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Ouster's growth remains strong, driven by the smart infrastructure and robotics verticals. While the automotive opportunity continues to push out, this isn't an important part of the Ouster story at the moment. Ouster's stock remains reasonably priced, and hence continued strong growth should lead to solid returns over the next 12 months.
An administrative law judge has ruled that Tesla engaged in deceptive marketing that gave customers a false impression of the capabilities of its Autopilot and Full Self-Driving driver assistance software. This is a pivotal development in a years-long case initiated by California's Department of Motor Vehicles.
Borr Drilling Limited has rebounded strongly, with revenue and EBITDA stabilizing after a weak Q1 2025. Recent acquisition of five jack-up rigs for $360M increases fleet size but adds significant long-term debt and financial risk. Management transition to new CEO Bruno Morand signals continuity, with strategic oversight retained by the former CEO.
