Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis 3ro2p

LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a business like this should target). All of this assumes Ouster can deliver on its financial goals, so Nick and Kasey discuss whether LiDAR belongs in their small bets basket of stocks. us on Discord with Semiconductor Insider: https://chipstockinvestor.com/semi-insider-/ Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/-landing-page-short-form Supercharge your analysis with AI! Get 15% of your hip with our special link here: https://finchat.io/csi/ 🛜: https://www.chipstockinvestor.com ******************************************************** links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction! Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Timestamps: (00:00) Introducing Ouster: A Lidar Company (03:19) Understanding Lidar Technology (05:51) Aeva's Technological Advancements (06:58) Ouster's Market Position and Challenges (10:36) Future Prospects and Financial Outlook Nick and Kasey own shares of Alphabet and Ouster 5v3q58