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The Myth of Sisyphus by Camus is an incredible book. It should absolutely be on everyone's reading list. I'll read it someday too.
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Linus Cheng 程思睿
13 posts
Linus Cheng 程思睿
@glofyne
Chéng Sīruì. Global markets and equity analysis.
Sumali Temmuz 2024
2 Sinusundan10 Mga Tagasunod
$OUST has been one of my favorite calls lately. Love seeing the patience pay off.
Linus Cheng 程思睿@glofyne
$OUST — $NVDA stopped talking about agents. Now it's all about Robotics & Physical AI.* Ouster is the perception layer that makes robots "see." → Digital lidar + cameras + AI compute + perception software → Acquired StereoLabs → full-stack Physical AI platform → Rev8: world's first native color lidar, integrated with NVIDIA Jetson → Q1 2026: +49% YoY, record revenue, 13 straight quarters of growth → Chinese competitor Hesai faces U.S. procurement ban → OUST is the last man standing Chart: 3 years of base-building after a post-SPAC wipeout. Now testing the ~$37-40 resistance zone that's held since 2022. A clean breakout here could set up a very interesting move as the Physical AI supercycle unfolds — one to watch.
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I think acting like these guys don’t exist is a mistake. Right now they’re moving like a ghost in the market, but who knows what happens tomorrow. $LTRX
Lantronix@lantronix
Lantronix $LTRX announces its preliminary inclusion in the Russell 3000® Index as part of the 2026 Russell indexes reconstitution, marking the company’s first-time in the Russell 2000® and Russell 3000® Indexes. The milestone reflects increased visibility among institutional investors as Lantronix continues executing its strategy across Edge AI, unmanned systems, Industrial IoT, and mission-critical connectivity markets. Read the full announcement: bit.ly/3Q1cHxD
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$CGNX — If $OUST is the eyes of Physical AI outside, Cognex is the eyes inside every factory.
Machine vision: the technology that allows robots and automated systems to see, inspect, and make decisions — without a single human involved.
→ Undisputed global leader in industrial machine vision
→ ~20% global market share across 30+ industries
→ NVIDIA + Qualcomm integrated AI vision platforms just launched
→ Q1 2026: +24% YoY revenue, +113% EPS, 7 consecutive quarters of margin expansion
→ 57% of manufacturers already using AI in machine vision — 30% more planning to deploy soon
The market itself is set to nearly double — from $12B today to $23B by 2035.
Chart: After a brutal decline from ~$100 to $25, Cognex built a quiet base for nearly 2 years. OBV turned and is now climbing steadily while price is still only at $66. The old high is $100.
The factory floor is becoming a Physical AI environment. Cognex has been building the infrastructure for that moment for decades.
One to watch.
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@CoffeeStocksGuy Great article! I was going to write something about $OUST myself, but this covers it in great detail. Well done, friend.
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After dropping Dell and Intel, it's only a matter of time before he mentions his buddy Anthony Noto. We all know it's coming.
While everyone's waiting for $10, it's gonna pull a reverse and moon — the only question is when.
$SOFI is heating up and one day it's really going to explode.
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The refs gave every single 50-50 call to Olympiacos tonight. Real fought great, but this wasn't a fair game. Still, congrats to Bartzokas and his team. Looks like they spent good money on the refs throughout the tournament.
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Still bullish on $OUST
AI is no longer just software. It's getting hands, arms — and eyes.
For anyone looking to invest in the robotics shift, OUST is an exceptional entry point at this market cap.
Linus Cheng 程思睿@glofyne
$OUST — $NVDA stopped talking about agents. Now it's all about Robotics & Physical AI.* Ouster is the perception layer that makes robots "see." → Digital lidar + cameras + AI compute + perception software → Acquired StereoLabs → full-stack Physical AI platform → Rev8: world's first native color lidar, integrated with NVIDIA Jetson → Q1 2026: +49% YoY, record revenue, 13 straight quarters of growth → Chinese competitor Hesai faces U.S. procurement ban → OUST is the last man standing Chart: 3 years of base-building after a post-SPAC wipeout. Now testing the ~$37-40 resistance zone that's held since 2022. A clean breakout here could set up a very interesting move as the Physical AI supercycle unfolds — one to watch.
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@TedPillows Whoever did this has blonde hair, loves tariffs, and only plays to win.
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Reports of a ceasefire or end to the war are piling up fast.
Unsustainable energy prices were starting to threaten Trump's seat. At some point, both sides coming to the table serves one person more than anyone else — Trump.
Axios@axios
NEW: U.S., Iran close to a deal to end war, official says axios.com/2026/05/23/us-…
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$OUST — $NVDA stopped talking about agents. Now it's all about Robotics & Physical AI.*
Ouster is the perception layer that makes robots "see."
→ Digital lidar + cameras + AI compute + perception software
→ Acquired StereoLabs → full-stack Physical AI platform
→ Rev8: world's first native color lidar, integrated with NVIDIA Jetson
→ Q1 2026: +49% YoY, record revenue, 13 straight quarters of growth
→ Chinese competitor Hesai faces U.S. procurement ban → OUST is the last man standing
Chart: 3 years of base-building after a post-SPAC wipeout. Now testing the ~$37-40 resistance zone that's held since 2022.
A clean breakout here could set up a very interesting move as the Physical AI supercycle unfolds — one to watch.
English
@fintables Q1 2025'te de enflasyon etkisi vardı: parasal kayıp 848 milyon TL, ama ertelenmiş vergi geliri +404 milyon TL olarak gelir tarafına yazmıştı, o yüzden o dönem raporlanan kar daha yüksek çıkmıştı.
Şirket operasyonel olarak kar etmeye devam ediyor.
Türkçe
@fintables Enflasyon Muhasebesinden Arındırılmış hesaplama
Raporlanan net zarar: -880 milyon TL
Buna ekle:
Parasal kayıp: +579 milyon TL
Ertelenmiş vergi gideri: +541 milyon TL
Dönem vergi gideri (gerçek nakit vergi): -21 milyon TL
Arındırılmış sonuç: yaklaşık +239 milyon TL kar
Türkçe
$OBAMS 2026/3 finansal tabloları açıklandı.
Detaylı analiz için: fintables.com/sirketler/OBAMS
Mobilde incelemek için: app.adjust.com/b8veq3c #OBAMS #BIST100
Türkçe