Abhi

$TXN $PANW These two are looking so primed for a move up Will be looking for swings on these name next week. Will start sharing a swing idea.

$OUST Everyone is chasing GPUs, cloud, and chatbots. Meanwhile, $OUST is building something far more fundamental: The eyes of physical AI🤖 If AI actually leaves the screen and enters the real world — robots, warehouses, smart cities, autonomy — none of it works without sensors. Here’s the disconnect: The market treats Ouster like
❌ just another unprofitable hardware company But reality is closer to
✅ a full-stack perception platform (lidar + cameras + AI software) And that distinction matters — because hardware is cyclical… Platforms compound. Breaking out of a huge cup n handle structure. Here is why the LiDAR leader is surging: 📊 Financial Health • Revenue up 49% YoY to $48.58M in Q1 2026 • 13 consecutive quarters of product revenue growth • Strong 43% gross margin on hardware • $175M cash on hand with zero debt ⚡ Tech & Catalyst Breakthroughs • Rev8 OS qualified for NVIDIA DRIVE Hyperion platform • Launched world's 1st native color LiDAR (2x range/res) • Strategic acquisition of Stereo Labs unlocks Physical AI scale • Q2 revenue guidance strong at $49.5M - $52.5M ⚠️ Risks to watch: Ongoing GAAP net losses and a potential $100M stock dilution plan. While most AI names are selling narrative… Ouster is quietly executing:
• ~50% YoY growth
• Thousands of sensors shipped quarterly
• Real deployments (not “future potential”) This is real-world adoption, not demos. This is not a “sleep well at night” stock. But that’s exactly why it’s interesting. If they fail → downside is clear.
If they win → this becomes core infrastructure for physical AI. And infrastructure plays tend to be where the real money is made.

$MRK — Healthcare / Pharma 💊 🔹 Testing ATHs 📈 Trading above all key moving averages with strong relative strength 🚀 Large multi-year monthly rounded base forming since 2024 now looks ready for a potential breakout 💡 Watching: • Clean ATH breakout confirmation • Volume expansion on breakout • Monthly base breakout ⚠️ Slow mover comparative , but the higher timeframe setup looks very constructive

Semi’s forming double tops and bearflags ahead of FOMC🙂💀 Is it over?!👀 i guess we get the answr soon