re: OUST - LiDAR for Physical AI and Smart Infrastructure

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Could happen, but not today Baw. We are off and running

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As I'm fully loaded, I'm not complaining!!

I added 6 more Puts between $42.50 and $47.00 with premiums of $1090. I hope I am assigned at least 200 shares but will be happy either way.

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Curious where you find the companies you research and what sources you utilize when doing your research on potential stocks.

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I'll just give the full run down...

1. Discovery happens on X.com or a finviz screener.
1a. If it isn't tech or tech adjacant I'm not interested. If it's above 15bn market cap, I'm not interested.
1b. I also prefer a lower share count. This typically indicates disciplined managment. For small to medium cap companies, 200mm to 5bn, I like under 100mm shares oustanding.
1c. I like low to no debt.
1d. Maybe most importantly, is the theme a theme you want to be in? You can't know this unless you're paying attention. In other words, don't be buying Chipotle right now. It's basically diseased. Watch for a rotation.

2. If I found it on X and not finviz, I go straight to finviz to check valuation and financial metrics. If I found it on finviz many of the metrics were screened for already.
a. Is it pre revenue? (I typically move on if so)
b. Is it pre profitibility? (I don't give a shite about P/E compared to Forward P/E). If forward P/E is much lower, that's a good sign. If PEG is below 1 and forward P/E is low then you may be looking at a mismatch. Buy.

- If so, are they getting close to profitibility? Is there a path?
*The trajectory on OUST was and is exceptional*
If pre profitable, is price to sales ratio justifiable? For OUST, BIG YES. When I discovered it, it was 7x P/S. For NBIS, it was a no brainer.
P/S means nothing without industry knowledge. You need to know the industry peers and what they trade at.
Enter AI...

3. So I chat with Gemini or Claude about the company, industry, and peers.
4. I check the chart on stockcharts. OUST was a screaming buy.
5. Then if things get really serious, I start listening to earnings calls and ceo interviews.

This is for growing and maintaing conviction. I usually buy after step 4, sometimes earlier.

Here's an example from Finviz for ELVA, a battery company:

What are we buying now? Oust or Elva!?!?!

If you want the shares and believe in the stock roll it. The debit will more than likely be less than the value you gain back from the higher strike price. Buy to close at current strike and sell open at a strike out of the money and a week or two( or longer) out.

You’ve still got a lot of time value in 7/17, one would think we’d see some sort of pullback, but with how things are going lately that might be crazy talk. 88 could probably give more insight. I’ve rolled calls on this thing for awhile and got tired of sweating it and finally had one close otm and decided to just hold shares. I’ve got a couple puts but I’m not confident in where the top is

I have never rolled a call before and not sure how it works. I guess I would have to close mine out and then do another at a higher price and maybe further out.

Yes I see that in my account. What would be your strategy you were in this situation?

I opened the roll position and I am confused. It shows BTC Bid 6.30 Ask 6.70, $60 STO Bid 6.70 Ask 7.40 and Net Quote Credit Limit 0.55 Estimated amount 55.00. Do I need to set my limits myself and is the $55 a credit or debit. I would like to learn for the future.