I actually spent half an hour finishing the research report on the robotics sector company $OUST. I really need to learn; it's well written, and in the future, company researchers should use this approach to write research reports!
In summary, "perception" is the core of physical AI and also the core robotics shovel company. Whoever can connect lidar, cameras, millimeter-wave radar, 3D perception, as well as integrate chips and software algorithms, will be the first to achieve the upgrade from "hardware end" to "data end" to "platformization," creating a certain monopoly and barrier!
Finally, I found that Vanguard just significantly increased its position in #OUST in the first quarter, accounting for 4.2%. Moreover, this company now has a market value of only 2.7 billion dollars, revenue is booming, government orders are soaring, and new products are creating new income, everything is steadily advancing. This is much simpler than going from one trillion to two trillion! 🧐
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