InfilTradeR

[ppdd @usppdd]

Ouster Completes New Jersey DOT Deployment of Ouster BlueCity Ahead of 2026 FIFA World Cup $OUST
https://t.co/RlLIoGDKcF

[KASM @KASM_Capital]

There's a $6B nuclear fusion merger closing in 60 days that almost nobody on here is watching. $DJT .

Our Alpha Flow models flagged a really unusual trade on Friday with $2.6M in premium.

Jan 2028 risk reversal. $8 calls bought, $8 puts sold at the money.

A 19-month leveraged long, built while the stock sits at all-time lows and everyone's written it off.

So what would make someone deploy that kind of risk on a beaten-down name at all-time lows?

The forgotten deal and the nuclear catalyst nobody's connecting.

Last week the first private reactor went critical at Idaho National Lab and Energy Secretary Wright called it "a historic day in American nuclear." OKLO ripped. NNE ripped. SMR ripped. DJT didn't move — even though it's the only one of them with an actual fusion company closing into it.

Because here's what people forgot. Last year DJT struck a $6B merger with TAE — a private nuclear fusion company that's raised $1.3B and built five reactors. And the S-4 — the SEC document that starts the shareholder vote and releases $100M to TAE the day it drops — still hasn't been filed. With a mid-2026 close, it has to hit in the next few weeks or the timeline slips. When it lands, the merger goes from announced to in motion.

Nobody's watching this. Our models were.

Above $8.65 and I'm looking to get long. Target $11.88, real room above on a merger re-rate.

[InfilTradeR @Legin75]

@semivision_tw Anything to do with "B" is bad for Nvidia. Bad boobs and bears.🤬

[ppdd @usppdd]

@ousterlidar sensors $OUST

[ValueOverPrice @ValueInIdeas]

$OUST

Ouster made an appearance on CBS News recently.

Their LiDAR sensors are being used by Overland AI's autonomous tactical vehicle, which was tested by the U.S. military in Morocco.

Really cool to see!

h/t: u/-Mothman_ on Reddit

[InfilTradeR @Legin75]

The market reacted to strong jobs data, as investors priced in fewer (or no) Fed rate cuts. These employment numbers already include many temporary World Cup-related jobs. The 2026 FIFA World Cup is projected to support around 185,000 mostly one-time roles in the US.

[Rosanna Prestia, MBA @RosannaInvests]

🚨 The “blowout” jobs report that just killed your rate cut? Misleading.

It was bartenders. 🍺

70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament.

Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯

Look under the hood. 🧵

[The Transcript @TheTranscript_]

$GEV GE Vernova CEO on their business:

"We're generating 25% of the world's electricity every day. It's about 50% of this country, the U.S.'s electricity every day. Over 7,000 gas turbines, over 59,000 wind turbines, over 60 nuclear plants and the associated electrical equipment attached to that. We've got an $87 billion services backlog that will generate by 2027, about $20 billion of services revenue across our services businesses"

[Ouster @ousterlidar]

Traditional terrestrial scanning across a large area means dozens of setup positions over multiple days, then hours of registration and texturing in post. The Rev8 “xray” captures below were created in an afternoon.

The Cathedral of Seville is the largest Gothic cathedral in the world. It features 11,520 square meters of vaulted ceilings, stained glass, and centuries of stonework.

These are Rev8 OS1 Max images of the cathedral interior, captured in a single walkthrough. Native color and depth arrive in the same photon event, with 48-bit color locked to its geometry at the point level.

[InfilTradeR @Legin75]

$CBRS Cerebras Systems

[ppdd @usppdd]

Realistically @ousterlidar should offer Amazon significant discounts for volumes as high as 1 million sensors.

Ouster’s gross margin is 46% at a $5,000 ASP for its Rev 7 sensors, implying a unit cost of roughly $2,700. Rev 8 has been described as a “low-cost” sensor designed for “high-volume production” and is said to be comparable to Rev 7 in pricing.

Assuming an ASP of $4,000 per sensor for Amazon, the potential revenue opportunity from Proteus alone could reach $4 billion.

That would translate to approximately $1.4 billion in gross profit.

And that’s just Proteus. Amazon also deploys third-party products powered by Ouster sensors, such as Digit from Agility Robotics.

How is $OUST only $3B market cap?

[HENNY @hennycapital]

For those interested in the $TE thesis:

America needs to triple its energy capacity to power the AI revolution.

Solar is the FASTEST and CHEAPEST way to do that.

But... atm 80% of solar panels come from China.

T1 Energy is building the answer to this, an end to end domestic US solar supply chain.

Think panels, cells, batteries, storage. Data centre infrastructure. All under one roof, and it’s all American.

They qualify for the 45X domestic manufacturing tax credit on every panel produced. Their customers get the 48E domestic content bonus.

Section 232 tariffs make Chinese solar more expensive by the day.

Policy and tariffs coupled with AI demand are all pointing in the same direction.

Q1 revenue came in at $177M. Analysts expected $95M.

They just acquired KORE Power, 50 years of battery storage expertise, for $32M.

This isn’t just a solar company anymore. It’s the energy infrastructure platform America needs to win the AI race.

[ Q-Cap  @qcapital2020]

$RDDT CEO yesterday at the BofA Tech Conference:

"AI ,as we know it, doesn't exist without Reddit, right? Reddit is used pre-training, post-training, grounding, search. So Reddit is an essential player in the modern version of the internet."

[Reuters @Reuters]

South Korean chipmaker SK Hynix, a major Nvidia supplier, said investor feedback on its proposed US listing was 'tremendously positive,' with a source saying the deal could raise $14 billion as its market value topped $1 trillion last week https://t.co/9W8VPBqwDp

[sean @Gykiwi03]

$RKLB 🌏🇳🇿🇺🇲🇦🇺🇨🇦🇩🇪🇬🇧🇯🇵🇰🇷🇪🇺...

Delivering precision where it matters most. Under Rocket Lab Robotics, their newly integrated space mechanisms and advanced sensing pipelines are driving high-impact defense solutions forward. 🛰️⚡
Let's go robotics 🤖

[Jonah Lupton @JonahLupton]

There's another piece of alt data out today which shows $RDDT growing Q2 ad revenues at 59-60% YoY vs sell side at 47% YoY.

$RDDT ad revenues are usually 93-94% of total revenues... this implies $RDDT might be on track to report $790-800M in Q2 revs vs sell side estimates at $729M

If $RDDT beats consensus by 9-10% on the top line, they probably beat by way more on the bottom line because they have 90% gross margins.

if $RDDT does $790-800M in Q2 and net income margins come in at 42% (similar to Q1), then there's a path to $1.75 EPS or better (depending on stock buybacks)... vs sell side at $1.45 EPS (20% beat)

So, whatever their revenue % beat in Q2, it's very likely their eps % beat is 2x bigger.

I'm very confident this is a $300 stock in the next 6-12 months.

NFA.
DYOR.
*We own $RDDT at @FirstWaveFund, it's one of our biggest positions

[Serenity @aleabitoreddit]

$RDDT was driving me insane.

> massive earnings beat
> just printing FCF since they’re too profitable
> 69% Y/Y revenue growth.
> biggest moat against AI vibe coding from network effect
> 91.5% gross margin.

Was just flat for months. Glad to see it getting more attention.

[jimmyrunsmoney @jimmyrunsmoney]

$OUST lidar makes $AMZN Proteus

[ppdd @usppdd]

This is actually huge news, as it suggests @ousterlidar’s sales to Amazon could multiply.

Amazon’s 3.2M $OUST warrants become fully vested once cumulative revenue surpasses $100M, and roughly 2.8M warrants have already vested.

If the next-generation Proteus robots are deployed at scale and require multiple LiDARs per unit, the potential revenue opportunity from Amazon alone could reach hundreds of millions of dollars. $OUST

[d i v e r g e n t @raichutokenized]

this is a very real breadcrumb for $OUST

- Ouster-Amazon has a documented commercial relationship via the old Velodyne (acquired by Ouster back in 2023) agreement

- Amazon Warrant: warrant shares vest based on the purchase by Amazon or affiliates of goods and services from Ouster

- in Q1 2026, 142,890 Amazon warrant shares vested

- Ouster Q1 product revenue was up 55% YoY and 18% sequentially, driven by use cases in warehouse automation, yard logistics and intelligent transport

“eye of the machines”