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re: OUST - Ouster LiDAR for Physical AI
Posted on 8/6/26 at 3:44 pm to Upperdecker
Posted on 8/6/26 at 3:44 pm to Upperdecker
Is it correct to say (based on what I’m seeing here) that we’ll probably see a short term dip with an opportunity to add below $42, followed by a longer term bull run?
1
Posted on 8/6/26 at 3:46 pm to meeple
quote:
Is it correct to say (based on what I’m seeing here) that we’ll probably see a short term dip with an opportunity to add below $42, followed by a longer term bull run?
Short term dip is the operative phrase here - I think we are fairly green tomorrow. Just my guess
Posted on 8/6/26 at 3:53 pm to bayoubengals88
INDI report was great
I’m not a believer in quantum yet but hey it’s revenue.
quote:
Secured radar design win with a leading Tier 1 supplier supporting Volvo
Key Physical AI design wins at Unitree and Agibot for our sensing products
Launched iND881, a next-generation Edge AI SoC for automotive and physical AI applications
Captured new iND880 vision processor design wins with leading OEMs in China
Achieved a record quarter for Quantum bookings, including new customer-funded programs
I’m not a believer in quantum yet but hey it’s revenue.
Posted on 8/6/26 at 4:32 pm to LSUcam7
AI earnings analysis
(this is a good acct to follow)
(this is a good acct to follow)
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 8/6/26 at 4:47 pm to cgrand
quote:this is the kind of thing that drives me crazy, zeta did the same thing.
Stock-based compensation jumped sequentially from $7.5 million to $11.4 million. Is this a new baseline run-rate due to the Stereolabs integration and new headcount, or were there one-time vesting events in Q2?
tell shareholders what the SBC was for, and what to expect going forward. this plus 20% more shares needs to be explained as to why, and whats next
This post was edited on 8/6/26 at 4:48 pm
Posted on 8/6/26 at 4:55 pm to cgrand
Is RH correct when showing they missed earnings by $.10? Shows estimated -$.17 and actual -$.27. After the ZETA misinformation it's hard to know.
Posted on 8/6/26 at 4:58 pm to Cajun75
est EPS was (-0.27), actual was (-0.27)
Posted on 8/6/26 at 5:15 pm to cgrand
Welp, the earnings info is wrong again.....guess they got it from Yahoo. 
Posted on 8/6/26 at 5:15 pm to cgrand
Sold ten $41.50 8/6 puts for 4.10 each on Monday, debating whether or not I want those to be assigned
Posted on 8/6/26 at 5:20 pm to iPad
(no message)
This post was edited on 8/6/26 at 6:38 pm
Posted on 8/6/26 at 8:14 pm to bayoubengals88
I liked the call and the direction of the company. It’s very early still.
I’ll probably sell some shares for leaps tomorrow if the stock price stays lower.
It seems like CAT is indeed a customer after all, and from what I’m seeing on X, Amazon is the clear number one customer. Though not mentioned in the presentation…
I guess that just means Amazon is not a Rev8 customer, which makes sense given the old Velodyne merger.
I’m expecting a steady flow of news over the next month or so.
I’ll probably sell some shares for leaps tomorrow if the stock price stays lower.
It seems like CAT is indeed a customer after all, and from what I’m seeing on X, Amazon is the clear number one customer. Though not mentioned in the presentation…
I guess that just means Amazon is not a Rev8 customer, which makes sense given the old Velodyne merger.
I’m expecting a steady flow of news over the next month or so.
Posted on 8/6/26 at 8:14 pm to bayoubengals88
Posted on 8/6/26 at 8:23 pm to iPad
Editing because I posted the exact same X post as bayoubengals88 without checking first. 
This post was edited on 8/6/26 at 8:24 pm
Posted on 8/6/26 at 8:53 pm to iPad
Here’s another solid take.
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Posted on 8/6/26 at 10:26 pm to bayoubengals88
Is everyone here still bullish? Buying these shares at a discount? Or waiting for a little more downward momentum of share price first?
Posted on 8/6/26 at 10:41 pm to TDFreak
Bullish. Will continue to acquire weekly at any price under $60.
Posted on 8/7/26 at 5:24 am to TDFreak
I’m bullish because the tech is unparalleled and extremely useful for the verticals that they chose to capture.
The TAM is just waiting for them with no real competition.
They have a lot going for them, and it’s one of the better moats you’ll run across. Yes it’s a niche technology…for now…but cameras aren’t, which was 48 percent of product sold.
That brings me to cross selling. The LiDAR customers want the cameras too, and vice versa.
I’ll be looking for more news on the traffic front soon and the possibility of announcing some major customers.
This may putt along, and then before you know it, they’re a 30bn dollar company.
The TAM is just waiting for them with no real competition.
They have a lot going for them, and it’s one of the better moats you’ll run across. Yes it’s a niche technology…for now…but cameras aren’t, which was 48 percent of product sold.
That brings me to cross selling. The LiDAR customers want the cameras too, and vice versa.
I’ll be looking for more news on the traffic front soon and the possibility of announcing some major customers.
This may putt along, and then before you know it, they’re a 30bn dollar company.
This post was edited on 8/7/26 at 5:26 am
Posted on 8/7/26 at 6:00 am to bayoubengals88
Let’s see how much “IV Crush” materializes today.
For non options folks, that means that the big uncertain event is over and options should be priced cheaper.
I’ll probably buy some. Maybe at the money Septembers and slightly out of the money Februarys.
And a few LEAPS (2028).
For non options folks, that means that the big uncertain event is over and options should be priced cheaper.
I’ll probably buy some. Maybe at the money Septembers and slightly out of the money Februarys.
And a few LEAPS (2028).
Posted on 8/7/26 at 6:18 am to TDFreak
quote:
Is everyone here still bullish?
absolutely
Posted on 8/7/26 at 6:26 am to bayoubengals88
I have 1 $45 CC expiring today but also have 1 8/21 Call so today's price may cause me to lose 100 shares but should help me on my Call. Currently have 1500 shares so losing a few will not hurt long time position. 
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