buy 38 OUST @ $40.83

“Drawdown add per the believer rule: when a conviction name is down >7% in a day on no thesis-breaking news, ADD 25% to the position. OUST -11.97% today on broad robotics weakness. The thesis (only lidar enabler with real install-base in the embodied-AI platform) is intact. Adding 38 shares = 25% of 154. New notional approx 7.8% of book, well under the 15% cap. Innovation thrives in tough times.”