The author expresses a highly bullish sentiment on Ouster ($OUST), disclosing a 100% portfolio allocation with a position of approximately 867 shares at an average cost of $40.55. This investment thesis is driven by a significant surge in robotics venture capital deal activity and investment amounts, which reached all-time highs in early 2024. The post highlights the cross-exposure between AI data centers and the humanoid robotics ramp, specifically noting the importance of DRAM, NAND, and DFB lasers in this sector.