BHE
Benchmark Electronics
stock NYSE

This is not AI. Wrote it a few days ago…
Ouster is quietly becoming the perception platform of physical AI.
\- Rev8 is the world’s first color LiDAR.
They waited 3 years to roll it out.
\- Management is conservative about guidance and fanatical about precision.
TWO MAIN VERTICALS
1. ⁠Ag, Mining, Aerospace, Defense automation: (John Deere, Komatsu, AIM, Shield AI, Skydio, Volvo, Anduril, NASA, Oshkosh, etc.
2. ⁠Mapping and smart infrastructure: Google Maps, Apple Maps, City of Atlanta, Nashville, Chattanooga, etc. (enormous TAM with virtually no competition and growing rapidly).
Plenty of cash, no debt, efficient scaling (see yesterday’s BHE headline), insanely good technology, should break even next year!
10-15bn dollar company in a few years.
Just under 3bn right now.
No hype, no memes, proven tech, great management, steady compounding 30-50% revenue YoY with 13 straight quarters of growth.
Damn. Why am I looking for anything else??

This is not AI. Wrote it a few days ago…
Ouster is quietly becoming the perception platform of physical AI.
\- Rev8 is the world’s first color LiDAR.
They waited 3 years to roll it out.
\- Management is conservative about guidance and fanatical about precision.
TWO MAIN VERTICALS
1. ⁠Ag, Mining, Aerospace, Defense automation: (John Deere, Komatsu, AIM, Shield AI, Skydio, Volvo, Anduril, NASA, Oshkosh, etc.
2. ⁠Mapping and smart infrastructure: Google Maps, Apple Maps, City of Atlanta, Nashville, Chattanooga, etc. (enormous TAM with virtually no competition and growing rapidly).
Plenty of cash, no debt, efficient scaling (see yesterday’s BHE headline), insanely good technology, should break even next year!
10-15bn dollar company in a few years.
Just under 3bn right now.
No hype, no memes, proven tech, great management, steady compounding 30-50% revenue YoY with 13 straight quarters of growth.
Damn. Why am I looking for anything else??