Yeah, like I said. Unholy long $ADUR.

$TEM There are too many fundamentally bullish catalysts emerging month after month for Tempus AI. Last month it was $BMY collaboration. This month it’s a new product offering and reimbursement approvals. All while AI-leveraged SaaS is regaining favor and price may have double bottomed. I am loading up on Tempus AI here.

Unholy long $ADUR. Follow the pilot progress and first of a kind commercial plant buildout *closely*.

It’s giving $TEM double bottom vibes. $RDDT too.

$AMPG Rarely do you find a sub $400m startup that checks all the right boxes: -Theme/sector(s): AI x telecomm/5G, quantum computing, (they are in the business of radio signal amplification, applicable to both) - Founder/CEO alignment: Has never sold shares. Continues buying on open market. - Real revenue, good margins, revenue rapidly growing, short term path to profitability - Fully integrated domestic manufacturing, rendering it one of the only U.S. based producers of a critical product suite that telecomm companies and QC companies need. -Healthy balance sheet. Debt free. Strong cash holdings relative to size. Ample runway for at least 3 years or ~12 quarters. Management has tried to keep working capital with as minimal shareholder dilution as possible so far. All of these together make for a hidden gem with very high potential for re-rate if growth continues. Check out the substack writeup in the repost.👇🏻

NVIDIA just announced the Isaac GROOT reference humanoid robot. The humanoid sector is arriving faster than almost anyone is prepared for. Look at what Jensen just put on stage. A complete reference humanoid built on Jetson Thor onboard compute. 2070 FP4 TFLOPS. 14 core Arm CPU. 128GB of memory. A 31 degree of freedom Unitree H2 Plus body. 22 degree of freedom five finger Sharpa hands. The full GROOT software stack for data generation, policy validation, and whole body control. Available October 2026. This is the iPhone moment for humanoids. When NVIDIA ships a reference design every robotics company on earth can build on top of it instantly. They just handed the entire industry a blueprint and the compute to run it. The barrier to building a capable humanoid just collapsed. And here is what most people are missing. NVIDIA does not make the sensors, the force feedback, or the perception silicon that goes into every one of these robots at scale. The reference design proves the platform. The component suppliers capture the volume. That is exactly why I am positioned the way I am. Some names include: $AMBA — the edge AI perception brain. Already signed an $800 million Hanwha robotics partnership. $OUST — the eyes. Native color lidar for robots navigating the real world. $VPG — the force sensors that let those Sharpa hands actually feel what they are gripping. When NVIDIA puts a reference humanoid on stage with an October 2026 ship date the timeline everyone assumed was 2030 just moved years closer. The robots are coming. Own the parts inside them. $AMBA $VPG $OUST

Subtext? Maybe 🌝 $OUST is heading to the moon.

Bought $OUST dip heavily today. I could care less what “President Capital” thinks of them. No one seems to know who they are it turns out? 🙄

$ADUR | $ACT 🌊🌐💪 Honestly, I’m not shocked… but wow. @OferVicus now sitting at nearly 9.8 million personally owned shares after another open market purchase today. Nice work, and thank you for your dedication and continued execution. That’s a CEO continuing to increase exposure while the company is: 💥 Advancing the NGP campaigns 💥 Gearing up for FOAK deployment at Chemelot 💥 Expanding into paraffinic crude upgrading 💥 Building deeper industry relationships You don’t keep adding if you think the story is peaking.

Oh that’s cute. You think $OUST has already run? 🌝

$30 $OUST

$OUST filed two SEC docs today. I've read both. Here's what's actually happening — and why I'm more bullish, not less. Two filings hit today: a 424B3 and a 424B5. Looks scary. It's not. The 424B3 is a termination notice — Ouster just closed out its 2025 ATM program. Why? Because they used $97.5M out of $100M. It's done. Gone. Finished. The 424B5 is a new $100M ATM sales agreement under the same $200M shelf registered last May. Same shelf. New tranche. Four agents this time: Oppenheimer, Northland, Rosenblatt, and Roth Capital. This is not new dilution authorization. This is a new sales agreement under existing authorization. Big difference. Now let's talk about why this setup looks familiar. Last May, Ouster filed this exact same shelf (S3 filing). Signed a $100M ATM with Oppenheimer (424B5 filing). Stock was at $8.33 right before this S3 shelf filed on 5/2 and $11.41 before ATM filing hit on 5/12. What happened next? We all knew. Six months of explosive runs $8.33 → $41. Oh, and the stated use of proceeds? "General corporate purposes, including working capital", same purposes in the ATM filings last year and this year. That same boilerplate language. And then they went and acquired Stereolabs with $35M cash raised from ATM in 2025— one of the most strategic moves in the spatial AI space. So let's think about what this $100M is actually for. Ouster currently sits on ~$175M in cash. Zero debt. The company is guiding toward breakeven next year. Their organic cash needs are well covered. Comfortably. You don't raise $100M in fresh ATM capacity because you're worried about payroll. My read: they're hunting. The lidar and spatial AI ecosystem is consolidating fast. There are targets out there — computer vision companies, software stacks, robotics sensor fusion plays — that would make Ouster's REV8 platform dramatically more valuable overnight. They did it with Stereolabs when nobody was watching. I think they're setting up to do it again. Angus Pacala just has that vision. When he executed the merger of equals with Velodyne, he secured all the cash, the entire IP portfolio, sales channels, R&D team, brand, product line, and more. That brilliant move transformed Ouster from a small LiDAR player with a tight cash position into the largest Western LiDAR company with $315M in cash, 173 granted and 504 pending patents. Nobody even thought that was possible. One more thing that's worth flagging. Last year, Ouster's ATM had one agent: Oppenheimer. This year? Four agents. Oppenheimer, Northland, Rosenblatt, Roth Capital. Notice who's not on that list: Cantor Fitzgerald (thanks to @jimmyrunsmoney for pointing this out). Cantor sent an associate — not their analyst — to Ouster's earnings call this week. Then dropped a downgrade the next morning. Draw your own conclusions. But when a bank loses the mandate, the coverage tends to get a lot less enthusiastic. Bottom line: ✅ Not new dilution — same shelf, new sales agreement ✅ $175M cash, no debt, approaching breakeven in 2027 — they don't need this money for survival ✅ Last time this happened: massive stock run Stereolabs acquisition ✅ Four agents lined up suggests they're ready to move quickly when the time comes ⚠️ Cantor's downgrade the day after losing the ATM mandate — make of that what you will I don't know what they're buying nor guarantee the stock will run like last year. But I think they're buying something.

Bitcoin Shrooms: NFT economy feels lifeless at the moment but I think the thesis remains completely unchanged. They’re the earliest collection of historical digital artifacts immutably inscribed on Bitcoin. Their value (along with Punks, Rare Pepes, etc) will one day be recognized even if that day is not here now. You don’t hold them if you care about liquidity or opportunity cost. You hold them because you love what they are and the value they’ll bring in the long term. If you love collecting rare gems with real lore, they’re for you. They are not liquid $BTC or equities, although they can coexist in a portfolio as complementary. Their function, however, is inherently different as art/collectibles. It just so happens that they’re the best ones in the digital space 🥸 🍄

Why is $OUST both a software & hardware producer? Here’s why you’re buying what will eventually be a full stack autonomous sensing platform, and not just a hardware manufacturer: • Rapid growth in software attachment: Software-attached bookings more than doubled in 2025 (following 60% growth the prior year) and now represent over 15% of sensors shipped (a 120% YoY increase in attachment rate). This included multi-million-dollar and 7-figure annual license deals. Deployments exceed 1,200 sites (covering >65 million sq ft in some cases), with recent wins like BlueCity for 30 Atlanta intersections ahead of major events. They’ve won a major contract to provide software & hardware products during the 2026 FIFA World Cup at venues in the United States. • Recurring/high-margin potential: Software involves licenses (perpetual/term, often with maintenance/post-contract support) and services (development/compliance). These are higher-margin and can generate ongoing revenue from the growing installed base of >25,000 sensors shipped in 2025 alone. Management explicitly calls this a priority for scaling the product portfolio, higher ASPs, and accretive margins. • Platform expansion via acquisition: The February 2026 StereoLabs acquisition (high-growth, EBITDA-positive business with ~$16M 2025 revenue) adds cameras, AI compute, sensor fusion, perception software, and AI models. This creates a unified physical AI stack (LiDAR vision software) that strengthens management capabilities across robotics, industrial automation, and smart infrastructure —directly tying into the “full stack LiDAR systems” thesis. • Financial and strategic context: FY 2025 total revenue hit $169M ( 52% YoY), with product (mostly hardware) revenue at $147M ( 32% YoY) and record shipments (>25,000 units). GAAP gross margins reached 49% (non-GAAP 54%), aided by scale, efficiencies, and one-time royalties. Long-term guidance targets 30-50% annual revenue growth and 35-40% GAAP gross margins (explicitly excluding one-time royalties), with software seen as a *key* driver for sustained growth, recurring revenue, and profitability. Q4 2025 showed a profit swing and strong margins. ^In other words, software hasn’t even fully caught on yet and implies tremendous room for sustained high growth. Incredibly bullish on $OUST next 3-5 years.

🚨 LiDAR Showdown Incoming 🚨 📅 Ouster $OUST reports Q1: May 5 📅 Aeva $AEVA reports Q1: May 6 💡 Here’s what the market is missing: There’s a MASSIVE valuation gap between these two companies. 📊 Ouster @ousterlidar has ~7x MORE revenue. 📉 Yet trades at a LOWER price/sales ratio 🤯 Let that sink in. 🔧 Ouster’s scale is real: • 10,000 customers • StereoLabs cameras LiDAR sensors • Full perception software stack • Exposure across: 🚦 Traffic management 🛡️ Security & defense 🚖 Robotaxis 🤖 Physical AI 📈 To match Aeva’s @aevainc valuation, Ouster would need to trade ABOVE $100. 🚀 And that’s not unrealistic: • 35–50% annual growth trajectory • Break-even expected by 2027 • Full profitability by 2028 💰 In 2028 estimated earnings: ~$2.35/share 📊 At just 12x P/E Meanwhile… 🔥 40% growth companies blue chips trade at 50–100x ⚠️ The disconnect is massive 👀 Ouster remains one of the most undiscovered opportunities in the market #Ouster #AEVA #LiDAR #AI #Robotics #Investing #Stocks #GrowthStocks