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Started By
Message
re: OUST - Q2 Earnings Thursday 6 August (Preview on Page 59)
Posted on 6/10/26 at 4:12 pm to bayoubengals88
Posted on 6/10/26 at 4:12 pm to bayoubengals88
They are too different to compare IMO. I think Nebius has staying power regardless of how volatile the AI sector has been and will continue to be. They will be a partner to all enterprises and I see them around +10 years out. Not to say OUST doesn’t, I just have higher confidence NBIS does.
I like the idea of OUST and physical AI is garnering more and more attention. It’s a much smaller TAM but it’s also a much smaller market cap.
The main concern I’ve with a lot of AI names is we’re required to pay a serious premium to own them. That usually gives room to a ton of volatility around what fair value should be.
Honestly I’m probably the wrong ask here as I’ve gotten more and more cautious around valuations as sentiment seems to be complacent.
I do own INDI which is a specialized semiconductor design company. They focus primarily in the auto-tech space but are building rapport with humanoid robotics companies (and quantum slop). $7bn backlog with several tier-1 suppliers, 4x sales and looking towards profitability next year… hopefully.
I like the idea of OUST and physical AI is garnering more and more attention. It’s a much smaller TAM but it’s also a much smaller market cap.
The main concern I’ve with a lot of AI names is we’re required to pay a serious premium to own them. That usually gives room to a ton of volatility around what fair value should be.
Honestly I’m probably the wrong ask here as I’ve gotten more and more cautious around valuations as sentiment seems to be complacent.
I do own INDI which is a specialized semiconductor design company. They focus primarily in the auto-tech space but are building rapport with humanoid robotics companies (and quantum slop). $7bn backlog with several tier-1 suppliers, 4x sales and looking towards profitability next year… hopefully.
1
Posted on 6/10/26 at 6:01 pm to LSUcam7
quote:I’ve heard of it
I do own INDI which is a specialized semiconductor design company. They focus primarily in the auto-tech space but are building rapport with humanoid robotics companies (and quantum slop). $7bn backlog with several tier-1 suppliers, 4x sales and looking towards profitability next year… hopefully.
Posted on 6/11/26 at 9:14 am to bayoubengals88
Oddly down.
I'd be a buyer here.
I'd be a buyer here.
Posted on 6/11/26 at 9:54 am to HogPharmer
quote:I got into the $50 strike August calls on the drop.
HogPharmer
I think the $5-6 range is a decent entry. Not great due to high IV, but decent given the potential.
Posted on 6/11/26 at 11:30 am to bayoubengals88
Just bought back for $1.60. So I made a little over 50% profit on my collected premium.
May look to re-enter at that 8/21 $50 range if we get a bump back up.
May look to re-enter at that 8/21 $50 range if we get a bump back up.
Posted on 6/11/26 at 4:30 pm to bayoubengals88
quote:
quote: Thoughts on CRDO? Unqualified to say. I tried playing earnings with a small stake and got bagged.
I shoulda listened to my gut
Posted on 6/11/26 at 4:39 pm to HogPharmer
Re-entered with another CC $50 8/21. Probably should've waited for a little bit more of a bump. But still collected a $530 premium.
Going into this stock I had a plan to exit with some 100% profits if it hit $60/share. So if those particular shares do get called, I'm close enough when the premium is factored in and I certainly won't be too upset.
I've still got plenty more shares left if I lose those and want to stay in. Will be playing with house money at that point.
Going into this stock I had a plan to exit with some 100% profits if it hit $60/share. So if those particular shares do get called, I'm close enough when the premium is factored in and I certainly won't be too upset.
I've still got plenty more shares left if I lose those and want to stay in. Will be playing with house money at that point.
Posted on 6/11/26 at 5:11 pm to HogPharmer
quote:
Re-entered with another CC $50 8/21. Probably should've waited for a little bit more of a bump. But still collected a $530 premium.
Haha
I was on the other end of that trade today…
This post was edited on 6/11/26 at 5:14 pm
Posted on 6/12/26 at 10:33 am to bayoubengals88
I picked up $7500 worth of shares this morning when it opened at $36.50
This post was edited on 6/12/26 at 10:34 am
Posted on 6/12/26 at 3:29 pm to Bayou_Tiger_225
Great price!
I didn’t realize it dipped that low today.
I didn’t realize it dipped that low today.
Posted on 6/15/26 at 5:45 am to bayoubengals88
quote:
Outer Expands Collaboration With Benchmark Electronics For High-Volume Production Of Its New Rev8 OS Sensor Family For Industrial, Robotics, Automotive And Smart Infrastructure
Posted on 6/15/26 at 6:15 am to DawgCountry
Now that’s a company I wish I’d had known about sooner…
May buy BHE anyway. Seems like a deep picks and shovels play as they are a supplier to the supplier.
May buy BHE anyway. Seems like a deep picks and shovels play as they are a supplier to the supplier.
Posted on 6/15/26 at 7:16 am to DawgCountry
Some color.
To me, this just means one thing. Scaling.
To me, this just means one thing. Scaling.
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Posted on 6/15/26 at 8:33 am to bayoubengals88
Explosion of a day
Posted on 6/15/26 at 8:34 am to Bayou_Tiger_225
quote:
I picked up $7500 worth of shares this morning when it opened at $36.50
cha ching
Posted on 6/15/26 at 8:44 am to j1897
I’m playing golf in a company tournament this morning and saw where OUST opened this morning.
Needless to say it’s been a nice start to my week
Needless to say it’s been a nice start to my week
Posted on 6/15/26 at 11:35 am to Bayou_Tiger_225
Sold $65 covered calls for 17 July and collected $2 a piece for them...
Used the money to start positions in CEVA, INTT, and get back into KRMN.
Used the money to start positions in CEVA, INTT, and get back into KRMN.
Posted on 6/15/26 at 12:41 pm to bayoubengals88
Posted on 6/15/26 at 1:08 pm to iPad
That was exactly my read 
Posted on 6/15/26 at 1:21 pm to bayoubengals88
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