Very interesting that @Rivian officially denied Robosense as its LiDAR supplier nor it will assemble Chinese LiDAR in the U.S. eletric-vehicles.com/rivian/… It makes zero sense for Rivian to rely on Chinese sensors given the growing legislative and regulatory push against Chinese technology in critical systems like Lidar. We already have the best lidar at @ousterlidar @RJScaringe Note that @ousterlidar’s Chronos chip was successfully taped out last year and has been in integration and testing ever since. I wouldn’t be surprised to see Ouster’s DF on Rivian down the road. DF remains the only true solid state LiDAR that can see long range. That said, I think DF mass production likely won’t start until late 2027 or early 2028. But Ouster has been so secretive so who knows. $OUST

$OUST everywhere

Many people still don’t know that @Cisco is a partner of @ousterlidar . $OUST

Neura is a customer of @ousterlidar $oust x.com/usppdd/status/20470018…

More Digit humanoids = more Ouster sensors $OUST

Five @ousterlidar sensors $OUST

Been a bit slow over the past few days due to a road trip and some minor injuries over the weekend. The silver lining? I now have a bulletproof excuse to stay back in the hotel room while the family goes shopping, lol. $OUST has been volatile, tracking the broader market. However, if you trust your DD, these down days are golden dips to add to your position. In my opinion, looking at the weekly chart, we are at a similar stage to the blue arrow from last year. The stock retested the 5-week MA ($20) and then moved up to $41. We will go to $76 soon.

Robosense has officially been blacklisted under the @DeptofWar 1260H Section on 6/8/2026, joining fellow LiDAR maker Hesai. Very bullish for $OUST media.defense.gov/2026/Jun/0… @RJScaringe @Rivian time to switch to American LiDAR @ousterlidar $OUST $RIVN

Not every LiDAR mission needs the same payload.@WisprSystems @ousterlidar $oust For teams that need dense, detailed spatial data across mapping, surveying, construction, utility, government, digital twin, and infrastructure workflows, the RESEPI WISPR Ouster OS1-64 adds high-density LiDAR capability to the SkyScout 2 ecosystem. SkyScout 2 is NDAA-compliant and is on the Blue UAS Cleared List and the AUVSI Green UAS Approved List, supporting organizations that need a field-ready drone platform for regulated deployment. linkedin.com/posts/wispr-sys… Credit: Cheney

The upper video and the lower colorized point cloud come from the same Rev8 LiDAR sensor. Absolutely insane tech. $OUST

A lot of people don’t realize this, but @ousterlidar is building a much broader ecosystem across multiple partners and cities in ITS, with a growing mix of software-attached sales. The largest traffic intersection control system provider in the U.S., @Econolite_ITS, is one of these partners. Out of roughly 300,000 signalized intersections in the U.S., Econolite’s systems are deployed at over 60,000 intersections, representing ~20% of the market. @ousterlidar is dorminating this market with BABA (Build America, Buy America) and NEMA TS2 certifications. $OUST

🚨 $OUST BlueCity unveils 500-foot advanced detection traffic management systems utilizing Rev8 native color lidar sensors. The system’s first active deployment is in Stamford, CT. “This breakthrough capability provides unmatched situational awareness, including precise, high-fidelity digital traffic twins, simplified zone set-up, and more intuitive event analysis through improved color visualization.” businesswire.com/news/home/2…

$OUST's base case is $1B in revenue by 2030, assuming 30%–50% annual growth, which would imply a $10B–$20B market cap at a 10x–20x P/S multiple. That said, I believe $OUST will surpass the $1B revenue mark by a wide margin, driven by last week's Amazon news and production ramp-ups from existing large customers. The potential order volume for Amazon's new Proteus platform could reach 1 million sensors, compared to previous generation Proteus of only 30k–50k sensors, because the working areas are now significantly expanded and . That alone could translate into up to $4B in additional revenue for @ousterlidar, even before considering any software revenue. In that scenario, we're looking at up to $5B in total revenue and $50B ~$100B market cap. And that's without factoring in potential new customers adopting Ouster following the Rev8 launch. I believe many customers—especially robotaxi players such as @zoox, @Waymo, @Avrideai, and @aurora_inno—could transition away from Chinese or in-house-developed sensors and toward Ouster. Geopolitical trends only add further tailwinds. Meanwhile, $OUST's market cap today is just $2.4B.

Trust your DD $OUST

When will people realize that a LiDAR sensor can accurately measure and map a 4-million-square-foot area 20 times per second, generating 3D geometric data with centimeter-level precision? If this is not National Security, I don't know what is. Buy American $OUST @ChinaSelect