#  @RdDietl Dietl Dietl posts on X about $oust, $lazr, $invz, $mvis the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::451767611/interactions)  - [--] Week [-----] +25% - [--] Month [-----] +64% - [--] Months [------] -32% - [--] Year [------] +276% ### Mentions: [--] [#](/creator/twitter::451767611/posts_active)  - [--] Week [--] no change - [--] Month [--] -67% - [--] Months [--] -7.50% - [--] Year [--] +163% ### Followers: [-----] [#](/creator/twitter::451767611/followers)  - [--] Week [-----] +0.10% - [--] Month [-----] no change - [--] Months [-----] +1.40% - [--] Year [-----] +6.20% ### CreatorRank: [---------] [#](/creator/twitter::451767611/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [social networks](/list/social-networks) **Social topic influence** [$oust](/topic/$oust) #9, [$lazr](/topic/$lazr), [$invz](/topic/$invz) #8, [$mvis](/topic/$mvis) #5, [$aeva](/topic/$aeva) #4, [$hsai](/topic/$hsai), [$ouster](/topic/$ouster), [china](/topic/china), [canada](/topic/canada), [$hesai](/topic/$hesai) **Top accounts mentioned or mentioned by** [@ousterlidar](/creator/undefined) [@jonathanben94](/creator/undefined) [@aurorainno](/creator/undefined) [@hesaitech](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@shilodshalom](/creator/undefined) [@pierrepoilievre](/creator/undefined) [@georgefromgeor2](/creator/undefined) [@zoox](/creator/undefined) [@motionaldrive](/creator/undefined) [@keilafomer](/creator/undefined) [@usppdd](/creator/undefined) [@sawyermerritt](/creator/undefined) [@visegrad24](/creator/undefined) [@placidmaker4](/creator/undefined) [@abdaniellesmith](/creator/undefined) [@davidanicholas](/creator/undefined) [@aeyeinc](/creator/undefined) [@seoulrobotics](/creator/undefined) [@kodiakrobotics](/creator/undefined) **Top assets mentioned** [Luminar Technologies, Inc. Class A Common Stock (LAZR)](/topic/$lazr) [HealthSci.AI (HSAI)](/topic/$hsai) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Fusion (FSN)](/topic/fusion) [Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Swell (SWELL)](/topic/swell) [Toyota Motor Corporation (TM)](/topic/$tm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Morgan Stanley (MS)](/topic/morgan-stanley) [Hesai Group (HSAI)](/topic/hesai-group) [Auroracoin (AUR)](/topic/$aur) ### Top Social Posts Top posts by engagements in the last [--] hours "@AEyeInc When is the chapter 11" [X Link](https://x.com/RdDietl/status/1709299890256539666) 2023-10-03T20:10Z [---] followers, [--] engagements "ITC terminated the investigation of $Hesai on the presence of the arbitration agreement which was Hesai's admission of guilt to stealing from Velodyne. In a politburo style of CCP $HSAI PR is attacking $OUST declaring itself ethical. Reminder: once a thief always a thief" [X Link](https://x.com/Dietl_rd/status/1712488086024683817) 2023-10-12T15:19Z [----] followers, [---] engagements "@GeorgeFromGeor2 For ITC it is not the content but the format. Arbitration agreements apply to affiliates and set the platform for all disputes. $OSUT will reopen the case in Delaware as they can battle in court not ITC. Technicality" [X Link](https://x.com/Dietl_rd/status/1712492925098119317) 2023-10-12T15:38Z [----] followers, [--] engagements "@GeorgeFromGeor2 All experts agree it is a security risk. So you put a known actor to look after your data someone who had violated laws it is the political adversary in your own backyard on top of theft of IP If they can with the camera they can with lidar" [X Link](https://x.com/RdDietl/status/1712523116340195338) 2023-10-12T17:38Z [---] followers, [--] engagements "$Hesai is not aware of military use the US army uses Hesai sensor-equipped trucks Our technology is designed to seamlessly integrate with existing military infrastructure and vehicles. This compatibility ensures that the transition to autonomous capabilities is smooth and cost-effective. https://t.co/XJfSQvZbEG #military #technology #NationalSecurity https://t.co/KsLPyMiFKM Our technology is designed to seamlessly integrate with existing military infrastructure and vehicles. This compatibility ensures that the transition to autonomous capabilities is smooth and cost-effective." [X Link](https://x.com/Dietl_rd/status/1712540049970286625) 2023-10-12T18:45Z [----] followers, [---] engagements "$Hesai states". To further guarantee our products' civilian use our sales agreements with new customers prohibit the sale of Hesai lidars to the military." see below military. $HSAI lies" [X Link](https://x.com/Dietl_rd/status/1713219251631202466) 2023-10-14T15:44Z [----] followers, [---] engagements "Settling theft of Velodyne IP $HSAI CFO says $OUST claims are "preying on racist anti-China xenophobic fears." "Ouster is the Tonya Harding of the lidar industry" Hsieh said. "They want to break our kneecap" so "they can become the de facto winner."" [X Link](https://x.com/RdDietl/status/1715140393484841021) 2023-10-19T22:58Z [---] followers, [---] engagements "Read details about the ITC decision in the investigation of $HSAI brought by $OUST what role @aurora_inno @seoulrobotics @zoox could have played when subpoenaed but never testified as users of Hesai sensors https://seekingalpha.com/article/4641343-examining-hesais-inconsistencies-in-the-ongoing-ouster-legal-dispute https://seekingalpha.com/article/4641343-examining-hesais-inconsistencies-in-the-ongoing-ouster-legal-dispute" [X Link](https://x.com/RdDietl/status/1715350030691754234) 2023-10-20T12:51Z [---] followers, [---] engagements "@aurora_inno Why are you using Chinese lidar sensors from @HesaiTech Use @ousterlidar. At least you are not paying for a copy if not getting a much better product" [X Link](https://x.com/RdDietl/status/1718013043282735514) 2023-10-27T21:13Z [---] followers, [---] engagements "@motionaldrive Why not use OS sensors instead of Hesai's" [X Link](https://x.com/RdDietl/status/1731012472717615472) 2023-12-02T18:08Z [---] followers, [--] engagements "@KeilafOmer Hesai announced a win with a global OEM for the luxury line. Are you sure that Innoviz will be in China or have you guys been replaced by Hesai in the I7 line for the Chinese market Will Magna be making lidar for the Chinese market I have my doubts with current policies" [X Link](https://x.com/RdDietl/status/1743668432619601961) 2024-01-06T16:18Z [---] followers, [---] engagements "Autonomous Trucking @aurora_inno @KodiakRobotics @torcrobotics @ousterlidar https://seekingalpha.com/article/4718108-autonomous-trucking-great-potential-for-aurora-innovation-but-risks-weigh https://seekingalpha.com/article/4718108-autonomous-trucking-great-potential-for-aurora-innovation-but-risks-weigh" [X Link](https://x.com/RdDietl/status/1829508068645929243) 2024-08-30T13:14Z [---] followers, [---] engagements "@EvThat @usppdd @garyblack00 @SawyerMerritt @ousterlidar They are using ToF lidar from other companies. It says so in the news. They are saying that their platform using cameras is getting better so it is not essential to do lidar in-house but lidar is part of sensor fusion" [X Link](https://x.com/RdDietl/status/1833537646796411340) 2024-09-10T16:06Z [---] followers, [--] engagements "@visegrad24 Tim Waltz wearing a tampon is not as attractive as Justin Trudeau wearing one" [X Link](https://x.com/RdDietl/status/1854357301072966070) 2024-11-07T02:56Z [---] followers, [--] engagements "@AndrewScheer Climate change is a hoax. Why do we care" [X Link](https://x.com/RdDietl/status/1854598710744760821) 2024-11-07T18:56Z [---] followers, [--] engagements "MicroVision's Financing Strategy: Understanding The Risks Of The Convertible Note https://seekingalpha.com/article/4727825-microvisions-financing-strategy-understanding-convertible-note-risks https://seekingalpha.com/article/4727825-microvisions-financing-strategy-understanding-convertible-note-risks" [X Link](https://x.com/RdDietl/status/1855605214268850445) 2024-11-10T13:35Z [---] followers, [--] engagements "$OUST Ouster is leading $INVZ $LAZR $MVIS $AEVA https://seekingalpha.com/article/4738211gt=50a03534dd1c1fcc https://seekingalpha.com/article/4738211gt=50a03534dd1c1fcc" [X Link](https://x.com/RdDietl/status/1858531125901287501) 2024-11-18T15:22Z [---] followers, [----] engagements "@PierrePoilievre Will you deny climate change as a money-grabbing hoax" [X Link](https://x.com/RdDietl/status/1858558283285754367) 2024-11-18T17:09Z [---] followers, [--] engagements "@TheHubCanada @DavidMcLA @CleanProsperity Climate change global warming and the ozone layerthose are all money-grabbing hoaxes. I hope conservatives update themselves with recent science that has been muted by the WEF to exert control. The climate change industry will fail sooner or later" [X Link](https://x.com/RdDietl/status/1859627109649445061) 2024-11-21T15:57Z [---] followers, [--] engagements "Three fantasy robotaxis and a van. $1.6B in ADAS from $MBLY business but no room for Innoviz there. Bait and switch before RS. https://t.co/Nsiz9ksqYc https://t.co/Nsiz9ksqYc" [X Link](https://x.com/RdDietl/status/1866921567785025975) 2024-12-11T19:02Z [---] followers, [---] engagements "@placidmaker4 @Jonathan_ben_94 Rs swell get Omer to vote for [--] to [--] so you lose less.☠" [X Link](https://x.com/RdDietl/status/1867313118449422801) 2024-12-12T20:58Z [---] followers, [---] engagements "@Martyupnorth_2 It is a kissing babies thing. Politicians think being seen is being popular and being popular is being voted in. It is not what you do but how you are seen makes you a success. Selfish 2.0" [X Link](https://x.com/RdDietl/status/1868334092804329625) 2024-12-15T16:35Z [---] followers, [--] engagements "@donaldlray @The_AI_Investor @usppdd @elonmusk It does not; hence you need sensor fusion" [X Link](https://x.com/RdDietl/status/1868380753098391706) 2024-12-15T19:40Z [---] followers, [--] engagements "@placidmaker4 @KeilafOmer Game over You mean when @KeilafOmer tell us when he is selling equity No cash left in [--] months please tell us that Omer" [X Link](https://x.com/RdDietl/status/1870937610123899070) 2024-12-22T21:01Z [---] followers, [---] engagements "Boxing Day 52-Week Returns for LiDAR $OUST $AEVA $INVZ $MVIS $LAZR Boxing Day [----] price target for $Ouster $30.50" [X Link](https://x.com/RdDietl/status/1872387685475905785) 2024-12-26T21:03Z [---] followers, [----] engagements "LiDAR Primer $OUST $INVZ $AEVA $MVIS $LAZR" [X Link](https://x.com/RdDietl/status/1873896955593843140) 2024-12-31T01:00Z [---] followers, [---] engagements "@AlexpiersonAMP Taxpayers pay for government spending. Whatever Pierre Poilievre cuts will reduce taxes allowing people to spend their money as they wish. The climate hoax and carbon tax should be first priorities for cuts. Then reduce foreign aid. Use Canada's resources to rebuild Canada" [X Link](https://x.com/RdDietl/status/1874468282666979605) 2025-01-01T14:50Z [---] followers, [--] engagements "$OUST $INVZ $LAZR $MVIS $AEVA Revenues show LiDAR acceptance in many verticals. @ousterlidar is the only growing company outside the startup mode and it has a chance of profitability within [--] to [--] years. Robotics drones industrial traffic ITS security CA automotive" [X Link](https://x.com/RdDietl/status/1874805396562747722) 2025-01-02T13:10Z [---] followers, [----] engagements "Q4 LiDAR stats. $OUST $INVZ $LAZR $AEVA $MVIS. Ouster is the only one with a positive gross margin and will remain as such in [----]. Revenue estimates have risks for Innoviz Luminar and Microvision. With a price-sales ratio of [--] Ouster will be able to reach $1.55B and $30" [X Link](https://x.com/Dietl_rd/status/1875557085745967256) 2025-01-04T14:57Z [---] followers, [----] engagements "$OUST it is happening machine learning as part of narrow AI is taking place Ouster the only American positive gross margin LiDAR company. 100% return to $30 this year. $OUST LiDAR installed on John Deere tractors and quary trucks. This is huge $OUST LiDAR installed on John Deere tractors and quary trucks. This is huge" [X Link](https://x.com/RdDietl/status/1876436856885407832) 2025-01-07T01:13Z [---] followers, [---] engagements "@ousterlidar $OUST and $DE for automation and machine learning AI https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android" [X Link](https://x.com/RdDietl/status/1876693884895408209) 2025-01-07T18:14Z [---] followers, [--] engagements "$OUST and $DE collaboration on autonomous farming https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android" [X Link](https://x.com/RdDietl/status/1876696028327379210) 2025-01-07T18:22Z [---] followers, [---] engagements "Cash Runway LiDAR. $INVZ includes $40M cash NRE. $MVIS includes a $38M cash from a convertible $45M debenture no deductions. $LAZR does not include $50M LOC. $AEVA does not include the $125M preferred share facility. Ouster does not include a 1M share ATM or $10M in Q4" [X Link](https://x.com/RdDietl/status/1876781358409736417) 2025-01-08T00:01Z [---] followers, [---] engagements "@drhamr @LichTamara She negotiated for my province. What did the fat man in a hat do for you" [X Link](https://x.com/RdDietl/status/1881406053939917137) 2025-01-20T18:18Z [---] followers, [--] engagements "@CoryBMorgan It is not about rights since all are the same under the sun in Canada but it is about DEI and the creation of division nonsense and frustration instead of meritocracy. About others than trans forced to live in or next to idiocy depravity and human trash force-fed daily" [X Link](https://x.com/RdDietl/status/1882416788983718104) 2025-01-23T13:15Z [---] followers, [--] engagements "$APPL mapping uses $OUST Apple will send people to walk around KL Penang Johor and Melaka carrying backpacks starting this month. But those aren't your regular backpacks as they pack cameras and sensors for Apple to collect imagery and LiDAR data to upgrade its Apple Maps service. This is part of https://t.co/6W9zy53XU0 Apple will send people to walk around KL Penang Johor and Melaka carrying backpacks starting this month. But those aren't your regular backpacks as they pack cameras and sensors for Apple to collect imagery and LiDAR data to upgrade its Apple Maps service. This is part of" [X Link](https://x.com/Dietl_rd/status/1893357811809112102) 2025-02-22T17:50Z [---] followers, [---] engagements "Friday's selloff is an opportunity $OUST $LAZR $INVZ $AEVA and $MVIS. Ouster is set to do the best out of WL5 (Western LiDAR companies) and the market is already recognizing it; with one-year returns the window before the quarterly release has just opened up if one wants to add" [X Link](https://x.com/Dietl_rd/status/1893375546266132674) 2025-02-22T19:01Z [---] followers, [----] engagements "Update On MicroVision - Convertible Note And Operations $MVIS is a sell https://seekingalpha.com/article/4765239-update-on-microvision-convertible-note-and-operationssource=Twitter https://seekingalpha.com/article/4765239-update-on-microvision-convertible-note-and-operationssource=Twitter" [X Link](https://x.com/Dietl_rd/status/1897678939046441302) 2025-03-06T16:01Z [----] followers, [----] engagements "@brianlilley Maybe he wants elections in Canada and that is the only way No elections tariffs; elections no tariffs. That would be a good outcome. I hope he would say that @realDonaldTrump" [X Link](https://x.com/Dietl_rd/status/1897720416346497223) 2025-03-06T18:46Z [---] followers, [---] engagements "$MVIS The WS analysts have lowered MicroVision revenue expectations for [----] by 20% [----] by 50% and [----] by 78% $27M $64M and $83M respectively. Currently profitability is expected by [----]. It appears that all revenue is associated with MOVIA sensors and MAVIN is discounted" [X Link](https://x.com/Dietl_rd/status/1898741653265064018) 2025-03-09T14:24Z [----] followers, [----] engagements "$MVIS The WS analysts have lowered MicroVision revenue expectations for [----] by 20% [----] by 50% and [----] by 78% $27M $64M and $83M respectively. Currently profitability is expected by [----]. It appears that all revenue is associated with MOVIA sensors and MAVIN is discounted" [X Link](https://x.com/Dietl_rd/status/1898831714484691221) 2025-03-09T20:22Z [---] followers, [---] engagements "$OUST executives begin to describe Ouster's ties to military applications more openly. The screenshot from LinkedIn indicates the names of the companies that utilize LiDAR among many others. Andruil has also been on the minds of another LiDAR company $MVIS; this one however without any customers to date" [X Link](https://x.com/Dietl_rd/status/1900970301510610951) 2025-03-15T18:00Z [----] followers, [----] engagements "Hesai's Prominence Has Reached Full Value $HSAI factory in Southeast Asia next what does it mean to $LAZR $INVZ https://seekingalpha.com/article/4768099-hesai-group-stock-prominence-has-reached-full-valuesource=Twitter https://seekingalpha.com/article/4768099-hesai-group-stock-prominence-has-reached-full-valuesource=Twitter" [X Link](https://x.com/Dietl_rd/status/1901627252866957662) 2025-03-17T13:30Z [----] followers, [---] engagements "$OUST Ouster delivers the best results in the Western world with a 44% gross margin for the quarter a 36% gross margin for the year and greater gross profit than the revenue of $INVZ $AEVA and $MVIS combined. With $LAZR dropping its [----] revenue forecast by $30 million to only $85 million Ouster is the only company worth attention as the largest lidar company in the Western world. Two patents won at the PTAB strengthen the infringement case against $HSAI. New products will double the total addressable market with DF for ADAS bringing OEM win potential ever closer. Do not miss the opportunity" [X Link](https://x.com/Dietl_rd/status/1902905454449266921) 2025-03-21T02:09Z [----] followers, [----] engagements "@primedcapital Why do you owe if you grow shareholder equity This is not Microvision" [X Link](https://x.com/Dietl_rd/status/1902931859870228611) 2025-03-21T03:54Z [----] followers, [---] engagements "2025 - The Rise Of Ouster And The Decline Of Luminar why $OUST is $27 per share target and $LAZR is a sell https://seekingalpha.com/article/4769773-2025-the-rise-of-ouster-and-the-decline-of-luminar https://seekingalpha.com/article/4769773-2025-the-rise-of-ouster-and-the-decline-of-luminar" [X Link](https://x.com/Dietl_rd/status/1903807285555839311) 2025-03-23T13:53Z [----] followers, [----] engagements "Western LiDAR Q4 Summary $OUST $LAZR $AEVA $MVIS $INVZ https://seekingalpha.com/article/4771594-western-lidar-quarterly-insights-q4-2024-summary https://seekingalpha.com/article/4771594-western-lidar-quarterly-insights-q4-2024-summary" [X Link](https://x.com/Dietl_rd/status/1906323897638850614) 2025-03-30T12:33Z [----] followers, [----] engagements "Ouster only had Velodyne prime. Since they are eol i [----] I speculate this to be a new win. Toyota is not in the US and on the call the focus seems to be on the US where Hyundai is making massive investments. In my opinion this is a new win driven by old relationships. Korean cars working with Chinese LiDAR seem no longer viable and Hesai had at least [--] sensors on Motional. But at this point I am guessing" [X Link](https://x.com/Dietl_rd/status/1920682362075312610) 2025-05-09T03:28Z [----] followers, [---] engagements "@Concern70732755 Everyone I asked never voted for him. How did he get elected" [X Link](https://x.com/Dietl_rd/status/1935066470440120575) 2025-06-17T20:06Z [----] followers, [----] engagements "Top Valuations in LiDAR: $AEVA vs $OUST https://seekingalpha.com/article/4796363-top-valuations-in-lidar-ouster-vs-aeva https://seekingalpha.com/article/4796363-top-valuations-in-lidar-ouster-vs-aeva" [X Link](https://x.com/Dietl_rd/status/1937117188303040826) 2025-06-23T11:55Z [----] followers, [---] engagements "Valuations in LiDAR based on [----] revenue forecasts $AEVA trades at 36x $46M revenue $OUST at 6.5x $197M revenue $LAZR is likely to be bankrupt by the end of [----] and $INVZ and $AEVA are expected to complete equity sales by the end of [----]. $OUST share price target $36.49 at 10x" [X Link](https://x.com/Dietl_rd/status/1937678832133435638) 2025-06-25T01:06Z [----] followers, [----] engagements "@Jonathan_ben_94 Thanks to Aeva Innoviz looks like it can make someone money. Not you since you have it at $10 but here's hoping" [X Link](https://x.com/Dietl_rd/status/1939736875075576062) 2025-06-30T17:24Z [----] followers, [---] engagements "Valuation Shuffle shows Innoviz is undervalued. $INVZ $OUST $AEVA $4 per share is still reasonable considering a future equity sale: https://seekingalpha.com/article/4798163-innoviz-technologies-opportunity-valuation-shuffle https://seekingalpha.com/article/4798163-innoviz-technologies-opportunity-valuation-shuffle" [X Link](https://x.com/Dietl_rd/status/1939740193604739267) 2025-06-30T17:37Z [----] followers, [---] engagements "LiDAR valuation measures $OUST $INVZ $LAZR $MVIS $LIDR $AEVA before quarterly results. The numbers do not lie. Ouster remains the most undervalued in this comparison with the others representing multiples of its valuation. Innoviz is the second-best option with the possibility of an equity sale that may keep the stock in range. Aeye the company updated its sensor to work with an $NVDA chip which is not fundamentally worth anything; it is still penniless selling stock and facing bankruptcy having sold a prototype to zero customersa high school project with an EV of $66M. Luminar which is also" [X Link](https://x.com/Dietl_rd/status/1949126481843720197) 2025-07-26T15:15Z [----] followers, [----] engagements "@SawyerMerritt photoshop" [X Link](https://x.com/Dietl_rd/status/1949163704156610586) 2025-07-26T17:43Z [----] followers, [--] engagements "All factors are based on current metrics; you cannot use future revenue and current EBITA as this is not an analysis but a gimmick. Innoviz has no operational metric of gross margins and real expenses at scale as its revenue is almost entirely derived from NREs. However it is valued twice as much as Ouster unlike LIDR which is valued at [---] times" [X Link](https://x.com/Dietl_rd/status/1949172541207253301) 2025-07-26T18:18Z [----] followers, [---] engagements "@ShiloDShalom Innoviz has $1.2M in deferred revenue. Thank you for your contribution" [X Link](https://x.com/Dietl_rd/status/1949175753645670825) 2025-07-26T18:31Z [----] followers, [---] engagements "@Jonathan_ben_94 @ShiloDShalom You do understand a balance sheet" [X Link](https://x.com/Dietl_rd/status/1949176704225906966) 2025-07-26T18:35Z [----] followers, [--] engagements "@Jonathan_ben_94 @ShiloDShalom The BoD will decide by July 30th; you cannot sell stock at 198M shares under $2. lol Deceptive Omer screwed you. 🤣😂😂" [X Link](https://x.com/Dietl_rd/status/1949179433325412721) 2025-07-26T18:46Z [----] followers, [---] engagements "He means that Omer gave $17M worth of product /labor without payment; that is all that it means. Depending on the terms whoever gets the product/labor will pay Omer. That is not a credit but rather what is owed. When paid it will be recorded as revenue and added to cash after deducting the cost" [X Link](https://x.com/Dietl_rd/status/1949180090644087223) 2025-07-26T18:48Z [----] followers, [---] engagements "@Jonathan_ben_94 @ShiloDShalom Watch as he attempts to get over $2 so he sells another 15M shares to buy one and a half more quarters. That's the problem when your reputation is damaged with WS" [X Link](https://x.com/Dietl_rd/status/1949180542022254763) 2025-07-26T18:50Z [----] followers, [--] engagements "$OUST receives a massive boost @ousterlidar as all Chinese companies are banned from the DoT. Ouster does smart city in the a part of the Bill Chinese light detection and ranging (LiDAR) technology.The Committee is aware of Chinese light detection and ranging (LiDAR) manufacturers are targeting deployment of LiDAR sensors on US critical infrastructure as part of Smart City technology at ports intersections drawbridges crosswalks and other US infrastructure. Chinese LiDAR typically deployed through U.S.-based companies gathers vast data on U.S. geography and behaviors thus creating" [X Link](https://x.com/Dietl_rd/status/1949466493647016026) 2025-07-27T13:46Z [----] followers, [---] engagements "$OUST $AEVA $MVIS reported their quarter and the results are what were expectedcomplete undisputed domination of Western LiDAR business by Ouster. Ouster is expected to break even in [----] and become profitable in [----]. OPEX Ouster spent $1.3M of cash in Q2 and a total of $6.1M in the first half. Compared this to $60M of Aeva. The revenue is absolutely telling who the winner of Western LiDAR is$ 67M in revenue vs Aeva's $8.9M and Microvision's $0.7M. Ouster's targeted price is $36.49 at 10x $INVZ and $LAZR to report next but do not expect Ouster's performance. Ouster is a transformative" [X Link](https://x.com/Dietl_rd/status/1953800877967650957) 2025-08-08T12:50Z [----] followers, [----] engagements "@Jonathan_ben_94 Was it more Ouster is $1.5B value Innoviz $160M the market knows another equity sale just lurking away 200M shares lol" [X Link](https://x.com/Dietl_rd/status/1953810365189337563) 2025-08-08T13:27Z [----] followers, [---] engagements "There is a company that does "eyes" of Physical AI. The name is Ouster $OUST @ousterlidar Morgan Stanley should expand its horizons beyond Chinese military recommendations like $HSAI and start including the US-based the only answer to Chinese dominance American business and IP. https://x.com/Dietl_rd/status/1953800877967650957 The robots are coming. As mobile devices evolve into intelligent machines Adam Jonas Head of Global Autos & Shared Mobility Research at Morgan Stanley explores how AI and the physical economy are converging to reshape industries and unlock new markets." [X Link](https://x.com/Dietl_rd/status/1954173292866420967) 2025-08-09T13:29Z [----] followers, [----] engagements "three year forecast review for $OUST $INVZ $LAZR $MVIS $AEVA. Conviction is strong for the revenue generation with Ouster while Innoviz and Luminar received significant reductions in [----] and [----] forecasts. MicroVision is not a contender nor is Avea" [X Link](https://x.com/Dietl_rd/status/1958179226043265112) 2025-08-20T14:48Z [----] followers, [----] engagements "@Jonathan_ben_94 I hear BMW is running out of cars to put the LiDAR on [--] years of a deal and zero results should be the new Innoviz motto" [X Link](https://x.com/Dietl_rd/status/1958204514579714322) 2025-08-20T16:28Z [----] followers, [---] engagements "$OUST $INVZ $AEVA $LAZR $MVIS Valuations in LiDAR as of this morning. Physical AI leader Ouster @ousterlidar continues to show an undervalued condition with an average recommendation of $34 and 10x revenues. The company is looking to profit in [----] and can achieve positive OCF in Q4 [----] results. Avoid $LAZR and $AEVA with negative equity and the likelihood of bankruptcy of Luminar carrying $532M in debt. Aeva has small revenue expectations. The only alternative is $INVZ with a 25% dilution possibility as an outcome of $75M ATM execution should still yield a decent return at $2.50 target" [X Link](https://x.com/Dietl_rd/status/1958542696068657623) 2025-08-21T14:52Z [----] followers, [----] engagements "@siyabon07731055 @HighYieldHustle I like $YBTC more" [X Link](https://x.com/Dietl_rd/status/1960909991109648561) 2025-08-28T03:39Z [----] followers, [--] engagements "@MarcNixon24 How are those people getting elected and then selected to roles in government Canada is not a serious country" [X Link](https://x.com/Dietl_rd/status/1963694686847291798) 2025-09-04T20:04Z [----] followers, [---] engagements "@ksorbs Complying to die is a valid option for this police chief" [X Link](https://x.com/Dietl_rd/status/1963695228424159578) 2025-09-04T20:06Z [----] followers, [---] engagements "@JinglaiHe Is @PierrePoilievre going to call the climate emergency a hoax What is his agenda on the subject" [X Link](https://x.com/Dietl_rd/status/1964847143300325702) 2025-09-08T00:23Z [----] followers, [---] engagements "@ABDanielleSmith Perhaps you can finally do something about Ottawa and support separation What is the point of talking about wrongs instead of removing them" [X Link](https://x.com/Dietl_rd/status/1965097343377965114) 2025-09-08T16:58Z [----] followers, [---] engagements "$BLOX has beat $LFGY and $CEPI in total return. This week is huge with more buyers. $BLOX makes Monday the best day of the week Impressive work $BLOX $BLOX FTW @8bitsteveo @XFunds_ @DavidANicholas https://t.co/2TAXWjWyZ4 $BLOX makes Monday the best day of the week Impressive work $BLOX $BLOX FTW @8bitsteveo @XFunds_ @DavidANicholas https://t.co/2TAXWjWyZ4" [X Link](https://x.com/Dietl_rd/status/1965491453087699367) 2025-09-09T19:04Z [----] followers, [---] engagements "@MichelleRempel Brampton" [X Link](https://x.com/Dietl_rd/status/1969800817743200565) 2025-09-21T16:28Z [----] followers, [---] engagements "LDK Solar reports on Q4 takes $411.8M in write- downs SolarPVInvestor http://t.co/KUmXbz6u http://shar.es/2pcTR http://shar.es/2pcTR" [X Link](https://x.com/Dietl_rd/status/197338400108462080) 2012-05-01T14:55Z [----] followers, [--] engagements "@MarkJCarney Muslim values are Canadian values Elbows up Hamas" [X Link](https://x.com/Dietl_rd/status/1975389644457189734) 2025-10-07T02:36Z [----] followers, [--] engagements "Truth about $HSAI Hesai. Smear campaign against $OUST will not block the truth https://www.thefp.com/p/spy-in-your-car-china-lidar-technology https://www.thefp.com/p/spy-in-your-car-china-lidar-technology" [X Link](https://x.com/Dietl_rd/status/1713212367713038772) 2023-10-14T15:17Z [----] followers, [---] engagements "$HSAI Hesai is on the US exchange; it is listed on 1260H suing the DoD for a designation of a Chinese Military Co; it sells LiDAR sensors that can map environments with the ability to send to China; Hesai has been accused of IP theft by two cos $OUST https://www.whitehouse.gov/presidential-actions/2025/02/america-first-investment-policy/ https://www.whitehouse.gov/presidential-actions/2025/02/america-first-investment-policy/" [X Link](https://x.com/Dietl_rd/status/1893371476817961037) 2025-02-22T18:45Z [----] followers, [---] engagements "Ban Chinese LiDAR for national security. @realDonaldTrump @PeteHegseth @marcorubio Ban $HSAI (Hesai) a Chinese military company from the US stock exchange. @realDonaldTrump @PeteHegseth we need to ban Chinese LiDAR entirely. It is destructive to our National Security We have to support great American LiDAR companies such as $OUST @ousterlidar who innovate and create amazing sensors only to have the tech STOLEN by the Chinese; @realDonaldTrump @PeteHegseth we need to ban Chinese LiDAR entirely. It is destructive to our National Security We have to support great American LiDAR companies such as" [X Link](https://x.com/Dietl_rd/status/1896303828808642999) 2025-03-02T20:57Z [----] followers, [---] engagements "$HSAI Hesai reports the first profit ever with a net profit of $20M in Q4 [----]. The company drops 12% post-market based on net income prediction for the entire [----] of $47M. Hesai is entering the "killing stage" of strategy destroying competition in ADAS by collapsing its own GM with a lower ASP. The only company that was able to win a design deal with a European company was not $MVIS $INVZ $AEVA or $LAZR but a Chinese military company Hesai. At $400 per sensor all US-based ADAS LiDAR companies are facing extinction." [X Link](https://x.com/Dietl_rd/status/1899276493987180821) 2025-03-11T01:49Z [----] followers, [----] engagements "📊 LiDAR cash runway reality check (20252026): $MVIS MicroVisions purchase of bankrupt Luminar assets reduces cash by $33M All LiDAR players $INVZ $AEVA and $MVIS except $OUST Ouster will require equity financing. Greatest funding need: MicroVision followed by Aeva then Innoviz all out of cash by the end of [----]. Ouster stands alone with positive cash flow possibilities by the end of [----] and certainly sufficient runway. https://twitter.com/i/web/status/2017670836631871729 https://twitter.com/i/web/status/2017670836631871729" [X Link](https://x.com/Dietl_rd/status/2017670836631871729) 2026-01-31T18:46Z [----] followers, [----] engagements "Extreme valuations for $AEVA and $MVIS however $INVZ valuation based on the need for more equity sales requires clarification of the business revenues and not just NREs that are likely to require adjustments. $OUST is the best positioned and undervalued vs. the LiDAR universe. On March 2nd Ouster reports its Q4 and will set the expectations for [----]. https://twitter.com/i/web/status/2017671811950154073 https://twitter.com/i/web/status/2017671811950154073" [X Link](https://x.com/Dietl_rd/status/2017671811950154073) 2026-01-31T18:50Z [----] followers, [----] engagements "Great job $Ouster and this is how the market values your company" [X Link](https://x.com/Dietl_rd/status/1494122753846235137) 2022-02-17T01:33Z [----] followers, [--] engagements "Sorted by the market cap and the [----] revenue $Ouster $OUST leads in revenue and is the second cheapest among public lidar companies based on revenue market cap ratio" [X Link](https://x.com/Dietl_rd/status/1497607195931803653) 2022-02-26T16:19Z [----] followers, [--] engagements "couple slides from $Ouster from Cowan conference https://solarpvinvestor.com/topic/3259-lidar-technology-review/do=findComment&comment=103235 https://solarpvinvestor.com/topic/3259-lidar-technology-review/do=findComment&comment=103235" [X Link](https://x.com/Dietl_rd/status/1500166273237352449) 2022-03-05T17:48Z [----] followers, [--] engagements "$Ouster technological lead" [X Link](https://x.com/Dietl_rd/status/1500166477894152193) 2022-03-05T17:48Z [----] followers, [--] engagements "Product Revenue and leading Role of $Ouster" [X Link](https://x.com/Dietl_rd/status/1500172991405047812) 2022-03-05T18:14Z [----] followers, [--] engagements "2023 Forecast $OUST will have $174M in revenues and 31% of the market share. The company is priced at [----] times the revenue. The market capitalization of Luminar is [--] times or [--] times more than $Ouster at today's price. $OUST undervalued" [X Link](https://x.com/Dietl_rd/status/1508419126837977088) 2022-03-28T12:21Z [----] followers, [--] engagements "Lidar Sensors better comparison actual sizes included Estimated only for $Ouster $OUST Mark Sandoval VP of Automotive Products and Programs at Ouster quote: The DF sensors are already an order of magnitude smaller than other automotive lidar products"" [X Link](https://x.com/Dietl_rd/status/1520955144065601536) 2022-05-02T02:35Z [----] followers, [--] engagements "@Cruise The overstatement of inventories resulted in the overstatement of LDK's reported assets earnings and earnings per share the suit alleged. The same guy is CFO of $HSAI @HesaiTech today" [X Link](https://x.com/Dietl_rd/status/1715146983634055564) 2023-10-19T23:24Z [----] followers, [---] engagements "$OUST is the only company protecting IP from China with @DeptofDefense yet Hesai $HSAI remains listed in the US while proven operative of PLA and will exhibit during CES [----]. Make it make sense @BISgov @commercegov cc: @realDonaldTrump @committeeonccp @HesaiTech @NasdaqExchange @DeptofDefense More interestingly @BISgov @CommerceGov thought Chinese LiDAR is safe to be excluded from the proposed ruling on the connected vehicles from China. Apparently these bureaucrats care less about national security than @DeptofDefense does. @committeeonccp @HesaiTech @NasdaqExchange @DeptofDefense More" [X Link](https://x.com/Dietl_rd/status/1876604064680780004) 2025-01-07T12:17Z [----] followers, [---] engagements "$HSAI is a Chinese military company that lost a summary judgment. @aurora_inno $AUR @zoox @motionaldrive use products of Chinese Military in the US Is this justified national risk Infringing on the IP of Velodyne Hesai is lowering prices to eliminate Western competitors" [X Link](https://x.com/Dietl_rd/status/1878793786496893135) 2025-01-13T13:18Z [----] followers, [---] engagements "$OUST $INVZ $MVIS $LIDR $LAZR $AEVA $HSAI [----] LiDAR At A Crossroads: Can Western Companies Survive Chinese Dominance https://seekingalpha.com/article/4752128-2025-lidar-at-crossroads-can-western-companies-survive-chinese-dominancesource=Twitter https://seekingalpha.com/article/4752128-2025-lidar-at-crossroads-can-western-companies-survive-chinese-dominancesource=Twitter" [X Link](https://x.com/Dietl_rd/status/1883709979313778694) 2025-01-27T02:53Z [---] followers, [---] engagements "Q4 Quarterly Results' Estimates $AEVA $MVIS $INVZ $LAZR $OUST" [X Link](https://x.com/Dietl_rd/status/1890807083576021486) 2025-02-15T16:55Z [---] followers, [----] engagements "@visegrad24 Poland had already danced twice to the tune of trusting others. [----] until partition and WWII. So why everyone else is surprised that Poland is spending more Germany would betray Poland as soon as the opportunity came along. Different times different allies same betrayal" [X Link](https://x.com/Dietl_rd/status/1891164900027736216) 2025-02-16T16:37Z [---] followers, [----] engagements "@DustyMayT @CandiceMalcolm @PierrePoilievre @PierrePoilievre is the head of the opposition. In the history of politics communicating with allies or foes is also considered a role for the opposition. He is waiting patiently for his turn. Instead he should be more like @ABDanielleSmith negotiating and offering leverage" [X Link](https://x.com/Dietl_rd/status/1891660856238145646) 2025-02-18T01:27Z [---] followers, [--] engagements "@Michael7ucci @MTAGKnudsen @realDonaldTrump The review has to include LiDAR and Hesai which is freely listed on the US exchange selling technology that is basically a spy craft for China a company that is suing DoD over the designation as a Chinese military company; It is time to stop infiltration and IP infringement" [X Link](https://x.com/Dietl_rd/status/1893351237115924642) 2025-02-22T17:24Z [---] followers, [--] engagements "$OUST Ouster's Patent [---] was upheld by the PTAB decision. The demonstrative from Ouster illustrates that $HSAI copied the invention. Hesai is paying Ouster licensing fees to settle with Velodyne. You can not steal if you want to do business in the US even if you are a Chinese company" [X Link](https://x.com/Dietl_rd/status/1900259615675408712) 2025-03-13T18:56Z [----] followers, [----] engagements "📊 EBITDA Margin & EV/Revenue reveal $LIDAR valuations EV/Revenue = valuation vs sales (lower = cheaper) EBITDA Margin = cash efficiency (less negative = better) $OUST = [---] baseline peers shown as multiples of its relative value 🛰 Highlights: $OUST: $125.9M revenue best EBITDA margin (-7602%) $INVZ: 4x weaker margin than $OUST despite smaller scale $LAZR: 5x worse on efficiency $AEVA: 12.5x worse $MVIS: 23.6x worse $LIDR: 181x worse ➡ Takeaway: $OUST is the most efficient largest revenue base and the value anchor in LIDAR. Company Rev TTM EV/Rev EBITDA Margin vs $OUST" [X Link](https://x.com/Dietl_rd/status/1959233861227028939) 2025-08-23T12:38Z [----] followers, [----] engagements "@DavidANicholas congrats on $BLOX betaing $LFGY and $CEPI We added to our $IREN position last week in $BLOX. Solid numbers and another reason why Im bullish on the company. We added more on a 10% pullback. The company is relatively cheap for its growth rate. PE 21x FY26 and 13x FY27. This dog can hunt We added to our $IREN position last week in $BLOX. Solid numbers and another reason why Im bullish on the company. We added more on a 10% pullback. The company is relatively cheap for its growth rate. PE 21x FY26 and 13x FY27. This dog can hunt" [X Link](https://x.com/Dietl_rd/status/1965081750671171968) 2025-09-08T15:56Z [----] followers, [---] engagements "@YieldMaxETFs $LFGY nice" [X Link](https://x.com/Dietl_rd/status/1973358964491559118) 2025-10-01T12:06Z [----] followers, [----] engagements "If you like $OUST and robotics and have an interest in human-like robotics like I do consider DCA into $HUMN a humanoid ETF that includes companies like @ousterlidar and @RoboSenseLiDAR. @HesaiTech has blocked me; lol but it's part of the landscape. Honestly I trust the managers at @roundhill to make those selections in Asia. This is the scope and I am looking forward to trillions of dollars working in physical AI robotics and humanoid robotics including the @UnitreeRobotics IPO in HK which I hope will be bought into this ETF" [X Link](https://x.com/Dietl_rd/status/1976247952894275758) 2025-10-09T11:26Z [----] followers, [---] engagements "$OUST @ousterlidar https://seekingalpha.com/article/4831212-ouster-eyes-of-physical-ai https://seekingalpha.com/article/4831212-ouster-eyes-of-physical-ai" [X Link](https://x.com/Dietl_rd/status/1980413875863601569) 2025-10-20T23:20Z [----] followers, [---] engagements "$CLSK and $BTDR on Monday: $21 and $26 Long hold: $40 and $50" [X Link](https://x.com/Dietl_rd/status/1982612024501944428) 2025-10-27T00:55Z [----] followers, [---] engagements "Buying $FLY here wanting to see $50s" [X Link](https://x.com/Dietl_rd/status/1982816897323168083) 2025-10-27T14:29Z [----] followers, [---] engagements "$CLSK moving up $CLSK CEO and Chairman @smatthewschultz appeared on @CNBC's Crypto World today to discuss our business expansion from pure-play Bitcoin miner to include AI and HPC data center developer. Click the link below to watch https://t.co/yoSxfJO155 https://t.co/5tQ5Ay2OLb $CLSK CEO and Chairman @smatthewschultz appeared on @CNBC's Crypto World today to discuss our business expansion from pure-play Bitcoin miner to include AI and HPC data center developer. Click the link below to watch https://t.co/yoSxfJO155 https://t.co/5tQ5Ay2OLb" [X Link](https://x.com/Dietl_rd/status/1982939444014657672) 2025-10-27T22:36Z [----] followers, [---] engagements "$CLSK H.C. Wainwright analyst Mike Colonnese raised the firms price target on CleanSpark (CLSK) to $30 from $25 and keeps a Buy rating on the shares. The firm expects the miners to report solid Q3 results based on the strong sequential growth in bitcoin prices. Hash rate expansion continued in Q3. with the public miners adding [----] EH/s to their operations during the quarter the analyst tells investors in a research note. Cuts $IREN to $45" [X Link](https://x.com/Dietl_rd/status/1983495928649752667) 2025-10-29T11:27Z [----] followers, [---] engagements "$IREN H.C. Wainwright double downgraded Iren (IREN) to Sell from Buy with a price target of $45 up from $36. Investors should be taking profits at current share levels the analyst tells investors in a research note. The firm believes investor optimism around Irens artificial intelligence cloud business has reached a point of irrational exuberance. H.C. Wainwright views the shares as significantly overvalued following the 920% rally in the past six months. Upgrades $CLSK to $30" [X Link](https://x.com/Dietl_rd/status/1983496215183683723) 2025-10-29T11:28Z [----] followers, [---] engagements "🚨 $LAZR update: Luminars latest filing reveals trouble ahead. $450M in convertibles + prefs (valued at just $24M) Breach with Iris sensor supplier Volvo deal dead. CFO resigning Only $72M cash left not enough to last past Q126 Luminar had the only series production lidar yet couldnt hit positive gross margins or cover interest costs. The same story for $AEVA & $INVZ. Production will create a need for more equity sales or debt with all the risks that Luminar faced. $MVIS sells stock not sensors. Only $OUST avoided the auto ADAS trap now positioned to become the last lidar standing in the" [X Link](https://x.com/Dietl_rd/status/1984621386401530101) 2025-11-01T13:59Z [----] followers, [---] engagements "I like $GPTY for its steady dividend and NAV preservationgood list of underlying but $AI" [X Link](https://x.com/Dietl_rd/status/1988754114222911979) 2025-11-12T23:41Z [----] followers, [--] engagements "🚨 LiDAR valuations after Q3 are getting spicy. $OUST $MVIS $INVZ $AEVA $LAZR the entire sector just repriced and the divergences are wild. 📊 Q3 [----] Snapshot: $OUST: Biggest market cap in the group + strongest [----] revenue outlook. The market is pricing in scale and real shipments. $MVIS: Trading at a tech-startup revenue multiple (19). Equity looks healthy but valuation is all about future execution. Zero sales more equity sales ahead $AEVA: Also sporting a significant rev multiple but still struggling to prove commercial traction. $100M debt $35M equity issued to LG and $123M with Sylebra" [X Link](https://x.com/Dietl_rd/status/1990135006182949258) 2025-11-16T19:08Z [----] followers, [----] engagements "$OUST $INVZ $AEVA $MVIS $LAZR [----] Guide to Western LiDAR Companies https://seekingalpha.com/article/4848108-2026-investor-guide-to-western-lidar-companies https://seekingalpha.com/article/4848108-2026-investor-guide-to-western-lidar-companies" [X Link](https://x.com/Dietl_rd/status/1994182722667827707) 2025-11-27T23:13Z [----] followers, [----] engagements "@jimmyrunsmoney @Jonathan_ben_94 @aurora_inno $INVZ Omer selling ATM upset nobody is buying it all the trash under $1 down she goes along another clown show $MVIS. lol" [X Link](https://x.com/Dietl_rd/status/2003863851889299677) 2025-12-24T16:22Z [----] followers, [----] engagements "Merry Christmas to all LiDAR investors. As we say goodbye to Luminar what to expect from the sector by end of [----]. $INVZ and $MVIS will run out of cash both selling ATM hard staying under a $1. $AEVA got $99M from its convertible plus $32M from LG will have to get preferred facility from Sylebra with only $25M by end of Q4 [----] if it does not. $OUST will have around $225M so choices are clear you do not have to lose money if you follow financial health of your investments" [X Link](https://x.com/Dietl_rd/status/2003865718174130192) 2025-12-24T16:29Z [----] followers, [----] engagements "Yingli Green Energy and JA Solar Report Falling Revenues SolarPVInvestor http://t.co/tHjC4ZDu via @sharethis http://shar.es/67cEL http://shar.es/67cEL" [X Link](https://x.com/Dietl_rd/status/274374541327859713) 2012-11-30T04:49Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@RdDietl DietlDietl posts on X about $oust, $lazr, $invz, $mvis the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence cryptocurrencies finance stocks countries technology brands automotive brands celebrities social networks
Social topic influence $oust #9, $lazr, $invz #8, $mvis #5, $aeva #4, $hsai, $ouster, china, canada, $hesai
Top accounts mentioned or mentioned by @ousterlidar @jonathanben94 @aurorainno @hesaitech @realdonaldtrump @shilodshalom @pierrepoilievre @georgefromgeor2 @zoox @motionaldrive @keilafomer @usppdd @sawyermerritt @visegrad24 @placidmaker4 @abdaniellesmith @davidanicholas @aeyeinc @seoulrobotics @kodiakrobotics
Top assets mentioned Luminar Technologies, Inc. Class A Common Stock (LAZR) HealthSci.AI (HSAI) CLEANSPARK INC (CLSK) Fusion (FSN) Iris Energy Limited (IREN) Bitcoin (BTC) Mobileye Global Inc. (MBLY) Swell (SWELL) Toyota Motor Corporation (TM) NVIDIA Corp. (NVDA) Morgan Stanley (MS) Hesai Group (HSAI) Auroracoin (AUR)
Top posts by engagements in the last [--] hours
"@AEyeInc When is the chapter 11"
X Link 2023-10-03T20:10Z [---] followers, [--] engagements
"ITC terminated the investigation of $Hesai on the presence of the arbitration agreement which was Hesai's admission of guilt to stealing from Velodyne. In a politburo style of CCP $HSAI PR is attacking $OUST declaring itself ethical. Reminder: once a thief always a thief"
X Link 2023-10-12T15:19Z [----] followers, [---] engagements
"@GeorgeFromGeor2 For ITC it is not the content but the format. Arbitration agreements apply to affiliates and set the platform for all disputes. $OSUT will reopen the case in Delaware as they can battle in court not ITC. Technicality"
X Link 2023-10-12T15:38Z [----] followers, [--] engagements
"@GeorgeFromGeor2 All experts agree it is a security risk. So you put a known actor to look after your data someone who had violated laws it is the political adversary in your own backyard on top of theft of IP If they can with the camera they can with lidar"
X Link 2023-10-12T17:38Z [---] followers, [--] engagements
"$Hesai is not aware of military use the US army uses Hesai sensor-equipped trucks Our technology is designed to seamlessly integrate with existing military infrastructure and vehicles. This compatibility ensures that the transition to autonomous capabilities is smooth and cost-effective. https://t.co/XJfSQvZbEG #military #technology #NationalSecurity https://t.co/KsLPyMiFKM Our technology is designed to seamlessly integrate with existing military infrastructure and vehicles. This compatibility ensures that the transition to autonomous capabilities is smooth and cost-effective."
X Link 2023-10-12T18:45Z [----] followers, [---] engagements
"$Hesai states". To further guarantee our products' civilian use our sales agreements with new customers prohibit the sale of Hesai lidars to the military." see below military. $HSAI lies"
X Link 2023-10-14T15:44Z [----] followers, [---] engagements
"Settling theft of Velodyne IP $HSAI CFO says $OUST claims are "preying on racist anti-China xenophobic fears." "Ouster is the Tonya Harding of the lidar industry" Hsieh said. "They want to break our kneecap" so "they can become the de facto winner.""
X Link 2023-10-19T22:58Z [---] followers, [---] engagements
"Read details about the ITC decision in the investigation of $HSAI brought by $OUST what role @aurora_inno @seoulrobotics @zoox could have played when subpoenaed but never testified as users of Hesai sensors https://seekingalpha.com/article/4641343-examining-hesais-inconsistencies-in-the-ongoing-ouster-legal-dispute https://seekingalpha.com/article/4641343-examining-hesais-inconsistencies-in-the-ongoing-ouster-legal-dispute"
X Link 2023-10-20T12:51Z [---] followers, [---] engagements
"@aurora_inno Why are you using Chinese lidar sensors from @HesaiTech Use @ousterlidar. At least you are not paying for a copy if not getting a much better product"
X Link 2023-10-27T21:13Z [---] followers, [---] engagements
"@motionaldrive Why not use OS sensors instead of Hesai's"
X Link 2023-12-02T18:08Z [---] followers, [--] engagements
"@KeilafOmer Hesai announced a win with a global OEM for the luxury line. Are you sure that Innoviz will be in China or have you guys been replaced by Hesai in the I7 line for the Chinese market Will Magna be making lidar for the Chinese market I have my doubts with current policies"
X Link 2024-01-06T16:18Z [---] followers, [---] engagements
"Autonomous Trucking @aurora_inno @KodiakRobotics @torcrobotics @ousterlidar https://seekingalpha.com/article/4718108-autonomous-trucking-great-potential-for-aurora-innovation-but-risks-weigh https://seekingalpha.com/article/4718108-autonomous-trucking-great-potential-for-aurora-innovation-but-risks-weigh"
X Link 2024-08-30T13:14Z [---] followers, [---] engagements
"@EvThat @usppdd @garyblack00 @SawyerMerritt @ousterlidar They are using ToF lidar from other companies. It says so in the news. They are saying that their platform using cameras is getting better so it is not essential to do lidar in-house but lidar is part of sensor fusion"
X Link 2024-09-10T16:06Z [---] followers, [--] engagements
"@visegrad24 Tim Waltz wearing a tampon is not as attractive as Justin Trudeau wearing one"
X Link 2024-11-07T02:56Z [---] followers, [--] engagements
"@AndrewScheer Climate change is a hoax. Why do we care"
X Link 2024-11-07T18:56Z [---] followers, [--] engagements
"MicroVision's Financing Strategy: Understanding The Risks Of The Convertible Note https://seekingalpha.com/article/4727825-microvisions-financing-strategy-understanding-convertible-note-risks https://seekingalpha.com/article/4727825-microvisions-financing-strategy-understanding-convertible-note-risks"
X Link 2024-11-10T13:35Z [---] followers, [--] engagements
"$OUST Ouster is leading $INVZ $LAZR $MVIS $AEVA https://seekingalpha.com/article/4738211gt=50a03534dd1c1fcc https://seekingalpha.com/article/4738211gt=50a03534dd1c1fcc"
X Link 2024-11-18T15:22Z [---] followers, [----] engagements
"@PierrePoilievre Will you deny climate change as a money-grabbing hoax"
X Link 2024-11-18T17:09Z [---] followers, [--] engagements
"@TheHubCanada @DavidMcLA @CleanProsperity Climate change global warming and the ozone layerthose are all money-grabbing hoaxes. I hope conservatives update themselves with recent science that has been muted by the WEF to exert control. The climate change industry will fail sooner or later"
X Link 2024-11-21T15:57Z [---] followers, [--] engagements
"Three fantasy robotaxis and a van. $1.6B in ADAS from $MBLY business but no room for Innoviz there. Bait and switch before RS. https://t.co/Nsiz9ksqYc https://t.co/Nsiz9ksqYc"
X Link 2024-12-11T19:02Z [---] followers, [---] engagements
"@placidmaker4 @Jonathan_ben_94 Rs swell get Omer to vote for [--] to [--] so you lose less.☠"
X Link 2024-12-12T20:58Z [---] followers, [---] engagements
"@Martyupnorth_2 It is a kissing babies thing. Politicians think being seen is being popular and being popular is being voted in. It is not what you do but how you are seen makes you a success. Selfish 2.0"
X Link 2024-12-15T16:35Z [---] followers, [--] engagements
"@donaldlray @The_AI_Investor @usppdd @elonmusk It does not; hence you need sensor fusion"
X Link 2024-12-15T19:40Z [---] followers, [--] engagements
"@placidmaker4 @KeilafOmer Game over You mean when @KeilafOmer tell us when he is selling equity No cash left in [--] months please tell us that Omer"
X Link 2024-12-22T21:01Z [---] followers, [---] engagements
"Boxing Day 52-Week Returns for LiDAR $OUST $AEVA $INVZ $MVIS $LAZR Boxing Day [----] price target for $Ouster $30.50"
X Link 2024-12-26T21:03Z [---] followers, [----] engagements
"LiDAR Primer $OUST $INVZ $AEVA $MVIS $LAZR"
X Link 2024-12-31T01:00Z [---] followers, [---] engagements
"@AlexpiersonAMP Taxpayers pay for government spending. Whatever Pierre Poilievre cuts will reduce taxes allowing people to spend their money as they wish. The climate hoax and carbon tax should be first priorities for cuts. Then reduce foreign aid. Use Canada's resources to rebuild Canada"
X Link 2025-01-01T14:50Z [---] followers, [--] engagements
"$OUST $INVZ $LAZR $MVIS $AEVA Revenues show LiDAR acceptance in many verticals. @ousterlidar is the only growing company outside the startup mode and it has a chance of profitability within [--] to [--] years. Robotics drones industrial traffic ITS security CA automotive"
X Link 2025-01-02T13:10Z [---] followers, [----] engagements
"Q4 LiDAR stats. $OUST $INVZ $LAZR $AEVA $MVIS. Ouster is the only one with a positive gross margin and will remain as such in [----]. Revenue estimates have risks for Innoviz Luminar and Microvision. With a price-sales ratio of [--] Ouster will be able to reach $1.55B and $30"
X Link 2025-01-04T14:57Z [---] followers, [----] engagements
"$OUST it is happening machine learning as part of narrow AI is taking place Ouster the only American positive gross margin LiDAR company. 100% return to $30 this year. $OUST LiDAR installed on John Deere tractors and quary trucks. This is huge $OUST LiDAR installed on John Deere tractors and quary trucks. This is huge"
X Link 2025-01-07T01:13Z [---] followers, [---] engagements
"@ousterlidar $OUST and $DE for automation and machine learning AI https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android"
X Link 2025-01-07T18:14Z [---] followers, [--] engagements
"$OUST and $DE collaboration on autonomous farming https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/ouster_revealing-our-new-autonomous-line-up-activity-7282455993358192640-OfuCutm_source=share&utm_medium=member_android"
X Link 2025-01-07T18:22Z [---] followers, [---] engagements
"Cash Runway LiDAR. $INVZ includes $40M cash NRE. $MVIS includes a $38M cash from a convertible $45M debenture no deductions. $LAZR does not include $50M LOC. $AEVA does not include the $125M preferred share facility. Ouster does not include a 1M share ATM or $10M in Q4"
X Link 2025-01-08T00:01Z [---] followers, [---] engagements
"@drhamr @LichTamara She negotiated for my province. What did the fat man in a hat do for you"
X Link 2025-01-20T18:18Z [---] followers, [--] engagements
"@CoryBMorgan It is not about rights since all are the same under the sun in Canada but it is about DEI and the creation of division nonsense and frustration instead of meritocracy. About others than trans forced to live in or next to idiocy depravity and human trash force-fed daily"
X Link 2025-01-23T13:15Z [---] followers, [--] engagements
"$APPL mapping uses $OUST Apple will send people to walk around KL Penang Johor and Melaka carrying backpacks starting this month. But those aren't your regular backpacks as they pack cameras and sensors for Apple to collect imagery and LiDAR data to upgrade its Apple Maps service. This is part of https://t.co/6W9zy53XU0 Apple will send people to walk around KL Penang Johor and Melaka carrying backpacks starting this month. But those aren't your regular backpacks as they pack cameras and sensors for Apple to collect imagery and LiDAR data to upgrade its Apple Maps service. This is part of"
X Link 2025-02-22T17:50Z [---] followers, [---] engagements
"Friday's selloff is an opportunity $OUST $LAZR $INVZ $AEVA and $MVIS. Ouster is set to do the best out of WL5 (Western LiDAR companies) and the market is already recognizing it; with one-year returns the window before the quarterly release has just opened up if one wants to add"
X Link 2025-02-22T19:01Z [---] followers, [----] engagements
"Update On MicroVision - Convertible Note And Operations $MVIS is a sell https://seekingalpha.com/article/4765239-update-on-microvision-convertible-note-and-operationssource=Twitter https://seekingalpha.com/article/4765239-update-on-microvision-convertible-note-and-operationssource=Twitter"
X Link 2025-03-06T16:01Z [----] followers, [----] engagements
"@brianlilley Maybe he wants elections in Canada and that is the only way No elections tariffs; elections no tariffs. That would be a good outcome. I hope he would say that @realDonaldTrump"
X Link 2025-03-06T18:46Z [---] followers, [---] engagements
"$MVIS The WS analysts have lowered MicroVision revenue expectations for [----] by 20% [----] by 50% and [----] by 78% $27M $64M and $83M respectively. Currently profitability is expected by [----]. It appears that all revenue is associated with MOVIA sensors and MAVIN is discounted"
X Link 2025-03-09T14:24Z [----] followers, [----] engagements
"$MVIS The WS analysts have lowered MicroVision revenue expectations for [----] by 20% [----] by 50% and [----] by 78% $27M $64M and $83M respectively. Currently profitability is expected by [----]. It appears that all revenue is associated with MOVIA sensors and MAVIN is discounted"
X Link 2025-03-09T20:22Z [---] followers, [---] engagements
"$OUST executives begin to describe Ouster's ties to military applications more openly. The screenshot from LinkedIn indicates the names of the companies that utilize LiDAR among many others. Andruil has also been on the minds of another LiDAR company $MVIS; this one however without any customers to date"
X Link 2025-03-15T18:00Z [----] followers, [----] engagements
"Hesai's Prominence Has Reached Full Value $HSAI factory in Southeast Asia next what does it mean to $LAZR $INVZ https://seekingalpha.com/article/4768099-hesai-group-stock-prominence-has-reached-full-valuesource=Twitter https://seekingalpha.com/article/4768099-hesai-group-stock-prominence-has-reached-full-valuesource=Twitter"
X Link 2025-03-17T13:30Z [----] followers, [---] engagements
"$OUST Ouster delivers the best results in the Western world with a 44% gross margin for the quarter a 36% gross margin for the year and greater gross profit than the revenue of $INVZ $AEVA and $MVIS combined. With $LAZR dropping its [----] revenue forecast by $30 million to only $85 million Ouster is the only company worth attention as the largest lidar company in the Western world. Two patents won at the PTAB strengthen the infringement case against $HSAI. New products will double the total addressable market with DF for ADAS bringing OEM win potential ever closer. Do not miss the opportunity"
X Link 2025-03-21T02:09Z [----] followers, [----] engagements
"@primedcapital Why do you owe if you grow shareholder equity This is not Microvision"
X Link 2025-03-21T03:54Z [----] followers, [---] engagements
"2025 - The Rise Of Ouster And The Decline Of Luminar why $OUST is $27 per share target and $LAZR is a sell https://seekingalpha.com/article/4769773-2025-the-rise-of-ouster-and-the-decline-of-luminar https://seekingalpha.com/article/4769773-2025-the-rise-of-ouster-and-the-decline-of-luminar"
X Link 2025-03-23T13:53Z [----] followers, [----] engagements
"Western LiDAR Q4 Summary $OUST $LAZR $AEVA $MVIS $INVZ https://seekingalpha.com/article/4771594-western-lidar-quarterly-insights-q4-2024-summary https://seekingalpha.com/article/4771594-western-lidar-quarterly-insights-q4-2024-summary"
X Link 2025-03-30T12:33Z [----] followers, [----] engagements
"Ouster only had Velodyne prime. Since they are eol i [----] I speculate this to be a new win. Toyota is not in the US and on the call the focus seems to be on the US where Hyundai is making massive investments. In my opinion this is a new win driven by old relationships. Korean cars working with Chinese LiDAR seem no longer viable and Hesai had at least [--] sensors on Motional. But at this point I am guessing"
X Link 2025-05-09T03:28Z [----] followers, [---] engagements
"@Concern70732755 Everyone I asked never voted for him. How did he get elected"
X Link 2025-06-17T20:06Z [----] followers, [----] engagements
"Top Valuations in LiDAR: $AEVA vs $OUST https://seekingalpha.com/article/4796363-top-valuations-in-lidar-ouster-vs-aeva https://seekingalpha.com/article/4796363-top-valuations-in-lidar-ouster-vs-aeva"
X Link 2025-06-23T11:55Z [----] followers, [---] engagements
"Valuations in LiDAR based on [----] revenue forecasts $AEVA trades at 36x $46M revenue $OUST at 6.5x $197M revenue $LAZR is likely to be bankrupt by the end of [----] and $INVZ and $AEVA are expected to complete equity sales by the end of [----]. $OUST share price target $36.49 at 10x"
X Link 2025-06-25T01:06Z [----] followers, [----] engagements
"@Jonathan_ben_94 Thanks to Aeva Innoviz looks like it can make someone money. Not you since you have it at $10 but here's hoping"
X Link 2025-06-30T17:24Z [----] followers, [---] engagements
"Valuation Shuffle shows Innoviz is undervalued. $INVZ $OUST $AEVA $4 per share is still reasonable considering a future equity sale: https://seekingalpha.com/article/4798163-innoviz-technologies-opportunity-valuation-shuffle https://seekingalpha.com/article/4798163-innoviz-technologies-opportunity-valuation-shuffle"
X Link 2025-06-30T17:37Z [----] followers, [---] engagements
"LiDAR valuation measures $OUST $INVZ $LAZR $MVIS $LIDR $AEVA before quarterly results. The numbers do not lie. Ouster remains the most undervalued in this comparison with the others representing multiples of its valuation. Innoviz is the second-best option with the possibility of an equity sale that may keep the stock in range. Aeye the company updated its sensor to work with an $NVDA chip which is not fundamentally worth anything; it is still penniless selling stock and facing bankruptcy having sold a prototype to zero customersa high school project with an EV of $66M. Luminar which is also"
X Link 2025-07-26T15:15Z [----] followers, [----] engagements
"@SawyerMerritt photoshop"
X Link 2025-07-26T17:43Z [----] followers, [--] engagements
"All factors are based on current metrics; you cannot use future revenue and current EBITA as this is not an analysis but a gimmick. Innoviz has no operational metric of gross margins and real expenses at scale as its revenue is almost entirely derived from NREs. However it is valued twice as much as Ouster unlike LIDR which is valued at [---] times"
X Link 2025-07-26T18:18Z [----] followers, [---] engagements
"@ShiloDShalom Innoviz has $1.2M in deferred revenue. Thank you for your contribution"
X Link 2025-07-26T18:31Z [----] followers, [---] engagements
"@Jonathan_ben_94 @ShiloDShalom You do understand a balance sheet"
X Link 2025-07-26T18:35Z [----] followers, [--] engagements
"@Jonathan_ben_94 @ShiloDShalom The BoD will decide by July 30th; you cannot sell stock at 198M shares under $2. lol Deceptive Omer screwed you. 🤣😂😂"
X Link 2025-07-26T18:46Z [----] followers, [---] engagements
"He means that Omer gave $17M worth of product /labor without payment; that is all that it means. Depending on the terms whoever gets the product/labor will pay Omer. That is not a credit but rather what is owed. When paid it will be recorded as revenue and added to cash after deducting the cost"
X Link 2025-07-26T18:48Z [----] followers, [---] engagements
"@Jonathan_ben_94 @ShiloDShalom Watch as he attempts to get over $2 so he sells another 15M shares to buy one and a half more quarters. That's the problem when your reputation is damaged with WS"
X Link 2025-07-26T18:50Z [----] followers, [--] engagements
"$OUST receives a massive boost @ousterlidar as all Chinese companies are banned from the DoT. Ouster does smart city in the a part of the Bill Chinese light detection and ranging (LiDAR) technology.The Committee is aware of Chinese light detection and ranging (LiDAR) manufacturers are targeting deployment of LiDAR sensors on US critical infrastructure as part of Smart City technology at ports intersections drawbridges crosswalks and other US infrastructure. Chinese LiDAR typically deployed through U.S.-based companies gathers vast data on U.S. geography and behaviors thus creating"
X Link 2025-07-27T13:46Z [----] followers, [---] engagements
"$OUST $AEVA $MVIS reported their quarter and the results are what were expectedcomplete undisputed domination of Western LiDAR business by Ouster. Ouster is expected to break even in [----] and become profitable in [----]. OPEX Ouster spent $1.3M of cash in Q2 and a total of $6.1M in the first half. Compared this to $60M of Aeva. The revenue is absolutely telling who the winner of Western LiDAR is$ 67M in revenue vs Aeva's $8.9M and Microvision's $0.7M. Ouster's targeted price is $36.49 at 10x $INVZ and $LAZR to report next but do not expect Ouster's performance. Ouster is a transformative"
X Link 2025-08-08T12:50Z [----] followers, [----] engagements
"@Jonathan_ben_94 Was it more Ouster is $1.5B value Innoviz $160M the market knows another equity sale just lurking away 200M shares lol"
X Link 2025-08-08T13:27Z [----] followers, [---] engagements
"There is a company that does "eyes" of Physical AI. The name is Ouster $OUST @ousterlidar Morgan Stanley should expand its horizons beyond Chinese military recommendations like $HSAI and start including the US-based the only answer to Chinese dominance American business and IP. https://x.com/Dietl_rd/status/1953800877967650957 The robots are coming. As mobile devices evolve into intelligent machines Adam Jonas Head of Global Autos & Shared Mobility Research at Morgan Stanley explores how AI and the physical economy are converging to reshape industries and unlock new markets."
X Link 2025-08-09T13:29Z [----] followers, [----] engagements
"three year forecast review for $OUST $INVZ $LAZR $MVIS $AEVA. Conviction is strong for the revenue generation with Ouster while Innoviz and Luminar received significant reductions in [----] and [----] forecasts. MicroVision is not a contender nor is Avea"
X Link 2025-08-20T14:48Z [----] followers, [----] engagements
"@Jonathan_ben_94 I hear BMW is running out of cars to put the LiDAR on [--] years of a deal and zero results should be the new Innoviz motto"
X Link 2025-08-20T16:28Z [----] followers, [---] engagements
"$OUST $INVZ $AEVA $LAZR $MVIS Valuations in LiDAR as of this morning. Physical AI leader Ouster @ousterlidar continues to show an undervalued condition with an average recommendation of $34 and 10x revenues. The company is looking to profit in [----] and can achieve positive OCF in Q4 [----] results. Avoid $LAZR and $AEVA with negative equity and the likelihood of bankruptcy of Luminar carrying $532M in debt. Aeva has small revenue expectations. The only alternative is $INVZ with a 25% dilution possibility as an outcome of $75M ATM execution should still yield a decent return at $2.50 target"
X Link 2025-08-21T14:52Z [----] followers, [----] engagements
"@siyabon07731055 @HighYieldHustle I like $YBTC more"
X Link 2025-08-28T03:39Z [----] followers, [--] engagements
"@MarcNixon24 How are those people getting elected and then selected to roles in government Canada is not a serious country"
X Link 2025-09-04T20:04Z [----] followers, [---] engagements
"@ksorbs Complying to die is a valid option for this police chief"
X Link 2025-09-04T20:06Z [----] followers, [---] engagements
"@JinglaiHe Is @PierrePoilievre going to call the climate emergency a hoax What is his agenda on the subject"
X Link 2025-09-08T00:23Z [----] followers, [---] engagements
"@ABDanielleSmith Perhaps you can finally do something about Ottawa and support separation What is the point of talking about wrongs instead of removing them"
X Link 2025-09-08T16:58Z [----] followers, [---] engagements
"$BLOX has beat $LFGY and $CEPI in total return. This week is huge with more buyers. $BLOX makes Monday the best day of the week Impressive work $BLOX $BLOX FTW @8bitsteveo @XFunds_ @DavidANicholas https://t.co/2TAXWjWyZ4 $BLOX makes Monday the best day of the week Impressive work $BLOX $BLOX FTW @8bitsteveo @XFunds_ @DavidANicholas https://t.co/2TAXWjWyZ4"
X Link 2025-09-09T19:04Z [----] followers, [---] engagements
"@MichelleRempel Brampton"
X Link 2025-09-21T16:28Z [----] followers, [---] engagements
"LDK Solar reports on Q4 takes $411.8M in write- downs SolarPVInvestor http://t.co/KUmXbz6u http://shar.es/2pcTR http://shar.es/2pcTR"
X Link 2012-05-01T14:55Z [----] followers, [--] engagements
"@MarkJCarney Muslim values are Canadian values Elbows up Hamas"
X Link 2025-10-07T02:36Z [----] followers, [--] engagements
"Truth about $HSAI Hesai. Smear campaign against $OUST will not block the truth https://www.thefp.com/p/spy-in-your-car-china-lidar-technology https://www.thefp.com/p/spy-in-your-car-china-lidar-technology"
X Link 2023-10-14T15:17Z [----] followers, [---] engagements
"$HSAI Hesai is on the US exchange; it is listed on 1260H suing the DoD for a designation of a Chinese Military Co; it sells LiDAR sensors that can map environments with the ability to send to China; Hesai has been accused of IP theft by two cos $OUST https://www.whitehouse.gov/presidential-actions/2025/02/america-first-investment-policy/ https://www.whitehouse.gov/presidential-actions/2025/02/america-first-investment-policy/"
X Link 2025-02-22T18:45Z [----] followers, [---] engagements
"Ban Chinese LiDAR for national security. @realDonaldTrump @PeteHegseth @marcorubio Ban $HSAI (Hesai) a Chinese military company from the US stock exchange. @realDonaldTrump @PeteHegseth we need to ban Chinese LiDAR entirely. It is destructive to our National Security We have to support great American LiDAR companies such as $OUST @ousterlidar who innovate and create amazing sensors only to have the tech STOLEN by the Chinese; @realDonaldTrump @PeteHegseth we need to ban Chinese LiDAR entirely. It is destructive to our National Security We have to support great American LiDAR companies such as"
X Link 2025-03-02T20:57Z [----] followers, [---] engagements
"$HSAI Hesai reports the first profit ever with a net profit of $20M in Q4 [----]. The company drops 12% post-market based on net income prediction for the entire [----] of $47M. Hesai is entering the "killing stage" of strategy destroying competition in ADAS by collapsing its own GM with a lower ASP. The only company that was able to win a design deal with a European company was not $MVIS $INVZ $AEVA or $LAZR but a Chinese military company Hesai. At $400 per sensor all US-based ADAS LiDAR companies are facing extinction."
X Link 2025-03-11T01:49Z [----] followers, [----] engagements
"📊 LiDAR cash runway reality check (20252026): $MVIS MicroVisions purchase of bankrupt Luminar assets reduces cash by $33M All LiDAR players $INVZ $AEVA and $MVIS except $OUST Ouster will require equity financing. Greatest funding need: MicroVision followed by Aeva then Innoviz all out of cash by the end of [----]. Ouster stands alone with positive cash flow possibilities by the end of [----] and certainly sufficient runway. https://twitter.com/i/web/status/2017670836631871729 https://twitter.com/i/web/status/2017670836631871729"
X Link 2026-01-31T18:46Z [----] followers, [----] engagements
"Extreme valuations for $AEVA and $MVIS however $INVZ valuation based on the need for more equity sales requires clarification of the business revenues and not just NREs that are likely to require adjustments. $OUST is the best positioned and undervalued vs. the LiDAR universe. On March 2nd Ouster reports its Q4 and will set the expectations for [----]. https://twitter.com/i/web/status/2017671811950154073 https://twitter.com/i/web/status/2017671811950154073"
X Link 2026-01-31T18:50Z [----] followers, [----] engagements
"Great job $Ouster and this is how the market values your company"
X Link 2022-02-17T01:33Z [----] followers, [--] engagements
"Sorted by the market cap and the [----] revenue $Ouster $OUST leads in revenue and is the second cheapest among public lidar companies based on revenue market cap ratio"
X Link 2022-02-26T16:19Z [----] followers, [--] engagements
"couple slides from $Ouster from Cowan conference https://solarpvinvestor.com/topic/3259-lidar-technology-review/do=findComment&comment=103235 https://solarpvinvestor.com/topic/3259-lidar-technology-review/do=findComment&comment=103235"
X Link 2022-03-05T17:48Z [----] followers, [--] engagements
"$Ouster technological lead"
X Link 2022-03-05T17:48Z [----] followers, [--] engagements
"Product Revenue and leading Role of $Ouster"
X Link 2022-03-05T18:14Z [----] followers, [--] engagements
"2023 Forecast $OUST will have $174M in revenues and 31% of the market share. The company is priced at [----] times the revenue. The market capitalization of Luminar is [--] times or [--] times more than $Ouster at today's price. $OUST undervalued"
X Link 2022-03-28T12:21Z [----] followers, [--] engagements
"Lidar Sensors better comparison actual sizes included Estimated only for $Ouster $OUST Mark Sandoval VP of Automotive Products and Programs at Ouster quote: The DF sensors are already an order of magnitude smaller than other automotive lidar products""
X Link 2022-05-02T02:35Z [----] followers, [--] engagements
"@Cruise The overstatement of inventories resulted in the overstatement of LDK's reported assets earnings and earnings per share the suit alleged. The same guy is CFO of $HSAI @HesaiTech today"
X Link 2023-10-19T23:24Z [----] followers, [---] engagements
"$OUST is the only company protecting IP from China with @DeptofDefense yet Hesai $HSAI remains listed in the US while proven operative of PLA and will exhibit during CES [----]. Make it make sense @BISgov @commercegov cc: @realDonaldTrump @committeeonccp @HesaiTech @NasdaqExchange @DeptofDefense More interestingly @BISgov @CommerceGov thought Chinese LiDAR is safe to be excluded from the proposed ruling on the connected vehicles from China. Apparently these bureaucrats care less about national security than @DeptofDefense does. @committeeonccp @HesaiTech @NasdaqExchange @DeptofDefense More"
X Link 2025-01-07T12:17Z [----] followers, [---] engagements
"$HSAI is a Chinese military company that lost a summary judgment. @aurora_inno $AUR @zoox @motionaldrive use products of Chinese Military in the US Is this justified national risk Infringing on the IP of Velodyne Hesai is lowering prices to eliminate Western competitors"
X Link 2025-01-13T13:18Z [----] followers, [---] engagements
"$OUST $INVZ $MVIS $LIDR $LAZR $AEVA $HSAI [----] LiDAR At A Crossroads: Can Western Companies Survive Chinese Dominance https://seekingalpha.com/article/4752128-2025-lidar-at-crossroads-can-western-companies-survive-chinese-dominancesource=Twitter https://seekingalpha.com/article/4752128-2025-lidar-at-crossroads-can-western-companies-survive-chinese-dominancesource=Twitter"
X Link 2025-01-27T02:53Z [---] followers, [---] engagements
"Q4 Quarterly Results' Estimates $AEVA $MVIS $INVZ $LAZR $OUST"
X Link 2025-02-15T16:55Z [---] followers, [----] engagements
"@visegrad24 Poland had already danced twice to the tune of trusting others. [----] until partition and WWII. So why everyone else is surprised that Poland is spending more Germany would betray Poland as soon as the opportunity came along. Different times different allies same betrayal"
X Link 2025-02-16T16:37Z [---] followers, [----] engagements
"@DustyMayT @CandiceMalcolm @PierrePoilievre @PierrePoilievre is the head of the opposition. In the history of politics communicating with allies or foes is also considered a role for the opposition. He is waiting patiently for his turn. Instead he should be more like @ABDanielleSmith negotiating and offering leverage"
X Link 2025-02-18T01:27Z [---] followers, [--] engagements
"@Michael7ucci @MTAGKnudsen @realDonaldTrump The review has to include LiDAR and Hesai which is freely listed on the US exchange selling technology that is basically a spy craft for China a company that is suing DoD over the designation as a Chinese military company; It is time to stop infiltration and IP infringement"
X Link 2025-02-22T17:24Z [---] followers, [--] engagements
"$OUST Ouster's Patent [---] was upheld by the PTAB decision. The demonstrative from Ouster illustrates that $HSAI copied the invention. Hesai is paying Ouster licensing fees to settle with Velodyne. You can not steal if you want to do business in the US even if you are a Chinese company"
X Link 2025-03-13T18:56Z [----] followers, [----] engagements
"📊 EBITDA Margin & EV/Revenue reveal $LIDAR valuations EV/Revenue = valuation vs sales (lower = cheaper) EBITDA Margin = cash efficiency (less negative = better) $OUST = [---] baseline peers shown as multiples of its relative value 🛰 Highlights: $OUST: $125.9M revenue best EBITDA margin (-7602%) $INVZ: 4x weaker margin than $OUST despite smaller scale $LAZR: 5x worse on efficiency $AEVA: 12.5x worse $MVIS: 23.6x worse $LIDR: 181x worse ➡ Takeaway: $OUST is the most efficient largest revenue base and the value anchor in LIDAR. Company Rev TTM EV/Rev EBITDA Margin vs $OUST"
X Link 2025-08-23T12:38Z [----] followers, [----] engagements
"@DavidANicholas congrats on $BLOX betaing $LFGY and $CEPI We added to our $IREN position last week in $BLOX. Solid numbers and another reason why Im bullish on the company. We added more on a 10% pullback. The company is relatively cheap for its growth rate. PE 21x FY26 and 13x FY27. This dog can hunt We added to our $IREN position last week in $BLOX. Solid numbers and another reason why Im bullish on the company. We added more on a 10% pullback. The company is relatively cheap for its growth rate. PE 21x FY26 and 13x FY27. This dog can hunt"
X Link 2025-09-08T15:56Z [----] followers, [---] engagements
"@YieldMaxETFs $LFGY nice"
X Link 2025-10-01T12:06Z [----] followers, [----] engagements
"If you like $OUST and robotics and have an interest in human-like robotics like I do consider DCA into $HUMN a humanoid ETF that includes companies like @ousterlidar and @RoboSenseLiDAR. @HesaiTech has blocked me; lol but it's part of the landscape. Honestly I trust the managers at @roundhill to make those selections in Asia. This is the scope and I am looking forward to trillions of dollars working in physical AI robotics and humanoid robotics including the @UnitreeRobotics IPO in HK which I hope will be bought into this ETF"
X Link 2025-10-09T11:26Z [----] followers, [---] engagements
"$OUST @ousterlidar https://seekingalpha.com/article/4831212-ouster-eyes-of-physical-ai https://seekingalpha.com/article/4831212-ouster-eyes-of-physical-ai"
X Link 2025-10-20T23:20Z [----] followers, [---] engagements
"$CLSK and $BTDR on Monday: $21 and $26 Long hold: $40 and $50"
X Link 2025-10-27T00:55Z [----] followers, [---] engagements
"Buying $FLY here wanting to see $50s"
X Link 2025-10-27T14:29Z [----] followers, [---] engagements
"$CLSK moving up $CLSK CEO and Chairman @smatthewschultz appeared on @CNBC's Crypto World today to discuss our business expansion from pure-play Bitcoin miner to include AI and HPC data center developer. Click the link below to watch https://t.co/yoSxfJO155 https://t.co/5tQ5Ay2OLb $CLSK CEO and Chairman @smatthewschultz appeared on @CNBC's Crypto World today to discuss our business expansion from pure-play Bitcoin miner to include AI and HPC data center developer. Click the link below to watch https://t.co/yoSxfJO155 https://t.co/5tQ5Ay2OLb"
X Link 2025-10-27T22:36Z [----] followers, [---] engagements
"$CLSK H.C. Wainwright analyst Mike Colonnese raised the firms price target on CleanSpark (CLSK) to $30 from $25 and keeps a Buy rating on the shares. The firm expects the miners to report solid Q3 results based on the strong sequential growth in bitcoin prices. Hash rate expansion continued in Q3. with the public miners adding [----] EH/s to their operations during the quarter the analyst tells investors in a research note. Cuts $IREN to $45"
X Link 2025-10-29T11:27Z [----] followers, [---] engagements
"$IREN H.C. Wainwright double downgraded Iren (IREN) to Sell from Buy with a price target of $45 up from $36. Investors should be taking profits at current share levels the analyst tells investors in a research note. The firm believes investor optimism around Irens artificial intelligence cloud business has reached a point of irrational exuberance. H.C. Wainwright views the shares as significantly overvalued following the 920% rally in the past six months. Upgrades $CLSK to $30"
X Link 2025-10-29T11:28Z [----] followers, [---] engagements
"🚨 $LAZR update: Luminars latest filing reveals trouble ahead. $450M in convertibles + prefs (valued at just $24M) Breach with Iris sensor supplier Volvo deal dead. CFO resigning Only $72M cash left not enough to last past Q126 Luminar had the only series production lidar yet couldnt hit positive gross margins or cover interest costs. The same story for $AEVA & $INVZ. Production will create a need for more equity sales or debt with all the risks that Luminar faced. $MVIS sells stock not sensors. Only $OUST avoided the auto ADAS trap now positioned to become the last lidar standing in the"
X Link 2025-11-01T13:59Z [----] followers, [---] engagements
"I like $GPTY for its steady dividend and NAV preservationgood list of underlying but $AI"
X Link 2025-11-12T23:41Z [----] followers, [--] engagements
"🚨 LiDAR valuations after Q3 are getting spicy. $OUST $MVIS $INVZ $AEVA $LAZR the entire sector just repriced and the divergences are wild. 📊 Q3 [----] Snapshot: $OUST: Biggest market cap in the group + strongest [----] revenue outlook. The market is pricing in scale and real shipments. $MVIS: Trading at a tech-startup revenue multiple (19). Equity looks healthy but valuation is all about future execution. Zero sales more equity sales ahead $AEVA: Also sporting a significant rev multiple but still struggling to prove commercial traction. $100M debt $35M equity issued to LG and $123M with Sylebra"
X Link 2025-11-16T19:08Z [----] followers, [----] engagements
"$OUST $INVZ $AEVA $MVIS $LAZR [----] Guide to Western LiDAR Companies https://seekingalpha.com/article/4848108-2026-investor-guide-to-western-lidar-companies https://seekingalpha.com/article/4848108-2026-investor-guide-to-western-lidar-companies"
X Link 2025-11-27T23:13Z [----] followers, [----] engagements
"@jimmyrunsmoney @Jonathan_ben_94 @aurora_inno $INVZ Omer selling ATM upset nobody is buying it all the trash under $1 down she goes along another clown show $MVIS. lol"
X Link 2025-12-24T16:22Z [----] followers, [----] engagements
"Merry Christmas to all LiDAR investors. As we say goodbye to Luminar what to expect from the sector by end of [----]. $INVZ and $MVIS will run out of cash both selling ATM hard staying under a $1. $AEVA got $99M from its convertible plus $32M from LG will have to get preferred facility from Sylebra with only $25M by end of Q4 [----] if it does not. $OUST will have around $225M so choices are clear you do not have to lose money if you follow financial health of your investments"
X Link 2025-12-24T16:29Z [----] followers, [----] engagements
"Yingli Green Energy and JA Solar Report Falling Revenues SolarPVInvestor http://t.co/tHjC4ZDu via @sharethis http://shar.es/67cEL http://shar.es/67cEL"
X Link 2012-11-30T04:49Z [----] followers, [--] engagements
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