Shawarma Capital

Shawarma Capital

$OUST: China's Lidar Champion Just Got Banned From The Pentagon. Ouster Is The Western Pure-Play Left Standing

Hesai builds the cheapest lidar on earth, runs four hundred million dollars of revenue, and the United States just labeled it a Chinese military company and barred it from defense

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Shawarma Capital
Jun 08, 2026
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Position disclosure: I do not own OUST as of this writing. I am opening a starter position this week, sized off stable holdings. Shawarma Capital, June 7, 2026. OUST closed near $39.68 on June 5, down almost sixteen percent on the day, the session after it touched a fifty-two-week high near $47. This post is research synthesis, not investment advice. Th…

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