Ouster (OUST) Message Board

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Technology Stocks : Ouster (OUST)

OUST 34.62

+4.6%

3:59 PM EDT

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From: Smart_Asset	8/15/2025 11:47:00 AM
	1 Recommendation Recommended By Chowderfan Read Replies (1) of 238

..some spitballin... The chat rooms I frequent have dozens(hundreds?) of new participants. Lots of traders but some long term holders as well. The size of the trades I'm seeing are an order of magnitude larger than the trades from a couple of months ago. In the Oppenheimer virtual conference it seemed to me that the CFO Gianella implied that the new chip(s) are already out but we didn't announce because we don't want to decimate current iteration shipments. I don't think the Blue City contracts account for all of this run up. I like that there is some mystery to the company rather than click bait pr. Blue City is being installed in Europe as well as two(Utah & Tennessee) of the states with a potential 48 to go. I don't believe there is any comparable product so ...no competition. An ADAS or DoD contract announcement might blow up the market cap. The company is engineer heavy and R&D focused. I keep thinking Nvidia could buy Ouster for maybe $5B..good match. Blue City could be spun off down the road. Both companies focus on physical AI. ..off for the day..will be an interesting close.

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