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