$OUST
2/10Does he own it?
Never disclosed as a position. In the supply-chain TLDR he explicitly says he owns only two names (SYSS, LPTH) and "doesn't own any of them aside from two" — OUST excluded. His disclosed LiDAR pick was AEVA, with OUST framed as a larger name lacking clean exposure. Latest tweet lists it as a crowdsourced mention he'll research, not hold.
His thesis
OUST appears purely as a LiDAR component play within his broader robotics/humanoid supply-chain mapping (Spot, Atlas exposure). He treats it as one of several mid/large-cap robotics-LiDAR names rather than a conviction idea, repeatedly noting it lacks the cleanest bottleneck exposure compared to the smaller names he actually buys. No real bull or bear case is built around it — it is a catalog entry in a robotics theme he is broadly constructive on.
How his view evolved
Begins as one entry in a robotics supply-chain list (explicitly not owned), then a larger name with unclear LiDAR exposure versus his AEVA pick, then a frequently crowdsourced mention he plans to do DD on. Stays peripheral throughout.
Key points
- Named as the LiDAR supplier in robotics/humanoid supply chains (Spot, Atlas)
- Explicitly excluded from his owned names; his actual LiDAR bet was AEVA
- Recurs as a crowdsourced watchlist mention slated for future research, not a holding
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $OUST on X ↗