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re: OUST - Ouster LiDAR for Physical AI

Posted on 8/5/26 at 3:36 pm to
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1290 posts
Posted on 8/5/26 at 3:36 pm to
I’m also holding calls and shares through earnings. If OUST burns me, so be it. It’ll only cut into my profit. Tomorrow will be interesting.
Posted by sonoma8
Member since Oct 2006
8226 posts
Posted on 8/5/26 at 3:41 pm to
Holding shares here at $35. Lets ride baws
This post was edited on 8/5/26 at 3:46 pm
Posted by Longer Tail Tiger
Member since Dec 2019
354 posts
Posted on 8/5/26 at 4:32 pm to
I'm holding shares @ average cost of about $47.26, and I don't have any options.
Posted by SETH6180
TEXAS
Member since Feb 2020
1412 posts
Posted on 8/5/26 at 4:49 pm to
Holding shares at a $31 average, with long call options $50 1/27
Posted by supadave3
Houston, TX
Member since Dec 2005
32396 posts
Posted on 8/5/26 at 5:29 pm to
I’m holding at $34. This is a huge portion of my portfolio and I’ve had my finger on the trigger all day to sell 25% but decided to hold and pray.

Let’s ride, fellas
Posted by YungBuck
Mandeville
Member since Dec 2017
3329 posts
Posted on 8/5/26 at 6:38 pm to
17% of portfolio

Average shares $34.15 let’s ride boys
Posted by bayoubengals88
LA
Member since Sep 2007
25939 posts
Posted on 8/5/26 at 7:23 pm to
As of today, OUST is 38.0% of portfolio.

52% LEAPS
48% shares
This post was edited on 8/5/26 at 7:26 pm
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20616 posts
Posted on 8/5/26 at 7:24 pm to
Sold my two 8/21 40c this morning when the trend turned. Holding shares w/$30.17 avg. About 5% of portfolio.
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1290 posts
Posted on 8/5/26 at 8:01 pm to
quote:

I’m also holding calls and shares through earnings. If OUST burns me, so be it.

7 contracts of $50 strike 8/21s for calls

Shares at $30.74 average, didn’t sell at initial pop to $60+. I’ve held these since April and been adding to the position over time. Initial purchase was at $24.60
This post was edited on 8/5/26 at 8:02 pm
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1290 posts
Posted on 8/5/26 at 8:03 pm to
Don’t want to clog this thread since ER is tomorrow, but this filing came through a few minutes ago. You can sign up for them via email on the Ouster website.


To translate the filing, this is what occurred:

OUST Form 4: COO Darien Spencer sold 30,000 shares (~$1.35M at $45/share) but still owns 299,806 shares (about 91% of his holdings). Most importantly, the sale was executed under a Rule 10b5-1 trading plan established on Nov. 18, 2025, meaning it was pre-scheduled nearly 9 months ago and wasn’t a discretionary sale made ahead of tomorrow’s earnings.

To subscribe to filing notifications:
Ouster Investor Relations Page
Follow link and scroll to bottom. Enter your email in there if you want alerts for every filing.
This post was edited on 8/5/26 at 8:09 pm
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1290 posts
Posted on 8/5/26 at 8:19 pm to
quote:

As of today, OUST is 38.0% of portfolio.


This post was edited on 8/5/26 at 8:20 pm
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
28201 posts
Posted on 8/6/26 at 7:33 am to
Oust is 11% of my portfolio and my 3rd largest holding. I only hold 4-5 stocks at a time - and try to pick stocks I want to hold long term and have a larger position on them. I may have 1 or 2 small positions that I plan to turn for a quick profit, but I find it's far less stressful and maybe even more profitable to have only stocks you understand and believe in.
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1290 posts
Posted on 8/6/26 at 9:16 am to

Opened down over 3.5%

Staircase recovery early on, let’s have a day

Most exciting ER for me in awhile
Posted by damnlambert
Louisiana
Member since Oct 2019
168 posts
Posted on 8/6/26 at 10:00 am to
Stock talk still in FIVN? Earnings after-hours today.
Posted by sonoma8
Member since Oct 2006
8226 posts
Posted on 8/6/26 at 10:22 am to
Oust is 20% of mine..
NBIS is 40%
Posted by CheesyF
Member since May 2017
554 posts
Posted on 8/6/26 at 10:37 am to
He got out of FIVN 2 weeks ago. Thinks some product OpenAI released points to all frontier AI's disrupting growth.
quote:

To be abundantly clear, I still think Five9 is cheap for the business that it is, and I still think it can rerate on earnings, and I also think its infrastructure potentially makes it an interesting acquisition candidate for OpenAI or other frontier labs, but my objective here was not trade the earnings or an acquisition, my thesis was to play a significant rerating over time, and this disrupts that thesis.
Posted by damnlambert
Louisiana
Member since Oct 2019
168 posts
Posted on 8/6/26 at 11:12 am to
Damn thanks! I'm still holding for now
Posted by bayoubengals88
LA
Member since Sep 2007
25939 posts
Posted on 8/6/26 at 11:58 am to
quote:

He got out of FIVN 2 weeks ago. Thinks some product OpenAI released points to all frontier AI's disrupting growth.

He's been extremely hesitant lately.

In addition to OUST this afternoon, INDI and KRMN report.
Also AEVA must have really killed it this morning.
Still +32% on the day....
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1290 posts
Posted on 8/6/26 at 12:22 pm to
quote:

Also AEVA must have really killed it this morning. Still +32% on the day....

Pivoted away from lidar to more of an optical AI company. (Think SIVE)

Ouster discord has some good discussion on AEVA from this AM.
This post was edited on 8/6/26 at 12:22 pm
Posted by StonewallJack
Member since Apr 2008
1129 posts
Posted on 8/6/26 at 1:40 pm to
Are we broke or rich yet?
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