{ "report_id": "theme_physical_ai_node_sensing_perception_stack", "report_type": "theme_value_chain_node", "site_path": "themes/physical-ai-defense-autonomy/nodes/sensing-and-perception-stack/index.html", "title": "Sensing And Perception Stack", "as_of": "2026-06-13", "generated_at": "2026-06-13T15:31:00-07:00", "freshness": { "price_data_as_of": "2026-06-12", "daily_ohlc_latest": "2026-06-12", "chart_interval": "weekly", "knowledge_reviewed_as_of": "2026-06-13", "official_release_reviewed_as_of": "2026-06-13", "active_common_stocks": null, "filtered_coverage_count": 4, "limitations": [ "Local knowledge lanes were generated from watchlists_security_theme_wiki_20260524 and supplemented here with source, earnings-date, and discovery checks on 2026-06-13.", "ODYS has local daily_ohlc coverage beginning 2024-02-14, so the ODYS chart cannot show a full three-year visible window.", "Per-ticker lineage-status surfaced older source-freshness rows, while grouped market-wide daily_ohlc updates supplied rows through 2026-06-12.", "Static setup thresholds from the older page are stale versus latest API-backed chart data and should be refreshed before use as current trading evidence.", "Nasdaq/Zacks returned an estimated OUST next earnings date and no vendor-provided upcoming earnings date for INVZ, ODYS, or LINK.", "Full transcript sets, product-line profitability, customer concentration details, and contract cancellation terms remain incomplete for several names." ] }, "revision": { "version": 3, "updated_label": "Reviewed current value-chain node card and evidence-board structure", "metadata_path": "themes/physical-ai-defense-autonomy/nodes/sensing-and-perception-stack/report.json", "curation_source": "manual static update from parent physical-AI theme, local security lanes, official release freshness check, Nasdaq earnings-date endpoint checks, and read-only discovery daily_ohlc" }, "review": { "reviewed_at": "2026-06-13T15:31:00-07:00", "scope": "themes/physical-ai-defense-autonomy/nodes/sensing-and-perception-stack/index.html and report.json only", "patched": [ "Aligned HTML data-report-date with node as_of date.", "Normalized hidden setup source-field labels to Why It Matters To The Theme, Tailwinds, and Headwinds.", "Removed remaining Source Trail proof-burden wording.", "Added explicit right-rail API route and stale static setup caveats to chart artifacts." ], "shared_file_deferrals": [ "themes/physical-ai-defense-autonomy/report.json and sitemap.json still carry older source/freshness metadata for this node and remain coordinator-pass work.", "No themes/physical-ai-defense-autonomy/nodes/node-data.json manifest exists for this family.", "No physical-AI node generator ownership was found in local scripts." ], "validation_limitations": [ "Live selected-security HTTP probe was not rerun during this review; static API attributes and chart metadata were validated, and the node records the intended route template." ] }, "node": { "slug": "sensing-and-perception-stack", "order": 3, "level": "L3 product-revenue node", "role": "Routes physical AI into LiDAR, camera perception, visual predictive maintenance, force/touch sensors, printed electronics, and gas/environmental sensing.", "description": "The node gets paid when OEMs, defense customers, industrial operators, and infrastructure buyers move from pilots, design wins, CRADAs, and validation to repeat product revenue, shipments, follow-on orders, gross margin, and lower cash burn." }, "ticker_baskets": { "core": [ "OUST", "INVZ", "ODYS", "LINK" ], "option": [], "watch": [] }, "chart_artifacts": [ { "chart_id": "chart-oust", "ticker": "OUST", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-16", "visible_end_date": "2026-06-12", "weekly_bar_count": 266, "visible_weekly_bar_count": 157, "rendering": "report_api_right_rail", "fallback_table": false, "api_route_template": "/api/securities/OUST/chart?frequency=weekly&window=3y&as_of=latest", "stale_static_setup_thresholds": true, "stale_setup_caveat": "Older static setup thresholds were removed from the article body and must be recomputed before current trading use." }, { "chart_id": "chart-invz", "ticker": "INVZ", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-16", "visible_end_date": "2026-06-12", "weekly_bar_count": 266, "visible_weekly_bar_count": 157, "rendering": "report_api_right_rail", "fallback_table": false, "api_route_template": "/api/securities/INVZ/chart?frequency=weekly&window=3y&as_of=latest", "stale_static_setup_thresholds": true, "stale_setup_caveat": "Older static setup thresholds were removed from the article body and must be recomputed before current trading use." }, { "chart_id": "chart-odys", "ticker": "ODYS", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2024-02-15", "visible_end_date": "2026-06-12", "weekly_bar_count": 115, "visible_weekly_bar_count": 115, "rendering": "report_api_right_rail", "fallback_table": false, "api_route_template": "/api/securities/ODYS/chart?frequency=weekly&window=3y&as_of=latest", "stale_static_setup_thresholds": true, "stale_setup_caveat": "ODYS has short local chart history beginning 2024-02-14, so the visible chart cannot cover a full three-year window." }, { "chart_id": "chart-link", "ticker": "LINK", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-12", "visible_years": 3, "visible_start_date": "2023-06-16", "visible_end_date": "2026-06-12", "weekly_bar_count": 266, "visible_weekly_bar_count": 157, "rendering": "report_api_right_rail", "fallback_table": false, "api_route_template": "/api/securities/LINK/chart?frequency=weekly&window=3y&as_of=latest", "stale_static_setup_thresholds": true, "stale_setup_caveat": "Older static setup thresholds were removed from the article body and must be recomputed before current trading use." } ], "links_out": [ "theme_physical_ai_defense_autonomy", "theme_trade_tariff_sourcing_geography", "risk_market_fragility_amplification", "sector_information_technology", "sector_industrials", "sector_consumer_discretionary" ], "knowledge_sources": [ "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md", "../../../../../knowledge/wiki/lanes/security/oust.md", "../../../../../knowledge/wiki/lanes/security/invz.md", "../../../../../knowledge/wiki/lanes/security/odys.md", "../../../../../knowledge/wiki/lanes/security/link.md", "../../../../../knowledge/raw/sources/security_research__oust__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_profile__oust__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_research__invz__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_profile__invz__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_research__odys__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_profile__odys__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_research__link__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/raw/sources/security_profile__link__watchlists_security_theme_wiki_20260524/output.md", "../../../../../knowledge/wiki/lanes/sector/information-technology.md", "../../../../../knowledge/wiki/lanes/sector/industrials.md", "../../../../../knowledge/wiki/lanes/sector/consumer-discretionary.md", "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../../../../../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md", "../../../../../knowledge/wiki/concepts/risks/market-fragility-amplification.md" ], "external_sources": [ { "kind": "official_company_release", "label": "Ouster Announces Results for First Quarter 2026", "published_date": "2026-05-05", "url": "https://investors.ouster.com/news-releases/news-release-details/ouster-announces-results-first-quarter-2026", "use": "Official support for OUST Q1 2026 revenue, product revenue, shipments, gross margin, adjusted EBITDA loss, and Q2 revenue outlook." }, { "kind": "official_company_release", "label": "Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform", "published_date": "2026-05-12", "url": "https://investors.ouster.com/news-releases/news-release-details/ouster-brings-rev8-native-color-lidar-nvidia-drive-hyperion", "use": "Official support for Rev8 platform-validation context; treated as product validation, not revenue proof." }, { "kind": "official_company_release", "label": "Ouster and Gecko Robotics Explore Next-Generation Inspection Capabilities", "published_date": "2026-05-21", "url": "https://investors.ouster.com/news-releases/news-release-details/gecko-robotics-explores-next-generation-inspection-capabilities", "use": "Official support for the infrastructure and inspection use-case watch item; treated as validation, not a booked-revenue claim." }, { "kind": "official_company_release", "label": "Innoviz Reports First Quarter 2026 Results", "published_date": "2026-05-14", "url": "https://ir.innoviz.tech/news-events/press-releases/detail/184/innoviz-reports-first-quarter-2026-results", "use": "Official support for INVZ Q1 revenue, customer program update, FY2026 revenue target, NRE target, defense/security references, and liquidity." }, { "kind": "official_company_release", "label": "Innoviz Announces Advanced Development Program Combining LiDAR and On-Sensor Perception Software", "published_date": "2026-05-13", "url": "https://ir.innoviz.tech/news-events/press-releases/detail/183/innoviz-technologies-announces-advanced-development-program", "use": "Official support for the on-sensor perception development-program watch item; treated as evaluation evidence, not a production contract." }, { "kind": "sec_exhibit", "label": "Odysight.ai Reports Financial Results for the Three Months Ended March 31, 2026 and Provides Business Update", "published_date": "2026-05-14", "url": "https://www.sec.gov/Archives/edgar/data/1577445/000149315226023116/ex99-1.htm", "use": "SEC-hosted exhibit support for ODYS Q1 revenue, backlog, cash, gross margin, pilot orders, U.S. Navy CRADA, GACI, and cash-burn context." }, { "kind": "official_company_release", "label": "Interlink Electronics Reports First Quarter 2026 Results", "published_date": "2026-05-14", "url": "https://www.globenewswire.com/news-release/2026/05/14/3294989/0/en/interlink-electronics-reports-first-quarter-2026-results.html", "use": "Official support for LINK Q1 2026 revenue, gross margin, operating loss, adjusted EBITDA loss, and force-sensing, printed-electronics, and gas-sensor mix." }, { "kind": "financial_calendar_endpoint", "label": "Nasdaq/Zacks earnings-date estimates for OUST, INVZ, ODYS, and LINK", "published_date": null, "accessed_date": "2026-06-13", "url": "https://api.nasdaq.com/api/analyst/{TICKER}/earnings-date", "use": "Bounded earnings-date check. OUST returned Aug 6, 2026 as an algorithm-derived estimate; INVZ, ODYS, and LINK returned no vendor-provided upcoming earnings date." } ], "discovery_sources": [ { "kind": "status", "label": "OUST local coverage", "query_ref": "discovery:status:OUST" }, { "kind": "status", "label": "INVZ local coverage", "query_ref": "discovery:status:INVZ" }, { "kind": "status", "label": "ODYS local coverage", "query_ref": "discovery:status:ODYS" }, { "kind": "status", "label": "LINK local coverage", "query_ref": "discovery:status:LINK" }, { "kind": "lineage-status", "label": "daily_ohlc lineage caveat for OUST, INVZ, ODYS, and LINK", "query_ref": "discovery:lineage-status:daily_ohlc:OUST|INVZ|ODYS|LINK" }, { "kind": "duckdb_readonly_query", "label": "Sensing And Perception Stack weekly OHLC and EMA chart inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:sensing-and-perception-stack:2026-06-12" }, { "kind": "duckdb_readonly_query", "label": "Sensing And Perception Stack market caps from latest close and local shares outstanding", "query_ref": "discovery:duckdb:daily_ohlc_latest_close_times_instruments_weighted_shares:OUST|INVZ|ODYS|LINK:2026-06-12" } ] }