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re: OUST - LiDAR for Physical AI and Smart Infrastructure

Posted on 7/6/26 at 11:32 am to
Posted by bayoubengals88
LA
Member since Sep 2007
25788 posts
Posted on 7/6/26 at 11:32 am to
Sold 14 of 19 calls. Bought a few more OUST but diversified into some other related names, in this order:
ON
QCOM
OSS
SONY
ZETA
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13090 posts
Posted on 7/6/26 at 11:37 am to
As always, thank you for sharing.

I took the remaining dry powder I had and went into HONA and QNT before the market opened.

If NBIS rides like I hope it does this week, I’ll rebalance and get back into OUST at the price range I noted above.
Posted by bayoubengals88
LA
Member since Sep 2007
25788 posts
Posted on 7/6/26 at 11:46 am to
quote:

I took the remaining dry powder I had and went into HONA and QNT before the market opened.

NICE!
Posted by iPad
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Member since Nov 2025
1252 posts
Posted on 7/6/26 at 12:03 pm to
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13090 posts
Posted on 7/6/26 at 12:16 pm to
Sadly it wasn’t much. I have A LOT (arguably way too much) wrapped up in NBIS right now.
Posted by bayoubengals88
LA
Member since Sep 2007
25788 posts
Posted on 7/6/26 at 4:37 pm to
Bought February calls again $50 strike
Bought 21 August calls too. $55 strike
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
151303 posts
Posted on 7/6/26 at 5:40 pm to
Sell me on why I should put a buy order for 20 shares of HONA at $240 rn
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13090 posts
Posted on 7/6/26 at 7:16 pm to
quote:

Sell me on why I should put a buy order for 20 shares of HONA at $240 rn
You shouldn’t.

There are better stock plays right now. My rough math has a fair value at 247.50. I have it at 237.50.

I picked it as what I perceive to be a relatively save place to park some cash short term as the market rotates to more defensive positions. However I still wanted some semblance of AI/Space exposure. It was this or GEV and GEV has been hot lately, so I picked here

This post was edited on 7/6/26 at 7:19 pm
Posted by bayoubengals88
LA
Member since Sep 2007
25788 posts
Posted on 7/6/26 at 7:26 pm to
quote:

I picked it as what I perceive to be a relatively save place to park some cash short term as the market rotates to more defensive positions. However I still wanted some semblance of AI/Space exposure. It was this or GEV and GEV has been hot lately, so I picked here
I agree with all of this. Sadly, I’m still searching for my space exposure, and I may just have to go without it for the moment.
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13090 posts
Posted on 7/6/26 at 7:30 pm to
quote:

I’m still searching for my space exposure, and I may just have to go without it for the moment.
the window for good exposure was early June when RKLB dropped to $80.

I was out of cash to invest at the time. I have all eyes on NBIS and OUST
Posted by SuperSaint
Sorting Out OT BS Since '2007'
Member since Sep 2007
151303 posts
Posted on 7/6/26 at 8:38 pm to
TYFYS
Posted by bayoubengals88
LA
Member since Sep 2007
25788 posts
Posted on 7/6/26 at 9:50 pm to
quote:

the window for good exposure was early June when RKLB dropped to $80.
I bought a good chunk at 66-68 but sold at 90. Didn’t take long.

I either need more money (Ha!), or I need to be willing to part ways with some OUST, which I’m largely unwilling to do.
Posted by StonewallJack
Member since Apr 2008
1105 posts
Posted on 7/7/26 at 8:44 am to
Added more on the dip
Posted by SETH6180
TEXAS
Member since Feb 2020
1357 posts
Posted on 7/7/26 at 8:54 am to
We fallin baws, yikes
Posted by StonewallJack
Member since Apr 2008
1105 posts
Posted on 7/7/26 at 8:59 am to
Those people that bought at $55 should have waited!!
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13090 posts
Posted on 7/7/26 at 9:04 am to
Good entry point here at 45? Maybe?

There is a lot of support at the $40 level. I’ll jump in hard here
This post was edited on 7/7/26 at 9:08 am
Posted by SlidellCajun
Slidell la
Member since May 2019
16740 posts
Posted on 7/7/26 at 9:45 am to
What did you pay?
Posted by Longer Tail Tiger
Member since Dec 2019
346 posts
Posted on 7/7/26 at 10:10 am to
I added 2000 @ about $46.40.
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1252 posts
Posted on 7/7/26 at 12:20 pm to
Posted by iPad
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Member since Nov 2025
1252 posts
Posted on 7/7/26 at 12:20 pm to
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This post was edited on 7/7/26 at 12:21 pm
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