EOW Phase 0a refresh: OUST bounces inside its own drawdown, still under both moving averages; NVDA's repair signal still hasn't fired
Event
EOW Phase 0a refresh: OUST bounces inside its own drawdown, still under both moving averages; NVDA's repair signal still hasn't fired
Summary
- Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-07-31-physical-ai-robotics-eow-phase-0a-refresh - Source: (Focus List — NVDA, OUST entries). - Shift: This week's broad relief bounce (driven by the forced hedge-fund unwind and reversal in the memory/AI-infra complex) reached OUST — one of this perspective's own moonshot-tier nam
Related
7 events DateTypeEvent
Jul 3 Peer ReviewSystematic peer review: crux_capital physical-AI conviction basket vs our engine Jul 2 Tweethis 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI Jun 30 Market SignalRobotics Rotation Source Convergence Jul 31 ScanMonster Scan Jul 28 ScanMonster Scan Jul 25 ScanMonster Scan Aug 6 CatalystOUST earnings No direct external sources are attached to this read.