Q: The most recent quarter seems to be quite positive in terms of growth and profitability trajectory - how would you assess the quarter and does this confirm a rebound for the stock or reconfirm worries?

Q: Interested to hear more about your thoughts on OUST.

My thoughts on drivers for the stock
> US based company vs industry leader out of China would be a positive
> Partnership w/ NVIDIA
> themes of robotics, physical infrastructure and industrial all seem to be bigger drivers than automotive (which may be a more competitive industry)
> Physical AI as a next growth theme after chips, energy etc
> Focus on software revenues to provide stickier revenues vs chips

Risks for the stock
> Not yet cash flow positive w/ a very high evaluation and a very high stock run up
> Intense competition
> AI risks related to software
> Low insider information
> Stock volatility is high

It has very strong analyst positivity surrounding it but it is quite volatile and seems over priced vs current levels of profitability.

What am I missing on the positives / negatives and do you continue to like this stock?

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.