OUST

"So the company guided about 54 and 1/2 to 57 and 1/2 million in revenues for the next quarter. Now this quarter Ouster put up 55 million. Next quarter they're guiding for 54 and 1/2 to 57 and 1/2."

"The company grew about 56% year-on-year in revenues, and 12% quarter-on-quarter. That was an amazing quarter. My fair value is based on 35% revenue growth. The company is growing 56%."

"Hesai is the largest supplier of lighter in the world. It's very profitable much bigger than our store and they have uh you know very high margins and a very advanced technologies."

"Same thing with Volvo commercial auto autonomous trucks. Same thing with May mobility and varia and serve robotics also uses the ouster lidar sensors and even Amazon has warrants onto those warrants will convert into equity."

"you don't have to pick winners. You're just betting on memory or or you're just betting on Taiwan swim. It's kind of the same thing with Ander right now is the only company that has a colored lidar sensors which have recently launched over the last few weeks and it's been a massive success for now."

"Alistster is down about 9% on the months. It's down about 40% from all-time high over the last two to three weeks. It's been really, really bad for the stock, but the stock is still up about 58% year to date,"

"So, I'm planning to potentially buy the stock around $32, under $32. I will be a buyer because I trimmed some of my position in the high 40s. So, I'm planning to buy it back under $30 per share."

"Any company can manufacture LAR sensors? All those LAR sensors are the same. So therefore, Alistar has no moat. And I said if Alistster had no moat, then why is the company putting up 49% gross margins?"

"Is the largest western LAR and camera suppliers. They supply a lot of those sensors and cameras for industrial applications for a lot of the robotics and humanoids for a lot of the automotive sector."

"Now, a reason why the stock has gone down other than the overall market, you could say, and and risk appetite not being as great as it was before, is mainly the company raising money. So, they did an offering of about $200 million at about $55 per share."

"And also is the largest supplier of those LAR sensors and a lot of those companies like Anduril and other companies use outdoor lightar sensor. So the company is in a sweet spot and I still believe this robotics trend is not being appreciated uh enough."

"For sensors, I told you guys, Ouster is pretty much the leader. But the stock is very, very expensive as the market is realizing the value. So, I would not be buying Ouster over here."

"And this is the stock that I'm going to talk about today, which is Ouster. Ouster is up 104% year to date."

"So the question is, did I sell Ouster? No, I didn't sell Ouster, but I did trim 10% of my stake. This is all I did. Once the stock got to about $47, I believe, I trimmed 10%."