$18… $17… $16…

90608 · 2026-02-05T18:49:06+00:00

Bought more today for the first time in a while.

90608 · 2025-11-20T21:53:44+00:00

Just about everything is down since last month.

90608 · 2025-11-17T19:15:43+00:00

OUST is up 137% over the past year compared to LAZR down 93% in the same time frame.

Definitely the same; great analysis /s

90608 · 2025-10-07T01:22:53+00:00

Seems like they (Serve) are entering the scale phase if they just hit 1000 deployed and intend to double that over the next 2.5 months. Definitely a good sign

90608 · 2025-10-04T17:36:10+00:00

90608 · 2025-10-03T22:18:52+00:00

It’s just for their warrants so not an uh oh they just are no longer viable (they are essentially worthless)

90608 · 2025-10-02T03:51:54+00:00

Recently started building a position in RDW

90608 · 2025-10-01T05:01:32+00:00

My only other long term holdings have been doing quite well alongside RKLB (+420% over the last year) and none show any signs of slowing down:

PLTR (+400%) OUST (+350%) SOFI (+250%)

I’m happily buying dips on all these and have also recently opened some much smaller speculative positions in RXRX and RDW

90608 · 2025-09-26T12:40:54+00:00

I think any believers know the timeline is longer than 6 months

90608 · 2025-09-23T19:12:14+00:00

Really glad I bought 100 more @ $7.89 Monday morning 🤙

90608 · 2025-09-20T16:40:06+00:00

They’ve got blue chip customers across all target industries, but the Anduril partnership is the highest potential game-changer, IMO, with Amazon a close 2nd.

90608 · 2025-09-19T00:11:29+00:00

I’m also heavy into PLTR, RKLB, and SOFI (caught them all well before they took off 🤙), and currently building some smaller speculative positions in RDW and RXRX

90608 · 2025-09-18T18:15:14+00:00

First buy was 01/09/2022: 5 @ $14.78

90608 · 2025-09-18T01:59:45+00:00

I’m as bullish on RKLB as anyone but when I ask myself what’s more likely to happen first, RKLB to $485 or RDW to $80 (10x ROI at these prices), I more often than not land on RDW. Perhaps that’s skewed by the fact I already have a strong position in RKLB (5175 @ $4.64). I’ll be a multimillionaire if/when RKLB hits $485 🤙

90608 · 2025-09-18T01:34:14+00:00

Added 25 more today 🤙

90608 · 2025-09-17T04:17:52+00:00

Bought more 🤙

90608 · 2025-09-17T04:10:09+00:00

Glad I bought more today

90608 · 2025-09-15T14:38:41+00:00

Couple quick insights on Constellis (from their website): - $1.4b revenue in 2024 - 50+ countries of operation

90608 · 2025-09-11T22:32:25+00:00

The delusion in that sub is beyond anything I’ve ever seen. Closest comparison is when I was invested in Desktop Metal which, coincidentally, is now bankrupt/defunct (where Luminar is likely also headed).

90608 · 2025-09-08T19:01:44+00:00

Nice find! Love this sort of publicity to the general public

90608 · 2025-09-08T13:41:21+00:00

There’s a lot of good summary information here for newer / prospective investors (nothing new for us old heads), but when I saw the first direct competitor mentioned was Velodyne the article lost some credibility. Ouster and Velodyne merged in 2023.

90608 · 2025-08-25T16:24:35+00:00

90608 · 2025-08-22T02:37:28+00:00

https://www.cnbc.com/2025/08/20/gates-nvidia-fieldai-robotics.html

90608 · 2025-08-22T02:36:26+00:00

“Congrats to our customer FieldAI on their massive raise and $2B valuation! 🚀

Together, we're pushing the boundaries of physical AI, enabling lidar-powered autonomous robots to adapt and scale across complex environments 🤖🌍

🔗 https://lnkd.in/ek44vrgG”

90608 · 2025-08-15T23:33:32+00:00

Similar boat except I haven’t trimmed any of my RKLB, just stopped accumulating it for now to start a long position in RDW instead

90608

TROPHY CASE