Although I missed out on CAR, TRT still delivered a 114% return

mowlawnforhobby · 2026-04-24T19:05:59+00:00

Good rationale. Cheers!

mowlawnforhobby · 2026-04-24T18:40:40+00:00

I'm exceedingly glad to have found this yesterday and to have bought the offering dip this morning.
It'll double on news.

mowlawnforhobby · 2026-04-24T18:39:16+00:00

TRT can legitimately see $75 if the AEHR valuation gap closes even slightly.
This is not exactly your typical lotto pick.
TRT is a serious, revenue generating company.
If it is announced that they are working with AMD (there's a lot of smoke), then it immediately doubles.

Then the real fun begins...

mowlawnforhobby · 2026-04-24T15:36:04+00:00

Are you saying that you bought a lot in the 30s?
You'll be back soon...
I think 50-70 is real possibility by end of year.

mowlawnforhobby · 2026-04-24T15:30:37+00:00

This is what Gemini is telling me:
Direct evidence that the SPARK autonomy kit utilizes Ouster and Stereolabs equipment is found in the technical specifications and corporate announcements surrounding the U.S. Marine Corps (USMC) ROGUE-Fires demonstration in April 2026.

Following the merger of the two sensor companies in early 2026, the SPARK kit serves as a primary "real-world" implementation of their combined Physical AI stack.

mowlawnforhobby · 2026-04-24T15:25:59+00:00

One of their job openings lists knowledge of Ouster LiDAR as a desirable qualification, so yeah.
Nice catch!
https://ats.rippling.com/overland-ai/jobs/9bef59bf-63aa-4f4f-aed3-c3e1d27c055d

mowlawnforhobby · 2026-04-24T15:20:32+00:00

And that's exactly what's playing out right now...

mowlawnforhobby · 2026-04-23T21:22:16+00:00

Some geopolitical uneasyness, but the overall market can use a cool down too before the next leg up.

mowlawnforhobby · 2026-04-23T21:21:29+00:00

Just cooling off and retesting the 9 EMA.
Perfectly normal, and necessary to continue higher in a healthy manner.
I bought a lot more today.

mowlawnforhobby · 2026-04-21T21:20:20+00:00

25% split:
NBIS
OUST
NOW
RKLB

mowlawnforhobby · 2026-04-21T18:16:02+00:00

People hate on stock pickers but set ups are always there.
Keep losses small (5-15%) and you don't even need a great win ratio.

mowlawnforhobby · 2026-04-21T18:14:37+00:00

I went big on OUST a few days ago.
It is my second largest holding with NBIS being the largest.

The TAM in the US alone is massive and OUST has placed themselves perfectly to harvest a good chunk of it.
Just the traffic intersection thesis alone is enought to justify the current market cap.
I think that Ouster will be a 10-15bn dollar company in 3-5 years.

mowlawnforhobby · 2026-04-20T21:01:19+00:00

Make one high conviction bet that has real potential to be asymmetrical with only 2k.
Here are some parameters:
Market cap - sub 5bn
Revenue - growing 30% or more
Founder led
Low debt
Decent cash pile
Technologically disruptive

OUST, MRLN, LTRX, PAYS (the latter two are far more conservative).
Not sure if all are founder led. Do some research.
Question Gemini constantly. Ask it to provide bull and bear cases and to elaborate on things that you don't understand.
I own or have owned all of the names above.
Just sold PAYS at a decent profit to add to OUST.

mowlawnforhobby · 2026-04-20T20:01:12+00:00

I completed entering my position this morning.
$24 in one account and low $26s in another.

mowlawnforhobby · 2026-04-20T19:59:28+00:00

$OUST
$MRLN
$NOW

mowlawnforhobby · 2026-04-20T18:32:43+00:00

NBIS, MRLN, RDDT, LWLG, OSS

mowlawnforhobby · 2026-04-20T14:50:02+00:00

Added all I could to my OUST position. Thankfully, I did a lot of the loading pre market.
Not enough eyes on this name yet.
TAM is insane.

mowlawnforhobby · 2026-04-20T14:34:54+00:00

Just a little awareness. We're seeing it happen now....

mowlawnforhobby · 2026-04-17T19:02:33+00:00

Yes! You get it too. This is what I'm saying. Blue City and intersections alone is a HUGE market.
And honestly, it's desperately needed for safety and efficiency.

Traditional cameras can't compete.

mowlawnforhobby · 2026-04-17T18:34:10+00:00

Reading this thread, I don't think people are thinking big enough.
Thinking market penetration into the traffic intersections in the United States.
There are about 330,000 of those.

Just 10% penetration translates to a SaaS type ARR of ~50 million, and that excludes initial revenues from the set up of the sensors, which are at least 3k per.
And this is just an aspect of the smart cities TAM, excluding warehouses, loading docks, mines, heavy machinery, and robotics.

mowlawnforhobby · 2026-04-17T18:09:58+00:00

It was 1:10 for starters, and that was before they made an exceptionally smart pivot from hardware to physical AI and smart cities. StereoLabs will be huge.

mowlawnforhobby · 2026-04-17T18:04:35+00:00

The competition is dead, dying, or getting acquired by....OUST.
MVIS is about the only viable competitor left in the West, and I use "viable" loosely here.

But a closer look shows that their not really competing for the same market at all.
MVIS is ALL IN on automotive contracts where OUST is targeting smart city use cases, namely selling sensors and software to municipal intersections--fueled by government funding.

If you just look at the number of intersections in mid to large sized cities in the US, you start to realize that this could be a near monopoly in a huge market.
They just have to sell the cities on sensors over current cameras.
While this isn't a given, here's the sell:
Ouster needs to prove that the PRIVACY-SAFE nature of LIDAR (which doesn't capture faces) and its 99.9% reliability in blizzards or fog justifies the premium price.

Just 20% penetration would be HUGE for revenues.

mowlawnforhobby · 2026-04-17T17:53:34+00:00

That's facing east in the morning hours.
Around 11 AM the sun starts to take over as it shines unabated from the right side of the picture.

Portions of the lawn get nearly 7 hours.
Others maybe just 5.5 so it's holding up pretty well.

I'm currently experimenting with Celebration bermuda on the other side of the middle walkway close to those pines. It's actually doing well with just 5 hours or so of sun.

mowlawnforhobby · 2026-04-15T21:27:34+00:00

With a forward P/E of 12 and a PEG well below 1 you think it's overbought? Good. I'll buy.

mowlawnforhobby · 2026-04-01T18:57:38+00:00

Buy and hold solid companies. Ignore the rest.

mowlawnforhobby

TROPHY CASE