Tony

Covering finance & market news - infused with some memes (Not Financial Advice)

[Tony @StarkEquity]

$OUST feels like a much needed cool off after some huge days.

I expect higher soon for next leg up.

[Shay Boloor @StockSavvyShay]

$OUST signed a lidar supply deal with AIM Intelligent Machines to power autonomous heavy equipment across mining, construction and defense.

AIM will integrate Ouster’s Rev8 color digital lidar into autonomy kits that can retrofit bulldozers and excavators in under 24 hours.

[Stock Talk @stocktalkweekly]

Somewhere out there, a man is staring at his portfolio on his phone, while his wife is telling him about how Janice was mean to her at pilates, and she's asking him why he isn't paying attention to the story.

[Tony @StarkEquity]

@preetkailon He’s predicted 27 of the last 2 market crashes

[Tony @StarkEquity]

I want $100 by EOY!

[Tony @StarkEquity]

$OUST looks like it’s ready for the next leg higher.

[Tony @StarkEquity]

@MaxineJ54 @_Qstormrider The Canadian economy is the only economy in the G7 that is in a recession. I guess that’s why happens when you get cut off from the largest economy in the world.

[Tony @StarkEquity]

Bullish $AMBA!

[Sam Altman @sama]

OpenAI Robotics is hiring, looking for exceptional full-stack hardware, ops, systems, and ML engineers to help us program and manufacture robots that are useful for society.

AI should be able to help people in the physical world. In the short term, we are focused on robots to support skilled workers to build our future infrastructure; in the long term, we imagine everyone having a personal robot doing anything they need.

Our world simulation research program, led by Aditya Ramesh (@model_mechanic), has evolved over the past year into OpenAI Robotics. Progress is rapid, and based on a foundation of co-design between robotics hardware and ML research.

If you love working hands-on across the robotics stack and want to build the future, please consider joining us. Send an email with your background and evidence of exceptional accomplishment to: [email protected]

[Tony @StarkEquity]

@Remzztrades Added calls that opening, already up 55%🔥

[Tony @StarkEquity]

Another name I’m keeping an eye on. $CGNX.

Chart is now in a uptrend following nearly a 5 year down trend.

TAM expected to grow at 11% CAGR with solid margins.

[Tony @StarkEquity]

80% of their revenue comes from Edge AI products, I like the buying opportunity here. $AMBA

[CK Capital @CKCapitalxx]

$AMBA just reported Q1 and the numbers are quietly telling a very bullish story.

Double beat and a new partnership and this stock is down???

Revenue came in at $100.4 million. Up 16.9% year over year. A clean beat with acceleration built into the guide.

Automotive revenue hit an all time record this quarter. The rapid penetration of AI into commercial vehicles is the primary driver and management was explicit that this is just beginning. Every new vehicle program being designed today is an AI enabled vehicle. $AMBA is inside that transition.

Non-GAAP EPS of $0.11. Up from $0.07 a year ago. The profitability trajectory is moving in the right direction quarter by quarter.

Q2 guidance of $105 to $111 million. That is continued sequential acceleration. The revenue line is not slowing down it is compounding.

$277 million in cash and marketable securities on the balance sheet. Clean. No debt. And the board just authorized a brand new $50 million buyback program starting July 1.

Now here is the line from the CEO that stood out most to me.

New products targeting more advanced AI workloads command average selling prices well in excess of current ASP. That means the growth story is not just more units.

It is higher revenue per unit as the product mix shifts toward automotive, robotics, and edge infrastructure. The margin profile improves as the business scales into these markets.

And then after the close they announced an $800 million plus long term partnership with Hanwha spanning robotics, industrial automation, life sciences, and security over 10 plus years.

All time record automotive revenue. Rising ASPs. Accelerating guidance. New buyback. Decade long $800 million partnership.

Everything is pointing in the same direction.

[Greg Brady @gregbradyx]

Nobody enjoys being right about the FACT that Mark Carney has tanked our economy, but here we are.

[Remz @Remzztrades]

See you at $200 $PLTR

[Elon Musk @elonmusk]

@zerohedge False

[Tony @StarkEquity]

Every name the president has mentioned has pumped.

$DELL is literally flying as we speak.

There is also one name that Trump has mentioned which is close to his cost basis…

Also a retail favourite…

$PLTR, Personally, I’m long here.

[Tony @StarkEquity]

@usppdd Any sell under 50 is far too early IMO, I took shares in the 20s and calls with $30 strike going into August some time ago.

I am so bullish on this name where do I start

[Ouster @ousterlidar]

This is a Rev8 OS1 in foggy Lofoten, Norway. Every point carries 3D geometry and 48-bit color, and demonstrates the OS1’s range and resolution

With native color, what looks like a photograph is actually the sensor data itself

[Stock Talk @stocktalkweekly]

@kingtutcap Correct, but if you've been underexposed during this period, that's your fault too. I agree that bull markets make everyone look like a genius, but the bears who are fear-mongering on the sidelines are the wrong messengers for that.

[Tony @StarkEquity]

We live in a simulation

[The White House @WhiteHouse]

Today, we remember a legend.

On this day in history, Harambe would have celebrated another birthday. An icon that became part of internet history, American culture, and an entire generation’s timeline.

Tomorrow marks 10 years since we lost him. Ten years since the moment the world stopped scrolling and collectively mourned something bigger than a meme.

He became a symbol of loyalty, strength, chaos, unity, and the strange beauty of the internet bringing millions of people together for one cause: never forgetting Harambe.

Everyone remembers where they were when they heard the news. And somehow, a decade later, his legacy still lives on.

Gone, but never forgotten.
Rest easy to a true patriot. 🕊️🇺🇸

May 27, 1999 — May 28, 2016
Forever in our hearts.

[Tony @StarkEquity]

@ZaStocks Something I’ve been struggling with recently, how do you consider valuations in this case?

RKLB is my biggest space holding (I am up well over 200%) but at current levels is trading 127x P/S , this doesn’t seem sustainable to me, curious what you think.