OUST
0Bull0Bear2Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
OUST is neutral (0 bull · 0 bear)
KOL notes another company's positive view on Ouster, but does not personally hold the stock.
Last spoke: 09/04/2026, 19:42 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (2, newest first)
- @kevs_World02 Some random $90m MC biotech company that I'd prefer not to mention lol. It also really likes $OUST for some reason (don't have any).
- @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst. Feels like $OUST, $AEVA and other names were pretty flat until the announcement. As for energy like $FCEL, $BE, seems pretty fundamental with new upsized contracts
Ongoing takes on other optical names too
Beyond OUST, his viewpoint library also covers: