Ouster (OUST) is highlighted as a favorite pick due to its lidar technology enabling physical AI, with strong demand from industrial robots, autonomous mining, and Nvidia's self-driving platform.
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The creator discusses Micron's strong earnings and guidance, highlighting their role in AI infrastructure....
Jun 25, 2026
The creator discusses Micron's strong earnings and guidance, highlighting their role in AI infrastructure. They then pivot to Ouster (OUST) as their favorite pick, emphasizing its lidar technology for robots and self-driving machines, citing recent deals and the CEO's commentary on the growing demand for physical AI.
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Micron reported strong earnings and guidance, exceeding expectations and guiding higher for the next quarter, positioning them as an AI infrastructure play.
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OUSTbuy opened Jun 25, 2026
-15.97%