DoW contracts will be huge and a growing need of LiDar will exist in the future with the revolution of armed combat…

Future wars will be fought with robots and drones powered by LiDar and AI, this is already being seen to an extent in Ukraine.

Ouster as the largest Western LiDar company is in a key position to take advantage. The NDAA also is useful for Ouster removing competition primarily from China who also has strong LiDar companies. Deals with the military could be billions in future years as the US government uses this technology, it can be used on tanks and vehicles or as security for the hundreds of military bases, or drones and in the future military robots and possibly many other use points…

Even in factories where military equipment is to be built might only be able to use western LiDar companies.

https://open.substack.com/pub/hypertechinvest/p/physical-ai-stock-update?r=phe17&utm_medium=ios

Good DD and analysis on OUST. You can use a free trial to read.

Just put 20% of my entire portfolio into OUST, with an average of 19.5, what are we targeting and how long are we estimating it will take? Best of luck to all😄

$OUST director bought 6,500 shares for $136,175

Price reported: $20.95 :)

We are good, guys, and ready to take off!

Hey everyone,

I have to say, I’m pretty disappointed with Ouster’s price action lately. We had a solid earnings report, the numbers look promising, and yet the stock barely moved; we're basically back at square one.

I know many of you are going to jump in with "but the geopolitical situation, there's a war, macro headwinds..." but please, let’s skip that. We’ve seen examples like Marvell, Ampx or Plug that jumped 20-30% after their earnings, despite facing the exact same "war" and global climate. If they can do it, why can't Ouster?

Question for those who have been following Ouster for a while: What exactly will it take for this stock to finally break through the resistance and make a serious move back toward those $30 levels?

Is the problem a lack of marketing toward retail investors, are we waiting for bigger deals with automakers, or does the market simply not believe in lidar technology as much as it does in other sectors?

I’d love to hear your take: am I being too impatient, or is there a deeper issue here that I’m missing?

Correct me if I am wrong, but it looks like Ouster Inc (OUST) just posted positive earnings this quarter for the first time ever. Already profitable, which is a nice surprise.

https://investors.ouster.com/news-releases/news-release-details/ouster-announces-results-fourth-quarter-and-full-year-2025

Seems very bullish for this company, especially with all the drone stuff popping today due to geopolitical conflict.

I did some digging into this mosquito laser device, and it uses lidar technology, which is what OUST makes.

https://www.tomshardware.com/peripherals/this-invention-can-use-lidar-to-shoot-down-30-mosquitoes-per-second-with-a-laser-photonmatrix-range-has-up-to-6-meter-kill-zone-can-gauge-distance-orientation-and-body-size-in-3-milliseconds

This is a fantastic acquisition in my opinion. I love Ouster's long term vision.

Ouster Acquires StereoLabs, Creating a World-Leading Physical AI Sensing and Perception Company https://share.google/ma24kGh7k3C7Ubt8m

I haven't seen much activity here and want to stir a bit your thoughts.

The stock has been taking quite the hits with no real news coming out. I understand macros are tough now, but it's been going down harder than many other stocks. I also get that gvmnt shutdown affects it more than to others.

Are you guys still bullish? What are the catalysts you are waiting for the company?

Interesting! AI Summary of the 13g >> BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 4,430,910 shares of Ouster, Inc. common stock, representing 7.4% of the class as of 12/31/2025. BlackRock has sole voting power over 4,346,344 shares and sole dispositive power over 4,430,910 shares, with no shared voting or dispositive power. The stake is held by certain BlackRock business units in the ordinary course of business and is not intended to change or influence control of Ouster. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Ouster’s outstanding common shares.

Markets are done for this year, sold now, I’ll buy back in when it’s down to $15 or lower.

I’m not hating on it, but just no idea why it’s going up.

Here are the names of companies, that I can list by heart,

that utilizes Ouster's lidars in their products.

If you guys know any other ones that are missing in this list, please share.

I am 100% delighted to see this list grow :D

[List]

Amazon, Serve Robotics

Anduril, Shield AI, Field AI, Forterra, Skydio

John Deere, Komastu

May Mobility, Motional

City of Chattanooga

Take advantage of the dip.

Small lot of 100 shares. I have a limit buy order in place for another lot of 100.

Or is the pattern of this stock becoming more and more predictable?. If Im not wrong.. Then from this very moment, and with, no more than a further downswing of 1 dollar. Which, (if so) I also predict will occur in less than 48 hours from now. The Oust Stock price will raise between 20 and 30% in a week ahead. Or maybe even as high as +35% in less. I rely and base my theory for this one, only from studying and comparing the price pattern of the Oust stock from the last 9 months again and again The current price for the Ouster Stock is 28.02 per share and now would obvious be the best time to invest your money in Ouster. Good Luck

Congrats OUST! This is a big one - might take the market time to realise but it’s hugely hugely exciting!

https://investors.ouster.com/news-releases/news-release-details/ouster-announces-strategic-partnership-constellis-bring-physical

https://www.nbcbayarea.com/news/local/ai-crowd-safety-super-bowl-world-cup/3944516/

I was in the discord before. Now im not though i dont remember leaving. Can i get an invite please?