I see a lot of truth in what the FedPrez posted on stock twits. CC call this afternoon. Revenues somewhere north of $32mil, lots of cash...$200mil?, no debt, margins around 40%, new contracts?, thought out response to any tariff questions, new sensors/chips out soon, new Blue City deployments, drone contract....lots of possibilities.
<< /filters:format(webp)/production/848345/large-1748464995.png)
FedPrez 29m
$OUST Investment thesis: Lidar has become a buzz word. The technology is at once old and underdeveloped which confuses institutional investors. Ouster is focused on removing the pain of deploying of Lidar. Data is the currency of physical Ai. Lidar is a data making machine. Rev growth is good. Balance sheet is pristine. Management has been through hell and survived. The 10x - 100x growth will be from the broad deployment of clear, cost effective, use cases... BlueCity, autonomy. Margin $ expansion from software. Rev growth - hardware sales.>> |
