The LiDAR Winner Nobody is Talking About
LiDAR stocks haven't treated investors very well. Out of the eight LiDAR companies that went public via SPACs, only one is worth looking at today: Ouster $OUST . After gobbling up their competitor, Velodyne, the newly merged company managed to not only achieve a positive gross margin, but also 30% annual revenue growth for two consecutive years. As "physical AI" use cases expand, Ouster is starting to seem compelling, but risks still remain. One of those risks is Chinese competition in the form of Hesai $HSAI , the global leader in LiDAR. Are either of these stocks worth buying? Let's find…
The skinny
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