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re: OUST - LiDAR for Physical AI and Smart Infrastructure

Posted on 6/22/26 at 8:55 pm to
Posted by j1897
Member since Nov 2011
4736 posts
Posted on 6/22/26 at 8:55 pm to
quote:

How do they know it’s oust from a photo?


Who knows, keep in mind Elon said lidarr was useless for self driving.


quote:

People don't shoot lasers out of their eyes to drive


His quote, trillionaire.


Posted by j1897
Member since Nov 2011
4736 posts
Posted on 6/22/26 at 8:55 pm to
quote:

How do they know it’s oust from a photo?


Who knows, keep in mind Elon said lidarr was useless for self driving.


quote:

People don't shoot lasers out of their eyes to drive


His quote, trillionaire.


Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/22/26 at 9:11 pm to
For CSP, probably $45 now.
For calls, I had 8 $50 Feb 2027s
Sold half at what must have been the top…$20.60 per contract.

I will hold the other 4 on the uptrend for as long as possible.

I really don’t like close dated calls on OUST due to the high IV.
I’ve made nearly all my money this year on 2027s and 28s when the stock is depressed.
Posted by jerryc436
Franklin
Member since Jan 2014
688 posts
Posted on 6/22/26 at 9:22 pm to
I have done well when the price was in the low 40's. At this higher price I am being a littlodayoe more cautious. Thinking of weekly CSP between $42 and $46 depending on price tomorrow. Was on the road today and only did some CC's.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/23/26 at 7:05 am to
Posted by auisssa
Member since Feb 2010
4735 posts
Posted on 6/23/26 at 7:33 am to
quote:

Who knows, keep in mind Elon said lidarr was useless for self driving.


I was wondering the same thing so ran it through gpt:

quote:

What you're seeing is not necessarily LiDAR being added to the production vehicle. The post even says "ground truthing equipment," which is different.

The likely explanation:

Tesla often equips test vehicles with external sensors (including LiDAR, high-precision GPS, cameras, and mapping equipment).
Those sensors collect extremely accurate measurements of the environment.

Engineers then compare what the Tesla camera-only system thought it saw against what the external sensors measured.

The LiDAR data acts as the "ground truth" during development and validation.

Think of it like this:

A student takes a test without a calculator.

The teacher uses a calculator to verify the answers.

The student isn't using the calculator, but the calculator is still useful.

This wouldn't contradict Musk's anti-LiDAR stance because he has primarily argued against using LiDAR on production vehicles for autonomous driving, not against using it as a development or validation tool.
This post was edited on 6/23/26 at 7:34 am
Posted by auisssa
Member since Feb 2010
4735 posts
Posted on 6/23/26 at 7:36 am to
Also:

quote:

That close-up makes me lean more toward LiDAR, but I still can't confidently say it's Ouster.

A few observations:

The silver cylindrical unit underneath the mount looks very much like a spinning 360° LiDAR form factor.

The black box above it appears to contain additional sensors.

The checkerboard-looking pattern is something often used for camera calibration targets during sensor validation.

The entire assembly looks like a sensor calibration/ground-truth rig, not something intended for production use.

Why I'm hesitant to call it Ouster:

Ouster's OS-series sensors usually have a more recognizable ribbed/finned housing and a distinct appearance from the side.

This image is blurry enough that key identifying features are lost.

It could be a survey-grade LiDAR from another manufacturer mounted in a custom bracket.

If I were forced to put odds on it:

LiDAR sensor of some kind: 85%
Ground-truth / validation equipment: 90%+
Specifically Ouster: 30-50%
Evidence Tesla is switching to LiDAR for production autonomy: <5%

For OUST investors, the most interesting part isn't whether Tesla is using LiDAR on the truck. It's whether Tesla is using third-party LiDAR for data collection and validation at scale. That would indirectly validate the usefulness of LiDAR even while Tesla continues to pursue a vision-only production system.
Posted by j1897
Member since Nov 2011
4736 posts
Posted on 6/23/26 at 11:30 am to
You should think for yourself.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/23/26 at 2:45 pm to
Added back two of the Feb 2027 $50 strike for 15.80

Holding six total now.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 11:22 am to
Added six more in the 13s

Still own a war chest of shares for more if needed $38 then $35
Posted by HogPharmer
Member since Jun 2022
3895 posts
Posted on 6/24/26 at 11:27 am to
I added a couple Jan 27 calls this morning.
Posted by The Boat
Member since Oct 2008
177842 posts
Posted on 6/24/26 at 11:43 am to
One of those days where all the indices are green and all my stocks are red.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 11:52 am to
Rotation baby!!
We’ll be back
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 12:19 pm to
Six more.
12.80
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12955 posts
Posted on 6/24/26 at 12:40 pm to
I buy shares anytime it gets below 40.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 2:12 pm to
Bought two 28’s
$45 strike

If stock goes lower than I’ll roll up and in for a credit. Then buy another option or OUST commons.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 2:34 pm to
Up to five 2028s now.

Buying around 20.70-80
Posted by TigerDoug
Lees Summit
Member since Mar 2017
863 posts
Posted on 6/24/26 at 2:47 pm to
If I understand correctly, buying Jan 21, 2028 calls at 45 strike price?
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 2:51 pm to
Yes. Exactly.

Stock goes back to upper 40s I’ll probably sell them around 40% gains.

Or I may hold 2028s longer.

I’ll definitely sell the Feb 2027s on a pop.
I have 18 of those.
Posted by bayoubengals88
LA
Member since Sep 2007
25348 posts
Posted on 6/24/26 at 3:57 pm to
Buying calls at 39 and seeing 43 after hours…
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