OUST Ouster, Inc. : Bullish and Bearish Analyst Opinions

Maintain a long position based on a conservative base-case valuation modeling $240M in revenue and a 12x P/S multiple on 71.5M fully diluted shares.

Daniel Koss is increasing his long positions in Ouster and Micron, indicating a positive outlook on their future performance.

Add to OUST positions as the business trajectory becomes more predictable and the current valuation appears significantly disconnected from fundamentals.

Long OUST as a primary beneficiary of the emerging Physical AI trend, expecting accelerating demand across multiple verticals including defense, coupled with improving profit margins.

Increase long position in Ouster Inc. due to the speaker's ongoing bullish conviction, suggesting they view the current price as an attractive entry point for accumulation.

Ouster's technology is being utilized in live autonomous warehouse operations powered by NVIDIA Isaac.

The author outlines a bullish strategy for four specific stocks following recent portfolio gains.

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.