LiDAR stocks have been heating up as the promise of "physical AI," Robotaxis, humanoid robotics, and the like are getting fresh attention. Chip Stock Investor discuss Ouster (OUST), a bit about how LiDAR works, Ouster's history via merger with Velodyne, and current cash burn issues. They discuss the price-to-sales ratio, and quick valuation trick using P/S by pretending what OUST's valuation would be today if running at a 20% free cash flow profit (20% margin being a general goal a business like this should target). All of this assumes Ouster can deliver on its financial goals, so Nick and Kasey discuss whether LiDAR belongs in their small bets basket of stocks.

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

Timestamps:

(00:00) Introducing Ouster: A Lidar Company

(03:19) Understanding Lidar Technology

(05:51) Aeva's Technological Advancements

(06:58) Ouster's Market Position and Challenges

(10:36) Future Prospects and Financial Outlook

Nick and Kasey own shares of Alphabet and Ouster

Episode 313: Physical AI Is Using LiDAR -- 1 Chip Design Stock Leading the Pack -- OUST Stock Analysis