InvestmentGuru(@InvestmentGuru_):$OUST at $43 — buy. Lidar for autonomy, robotics, and mapping. Revenue growing 40%+, fresh wins with GeoCue and GUSS, down 16% this month on profit-taking after a 50% YTD run. Street says Buy. Still losing money and lidar is a price-war market, so this is a starter position, not a core hold. But washed-out growth hardware with real deals is exactly the setup that snaps back.

InvestmentGuru

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InvestmentGuru@InvestmentGuru_

2026.10.02 19:39

$OUST at $43 — buy. Lidar for autonomy, robotics, and mapping. Revenue growing 40%+, fresh wins with GeoCue and GUSS, down 16% this month on profit-taking after a 50% YTD run. Street says Buy. Still losing money and lidar is a price-war market, so this is a starter position, not a core hold. But washed-out growth hardware with real deals is exactly the setup that snaps back.