Ouster LIDAR (Velodyne) is being used by Boston Dynamics robots called Spot! Boston Dynamics is one of the longest standing robotics companies. These robots are used to patrol the perimeters of the stadiums as security and risk detection
What P/E ratio should Novo Nordisk be trading at - one of the leading pioneers of weightloss and diabetic drugs, one of the largest total addressable markets in the pharmaceutical industry.
Looking at competitors in weighloss - Eli Lily trades at currently around a multiple of 43. In the wider pharmaceutical industry giants like JNJ trade at around 29. Abbvie 123 (15 forward PE), Merck & Co is at 35 (forward PE is projected at 13.14), Amgen is at 25 (forward PE of 15.3), Biogen of 23 and Gilead at 17 and pfizer is trading at 18.5... The healthcare drug manufacturers who are part of the S&P 500 are trading at an average current P/E of 37 (boosted by Abbvie a lot, removing them makes it 25.47).
Novo Nordisk is trading currently below all of the S&P 500 healthcare stocks. It is trading at a multiple of only 11.26!! Earnings are supposedly to drop in 2026 so the forward P/E ratio is at around 14.5, looking at the pill data and previous earnings I am personally not convinced - but it is priced in anyways.
But without looking at the P/E ratio - what does Novo Nordisk deserve?
I personally think it deserves a multiple around 20 (being relatively conservative) and potentially a multiple of 30 if the stock is trading hot, heck LLY is trading at over 40 currently. Next couple quarters when Novo provides better guidance, the stock will flip. Mike Doustdar seems like a great CEO, enthusiastic and positive, hinted at big things in the pipeline that are not yet public information (don't make me dig for the quote - I think it's in a CNBC interview from a month back) - he is much better than Ricks in my opinion haha.
Russia is facing severe economic pressures as result of their war against Ukraine. The war has lasted for over 4 years, Russia has taken a significant toll due to global sanctions, Ukrainian drone striking critical infrastructure, oil/fuel shortages, very high inflation, increases in taxation, a manpower shortage and recently turmoil in Crimea and blows on the battlefield.
These factors can be likely to create a peace deal in the future, Putin is becoming more unpopular and it’s becoming increasingly difficult for him to contain the situation. Putin is running out of options, without making concessions, how this war is reasonably going to end in a way that is favourable for Russia after peace. He is likely going to be forced out or forced to make concessions.
Currently, it does not seem that the end of this war is priced in, the market acts like the war will never end, but I think the end of the tunnel is a lot closer than we think, the dominos are starting to fall, and will exponentially get more significant.
Anyways here are some factors and potential opportunities and threats from the war ending.
But if a peace is made, the potential for many companies can be enormous.
Companies can reintroduce themselves to Russia (assuming sanctions are lifted), companies like PepsiCo, Adidas, McDonalds have ceased their operations in the country due to the war.
Reintroduction of Russian oil & gas lowering energy costs in Europe allowing better margins for the manufacturing industries… This will reverse the headwinds for many European companies like Volkswagen have faced tightening margins from increased energy costs. These reversing will be greatly beneficial to them.
Companies which can redevelop Ukraine. Companies such as Caterpillar can potentially be given the windfall of billions of dollars flowing into redevelopment. Banks will finance the reconstruction, European banks as well as asset managers like BlackRock will likely be ones to finance redevelopment, getting interest from loans.
It is likely that if the war in Ukraine ends, and Russia capitulates, there will be a likely reversal in European demand for defence contracts… This is already being seen to an extent by Rheinmetals contracts for frigates being cancelled just days ago. Geopolitically, Europes only real threat and the cause of demand for defence is Russia, if they are to keep spending on defence it will be cyber security preventing attacks from North Korea, China, Iran and potentially Russia as well.
Rare earths, I can’t think of any companies specifically, it’s likely too early to tell, but rare earths in Ukraine are important, obviously Trump was keen on getting hold of them last year during negotiations but this has been forgotten about. Rare earths are to be incredibly important, permanent magnets etc will become more important with EV adoption and expanding robotics.
UHS is a fortune 500 company owning over 300 health facilities, hospitals and behavioral health facilities (these deal with mental health, substance abuse, schizophrenic, etc) across the USA and UK...
The company has grown its revenues and earnings significantly over the previous 5 years, they have grown earnings by 50%... Earnings per share over the past 6 years has grown immensly from $9.16 per share in 2019 to $23.42 in 2025. This has been benefitted by the companies immense share buyback programme, betting itself on future growth.
UHS' balance sheet has remained stable in recent history, debt has grown over the last 5 years, from $4.56 to $5.17B, but this is to be expected after the company has returned massive growth in EPS and revenues. The company continues to hold a cash positon of $100-150M.
The company has several large tailwinds... The aging US population will require more health facilities as they get older. Growing chronic diseases. The company has many facilities in parts of the US where there is expected to be high growth in population and thus demand - Texas, Florida, California, Nevada, although the company has exposure across the country.
UHS is currently hovering around it's 52W low, with a potential 74.5% upside back to it's previous high in December, less than 7 months ago.
Why has the stock price dropped so significantly in 2026? It comes down to a few reasons... The purchase of TalkSpace for almost $1B has created some uncertainties. Changing policies of Medicare and Medicade programs which contribute a significant portion of UHS' revenues. Other regulatory changes, such as those introduced on July 4 2025 - which "attaches work and community service requirements to eligibility for Medicaid benefits". The potential increase of interest rates, the company holds some debt (in order to rapidly grow), therefore will have to pay more interest if the rates rise compressing margins. The outcome of upcoming court cases which can make UHS pay out money, which is something almost every company in healthcare has to deal with.
Reflecting on the risk factors of the company, they are mostly (IMO) short term risks that likely will not affect the longterm profitability of the company.
The company offers dividends, which has stayed at $0.20 per share for a number of years, a 0.57% annual return at current prices. The company focuses on buybacks which have ranged from 4% to 11% from 2019 to 2025, which boost EPS and are a bet on themselves. The company has a large insider ownership of over 16%, the company is very interested in giving back to shareholders.
UHS is a solid hedge against the tech sector and the 'AI bubble', still providing high growth, an exceptional level of buybacks and a stable dividend at a 52 week low and a 75% upside back to previous highs 7 months ago.
Not financial advice.
The manufacturing framework supports an annual capacity of over 100,000 sensors.
Yesterday I withdrew £20 and it was instant… I am now trying to withdraw £150 and it’s taking some time, how long do larger transfers take, is it better just to do 7-8 £20 transfers than just one £150 one?
Ouster has finished its deployment of LiDAR in preparation for the World Cup final in New Jersey at the MetLife Stadium. Over 40 locations across the nearby highway have been fitted with Ouster LiDAR for the safety of fans and traffic flow.
One of BlueCity, powered by Rev8 lidars, first deployments coming to the city of Stamford Connecticut!
This is Ouster’s REV8 OS1 Max - the top is a 2D view (not a camera) the bottom is 3D. It has a range of up to 500ft, perfect for this sort of application.
Ousters hard ware is best-in-class and so is its software.
Ouster LiDAR used by Overland AI systems!
https://www.youtube.com/watch?v=Ay0Un00gDhs at 3:20 - just goes to show how mainstream Ouster is becoming, how widespread they are being used and that they are the top choice for companies wanting to integrate AI into their automation.
This is just some of Ousters partners, there are more that are not included in the infographic
Sandvik mining uses Ouster Lidar for their autonomous systems (see older post) and they are collaborating with Rio Tinto to develop their systems - Rio Tinto is another huge mining company, one of the biggest in the world - one of the ‘big 3’ alongside Glencore and BHP. They have a market cap of over $150 billion, sales of around $60 billion and over 55,000 employees operating in mines and processing facilities across 30 countries.
Ouster continues to diversify it's customer base, offering its product to numerous important industries offering significant benefits to their clients. Sandvik is a huge Swedish company employing around 41,000 employees and has sales of 123 Billion SEK (around $13 billion) in 2024 in around 150 countries.
Nashville Tennessee, most populous city in the state and 20th most populous in the USA (over 2 million in metro population), world famous for it's culture and country music to deploy Ouster BlueCity. This deal is worth over $2 million.
