to scale on multiple fronts, and it's still under ~$2B MC. Good hedge against getting replaced by AI/robots is to invest in them?

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@stocksavvyshayJun 30, 2026 · 2:37 PM

$OUST is now up over 250% in the past 3 months 😳 https://t.co/2ynE13I2a7

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