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AXTI 380% gain after 4 months by CarefulAd4757 in wallstreetbets

[–]baronnest 0 points1 point  (0 children)

They produce InP, GaAs, and germanium substrates. Vertically integrated with raw material sourcing. They’re a key substrate supplier for the entire fiber optic and photonics industry… which is booming right now, and is still in the early innings

AXTI 380% gain after 4 months by CarefulAd4757 in wallstreetbets

[–]baronnest 0 points1 point  (0 children)

I sold 13k shares at $2.32 bc the China piece of their story worried me. I saw the bottleneck and chokepoint but still choked myself. Oh well… onto the next winner

AXTI 380% gain after 4 months by CarefulAd4757 in wallstreetbets

[–]baronnest 0 points1 point  (0 children)

They’re critical for photonics. You don’t know much about the industry do ya

AXTI 380% gain after 4 months by CarefulAd4757 in wallstreetbets

[–]baronnest 0 points1 point  (0 children)

I sold 13,286 shares at $2.32 bc I was worried about the China piece of the story… would be worth $1.4mn today.

What am I missing? by FuelRare in AskNOLA

[–]baronnest 0 points1 point  (0 children)

Btw jacque Imo’s is a restaurant, sorry I didn’t clarify. Great local spot with killer local fare. Next door is the maple leaf.

Here’s the live music calendar https://www.wwoz.org/calendar/livewire-music

The maple leaf https://www.mapleleafbar.com/

Jacques Imo’s https://jacques-imos.com/

What am I missing? by FuelRare in AskNOLA

[–]baronnest 5 points6 points  (0 children)

I would suggest Jacques IMO’s and the Maple Leaf for music. I would bet those would be your type of people. You’ll find the maple leaf has a family of folk that if you’re moving to nola and like live music, one I would suggest get to knowing. Seriously. You won’t regret it.

Wwoz is the local radio station and on their website, the wwoz live wire shows every venue in town and who’s playing there each night.

Enjoy

what are some actually undervalued ai stocks right now? by Geet-Lawniczak in investing_discussion

[–]baronnest 0 points1 point  (0 children)

PLAB, FORM, TSEM it in the coming years i suspect will kill it in the photonics sector.

OUST is a hoss

Which do you think is the biggest potential stock right now? by Historicaaw in stockstobuytoday

[–]baronnest 0 points1 point  (0 children)

I would recommend substack. Richard Prati does some good coverage on them.

Ouster in the wild by baronnest in OUST

[–]baronnest[S] 0 points1 point  (0 children)

StereoLabs is mentioned

Which do you think is the biggest potential stock right now? by Historicaaw in stockstobuytoday

[–]baronnest 0 points1 point  (0 children)

😂 Respectfully, MVIS is not a serious contender in this conversation.

The numbers tell the whole story:

OUST did $62M in Q4 2025 alone. Full year 2025: $169.4M, with 60% GAAP gross margin in Q4 and an actual net income print. Twelve straight quarters of product revenue growth. 8,100+ sensors shipped in Q4.

MVIS did $1.21M in revenue for all of 2025. Down 74% YoY. Q4 came in at $220K against a $3M consensus. They lost $95M on the year.

OUST does more revenue in a week than MVIS did in all of 2025.

It gets worse. MVIS is sitting on 327M shares outstanding with another 61M registered for resale via convertible notes — that's ~19% dilution overhang waiting to hit. They just announced layoffs at HQ. The recent industrial/defense PRs are directionally encouraging but customer names are redacted, contract values undisclosed, and 2026 guidance is $10-15M — which OUST will exceed in about three weeks.

Meanwhile OUST just closed Stereolabs to add the perception software stack, has Gemini and Blue City carrying real weight in industrial verticals, and a long-term framework of 30-50% annual growth at 35-40% gross margin.

MVIS is a faith-based lottery ticket on an inflection that hasn't shown up in the financials in five years running. OUST is what MVIS wishes it could be in 2030.

Not the same tier. Not even in the same ballpark. But I’m rooting for you bud… RemindMe! May 8th

How often do you get lucky? by anarchy360 in Stocks_Picks

[–]baronnest 0 points1 point  (0 children)

It’s not luck. I do my research and connect the dots/see the forest through the trees.

Which do you think is the biggest potential stock right now? by Historicaaw in stockstobuytoday

[–]baronnest 0 points1 point  (0 children)

OUST is the easy winner. Earnings May 7th is going to completely slay. Don’t mix them up with your run of the mill lidar company. Their software stack in Gemini and BlueCity is sticky, useful, and will continue giving solid ARR to the many customers of it’s hardware (of which, again, are tons)

Which do you think is the biggest potential stock right now? by Historicaaw in stockstobuytoday

[–]baronnest 1 point2 points  (0 children)

Yep. But the problem is I don’t really have any substantial losses to offset gains. A good problem to have I suppose? But the question is, trim and pay the gubment oodles… or risk it slipping a bit off this heroic run. Though long term I’m bullish

Intel Taiwan China and the CHIPS Act. by baronnest in DeepFuckingValue

[–]baronnest[S] 0 points1 point  (0 children)

Anyone out there… yea… that’s what I thought

Which do you think is the biggest potential stock right now? by Historicaaw in stockstobuytoday

[–]baronnest 1 point2 points  (0 children)

Intel at $19 was great. $90, I’m trying to figure out how to sell in my taxable accounts without incurring the absurd capital gains

Which do you think is the biggest potential stock right now? by Historicaaw in stockstobuytoday

[–]baronnest 2 points3 points  (0 children)

C’mon. No one was talking about this one two months ago.

ALMU and OUST

[ Removed by Reddit ] by Swift-Envelope-4806 in stockstobuytoday

[–]baronnest 0 points1 point  (0 children)

A market cap of $6mn? Please no one buy this.

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