re: OUST - LiDAR for Physical AI and Smart Infrastructure

I sold off some things and added some shares, as well. Sitting at 4k shares. My account has zero options in it. I bought some NBIL on Tuesday when I bought OUST and took a bath, but yesterday was a nice comeback.

Otherwise, I'm on autopilot for now.

This is lifting the whole sector.
OUST is very much an AI name.
The ability to recognize bullshite in this market is your alpha.
“Excess compute” was bullshite.

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Uh...this is....potentially huge...

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New bill would ban Tesla’s camera-only Robotaxi, not Waymo

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Jul 9 2026 - 9:45 am PT

LINK

New Jersey lawmakers are advancing a bill that would require driverless commercial vehicles to carry cameras plus two additional sensor types — a mandate Tesla’s camera-only Robotaxi can’t meet.

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Cameras read signs and lane lines but get blinded by glare and heavy rain. Radar cuts through fog. Lidar builds a precise 3D map regardless of what’s painted on a wall.

Musk rejects all of it, claiming that adding sensors introduces conflicting data and reduces safety, and that since humans drive with vision alone, software eventually should too. Stripping out radar and lidar also cuts cost — which is central to Tesla’s plan to build a cheap Cybercab at scale.

The problem is the data doesn’t back the claim. We’ve covered how a camera-only system drove straight into a fake wall that a lidar-equipped car easily detected.

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Additionally, this is part of the bill:

b. The department shall identify funding sources to invest in and shall coordinate with counties and municipalities to deploy smart infrastructure for fully autonomous vehicles, including sensor-equipped roads, communication systems, and real-time traffic management technology.

Hello Gemini, Blue City, and Ouster Rev8. Take over the state baby!
May it pass and may it spread...
We knew this part already. Looks like a sign of things to come...
9 June 2026:

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NJDOT Deploys Ouster BlueCity in preparation for FIFA World Cup 2026
Ouster BlueCity to be deployed at 42 urban highway locations covering mainline and ramps close to the MetLife Stadium

The deployments are part of New Jersey Department of Transportation’s (NJDOT) project representing the largest and fastest Intelligent Transportation System (ITS) deployment in the State’s history.

NJDOT’s project integrates Ouster BlueCity into the statewide Advanced Traffic Management System (ATMS) for enhanced mobility and safety.

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Uh...this is....potentially huge...

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The effects of this can turn OUST into a multi-bagger in a hurry if the stars align.

This is NJ Democrats playing games. One way they can hurt Musk and Tesla.

I'm in both Tesla and OUST, so maybe Tesla will add 2 OUST LIDAR sensors to just detect Looney-Toon walls.

I sure wish I didn’t lose money every time I try to swing trade. This thing is volatile enough to make a bundle if you’re not afraid.

Alas, I’m afraid. MRLN and MVIS left scars.

It took Baton Rouge 20 years of trying to get the lights timed correctly. They won’t have Ouster sensors for another 50, at best.

Our dreams are riding on competent metros.

I just bought back into MRLN

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I just bought back into MRLN

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but why? I'm waiting for it to come up just a little so I can get rid of that turd.

Trading roughly 27% down from where institutions bought earlier this month