| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 2 | 2 | 2 | 100% | +3.0% | +3.0% |
| 3d | 2 | 2 | 2 | 100% | +3.2% | +3.2% |
| 1w | 2 | 2 | 2 | 100% | +12.8% | +12.8% |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
Ouster is the last independent American LiDAR company and the primary sensor supplier for autonomous robots and vehicles. NVIDIA's qualification of Ouster's Rev8 sensors as the default on DRIVE Hyperion, combined with Chinese competitors being banned from US federal projects and 13 consecutive quarters of growth, positions Ouster to capture the entire robot economy's sensor layer.
Meta's dual-class voting structure insulates management from activist pressure, allowing long-term AI capital investment to pay off. Whether through superior ad targeting with frontier AI models or by pivoting to a valuable GPU/infrastructure rental business, the multi-billion dollar capex in compute assets has no downside scenario—only upside from AI-driven ad improvements or infrastructure monetization.
End of results.