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Posted by
Two Blokes Jul 28 -
Filed in
Stock
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Lidar demand has reached an inflection point, with Ouster, Inc. poised for rapid growth from deals in robotaxis, delivery robots, and defense. Consensus revenue estimates appear conservative given accelerating Lidar adoption, with potential for hockey stick growth as Lidar becomes essential for autonomy. I remain ultra bullish on OUST; any stock weakness is a buying opportunity ahead of Q2 earnings and anticipated upward guidance revisions.