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bayoubengals88
| Favorite team: | |
| Location: | LA |
| Biography: | Formerly a fan of this website |
| Interests: | Conifers |
| Occupation: | |
| Number of Posts: | 25124 |
| Registered on: | 9/10/2007 |
| Online Status: | Not Online |
Recent Posts
Message
re: I’m selling everything tomorrow Friday June 12 2026
Posted by bayoubengals88 on 6/11/26 at 7:42 pm to JoeyP239
I just don’t understand how anyone thinks they’re that smart.
re: Nebius - NBIS - AI Infrastructure Company
Posted by bayoubengals88 on 6/11/26 at 7:38 pm to astonvilla
:wha:
re: QXO- 2nd largest roofing company
Posted by bayoubengals88 on 6/11/26 at 6:43 pm to LChama
quote:I’m not qualified to speak about such scale, but it looks priced in…
BB88.. do u think there is too much risk with the expense of that acquisition?
I bought 12 $17 Jan 2027 calls because the options are dirt cheap!!
Great find with low IV
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/11/26 at 5:11 pm to HogPharmer
quote:
Re-entered with another CC $50 8/21. Probably should've waited for a little bit more of a bump. But still collected a $530 premium.
Haha
I was on the other end of that trade today…

re: QXO- 2nd largest roofing company
Posted by bayoubengals88 on 6/11/26 at 3:07 pm to LChama
This is an interesting company that can be reduced to its CEO and the acquisitions he has made and is making.
They are trying to acquire TopBuild (BLD) for 17 billion which is about 45% more than QXO's current market cap.
They are trying to acquire TopBuild (BLD) for 17 billion which is about 45% more than QXO's current market cap.
quote:
QXO is projected to report annualized revenues approaching 9 billion to 10 billion dollars once the full-year contributions of Beacon Roofing Supply and Kodiak Building Partners are completely integrated. TopBuild is right on its heels, having generated roughly 6.2 billion dollars in annualized net sales. Together, the combined entity will instantly establish a massive 18 billion dollar distribution footprint.
quote:
By purchasing an operation that is technically larger, more stable, and vastly more profitable than itself, QXO instantly cures its own near-term margin deficiencies.
This gives the consolidated company the immediate cash flow engine required to support the next leg of its 50 billion dollar long-term rolling consolidation strategy.
re: New ST play (5/21 11:41AM) - $CRNC
Posted by bayoubengals88 on 6/11/26 at 2:35 pm to astonvilla
I can't believe he bought a meme stock :lol:
re: QXO- 2nd largest roofing company
Posted by bayoubengals88 on 6/11/26 at 2:12 pm to LChama
HOW did you find this? :lol:
Were you looking through Orbis Allen holdings?
I see that Fred Alger is invested too...
Were you looking through Orbis Allen holdings?
I see that Fred Alger is invested too...
re: New ST play (5/21 11:41AM) - $CRNC
Posted by bayoubengals88 on 6/11/26 at 12:17 pm to itsbigmikey
Did he dump BLDP today?
The chart is looking that way...
The chart is looking that way...
re: Anyone have experience with YardMastery products?
Posted by bayoubengals88 on 6/11/26 at 10:55 am to LOL
quote:I've used the biostimulants before. I haven't this year.
I've been pumping their Bio stimulates since February and man it makes a difference. Anyone else all in with the LCN?
Maybe that's why my lawn looked better last year :dunno:
re: VELO - Low Float turnaround opportunity
Posted by bayoubengals88 on 6/11/26 at 10:27 am to The Egg
Maybe one of these days I’ll buy and actually hold it.
I think I had 200 shares that I sold at 16.90 two days ago :ahh:
I think I had 200 shares that I sold at 16.90 two days ago :ahh:
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/11/26 at 9:54 am to HogPharmer
quote:I got into the $50 strike August calls on the drop.
HogPharmer
I think the $5-6 range is a decent entry. Not great due to high IV, but decent given the potential.
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/11/26 at 9:14 am to bayoubengals88
Oddly down.
I'd be a buyer here.
I'd be a buyer here.
re: Market blood bath
Posted by bayoubengals88 on 6/10/26 at 8:09 pm to bamatrader
Wow. Nice chart on VG for entry.
re: Market blood bath
Posted by bayoubengals88 on 6/10/26 at 7:53 pm to Neauxla
Finished the day up 10%
I was all calls in OUST.
They popped this morning, sold them, bought a lot of shares, and it stayed mostly green.
Made a good QQQ PUT hedge or two.
That’s the ball game!
I was all calls in OUST.
They popped this morning, sold them, bought a lot of shares, and it stayed mostly green.
Made a good QQQ PUT hedge or two.
That’s the ball game!
re: Microvision MVIS
Posted by bayoubengals88 on 6/10/26 at 6:02 pm to supadave3
I just bought 2,500 shares to follow.
But I’m going to have to read more about the OUST reverse split as it was part of a merger with Velodyne.
I’m sure you know all about it, but probably not a 1:1 comparison..?
But I’m going to have to read more about the OUST reverse split as it was part of a merger with Velodyne.
I’m sure you know all about it, but probably not a 1:1 comparison..?
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/10/26 at 6:01 pm to LSUcam7
quote:I’ve heard of it
I do own INDI which is a specialized semiconductor design company. They focus primarily in the auto-tech space but are building rapport with humanoid robotics companies (and quantum slop). $7bn backlog with several tier-1 suppliers, 4x sales and looking towards profitability next year… hopefully.
:cheers:
re: With market pulling back a large bit today, are there any buys you all are targeting?
Posted by bayoubengals88 on 6/10/26 at 3:56 pm to iPad
LEU is down 43% in 6 months.
Centrus Energy (nuclear)
Centrus Energy (nuclear)
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/10/26 at 3:31 pm to LSUcam7
quote:How do you feel about OUST compared to NBIS?
LSUcam7
I'm loving these Infrastructure updated. They are really executing on this front. Massive TAM, little to no competition.
And that's maybe 20% of their business at most...
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/10/26 at 2:20 pm to HogPharmer
quote:If it is sold without being excercised then it's still a contract and an obligation to someone, somewhere, out there.
So let's say I sold a CC. If whoever purchases it closes it out early without exercising the option and taking the shares, does that CC stay out there for someone else to buy until expiration UNLESS I buy it back?
Does that help?
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/10/26 at 1:26 pm to HogPharmer
quote:Part of the game is buying them back for less than what you sold them for.
For a bit, the stock price looked like it was going to run away. But this volatility has done me some favors in buying me time to get to expiration.
Sold for $3, buy for 1.50...that's 50% gains.
re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted by bayoubengals88 on 6/10/26 at 1:25 pm to HogPharmer
quote:It's a wide bid/ask. I bet you can get $4 or more if you try.
I checked current prices on selling one contract of BRUN at your strike and date and it's in the $3-ish dollar range now
While the bid is at 3.40 someone may snatch it up for 4.10
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