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Started By
Message
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted on 7/18/26 at 12:26 am to bayoubengals88
Posted on 7/18/26 at 12:26 am to bayoubengals88
I like ELVA but find your CCXI to be very interesting too if not even more so. I think I read you say that you have CCXI warrants. Thank you for sharing all the information you do. 
0
Posted on 7/18/26 at 6:22 am to bayoubengals88
Keep on keeping on BB, much appreciated here.
Posted on 7/18/26 at 6:48 am to Everyday Is Saturday
quote:
Limited remaining life time is so valuable. Never forget that in your investment planning & strategy
You probably are a genuinely good dude, and I haven’t ignored your advice.
Cheers! It’s Saturday!
Posted on 7/18/26 at 11:40 am to bayoubengals88
Need OUST to crush these upcoming earning. I think they have the potential to
Posted on 7/18/26 at 1:58 pm to bayoubengals88
Some of us actually enjoy doing stonks in our spare time. Crazy as it is.
It’s a potentially lucrative hobby for people like me or bb88. I know my life has benefited from it and I imagine his has as well, financially as well as the pride of learning something new and growing and becoming more
Bb88 and I are both at similar stage in life, young kids, working, trying to set ourselves up for the long run. I’m not hiding behind a computer or phone screen when my kids are in front of me, I’m doing this when I have a few mins of free time. I imagine he’s doing the same
I won’t regret learning a new skill later on in life. Even if I never benefited financially from this directly, it would have given me valuable new insights that I can use in my career or personal life. Financial benefit is a huge bonus though
That’s where I sit on this. Some guys are drinking too much after kids go to bed. Many are watching shitty TV or YouTube or social media brainrot. Few are doing things to better themselves and their families. BB88 and I are grinding learning a new skill in our free time
Edit: thought about this and wrote this out while I’m lying in bed next to one of the kids while they’re napping.
It’s a potentially lucrative hobby for people like me or bb88. I know my life has benefited from it and I imagine his has as well, financially as well as the pride of learning something new and growing and becoming more
Bb88 and I are both at similar stage in life, young kids, working, trying to set ourselves up for the long run. I’m not hiding behind a computer or phone screen when my kids are in front of me, I’m doing this when I have a few mins of free time. I imagine he’s doing the same
I won’t regret learning a new skill later on in life. Even if I never benefited financially from this directly, it would have given me valuable new insights that I can use in my career or personal life. Financial benefit is a huge bonus though
That’s where I sit on this. Some guys are drinking too much after kids go to bed. Many are watching shitty TV or YouTube or social media brainrot. Few are doing things to better themselves and their families. BB88 and I are grinding learning a new skill in our free time
Edit: thought about this and wrote this out while I’m lying in bed next to one of the kids while they’re napping.
This post was edited on 7/18/26 at 2:01 pm
Posted on 7/18/26 at 2:20 pm to Upperdecker
I totally agree 
The skills that I've picked up have been nice to have.
I take much of my self education on options and things for granted thinking that anyone can do it, but that's not really true.
Not trying to brag. I don't consider myself an options guru or genius, just someone who can usually find a set up to make a buck.
I'm with you on the alternatives. I literally don't watch TV unless my wife is with me or I'm watching sports at a friends. I don't watch YouTube unless it's investing related. So yes, we could be doing much worse!
Best of luck to you my friend!
Thoughts on ELVA?
The skills that I've picked up have been nice to have.
I take much of my self education on options and things for granted thinking that anyone can do it, but that's not really true.
Not trying to brag. I don't consider myself an options guru or genius, just someone who can usually find a set up to make a buck.
I'm with you on the alternatives. I literally don't watch TV unless my wife is with me or I'm watching sports at a friends. I don't watch YouTube unless it's investing related. So yes, we could be doing much worse!
Best of luck to you my friend!
Thoughts on ELVA?
Posted on 7/18/26 at 2:24 pm to bayoubengals88
Everyday is Saturday…. See yourself outta here before we find you at sonic
Posted on 7/18/26 at 2:30 pm to bayoubengals88
quote:
Thoughts on ELVA?
I’m in as well, this dip under $10 is a gift of an entry for this long-term micro-cap growth play. Your due diligence on page 52 of this thread answered any remaining questions I had about this one.
Appreciate all the research, as always.
This post was edited on 7/18/26 at 2:31 pm
Posted on 7/18/26 at 5:41 pm to bayoubengals88
Additionally, from ppdd on X:
“Possibly for the production ramp-up, which was also announced alongside the increase to an annual capacity of 100,000 Rev8 sensors. We shipped only 25,500 sensors in 2025.
A significant volume ramp-up appears to be underway this year. Hopefully, we’ll start seeing it reflected in the second-half earnings.
They wouldn’t have simply named “Google” if Google Maps were the only Google customer. In the past, they specifically referred to Google Maps, but in the Rev8 announcement they used “Google” instead. I would guess we have Google Deepmind as well, but Waymo would be crazy lol. Theoretically Waymo should switch but the cost may be high for them”
This post was edited on 7/18/26 at 5:43 pm
Posted on 7/18/26 at 7:37 pm to bayoubengals88
quote:
Thoughts on ELVA?
Haven’t heard of it, I’ll have to research
Posted on 7/18/26 at 9:10 pm to iPad
quote:Right on
I’m in as well, this dip under $10 is a gift of an entry for this long-term micro-cap growth play. Your due diligence on page 52 of this thread answered any remaining questions I had about this one.
$9s in my opinion in one of the best asymmetrical bets you can find right now. The Amazon warrants should establish a hard floor in the $8s.
I’m just not seeing much downside for ELVA after the Amazon news.
Jamestown factory delays is about the only bear case in my view.
Earnings will be mid August.
Posted on 7/18/26 at 9:12 pm to Upperdecker
quote:That’s one of the things I like most about it.
Haven’t heard of it, I’ll have to research
Virtually unknown, and downright reasonable at current levels.
Less than 800 StockTwits watchers.
Check it out!
Posted on 7/18/26 at 9:19 pm to iPad
quote:I’m stoked for lead up and earnings day.
Possibly for the production ramp-up, which was also announced alongside the increase to an annual capacity of 100,000 Rev8 sensors. We shipped only 25,500 sensors in 2025.
I’ve put a little thought on how I’ll play it.
Probably very small protective puts with an 8/21 expiry. Like $500 to 1k of $35 out of the money puts in the event that we see the same shenanigans that we saw in May.
Probably several LEAPS, a lot of shares, and a little cash.
Then again, NBIS earnings are same day!!
This is going to be a doozy.
Will need more thought on this.
A little run up would be nice and open up more possibilities.
I still hold 3 NBIS November calls.
Posted on 7/19/26 at 8:45 am to bayoubengals88
I have a little powder to spend and not sure if I want to go with ELVA or more OUST. I thought I was done buying OUST but these prices are hard to pass up.
Posted on 7/19/26 at 9:36 am to supadave3
Secular themes post…
I. THE MODERN ENERGY GRID AND DECARBONIZATION
Sector need: Legacy electrical networks are facing an unprecedented capacity crunch driven by widespread industrial electrification and massive data center power consumption. Upgrading regional distribution networks and securing continuous clean power are vital to maintain structural stability.
A. ADVANCED NUCLEAR SYSTEMS
Business rationale: High-density digital clusters require uninterrupted baseload power that weather-dependent renewables cannot provide. Next-generation small modular reactors supply localized, zero-emission high-output electricity directly to commercial hubs.
Public companies: NuScale Power (SMR), Oklo (OKLO), Centrus Energy (LEU), Nano Nuclear Energy (NNE)
B. TRANSMISSION LINES AND UTILITY HARDWARE
Business rationale: Generating massive amounts of clean electricity is useless if existing high-voltage transmission lines lack the capacity to move it. Advanced composite-core conductors and localized structural enclosures prevent catastrophic thermal sagging and grid congestion.
Public companies: Preformed Line Products (PLPL), Atkore (ATKR), Belden (BDC)
C. GEOTHERMAL BASERAMP DRILLING
Business rationale: Tapping deep underground thermal energy reservoirs provides a reliable clean power generation source unaffected by daily climate changes. Repurposing advanced oil-field drilling techniques enables operators to scale continuous geothermal baseline capacity globally.
Public companies: Ormat Technologies (ORA), Baker Hughes (BKR), Helmerich and Payne (HP)
D. VIRTUAL POWER PLANT INTERACTIVE SOFTWARE
Business rationale: Centralized utility systems struggle to coordinate millions of independent solar arrays and home batteries. Software orchestration platforms group these decentralized resources into unified digital reserves to balance grid loads instantly during demand spikes.
Public companies: Sunrun (RUN), Sunnova Energy International (NOVA), Stem (STEM)
II. BATTERIES AND ENERGY STORAGE
Sector need: Effective storage infrastructure is mandatory to cushion generation volatility and distribute stored capacity efficiently. Balancing raw material constraints and deploying durable chemistries are critical to preventing structural supply chain collapses.
A. SOLID-STATE AND REGENERATIVE CHEMISTRIES
Business rationale: Traditional lithium-ion formats run significant thermal runaway risks and face clear physical limits. Developing high-density silicon anodes and solid electrolytes unlocks the extreme volumetric capacity and safety characteristics needed for modern heavy machinery.
Public companies: Electrovaya (ELVA), QuantumScape (QS), Solid Power (SLDP), Enovix (ENVX)
B. UPSTREAM REFINING AND RAW MINERALS
Business rationale: Access to high-purity minerals is the ultimate structural choke point for the global energy transition. Deploying automated extraction hardware and localized precursor refining systems insulates assembly lines from complex international trade vulnerabilities.
Public companies: Lithium Americas (LAC), Piedmont Lithium (PLL), Sigma Lithium (SGML)
C. UTILITY-SCALE GRID REGENERATION
Business rationale: Renewable energy arrays frequently produce their maximum output during low-demand hours. Large-scale thermal containment systems and chemical flow batteries capture this excess generation and discharge it smoothly when regional networks experience peak strain.
Public companies: Fluence Energy (FLNC), Stem (STEM), Eos Energy Enterprises (EOSE)
D. DISTRIBUTION AND BEHIND-THE-METER ASSETS
Business rationale: Modern commercial enterprises and residential consumers utilize localized storage nodes to defend against volatile grid pricing. Distributed energy setups protect critical on-site operations during regional grid blackouts.
Public companies: Sunrun (RUN), Sunnova Energy International (NOVA), Blink Charging (BLNK)
E. RECYCLING AND CLOSED-LOOP RECOVERY
Business rationale: Primary mining cannot endlessly meet global manufacturing demands due to finite natural reserves. Automated pack disassembly and specialized hydrometallurgical extraction recover pristine, battery-grade nickel and cobalt directly from spent infrastructure.
Public companies: Li-Cycle Holdings (LICY), Aqua Metals (AQMS), American Battery Technology (ABAT)
III. VIRTUALIZED COMMUNICATION AND EDGE NETWORKS
Sector need: Shifting legacy communication equipment to software-defined models removes traditional infrastructure bottlenecks. Modern communication networks must scale dynamically to accommodate growing data transmissions from regional enterprise hubs.
A. VIRTUALIZED BROADBAND EQUIPMENT
Business rationale: Relying on proprietary hardware access points makes scaling physical regional networks slow and capital-intensive. Transitioning access points into cloud-native software environments enables telecom networks to deploy capacity upgrades instantly over the air.
Public companies: Harmonic (HLIT), Calix (CALX), Clearfield (CLFD)
B. TELECOM SOFTWARE ASSURANCE
Business rationale: Highly decentralized virtual networks create massive volumes of complex telemetry data that human teams cannot analyze manually. Automated machine learning software interprets real-time signaling data to prevent dropouts and route mobile payloads efficiently.
Public companies: Radcom (RDCM), NetScout Systems (NTCT), Viavi Solutions (VIAV)
C. OPEN RADIO ACCESS ARCHITECTURES
Business rationale: Legacy wireless architectures tie cellular providers to rigid, vendor-locked hardware supply chains. Embracing open, decoupled communication protocols permits network engineers to mix and match cost-effective third-party hardware modules seamlessly.
Public companies: Ceragon Networks (CRNT), CommScope Holding (COMM), Amdocs (DOX)
I. THE MODERN ENERGY GRID AND DECARBONIZATION
Sector need: Legacy electrical networks are facing an unprecedented capacity crunch driven by widespread industrial electrification and massive data center power consumption. Upgrading regional distribution networks and securing continuous clean power are vital to maintain structural stability.
A. ADVANCED NUCLEAR SYSTEMS
Business rationale: High-density digital clusters require uninterrupted baseload power that weather-dependent renewables cannot provide. Next-generation small modular reactors supply localized, zero-emission high-output electricity directly to commercial hubs.
Public companies: NuScale Power (SMR), Oklo (OKLO), Centrus Energy (LEU), Nano Nuclear Energy (NNE)
B. TRANSMISSION LINES AND UTILITY HARDWARE
Business rationale: Generating massive amounts of clean electricity is useless if existing high-voltage transmission lines lack the capacity to move it. Advanced composite-core conductors and localized structural enclosures prevent catastrophic thermal sagging and grid congestion.
Public companies: Preformed Line Products (PLPL), Atkore (ATKR), Belden (BDC)
C. GEOTHERMAL BASERAMP DRILLING
Business rationale: Tapping deep underground thermal energy reservoirs provides a reliable clean power generation source unaffected by daily climate changes. Repurposing advanced oil-field drilling techniques enables operators to scale continuous geothermal baseline capacity globally.
Public companies: Ormat Technologies (ORA), Baker Hughes (BKR), Helmerich and Payne (HP)
D. VIRTUAL POWER PLANT INTERACTIVE SOFTWARE
Business rationale: Centralized utility systems struggle to coordinate millions of independent solar arrays and home batteries. Software orchestration platforms group these decentralized resources into unified digital reserves to balance grid loads instantly during demand spikes.
Public companies: Sunrun (RUN), Sunnova Energy International (NOVA), Stem (STEM)
II. BATTERIES AND ENERGY STORAGE
Sector need: Effective storage infrastructure is mandatory to cushion generation volatility and distribute stored capacity efficiently. Balancing raw material constraints and deploying durable chemistries are critical to preventing structural supply chain collapses.
A. SOLID-STATE AND REGENERATIVE CHEMISTRIES
Business rationale: Traditional lithium-ion formats run significant thermal runaway risks and face clear physical limits. Developing high-density silicon anodes and solid electrolytes unlocks the extreme volumetric capacity and safety characteristics needed for modern heavy machinery.
Public companies: Electrovaya (ELVA), QuantumScape (QS), Solid Power (SLDP), Enovix (ENVX)
B. UPSTREAM REFINING AND RAW MINERALS
Business rationale: Access to high-purity minerals is the ultimate structural choke point for the global energy transition. Deploying automated extraction hardware and localized precursor refining systems insulates assembly lines from complex international trade vulnerabilities.
Public companies: Lithium Americas (LAC), Piedmont Lithium (PLL), Sigma Lithium (SGML)
C. UTILITY-SCALE GRID REGENERATION
Business rationale: Renewable energy arrays frequently produce their maximum output during low-demand hours. Large-scale thermal containment systems and chemical flow batteries capture this excess generation and discharge it smoothly when regional networks experience peak strain.
Public companies: Fluence Energy (FLNC), Stem (STEM), Eos Energy Enterprises (EOSE)
D. DISTRIBUTION AND BEHIND-THE-METER ASSETS
Business rationale: Modern commercial enterprises and residential consumers utilize localized storage nodes to defend against volatile grid pricing. Distributed energy setups protect critical on-site operations during regional grid blackouts.
Public companies: Sunrun (RUN), Sunnova Energy International (NOVA), Blink Charging (BLNK)
E. RECYCLING AND CLOSED-LOOP RECOVERY
Business rationale: Primary mining cannot endlessly meet global manufacturing demands due to finite natural reserves. Automated pack disassembly and specialized hydrometallurgical extraction recover pristine, battery-grade nickel and cobalt directly from spent infrastructure.
Public companies: Li-Cycle Holdings (LICY), Aqua Metals (AQMS), American Battery Technology (ABAT)
III. VIRTUALIZED COMMUNICATION AND EDGE NETWORKS
Sector need: Shifting legacy communication equipment to software-defined models removes traditional infrastructure bottlenecks. Modern communication networks must scale dynamically to accommodate growing data transmissions from regional enterprise hubs.
A. VIRTUALIZED BROADBAND EQUIPMENT
Business rationale: Relying on proprietary hardware access points makes scaling physical regional networks slow and capital-intensive. Transitioning access points into cloud-native software environments enables telecom networks to deploy capacity upgrades instantly over the air.
Public companies: Harmonic (HLIT), Calix (CALX), Clearfield (CLFD)
B. TELECOM SOFTWARE ASSURANCE
Business rationale: Highly decentralized virtual networks create massive volumes of complex telemetry data that human teams cannot analyze manually. Automated machine learning software interprets real-time signaling data to prevent dropouts and route mobile payloads efficiently.
Public companies: Radcom (RDCM), NetScout Systems (NTCT), Viavi Solutions (VIAV)
C. OPEN RADIO ACCESS ARCHITECTURES
Business rationale: Legacy wireless architectures tie cellular providers to rigid, vendor-locked hardware supply chains. Embracing open, decoupled communication protocols permits network engineers to mix and match cost-effective third-party hardware modules seamlessly.
Public companies: Ceragon Networks (CRNT), CommScope Holding (COMM), Amdocs (DOX)
Posted on 7/19/26 at 9:40 am to bayoubengals88
IV. ARTIFICIAL INTELLIGENCE AND ADVANCED COMPUTE
Investment horizon: 2026-2031
Sector need: High-performance generative systems demand infrastructure engineered exclusively for complex matrix arithmetic. Dedicated processing components, optical communication substrates, independent infrastructure operators, and contextual orchestration tools are required to extract real enterprise value.
A. MEMORY INTERCONNECT AND PACKAGING
Business rationale: High-speed logic chips sit idle if they are starved of data during complex training workloads. Specialized silicon intellectual property and substrate inspection routines clear communication bottlenecks within dense compute modules.
Public companies: Rambus (RMBS), Camtek (CAMT), Onto Innovation (ONTO)
B. LITHOGRAPHY AND PHOTONICS COMPONENTS
Business rationale: Traditional copper wiring creates unsustainable thermal loads and limits data transmission limits between racks. Building optical interconnects and laser-driven transceivers routes network data using light, boosting throughput while reducing power drain.
Public companies: Photronics (PLAB), Lumentum Holdings (LITE), Coherent (COHR)
C. ENTERPRISE ORCHESTRATION AND APPLICATION SOFTWARE
Business rationale: Foundation models require structured contextual parameters to accomplish complex tasks safely. Custom workflow software transforms basic models into active digital agents capable of executing autonomous enterprise operations.
Public companies: Zeta Global (ZETA), Asana (ASAN), Monday.com (MNDY), UiPath (PATH)
D. COMPUTE HARDWARE AND ACCELERATORS
Business rationale: General processing units are structurally inefficient when handling multi-modal neural network algorithms. Optimized system-on-a-chip hardware and dedicated physical interface chips accelerate model speeds right at the processing boundary.
Public companies: Qualcomm (QCOM), Astera Labs (ALAB), Credo Technology Group (CRDO)
E. POWER DESIGN AND THERMAL CAPACITANCE
Business rationale: Modern machine learning server configurations consume extreme electrical currents and produce severe concentrated heat. Advanced liquid-cooling networks and high-frequency gallium nitride chips stabilize power delivery under maximum operational stress.
Public companies: Navitas Semiconductor (NVTS), Modine Manufacturing (MOD), Vicor Corporation (VICR)
F. DATA PREPARATION AND STREAMING MANAGEMENT
Business rationale: Feeding unstructured or low-quality data into a machine learning cluster corrupts training models. Real-time data processing fabrics automatically cleanse, filter, and structure streaming payloads before they enter data repositories.
Public companies: Confluent (CFLT), LiveRamp Holdings (RAMP), Teradata (TDC)
G. SPECIALIZED CYBERSECURITY AND PROTOCOL ALIGNMENT
Business rationale: Autonomous software systems introduce complex operational threats that static network firewalls cannot detect. Machine-to-machine validation protocols and automated identity governance shield core model weights from illicit system interference.
Public companies: CyberArk Software (CYBR), Qualys (QLYS), Tenable Holdings (TENB)
H. NEOCLOUD INFRASTRUCTURE AND DATA STORAGE
Business rationale: Legacy hyperscale clouds maintain expensive overhead structures and charge prohibitive data extraction fees. Independent, graphics processing unit-centric clouds coupled with high-throughput cloud storage networks let teams handle exabyte-scale model training cost-effectively.
Public companies: Nebius Group (NBIS), CoreWeave (CRWV), Backblaze (BLZE), Iren Limited (IREN)
V. PHYSICAL AI
Sector need: Translating machine intelligence into physical utility requires bridging the gap between digital processing and real-world execution. Integrating edge silicon with advanced optical tracking arrays and multi-axis articulation components allows autonomous hardware to operate safely alongside human workforces.
A. ROBOTICS AND LOGISTICS SYSTEMS
Business rationale: Rising labor shortfalls require the automation of repetitive physical operations within distribution facilities and factories. Deploying automated mobile units and intelligent mechanical control software ensures predictable logistics output.
Public companies: Symbotic (SYM), Teradyne (TER), Oceaneering International (OII)
B. VISION AND SPATIAL SENSING
Business rationale: Autonomous machinery cannot navigate dynamic real-world environments without real-time spatial awareness. Digital lidar hardware arrays and optical sensors map physical surroundings continuously to avoid obstacles safely.
Public companies: Ouster (OUST), Luminar Technologies (LAZR), MicroVision (MVIS)
C. EMBEDDED SYSTEMS ON A CHIP
Business rationale: Sending uncompressed video streams from edge systems to remote servers creates dangerous response lag. Local neural processing chips analyze environmental visual feeds instantly, preserving critical mechanical reaction times.
Public companies: Ambarella (AMBA), Indie Semiconductor (INDI), Synaptics (SYNA)
D. MEASUREMENT AND INSTRUMENTATION
Business rationale: Minor operational drift across automated hardware components can compromise whole manufacturing lines. Continuous automated signal testing suites and telemetry check arrays ensure mechanical setups maintain exact sub-millimeter tolerances.
Public companies: Sanmina Corporation (SANM), Plexus (PLXS), Cognex Corporation (CGNX)
E. MECHANICAL ROTATION AND BEARINGS
Business rationale: Intensive robotic joint movement creates massive mechanical friction and rotational wear over time. Heavy-duty roller assemblies and specialized ceramic components are required to guarantee reliability across millions of repetitive work cycles.
Public companies: RBC Bearings (RBC), NN Inc (NNBR), TriMas Corporation (TRS)
Investment horizon: 2026-2031
Sector need: High-performance generative systems demand infrastructure engineered exclusively for complex matrix arithmetic. Dedicated processing components, optical communication substrates, independent infrastructure operators, and contextual orchestration tools are required to extract real enterprise value.
A. MEMORY INTERCONNECT AND PACKAGING
Business rationale: High-speed logic chips sit idle if they are starved of data during complex training workloads. Specialized silicon intellectual property and substrate inspection routines clear communication bottlenecks within dense compute modules.
Public companies: Rambus (RMBS), Camtek (CAMT), Onto Innovation (ONTO)
B. LITHOGRAPHY AND PHOTONICS COMPONENTS
Business rationale: Traditional copper wiring creates unsustainable thermal loads and limits data transmission limits between racks. Building optical interconnects and laser-driven transceivers routes network data using light, boosting throughput while reducing power drain.
Public companies: Photronics (PLAB), Lumentum Holdings (LITE), Coherent (COHR)
C. ENTERPRISE ORCHESTRATION AND APPLICATION SOFTWARE
Business rationale: Foundation models require structured contextual parameters to accomplish complex tasks safely. Custom workflow software transforms basic models into active digital agents capable of executing autonomous enterprise operations.
Public companies: Zeta Global (ZETA), Asana (ASAN), Monday.com (MNDY), UiPath (PATH)
D. COMPUTE HARDWARE AND ACCELERATORS
Business rationale: General processing units are structurally inefficient when handling multi-modal neural network algorithms. Optimized system-on-a-chip hardware and dedicated physical interface chips accelerate model speeds right at the processing boundary.
Public companies: Qualcomm (QCOM), Astera Labs (ALAB), Credo Technology Group (CRDO)
E. POWER DESIGN AND THERMAL CAPACITANCE
Business rationale: Modern machine learning server configurations consume extreme electrical currents and produce severe concentrated heat. Advanced liquid-cooling networks and high-frequency gallium nitride chips stabilize power delivery under maximum operational stress.
Public companies: Navitas Semiconductor (NVTS), Modine Manufacturing (MOD), Vicor Corporation (VICR)
F. DATA PREPARATION AND STREAMING MANAGEMENT
Business rationale: Feeding unstructured or low-quality data into a machine learning cluster corrupts training models. Real-time data processing fabrics automatically cleanse, filter, and structure streaming payloads before they enter data repositories.
Public companies: Confluent (CFLT), LiveRamp Holdings (RAMP), Teradata (TDC)
G. SPECIALIZED CYBERSECURITY AND PROTOCOL ALIGNMENT
Business rationale: Autonomous software systems introduce complex operational threats that static network firewalls cannot detect. Machine-to-machine validation protocols and automated identity governance shield core model weights from illicit system interference.
Public companies: CyberArk Software (CYBR), Qualys (QLYS), Tenable Holdings (TENB)
H. NEOCLOUD INFRASTRUCTURE AND DATA STORAGE
Business rationale: Legacy hyperscale clouds maintain expensive overhead structures and charge prohibitive data extraction fees. Independent, graphics processing unit-centric clouds coupled with high-throughput cloud storage networks let teams handle exabyte-scale model training cost-effectively.
Public companies: Nebius Group (NBIS), CoreWeave (CRWV), Backblaze (BLZE), Iren Limited (IREN)
V. PHYSICAL AI
Sector need: Translating machine intelligence into physical utility requires bridging the gap between digital processing and real-world execution. Integrating edge silicon with advanced optical tracking arrays and multi-axis articulation components allows autonomous hardware to operate safely alongside human workforces.
A. ROBOTICS AND LOGISTICS SYSTEMS
Business rationale: Rising labor shortfalls require the automation of repetitive physical operations within distribution facilities and factories. Deploying automated mobile units and intelligent mechanical control software ensures predictable logistics output.
Public companies: Symbotic (SYM), Teradyne (TER), Oceaneering International (OII)
B. VISION AND SPATIAL SENSING
Business rationale: Autonomous machinery cannot navigate dynamic real-world environments without real-time spatial awareness. Digital lidar hardware arrays and optical sensors map physical surroundings continuously to avoid obstacles safely.
Public companies: Ouster (OUST), Luminar Technologies (LAZR), MicroVision (MVIS)
C. EMBEDDED SYSTEMS ON A CHIP
Business rationale: Sending uncompressed video streams from edge systems to remote servers creates dangerous response lag. Local neural processing chips analyze environmental visual feeds instantly, preserving critical mechanical reaction times.
Public companies: Ambarella (AMBA), Indie Semiconductor (INDI), Synaptics (SYNA)
D. MEASUREMENT AND INSTRUMENTATION
Business rationale: Minor operational drift across automated hardware components can compromise whole manufacturing lines. Continuous automated signal testing suites and telemetry check arrays ensure mechanical setups maintain exact sub-millimeter tolerances.
Public companies: Sanmina Corporation (SANM), Plexus (PLXS), Cognex Corporation (CGNX)
E. MECHANICAL ROTATION AND BEARINGS
Business rationale: Intensive robotic joint movement creates massive mechanical friction and rotational wear over time. Heavy-duty roller assemblies and specialized ceramic components are required to guarantee reliability across millions of repetitive work cycles.
Public companies: RBC Bearings (RBC), NN Inc (NNBR), TriMas Corporation (TRS)
This post was edited on 7/19/26 at 9:41 am
Posted on 7/19/26 at 9:42 am to bayoubengals88
VI. QUANTUM COMPUTING AND INFORMATION SCIENCE
Sector need: Advanced molecular calculations and deep cryptographic processes completely outstrip the limits of classic binary architecture. Quantum technology utilizes sub-atomic states to process data patterns that standard silicon circuits can never replicate.
A. QUBIT ARCHITECTURES AND HARDWARE
Business rationale: Standard computers cannot effectively simulate complex chemical compositions or material engineering variations. Developing logical, error-corrected ion trap and superconducting processors creates fundamentally new calculation limits.
Public companies: Quantinuum (QNT), IonQ (IONQ), D-Wave Quantum (QBTS), Rigetti Computing (RGTI)
B. CRYOGENICS AND COOLING SUITES
Business rationale: Ambient thermal energy quickly corrupts fragile quantum calculations, turning processing states into random noise. Highly isolated sub-Kelvin refrigeration systems maintain the extreme absolute-zero temperatures required to keep qubits operational.
Public companies: Oxford Instruments (OXINF), Inficon Holding (IFCNF), Cryoport (CYRX)
C. QUANTUM LAYER SOFTWARE
Business rationale: Early quantum processors are highly volatile and inherently prone to systemic computing errors. Specialized compiler architectures and hybrid algorithmic frameworks patch processing gaps, making early quantum systems commercially viable.
Public companies: IonQ (IONQ), Rigetti Computing (RGTI), D-Wave Quantum (QBTS)
D. POST-QUANTUM CRYPTOGRAPHY ENGINES
Business rationale: The eventual maturation of large-scale quantum computers threatens to break legacy mathematical encryption methods. Implementing complex lattice-based defensive algorithms protects historical data troves from future decryption vectors.
Public companies: SecureWorks (SCWX), OneSpan (OSPN), Thales Group (THLLY)
E. ADVANCED METROLOGY AND GEOLOCATION
Business rationale: Traditional satellite navigation networks are vulnerable to regional jamming and lack sub-surface penetration. High-sensitivity quantum gravimeters and magnetic trackers calculate precise positional coordinates completely independently of satellite feeds.
Public companies: Teledyne Technologies (TDY), Curtiss-Wright (CW), KVH Industries (KVHI)
Sector need: Advanced molecular calculations and deep cryptographic processes completely outstrip the limits of classic binary architecture. Quantum technology utilizes sub-atomic states to process data patterns that standard silicon circuits can never replicate.
A. QUBIT ARCHITECTURES AND HARDWARE
Business rationale: Standard computers cannot effectively simulate complex chemical compositions or material engineering variations. Developing logical, error-corrected ion trap and superconducting processors creates fundamentally new calculation limits.
Public companies: Quantinuum (QNT), IonQ (IONQ), D-Wave Quantum (QBTS), Rigetti Computing (RGTI)
B. CRYOGENICS AND COOLING SUITES
Business rationale: Ambient thermal energy quickly corrupts fragile quantum calculations, turning processing states into random noise. Highly isolated sub-Kelvin refrigeration systems maintain the extreme absolute-zero temperatures required to keep qubits operational.
Public companies: Oxford Instruments (OXINF), Inficon Holding (IFCNF), Cryoport (CYRX)
C. QUANTUM LAYER SOFTWARE
Business rationale: Early quantum processors are highly volatile and inherently prone to systemic computing errors. Specialized compiler architectures and hybrid algorithmic frameworks patch processing gaps, making early quantum systems commercially viable.
Public companies: IonQ (IONQ), Rigetti Computing (RGTI), D-Wave Quantum (QBTS)
D. POST-QUANTUM CRYPTOGRAPHY ENGINES
Business rationale: The eventual maturation of large-scale quantum computers threatens to break legacy mathematical encryption methods. Implementing complex lattice-based defensive algorithms protects historical data troves from future decryption vectors.
Public companies: SecureWorks (SCWX), OneSpan (OSPN), Thales Group (THLLY)
E. ADVANCED METROLOGY AND GEOLOCATION
Business rationale: Traditional satellite navigation networks are vulnerable to regional jamming and lack sub-surface penetration. High-sensitivity quantum gravimeters and magnetic trackers calculate precise positional coordinates completely independently of satellite feeds.
Public companies: Teledyne Technologies (TDY), Curtiss-Wright (CW), KVH Industries (KVHI)
Posted on 7/19/26 at 9:42 am to bayoubengals88
BEST FIVE COMPANIES FOR GROWTH
When evaluating near-term total addressable market, future expandability, and a clear operational path to capture expanding market share, these five non-mega-cap plays present compelling growth profiles:
1. Nebius Group (NBIS)
The total addressable market for machine learning compute cluster access is expanding dramatically as enterprises shift from basic exploratory training to deep model deployment. Nebius Group scales bare-metal infrastructure optimized specifically for intensive artificial intelligence calculations. By avoiding the rigid ecosystem lock-in and steep data extraction costs characteristic of legacy cloud networks, they are capturing high-value workloads from growth companies that require flexible cluster management.
2. CoreWeave (CRWV)
CoreWeave operates as a direct infrastructure pillar for high-performance artificial intelligence operations, securing massive multi-year partnerships across the data landscape. Their specialized infrastructure design scales effortlessly to accommodate exabyte-level data processing requirements. CoreWeave holds an established operational edge over legacy infrastructure providers by deploying purpose-built graphics processing clusters directly to key developers, positioning them to capture a dominant share of the evolving enterprise cloud infrastructure market.
3. Harmonic (HLIT)
The total addressable market for network bandwidth is experiencing structural expansion as video ingestion and cloud telemetry surge globally. Harmonic owns a clear market leadership position through its cloud-native broadband deployment software, which converts outdated, hardware-reliant cable and fiber access points into flexible digital hubs. This software-defined transition allows telecom companies to expand regional carrying capacities remotely without executing expensive physical asset overhauls, giving Harmonic a massive advantage as providers replace traditional routing hardware.
4. Ouster (OUST)
Physical automation requires high-fidelity spatial data to bridge the gap between machine perception and real-world execution. Ouster designs digital lidar arrays built onto simplified silicon architectures, a format that lowers production complexity compared to legacy analog mechanical laser devices. This digital cost structure allows them to expand margins and drop device prices aggressively, giving them a clear path to capture increasing market share across industrial shipping hubs, automated factories, and autonomous transportation platforms.
5. Oklo (OKLO)
The operational footprint of advanced compute centers is restricted by regional grid capacity and structural power scarcity. Oklo directly addresses this long-term constraint by engineering advanced, clean small modular reactors tailored for localized deployment. As corporate data systems outgrow local electrical networks, the future total addressable market for self-contained, on-site industrial baseline power generation expands exponentially. Oklo has a compelling opportunity to capture significant market share by supplying reliable, continuous zero-emission power directly to next-generation server clusters.
When evaluating near-term total addressable market, future expandability, and a clear operational path to capture expanding market share, these five non-mega-cap plays present compelling growth profiles:
1. Nebius Group (NBIS)
The total addressable market for machine learning compute cluster access is expanding dramatically as enterprises shift from basic exploratory training to deep model deployment. Nebius Group scales bare-metal infrastructure optimized specifically for intensive artificial intelligence calculations. By avoiding the rigid ecosystem lock-in and steep data extraction costs characteristic of legacy cloud networks, they are capturing high-value workloads from growth companies that require flexible cluster management.
2. CoreWeave (CRWV)
CoreWeave operates as a direct infrastructure pillar for high-performance artificial intelligence operations, securing massive multi-year partnerships across the data landscape. Their specialized infrastructure design scales effortlessly to accommodate exabyte-level data processing requirements. CoreWeave holds an established operational edge over legacy infrastructure providers by deploying purpose-built graphics processing clusters directly to key developers, positioning them to capture a dominant share of the evolving enterprise cloud infrastructure market.
3. Harmonic (HLIT)
The total addressable market for network bandwidth is experiencing structural expansion as video ingestion and cloud telemetry surge globally. Harmonic owns a clear market leadership position through its cloud-native broadband deployment software, which converts outdated, hardware-reliant cable and fiber access points into flexible digital hubs. This software-defined transition allows telecom companies to expand regional carrying capacities remotely without executing expensive physical asset overhauls, giving Harmonic a massive advantage as providers replace traditional routing hardware.
4. Ouster (OUST)
Physical automation requires high-fidelity spatial data to bridge the gap between machine perception and real-world execution. Ouster designs digital lidar arrays built onto simplified silicon architectures, a format that lowers production complexity compared to legacy analog mechanical laser devices. This digital cost structure allows them to expand margins and drop device prices aggressively, giving them a clear path to capture increasing market share across industrial shipping hubs, automated factories, and autonomous transportation platforms.
5. Oklo (OKLO)
The operational footprint of advanced compute centers is restricted by regional grid capacity and structural power scarcity. Oklo directly addresses this long-term constraint by engineering advanced, clean small modular reactors tailored for localized deployment. As corporate data systems outgrow local electrical networks, the future total addressable market for self-contained, on-site industrial baseline power generation expands exponentially. Oklo has a compelling opportunity to capture significant market share by supplying reliable, continuous zero-emission power directly to next-generation server clusters.
Posted on 7/19/26 at 9:53 am to bayoubengals88
quote:
OKLO
Had a handful at 38 and sold at 66 after its run-up. Is it time to jump back in?
Posted on 7/19/26 at 10:25 am to meeple
Gavin Baker says yes.
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