Started By
Message

re: OUST - LiDAR for Physical AI and Smart Infrastructure

Posted on 5/5/26 at 3:36 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24575 posts
Posted on 5/5/26 at 3:36 pm to
quote:

Not going as planned

No. It’s going exactly as planned.

quote:

I’ve just seen great results get dumped so often for positioning that I think, right or wrong, that I can be in a spot to take advantage now…

Take gains, jump on the dip.
If it doesn’t work out, I’m still plenty long OUST.

It’s working out.
Dump protective puts if we get a gap down to $24 at open then slam buy to watch it rise all day and all month.

Share price is getting slapped due to a perceived QoQ revenue and eps decline due to a 20 something million one time royalty for Q4.

When in fact, product revenues grew at the very top end of estimates, 49 percent.

Yummy

Loading the truck. I hope!
Or, maybe Mr. Market catches on…
Posted by jerryc436
Franklin
Member since Jan 2014
614 posts
Posted on 5/5/26 at 3:44 pm to
I did a $25 sell to open PUT this morning with a $85 premium expiring Friday. If it is under $25 I add shares if not nice premium.
Posted by jerryc436
Franklin
Member since Jan 2014
614 posts
Posted on 5/5/26 at 3:47 pm to
(no message)
This post was edited on 5/5/26 at 3:48 pm
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
895 posts
Posted on 5/5/26 at 6:26 pm to
Parlaying my SMCI gains from earnings report into OUST at open
Posted by bayoubengals88
LA
Member since Sep 2007
24575 posts
Posted on 5/5/26 at 11:30 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24575 posts
Posted on 5/6/26 at 5:32 am to
Looks like recovery is happening.
Glad to have bought 150 more 25.45 to 25.65
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 5/6/26 at 5:47 am to
I debated selling my 1/27 $30 calls, but went in the opposite direction and picked up som 8/26 $30 calls.

I was worried that I should have waited until this morning, once I saw the big drop, but feel better about it this morning.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20031 posts
Posted on 5/6/26 at 6:52 am to
I’ve been nudging in on this one and may grab some more shares today.
Posted by Neauxla
New Orleans
Member since Feb 2008
34492 posts
Posted on 5/6/26 at 7:01 am to
Had an order in for 25 but it didn’t get that low
Posted by sonoma8
Member since Oct 2006
8145 posts
Posted on 5/6/26 at 8:57 am to
Considering jumping in here. Can’t decide if this is a good price target though.
Posted by bayoubengals88
LA
Member since Sep 2007
24575 posts
Posted on 5/6/26 at 11:57 am to
Trading at a bit less than 9x 2026 revenue.
This kind of technology deserves a 20x P/S multiple.

I don’t think it’ll drop to 5-6x sales.
My opinion.
Posted by castorinho
13623 posts
Member since Nov 2010
87448 posts
Posted on 5/6/26 at 12:24 pm to
Deep Red to green
Posted by Neauxla
New Orleans
Member since Feb 2008
34492 posts
Posted on 5/6/26 at 12:27 pm to
It just needs to get a little more red and then go green
Posted by bayoubengals88
LA
Member since Sep 2007
24575 posts
Posted on 5/6/26 at 12:35 pm to
215 more shares added before takeoff

Even sold my protective puts for a slight gain.

Posted by bayoubengals88
LA
Member since Sep 2007
24575 posts
Posted on 5/6/26 at 12:38 pm to
quote:

Not going as planned
Dare I say that I gift wrapped and hand delivered the price action game plan on this one last couple of days?!
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27795 posts
Posted on 5/6/26 at 12:43 pm to
quote:

Dare I say that I gift wrapped and hand delivered the price action game plan on this one last couple of days?!


Yes, you did. I didn't follow the plan, though, but I'm doing fine. I only had some long term calls and I could have sold and rebought, but since they are so far out, I decided it didn't matter that much, anyway.

I will listen, next time...
Posted by LChama
Member since May 2020
4030 posts
Posted on 5/6/26 at 1:05 pm to
Yessir you did. Every now and then i succumb to knee ierk reactions and then hit post. Its one of my many flaws. Great call. May add to my position with some calls
Posted by sonoma8
Member since Oct 2006
8145 posts
Posted on 5/6/26 at 1:09 pm to
I have some powder left over from nbis… having a hard time deciding on what to do with it. Any input from you guys would be appreciated. I already have some oust, mrln, wlac and picked up some huma yesterday.

Feeling i need to sit on it a bit incase something falls after earnings…
first pageprev pagePage 5 of 6Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram