<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[Top Tech AI Stocks : Deep Dives]]></title><description><![CDATA[Deep Dives]]></description><link>https://toptechstocksus.substack.com/s/deep-dives</link><image><url>https://substackcdn.com/image/fetch/$s_!iV1g!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fec621606-ebbb-4d00-90e7-ca0518dfc540_400x400.png</url><title>Top Tech AI Stocks : Deep Dives</title><link>https://toptechstocksus.substack.com/s/deep-dives</link></image><generator>Substack</generator><lastBuildDate>Mon, 11 May 2026 23:25:06 GMT</lastBuildDate><atom:link href="https://toptechstocksus.substack.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Top Tech AI Stocks ]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[toptechstocksus@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[toptechstocksus@substack.com]]></itunes:email><itunes:name><![CDATA[Top Tech AI Stocks]]></itunes:name></itunes:owner><itunes:author><![CDATA[Top Tech AI Stocks]]></itunes:author><googleplay:owner><![CDATA[toptechstocksus@substack.com]]></googleplay:owner><googleplay:email><![CDATA[toptechstocksus@substack.com]]></googleplay:email><googleplay:author><![CDATA[Top Tech AI Stocks]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[Ouster (OUST): The $1.6B LiDAR Physical AI stock that Just Turned Profitable and nobody noticed]]></title><description><![CDATA[Discover latest Deep Dive. Record revenue. 60% gross margins. Zero debt. A $42 price target. Our Deep Dive breaks down why this Physical AI play may be the most mispriced stock in the LiDAR sector]]></description><link>https://toptechstocksus.substack.com/p/ouster-oust-the-16b-lidar-physical</link><guid isPermaLink="false">https://toptechstocksus.substack.com/p/ouster-oust-the-16b-lidar-physical</guid><dc:creator><![CDATA[Top Tech AI Stocks]]></dc:creator><pubDate>Sat, 02 May 2026 08:25:30 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!awIk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13499286-779f-475c-9843-897b1b4b8048_1543x1016.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Revenue up 107% year-over-year. Gross margins hitting 60%. First-ever quarter of GAAP profitability. And a stock still trading 32% below its 52-week high.</p><p>Ouster Q1 2026 earnings are confirmed for <strong>Monday, May 5, 2026</strong>, after market close, with the conference call at 5:00 PM ET.</p><p>Ouster, Inc. (NASDAQ: OUST) raises a question worth your time: <strong>Is this the most&#8230;</strong></p>
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   ]]></content:encoded></item><item><title><![CDATA[Nebius Group (NBIS): Investment Thesis Explained ]]></title><description><![CDATA[20 page Deep Dive with Valuation]]></description><link>https://toptechstocksus.substack.com/p/nebius-group-nbis-investment-thesis</link><guid isPermaLink="false">https://toptechstocksus.substack.com/p/nebius-group-nbis-investment-thesis</guid><dc:creator><![CDATA[Top Tech AI Stocks]]></dc:creator><pubDate>Sun, 05 Apr 2026 07:25:31 GMT</pubDate><enclosure url="https://substackcdn.com/image/fetch/$s_!4UDQ!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffc126b96-8c8b-44a9-adc5-320217acf2dc_1968x1192.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Nebius Group (NBIS) is currently my largest position. The more I learn about it, the more excited I become about its huge <strong>multibagger potential</strong>. </p><p>The AI shift is happening at light speed and NBIS will be at the top of the winners list after the recent NVDA $2B investment &amp; strategic partnership.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!LbWT!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!LbWT!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 424w, https://substackcdn.com/image/fetch/$s_!LbWT!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 848w, https://substackcdn.com/image/fetch/$s_!LbWT!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!LbWT!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!LbWT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg" width="1206" height="988" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/dbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:988,&quot;width&quot;:1206,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:119384,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/jpeg&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:&quot;https://toptechstocksus.substack.com/i/193234145?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!LbWT!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 424w, https://substackcdn.com/image/fetch/$s_!LbWT!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 848w, https://substackcdn.com/image/fetch/$s_!LbWT!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 1272w, https://substackcdn.com/image/fetch/$s_!LbWT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdbc5a523-12df-42cd-9a37-ecf80a456ea1_1206x988.jpeg 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>Nebius Group N.V. (NASDAQ: NBIS)</strong> represents, in my view, one&#8230;</p>
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