thelostone

Days like this reminds me why I never chase I don't care how great the stock is, I will never buy just because the company is good if it is overextended A great cost basis takes the emotions out of your trading which is the #1 reason most don't succeed

@pennycheck @pennycheck at the aquarium rn, it’s a sign 🐧

🐧

@Kaizen_Investor @Kaizen_Investor are you using a second brain / RAG?

My notebook has told me several times what an opportunity $HIMX was/is. Every time I asked to put companies in certain metrics/frameworks I like to use, they were always number 1. But still, I never took the time to fully investigate the opportunity. Looks like the AI was right.

@xai @AnthropicAI @Kaizen_Investor is there Filtronic possibility here? Can modern AI hardware survive a launch? Can it operate in orbit? Can it process data, update models, and send results back to Earth without routing everything through terrestrial data centers?

SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic…

@vulturetrades Already ripped to 1.15

$VSH ripping face don’t miss it

The sell off was insane, didn’t even hold at $6 much less $5. I’m long on it still, I think you can’t overlook the SpaceX investment into it and future optionality as long as they execute and demand is real. I have a minor position so my risk is low but I have a terrible entry and I’d rather not DCA.

Never thought I would say something like this: But disappointing to see Filtronic only went up 22% today in London 😅 Still not bad though, but those low volumes of OTC’s and secondary listings are something else.

Have you actually run the numbers on $OUST? If so, it's hard to be bearish below $30. The estimated TAM by 2030 is $70B so Ouster analysts forecasting for 1.3% penetration by 2030. That's a very conservative assumption...but one we can base our estimates on for a more base case. $900M in revenue by 2030 means 40% CAGR in revenue for the next 5 years. A very good assumption considering management forecast 30-50% annual revenue growth for the foreseeable future. $900M in revenue at 7x sales gives (also conservative given a 40% CAGR), gives you a $6.3B market cap. It's $1.6B today.

RT @ousterlidar: Robotics just got a major upgrade! We’ve integrated our new, native color Rev8 OS digital lidar family across the NVIDIA J…

I don’t think the market fully understands what Rev8 is yet. Let me elaborate. $OUST $TSLA @elonmusk @ousterlidar Rev8 isn’t just “better LiDAR” — it’s pushing into camera territory, and that matters for autonomy. • 48-bit color vs iPhone ~24-bit → dramatically higher color precision, especially in low light or subtle texture differences • 116 dB HDR vs iPhone ~80–90 dB → far more resilient to glare, direct sun, headlights, and shadow transitions • Megapixel 3D point cloud → from sparse geometry to image-like spatial detail Even high-end industrial cameras typically run ~10–12 bit and ~100–120 dB HDR. Rev8 is now in that class — while also giving you native depth. Why this matters for robotaxis and robotics: Pure vision systems like @Tesla FSD struggle with: Glare (sunset, wet roads, headlights) Extreme contrast (tunnels, shadows) Scale ambiguity (is it a shadow or an object?) Low-light noise Rev8 directly addresses these: 116 dB HDR → maintains perception in blinding light + deep shadow in the same frame 48-bit color → preserves signal fidelity where cameras clip or quantize Native 3D + color → eliminates depth ambiguity entirely This isn’t just incremental. It’s the first time a single sensor starts to close the gap on what pure vision can’t reliably do — while removing the need for fragile sensor fusion. If this scales, it doesn’t just improve LiDAR. It reshapes the entire perception stack.

My Q2 guidance estimate is $51M–$54M for $OUST. For reference, Q2 2025 revenue was $35M. Guidance in this range would imply ~50% YoY growth. How can anyone not be bullish?

LiDAR as a camera—for the first time! Don’t worry about the tiny sell-off this morning. In fact, selling here will soon be proven pretty dumb. $OUST One big difference between Ouster’s Rev8 and Hesai’s recent Picasso chip release is that Ouster will ship this product in July, while Hesai “plans to start production later this year.” Also heard the tech of the two are quite different and Ouster Rev8 is the real true color sensor while Hesai uses color filters(to be confirmed). Hope @zoox @nuro @Waymo @aurora_inno are taking notes.

A New Standard in Sensing: Lidar Colorized, Ruggedized, Maximized. Today, we released the REV8 OS family: the world’s first native color lidar sensors. ✔️Powered by our breakthrough L4 and L4 Max Ouster Silicon ✔️First patented native color lidar sensors with point for point 3D color vision ✔️Radically upgraded OS0, OS1, and OSDome sensors with industry‑leading resolution, range, and reliability ✔️Introduced the flagship OS1 Max with 256 channels of high-definition sensing up to 500 m in all directions with a 45° FOV ✔️Auto-grade, cybersecure, and designed for functional-safety (ASIL-B, SIL-2, PLd) ✔️Designed for low-cost, high-volume production deployments 🧵We’ve redefined the meaning of lidar itself.

The secret to great investing isn’t just about indicators or signals. It’s about picking high-quality stocks, holding them with conviction, and having the discipline to buy more when they go on sale. Buy quality. Hold long. Add on dips. Let the power of compounding do the rest!

@Kaizen_Investor What do you think about these risks?

@Kaizen_Investor Loved this article @Kaizen_Investor , thank you! I started researching Filtronics after and I think I have a good summary: #sxdydsQgWC" target="_blank" rel="nofollow noopener">limewire.com/d/QUR6E#sxdyds…

I spent two weeks researching the space communications evolution. The real bottleneck in the LEO mega-constellation race? Whoever can push 50–100W of GaN power at V-band and E-band frequencies wins. In the article: → The difference between Ka-band and V- or E-band → Why GaN-on-SiC is a non-reversible shift → Who holds the moat in V-band and E-band SSPAs

Criminally underfollowed

@Mike10947310 Finally. So under-followed, Shin-Etsu maybe also.

@PhotonCap This was when the stock hit my accumulation zone ($114) and now it’s back at base. I think it go higher but I’m not one to do earnings plays, will size up if earnings are good and we see some news. Btw this is just a summary, I have docs if people want more research.

Just noticed its shown in one of the pictures in the article you shared. But it has the industrial, defense, and medical edge (not data center exposed). I'm curious why photonics in these cases get little limelight. Here's AI synthesis of my research (Apr 29th snapshot): #8p5cgUXG1n" target="_blank" rel="nofollow noopener">limewire.com/d/ZrQbX#8p5cgU…

earning money!