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$OUST (Ouster) - The "Physical AI" Play

Source: Reddit Stocks · 2026-05-29
Ouster (OUST), a US company I've been heavily invested in (Shares no Options) and following for the last year. I believe they have the ability to capture the "physical AI" layer. The thesis is that AI will diversify from screens and into the real world (robots, drones, warehouses, factories, vehicles, infrastructure, security systems, etc.). All of these need to understand their physical surroundings, and while a camera can show what something looks like, lidar shows where things are in 3D (dist
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