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Technology Stocks : Ouster (OUST)
OUST 20.79-7.6%Dec 17 3:59 PM EST
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To: Max Fletcher who wrote (248)11/5/2025 1:49:36 PM
From: Smart_Asset1 Recommendation

Recommended By
Max Fletcher

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Thanks for listening and posting.

<<A large global customer (Amazon?) has gone from 57 to 2,000 factory robots using OUST sensors in just the last year or so.>>

That client is Serve Robotics, food delivery robots, that has agreements with Uber Eats, 7-Eleven, Shake Shack and others. Interesting...

<<The market reaction seems muted today. The CFO alluded to shipments being “lumpy” and guidance for the next quarter sequentially up “only” ~0 to 10%.>>

Angus is very conservative which I like. Eleven straight quarters of beating projections. The mute reaction may be(speculating) based on no color regarding L4 chip and new DF sensor.

<< They appear to have an enormous opportunity so it’s worth looking out a little further - especially with transformative technical updates in the works.>>

imho the potential for a home run is still the ADAS market. Both May Mobility and Motional robotaxi services are Ouster clients and actual ADAS proving grounds and both are expanding services. Many are like me and enjoy driving or have control issues(like me) but millions upon millions would prefer not to drive. Even those who like to be behind the wheel benefit from autonomous parallel parking(already in many newer cars), extra safe cruise control, and additional features of ADAS. Thanks again.
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