Ouster (OUST)

They make LIDR sensors, which will help robots see. They've rolled out new products and bough some companies as well. They are positioning themselves in robotics vision. Their competition comes from China, and the US is limiting that access for Chinese products. However, a shift in the macro can take this down 20% or more. Is a volatile growth stock. They grow 30% yearly.

Very few solid businesses in pure-play robotics, and this is one. Positioned to be the "eyes" of robots via sensors. Higher risk. Company expects growth profile of 30% YOY for next 4-5 years. Cashflow negative right now, but lots of cash on balance sheet. 

Has customers, including USA's DOD approval for drone applications. Push to restrict foreign sensors coming into NA. No dividend.

Is very expensive, and he avoids LIDAR plays. Is fine as a spec, though.

It's a lidar company, and the only self-driving car company worth investing in is Tesla. Too speculative.

It's part of this big small-cap rally now and has gotten ahead of itself.