Angus Pacala

Reporter, Axios
· tracked since Feb 2026
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OUST long +125.3%
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OUST ×1
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OUST long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +125.3% Long Return +125.3% Short Return -
Average Return
7d -1.6%
30d +13.7%
90d +43.5%
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Long
Feb 11
$18.89
+125.3%
Ouster acquired Stereo Labs to combine Lidar with camera technology. AI is moving from "screens to machines" (Physical AI). Robots/Autonomy require both depth perception (Lidar) and texture recognition (Cameras). Consolidating these sensors creates a "full stack" vision solution for the booming robotics/industrial automation sector. LONG. Play on the "Physical AI" megatrend. Cash burn and high competition in the sensor market.
Ouster acquired Stereo Labs to combine Lidar with camera technology. AI is moving from "screens to machines" (Physical AI). Robots/Autonomy require both depth perception (Lidar) and texture recognition (Cameras). Consolidating these sensors creates a "full stack" vision solution for the booming robotics/industrial automation sector. LONG. Play on the "Physical AI" megatrend. Cash burn and high competition in the sensor market.
Photonics
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