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re: Info on OUST - Lidar tech for Physical AI and Smart Cities
Posted on 4/19/26 at 8:21 pm to Upperdecker
Posted on 4/19/26 at 8:21 pm to Upperdecker
Loading Twitter/X Embed...
If tweet fails to load, click here. This robot uses Ouster for vision.
Y’all, this gon’ be big.
1
Posted on 4/19/26 at 8:22 pm to bayoubengals88
Posted on 4/19/26 at 8:28 pm to bayoubengals88
Posted on 4/20/26 at 6:40 am to bayoubengals88
Posted on 4/20/26 at 8:54 am to bayoubengals88
The X community caught on over the weekend.
I hope you did too.
Up 7.5%
I hope you did too.
Up 7.5%
Posted on 4/20/26 at 10:42 am to bayoubengals88
I'm fully loaded here for now.
While conviction isn't NBIS level, it's fairly strong.
I'm just not seeing much of a bear case.
Crossed $27 just now. Up 11% today
Reclaiming the 200 day ($25.22) with authority.
The TAM here is just unreal.
This one won't be under the radar for much longer.
X is catching on to this name quickly.
While conviction isn't NBIS level, it's fairly strong.
I'm just not seeing much of a bear case.
Crossed $27 just now. Up 11% today
Reclaiming the 200 day ($25.22) with authority.
The TAM here is just unreal.
This one won't be under the radar for much longer.
X is catching on to this name quickly.
Posted on 4/20/26 at 11:00 am to bayoubengals88
Here's a six year old thread on Lidar stocks from this board. ATL has been on this theme for a long time.
Since 2020, many Lidar companies have went under and OUST has emerged as the clear leader in the Western world.
They've even acquired one of their earlier competitors, Velodyne.
I highly recommend this thread to understand the current reach of Ouster's technology. And again, this is a market that can expand exponentially.
Since 2020, many Lidar companies have went under and OUST has emerged as the clear leader in the Western world.
They've even acquired one of their earlier competitors, Velodyne.
I highly recommend this thread to understand the current reach of Ouster's technology. And again, this is a market that can expand exponentially.
Loading Twitter/X Embed...
If tweet fails to load, click here.
Posted on 4/20/26 at 11:07 am to bayoubengals88
I'll pick some up if it drops to 20-21
Posted on 4/20/26 at 3:05 pm to Neauxla
That's a break out.
Let's see if the 200 day can turn into support at 25.22
Let's see if the 200 day can turn into support at 25.22
Posted on 4/20/26 at 3:06 pm to bayoubengals88
I got 2 more plays baw
I think it’s computers or something
I think it’s computers or something
Posted on 4/20/26 at 3:09 pm to el Gaucho
quote:Compelling thesis!
I got 2 more plays baw
I think it’s computers or something
Posted on 4/20/26 at 3:13 pm to bayoubengals88
Iqepf
Not gonna tell you the other one since you bullied
Not gonna tell you the other one since you bullied
Posted on 4/20/26 at 3:15 pm to el Gaucho
No pennies for me right now.
Posted on 4/20/26 at 3:16 pm to bayoubengals88
The other one is like 3 bucks
Posted on 4/21/26 at 9:42 am to Neauxla
$24 --> $29
21%
21%
Posted on 4/22/26 at 2:31 pm to bayoubengals88
Loading Twitter/X Embed...
If tweet fails to load, click here. Neura Robotics has integrated Ouster (specifically the StereoLabs ZED technology) into its latest generation of robots.
While Neura Robotics often emphasizes their "in-house" development of the "cognitive stack," the hardware for their high-precision 3D vision is powered by StereoLabs.
Since Ouster acquired StereoLabs in February 2026, these are now officially part of the Ouster ecosystem.
ZED Cameras by StereoLabs
Posted on 4/22/26 at 2:40 pm to bayoubengals88
Posted on 4/22/26 at 3:05 pm to Neauxla
Doubled my position before close. Still small but feels like uptrend will continue
Posted on 4/23/26 at 8:16 am to Upperdecker
This is the play folks!
There are 330,000 intersections in the US, and OUST wants them all!
And keep in mind, this is like 1/5 of their TAM.
Apr 23, 2026 6:00 AM Eastern Daylight Time
Ouster BlueCity Selected for Major Traffic Signal Management and Road Safety Deployments Across 30+ Intersections in and around Atlanta, Georgia
Ouster BlueCity to be deployed in an additional 30+ intersections in Atlanta and surrounding areas, including around the downtown Mercedes-Benz Stadium, in preparation for the 2026 FIFA World Cup
The system will integrate directly into GDOT’s traffic controller to support traffic signal management and vulnerable road user safety events
There are 330,000 intersections in the US, and OUST wants them all!
And keep in mind, this is like 1/5 of their TAM.
Apr 23, 2026 6:00 AM Eastern Daylight Time
Ouster BlueCity Selected for Major Traffic Signal Management and Road Safety Deployments Across 30+ Intersections in and around Atlanta, Georgia
Ouster BlueCity to be deployed in an additional 30+ intersections in Atlanta and surrounding areas, including around the downtown Mercedes-Benz Stadium, in preparation for the 2026 FIFA World Cup
The system will integrate directly into GDOT’s traffic controller to support traffic signal management and vulnerable road user safety events
Loading Twitter/X Embed...
If tweet fails to load, click here. Posted on 4/23/26 at 11:34 am to bayoubengals88
I like how OUST bundles the LiDAR with the AI there so they selling the whole system to DOT. Capital revenue plus operational revenue. The addressable market is likely way less than the 300k intersections but could see this covering a lot of city intersections
Also government contracts = easy cheese
Also government contracts = easy cheese
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