@itsmichaelluu

#1 MASTER EARNINGS CHEATSHEET to help you make 1000%-2000% on the best AI plays: https://t.co/S2PZhlJb7u

$OUST was a $123 stock before it crashed 96% to $5. In 1 year, it's reversed 900% so far and it's now flashing real signs of becoming a profitable Physical AI player, not just a lidar hype story. Why this isn't just a bounce: → Q1 2026 revenue: $49M, +49% YoY and 12+ straight quarters of product revenue growth → Shipped 12,600+ sensors in the quarter (lidar = 65% of mix) → GAAP gross margin up to 43%, non-GAAP 46% margins have structurally improved over the past 2 years → $175M cash, zero debt they can fund the roadmap without diluting like they did in 2022-23 → Stereolabs acquisition just closed, adding camera/AI compute to the lidar stack this is the "sensing fusion" platform play, not a one-trick lidar company anymore → Management guided Q2 2026 revenue to $49.5-52.5M and reiterated a 30-50% long-term growth framework 3 red flags to watch before you size up: 1️⃣ Q4's "profit" had a royalty asterisk. Q4 2025 showed a 60% gross margin and positive EBITDA but ~$21M of that revenue was a one-time IP licensing payout, not recurring sales. Strip it out and Q1 2026 (back to a $17M net loss) is the more honest picture of where the core business actually sits. 2️⃣ Still burning cash on an adjusted basis. -$7M adjusted EBITDA in Q1. Management's own target for sustained profitability is ~2027 that's still 1-2 years of execution risk, dilution risk, and "prove it" quarters ahead. 3️⃣ Margins are volatile, not yet stable. Gross margin swung from 60% → 43% quarter to quarter. Tariffs, mix shift, and royalty timing all move this number a lot until it stabilizes in the 35-40% target band consistently, the "margin story" isn't fully derisked yet. It's guidance is actually really good though: Q2 2026 revenue guidance: $49.5M to $52.5M, which represents continued sequential growth, with the midpoint implying roughly 48% YoY growth consistent with the underlying momentum, now with a full quarter of Stereolabs included. Long-term framework (reiterated): 30-50% annual revenue growth, GAAP gross margins of 35-40%, and GAAP operating expense growth of 5-8% versus 2025 levels. 2026 royalty revenue: expected to stay under $5 million for the full year, mostly in the back half so don't expect another Q4-2025-style royalty pop until H2 2026 at earliest. Path to profitability: management indicated they expect to start hitting their profitability stride sometime in 2027, scaling revenue while keeping OpEx growth contained. Next earnings date: $OUST is expected to report Q2 2026 results around early August 2026.

ROBOTICS & PHYSICAL AI CHEATSHEET: (so you know whats going to explode next...) https://t.co/qyI2TjrwIX

President Trump is obsessed about pumping this stock. Its down 46% and will do a massive reversal now:

$MU earnings Q4 2026 is on Sept 30. https://t.co/NkZTyy7nfP