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re: OUST - LiDAR for Physical AI and Smart Infrastructure

Posted on 7/1/26 at 6:18 am to
Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/1/26 at 6:18 am to
quote:

Bayou I sold my shares today for a 100% gain. Thanks for the recommendation. If it ever pulls back again I will buy more
Glad you enjoyed the ride and chose a phenomenal trade
Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/1/26 at 6:21 am to
quote:

I sold 725 shares last Friday with a cost basis of 36.50 Kicking myself Left almost 20k on the table
I’m sorry man. That really sucks.

Will you sell cash secured puts with the cash?
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13092 posts
Posted on 7/1/26 at 8:09 am to
Thanks man. If it wasn’t for you though I wouldn’t have even missed out in the first place. Really appreciate you sharing on here. At the end of the day I was up 10% in my fun portfolio in June, so can’t complain that much.

Still trying to figure out what I’m going to do next. I have almost 50k in dry powder ready to go.
This post was edited on 7/1/26 at 8:27 am
Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/1/26 at 9:16 am to
That’s some nice powder.
With that much cash QCOM could be a great place, as well as QNT.

I own QNT 2028 calls.

Both are slower plays.
But QCOM seems undervalued for what’s ahead.
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13092 posts
Posted on 7/1/26 at 9:20 am to
If it ain’t broke don’t fix it.

So I’ll probably just wait for you to start your next conviction thread and jump in

It’s worked out well with CCXI and OUST

I also still like OUST. Just need to be patient and find the new bottom. It was in the 38-40 range.
This post was edited on 7/1/26 at 9:22 am
Posted by GeauxTigers123
Member since Feb 2007
3818 posts
Posted on 7/1/26 at 10:32 am to
I asked this last week, but i will ask again now that the price jumped? Yall still bullish. I bought in in the low 40s and am not sure how to proceed
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1252 posts
Posted on 7/1/26 at 10:46 am to
Up over 100%, considering taking initial investment out and letting profit ride.

Targeting taking initial investment out with plans to rebuy OUST on next -5-10% day. Curious of your thoughts.
quote:

Bayoubengals88
This post was edited on 7/1/26 at 10:47 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28152 posts
Posted on 7/1/26 at 11:03 am to
I say this as a non-expert who knows just enough to be dangerous.

This is my opinion. I find stocks that I believe in, like OUST and buy shares and hang on to them. The old saying is that nobody loses money by taking profits. There is also a saying that you don't lose money until you sell.

Some people like playing the day-trade game, but I find that if most of my portfolio is in stocks that I plan to hold long term, I am much less stressed about my account. I don't worry when OUST goes down 10%, because I know it will hop back up, because it's a good company with a good future. I destress while a lot of folks start trying to guess whether they should buy or sell.

Posted by StonewallJack
Member since Apr 2008
1105 posts
Posted on 7/1/26 at 11:14 am to
I'll share my experience again. I day traded NBIS around the 30s. Then I sold for a few thousand of profit, and it rocketed to $100 a share and now $200. I missed out on substantial gains by day trading instead of investing.

Everyone's risk tolerance is different so do what you must.
Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/1/26 at 11:31 am to
quote:

I bought in in the low 40s and am not sure how to proceed
Do you read the posts here?
Your’e up 50%
What’s the worry?
Posted by Neauxla
New Orleans
Member since Feb 2008
34722 posts
Posted on 7/1/26 at 11:34 am to
quote:

Do you read the posts here?
Your’e up 50%
What’s the worry?

Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/1/26 at 11:39 am to
quote:

Yall still bullish

I intend to profit at least a quarter million on OUST in 3-5 years. I only have 1,485 shares.

I don’t call anything high conviction unless I can clearly see a 3-5x path forward. I don’t understand many businesses. That’s ok.

I see a 3-5x in NBIS and in OUST. Even from $60 levels.
This post was edited on 7/1/26 at 11:42 am
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13092 posts
Posted on 7/1/26 at 2:26 pm to
I’m back in CCXI and NBIS

If OUST comes back down off its high horse I’ll get back in too
Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/1/26 at 3:14 pm to
I’d think
You’d be able to rotate from NBIS to OUST in the coming weeks.
Posted by sonoma8
Member since Oct 2006
8217 posts
Posted on 7/2/26 at 7:01 am to
Down 6% PM. Offering

quote:

SAN FRANCISCO--(BUSINESS WIRE)--Ouster, Inc. (Nasdaq: OUST) (“Ouster” or the “Company”), a leader in sensing and perception for Physical AI, today announced the pricing of an underwritten public offering of 3,621,876 shares of the Company’s common stock (the “Offering”). The shares of common stock are being sold at a public offering price of $55.22 per share, before underwriting discounts and commissions. All of the shares in the Offering are being sold by the Company. The gross proceeds to Ouster from the Offering are expected to be approximately $200.0 million, before deducting underwriting discounts and commissions and other offering expenses. The Company has granted the underwriter of the Offering a 30-day option to purchase up to an additional 543,281 shares of common stock at the public offering price, less the underwriting discounts and commissions. The Offering is expected to close on or about July 6, 2026, subject to the satisfaction of customary closing conditions. Ouster intends to use the net proceeds from the Offering for working capital and other general corporate purposes. Northland Capital Markets is acting as the sole bookrunner for the Offering.
Posted by bayoubengals88
LA
Member since Sep 2007
25789 posts
Posted on 7/2/26 at 7:08 am to
This makes good sense, and it’s only 5% dilution. All of my prior models account for a good bit more than that. And they’re getting a phenomenal price to ease the pain.

This will more than double their cash on hand. Would love to see another smart acquisition

Time to buy back covered calls?
Posted by jerryc436
Franklin
Member since Jan 2014
701 posts
Posted on 7/2/26 at 7:48 am to
I have 2 CC's 1/27. How would you go about closing these. I received $2750 premium on these two and have always kept them to expiration before so I was wondering what would be your call in either rolling or getting out of them and at what price. I also have a $55 CC expiring today. I already decided if it gets called I will do a CSP to try and replace my shares.
This post was edited on 7/2/26 at 8:06 am
Posted by StonewallJack
Member since Apr 2008
1105 posts
Posted on 7/2/26 at 8:29 am to
They robbed me again!!
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9387 posts
Posted on 7/2/26 at 8:45 am to
quote:

They robbed me again!!

This is the biggest problem with small caps: secondary offerings. Stock shoots up and then the Board issues more shares to capture the gains at the existing shareholders expense.

I’ve posted here before asking if anyone has developed a system for identifying a company prime for a secondary, especially if they are growing but not yet profitable (i.e. need more cash for ops). Like, if cash on-hand falls below a certain ratio of quarterly expense, expect a secondary offering soon.
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