"Now the second one which I own that's also been a disaster recently is uh ouster and I'm going to talk about it here. Alster stock is down 26% on the months. It's been a terrible performance from the company. Now the most exciting part about the business is the smart infrastructure. This is going to allow the company to become more of a software company over time. I'm going to hold it for the next 5 10 years and I'm going to keep it and see what happens as long as the thesis remains intact."
The speaker examines the robotics and automation company OUSTER, noting its recent 26% decline and poor short-term performance. However, he emphasizes the company's potential in smart infrastructure and software integration, suggesting that despite current setbacks, the stock appears oversold and represents a long-term hold opportunity, with expectations to benefit once dilution slows down and catalysts like the Kronos launch materialize.
2 Stocks I own With MASSIVE Upside Potential!
The Patient Investor
November 13, 2025
Company Opinion