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re: OUST - LiDAR for Physical AI and Smart Infrastructure
Posted on 5/11/26 at 7:16 am to bayoubengals88
Posted on 5/11/26 at 7:16 am to bayoubengals88
I have some powder and would like to do some PUTS to increase position in a few stocks. Thinking about OUST and MRLN. Any advice on price or other positions to add to? I am good in my NBIS position for now.Thanks for all your insight on MB.
This post was edited on 5/11/26 at 7:17 am
2
Posted on 5/11/26 at 7:55 am to jerryc436
For the premium I’d go with 6/18 $7.5 strike on MRLN
IV levels on OUST have moved from selling puts and calls to buying calls.
Posted on 5/11/26 at 9:17 am to bayoubengals88
Great rebound here this morning
Posted on 5/11/26 at 9:21 am to iPad
quote:And oustanding volume
Great rebound here this morning
Posted on 5/11/26 at 9:33 am to bayoubengals88
I couldn't get a fill this morning.
Glad I finally chased at 26.30
My last 50 share purchase for a good while.
I absolutely ate 24-26 end of last week.
Glad I finally chased at 26.30
My last 50 share purchase for a good while.
I absolutely ate 24-26 end of last week.
Posted on 5/11/26 at 9:53 am to jerryc436
Sold three covered calls for 5/15
$30 strike .80
That's my play on a pop. I like a 3-7 day window.
$30 strike .80
That's my play on a pop. I like a 3-7 day window.
Posted on 5/11/26 at 10:35 am to bayoubengals88
quote:
For the premium I’d go with 6/18 $7.5 strike on MRLN
IV levels on OUST have moved from selling puts and calls to buying calls.
Dumb question...
I mentioned last week or so that I have never sold covered calls/puts. If I sell a covered option play, I understand that I get the premium up front. Do I need to do anything with the option to "close it out" before expiration, assuming my shares don't get assigned? Or can I let it go to expiration as the seller and retain my shares (again, assuming the shares don't get assigned)?
Just trying to understand how this works. Hopefully my question makes sense. Just don't want to mess around and screw something up. Playing with options is a quick way to learn lessons the hard way.
Posted on 5/11/26 at 10:42 am to bayoubengals88
Bought a few more shares at 24.5 before market opened. Wished I had bought more.
Posted on 5/11/26 at 12:49 pm to HogPharmer
quote:Nope! You sold calls will go to 0.00 and you would keep 100% of the premium.
If I sell a covered option play, I understand that I get the premium up front. Do I need to do anything with the option to "close it out" before expiration, assuming my shares don't get assigned?
However, most people close out by buying them back at 50-75% gains.
I do both. You never know...
quote:You are doing the safest thing.
Playing with options is a quick way to learn lessons the hard way.
Posted on 5/11/26 at 12:57 pm to jerryc436
This is a "must read":
$OUST is starting to look like a classic liquidity + narrative mismatch. At ~$28 today, even a move to $80 implies only ~$5B market cap — still ~20x P/S on ~2026 ~$250M revenue, not stretched for a category leader positioning itself in LiDAR / Physical AI sensing.
The real story is structure: ~60M share float with ~34.8M held by institutions and ~8.2M by insiders leaves only ~17M shares effectively in active circulation. That’s tight. Already ~3.3M shares traded in the first 2 hours — showing early real demand pressure hitting a constrained supply base.
LINK
When liquidity rotates into names like this, price discovery can accelerate fast. This shifts $OUST from a slow re-rating setup into a momentum + supply squeeze candidate. If volume stays elevated, trend continuation can get aggressive quickly.
$OUST is starting to look like a classic liquidity + narrative mismatch. At ~$28 today, even a move to $80 implies only ~$5B market cap — still ~20x P/S on ~2026 ~$250M revenue, not stretched for a category leader positioning itself in LiDAR / Physical AI sensing.
The real story is structure: ~60M share float with ~34.8M held by institutions and ~8.2M by insiders leaves only ~17M shares effectively in active circulation. That’s tight. Already ~3.3M shares traded in the first 2 hours — showing early real demand pressure hitting a constrained supply base.
LINK
When liquidity rotates into names like this, price discovery can accelerate fast. This shifts $OUST from a slow re-rating setup into a momentum + supply squeeze candidate. If volume stays elevated, trend continuation can get aggressive quickly.
Posted on 5/11/26 at 1:57 pm to bayoubengals88
Are you selling, holding or accumulating. I do not have many shares and am in th accumulation phase. Let me know your thoughts. I do not want to accumulate any more NBIS at the current price but am open to adding to MRLN, OUST and LWLG.
Posted on 5/11/26 at 2:04 pm to jerryc436
I think I’m at the hold phase now.
Quite please with share count and average cost for the future!
Quite please with share count and average cost for the future!
Posted on 5/11/26 at 2:06 pm to bayoubengals88
BB88. Have been following your insights for many years and it has been profitable. I first bought AUPH after seeing your post and bought a lot between $4 and $6 dollars. Was not an investment for me but I traded it buying PUTS and CC's. I am almost completely out of it now but still have 100 shares and am up more than $21K on this one stock. I enjoy your DD and hope you keep posting your thoughts.
Posted on 5/11/26 at 2:09 pm to bayoubengals88
Which of your investments do you think has the most room to run from present price. I am looking for another AUPH or NBIS to invest in.
Posted on 5/11/26 at 2:44 pm to jerryc436
I think OUST is truly ready to run.
$50-60 by end of year seems reasonable.
I think MRLN needs a piece of news, but it’s a great time to slowly add.
$50-60 by end of year seems reasonable.
I think MRLN needs a piece of news, but it’s a great time to slowly add.
Posted on 5/11/26 at 4:28 pm to bayoubengals88
quote:These are now worth just .35 on a weak close.
Sold three covered calls for 5/15 $30 strike .80
I may buy back for .20 to make a quick $180
Posted on 5/12/26 at 6:54 am to jerryc436
Having learned a bit about autonomous vehicles via Nebius’s Avride, this is a pretty big deal…
They are quietly building a monster company.
They are quietly building a monster company.
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Posted on 5/12/26 at 9:02 am to bayoubengals88
This or DRAM you think? I know they are completely different plays but curious.
Posted on 5/12/26 at 9:09 am to AUtigerNOLA
I sold my small DRAM position to buy OUST on sale.
It’s a tough call.
It’s a tough call.
Posted on 5/12/26 at 9:47 am to AUtigerNOLA
quote:
This or DRAM you think? I know they are completely different plays but curious.
I reupped on a bit of both today
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