猴哥🐒|5月 27, 2026 14:18
High potential US stocks (1): OUT
The Eye of Physics AI
We have been researching OUST for a week now, and the stock price has risen from 35 to 43
At present, the market value is only 2.7 billion US dollars, with overseas institutions offering a sky high valuation of 40 billion US dollars
The premise is a comprehensive outbreak of physical AI.
OUT is the Nasdaq that debuted in 2021 and falls within the scope of potential stocks that I previously mentioned.
To make a long story short, why are you optimistic about OUT?
OUST has been working on hardware before and has now transitioned to Physical AI
The most important thing is that the moat is extremely high.
Deep integration with NVIDIA ecosystem products is a core requirement in fields such as robotics, automotive, and defense.
Amazon is also the most important customer, and there is a business cooperation model to unlock equity, which can ultimately account for about 5% of the shares.
Our revenue for 2025 is approximately $169 million, with a year-on-year growth rate of approximately+52%
Although the losses have not yet been overcome, fortunately the track is in the early stages of explosive growth
The market expects the company's revenue to increase significantly in 2027
If using P/S multiples to predict valuation, it can be estimated to be between 6 and 8 billion US dollars
But the pattern has become smaller, even though it is a technology growth stock that is still losing money.
The track of physics AI will definitely exceed everyone's imagination! oust
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