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re: ON Semiconductor

Posted by bayoubengals88 on 6/29/26 at 8:19 pm to
quote:

Good pickup for ON?
Elite.
I want in, but $88 is no man’s land.
quote:

I now have 1235 shares at an adjusted cost basis of less than $31 when taking account for premiums.
Winning.
All weekend on X, all I saw was “robotics” mentioned along with $OUST.
Yes, that’s my algorithm, but it was more than usual.

Eyes are definitely on CCXI now.
8 million shares traded today.

And now Shay, has let the world know that CCXI uses OUST (425k followers).

You may get your $47 though with patience. Or, you can do like Jerry does and sell two cash secured puts for $49 or $50 which will lower your cost basis.
quote:

$49 would be an adequate “higher low” that would qualify according to this X post
$45-46 even.
What a day!!
I missed THIS :rotflmao:
CCXI is HUGE exposure for OUST and vice versa!!!

I. AGILITY ROBOTICS AND OUSTER SENSORS
Yes, Agility Robotics utilizes lidar sensors from Ouster for its humanoid robot, Digit. These sensors are a core component of the robot's perception stack, enabling it to navigate complex environments, detect obstacles, and maintain spatial awareness during its tasks in warehouse and industrial settings.

II. ROLE OF LIDAR IN DIGIT
The integration of Ouster lidar technology is crucial for Digit's ability to operate autonomously. Key functions supported by this sensing technology include:

A. NAVIGATION AND MAPPING
Digit uses the 3D data provided by lidar to generate high-resolution maps of its surroundings. This allows the robot to plan paths and move through human-centric spaces without requiring pre-installed infrastructure like magnetic strips or QR codes.
B. OBSTACLE DETECTION
The sensor suite helps Digit identify and avoid dynamic obstacles, such as human workers or other moving equipment, in real-time. This is essential for safe operation in shared workspaces.
C. SPATIAL AWARENESS
By combining lidar data with other sensors like depth cameras, the robot maintains a comprehensive understanding of its environment. This multi-modal approach is what allows Digit to perform pick-and-place operations accurately.
III. ECOSYSTEM AND HARDWARE
Beyond individual sensor hardware, Agility Robotics operates within a broader robotics ecosystem. Digit leverages advanced processing and simulation tools, such as those provided by NVIDIA, to integrate sensor data into its whole-body control models. Ouster's collaboration with these platforms further supports the development of robust perception systems for robots like Digit, ensuring that the sensor data is effectively processed at the edge for low-latency responses.
I missed THIS :rotflmao:
CCXI is HUGE exposure for OUST and vice versa!!!

I. AGILITY ROBOTICS AND OUSTER SENSORS
Yes, Agility Robotics utilizes lidar sensors from Ouster for its humanoid robot, Digit. These sensors are a core component of the robot's perception stack, enabling it to navigate complex environments, detect obstacles, and maintain spatial awareness during its tasks in warehouse and industrial settings.

II. ROLE OF LIDAR IN DIGIT
The integration of Ouster lidar technology is crucial for Digit's ability to operate autonomously. Key functions supported by this sensing technology include:

A. NAVIGATION AND MAPPING
Digit uses the 3D data provided by lidar to generate high-resolution maps of its surroundings. This allows the robot to plan paths and move through human-centric spaces without requiring pre-installed infrastructure like magnetic strips or QR codes.
B. OBSTACLE DETECTION
The sensor suite helps Digit identify and avoid dynamic obstacles, such as human workers or other moving equipment, in real-time. This is essential for safe operation in shared workspaces.
C. SPATIAL AWARENESS
By combining lidar data with other sensors like depth cameras, the robot maintains a comprehensive understanding of its environment. This multi-modal approach is what allows Digit to perform pick-and-place operations accurately.
III. ECOSYSTEM AND HARDWARE
Beyond individual sensor hardware, Agility Robotics operates within a broader robotics ecosystem. Digit leverages advanced processing and simulation tools, such as those provided by NVIDIA, to integrate sensor data into its whole-body control models. Ouster's collaboration with these platforms further supports the development of robust perception systems for robots like Digit, ensuring that the sensor data is effectively processed at the edge for low-latency responses.
So AMZN only has 400k warrants left?
I’m sure news of this will pop up soon since we are at $54.

More than a double since original entry!
$110 in a year??!
quote:

After crossing $50 last week and correcting to low $40s fairly immediately, I think today was the last dying gasp of people selling in the $49-50 range.

Primed for another leg up, just my two cents
I could see it with a bull flag forming down to about $49

I may buy back some covered calls around $49. I’m mostly worried about the $70 strikes in my brokerage.
They’re good til January.

I could also use a loss in my brokerage account for tax reasons.
Please correct me if I’m wrong, but I thought that the majority of those warrants were already exercised??

Which means that AMZN is spending a lot of money on OUST sensors…
quote:

I do not understand the buying and sell of shares. It seems backward because you are buying on the pop and selling on the drop.
Here are the results of largely playing OUST the way I do in pictures.
This is also how I played NBIS last fall until everything fell apart, but that was my fault as I got way too greedy.

This year the growth had been slower and more consistent, and the drawdowns far less severe.

These are realized P/L in my Roth.
Stocks:


Options:
Is that a poor man’s covered call?
I’ve tried it before, but not with OUST.
I wouldn’t want to sell at the money though.
Times like this I wonder what I’m doing fooling around with diversification :lol:
Yes, I’m constantly fluctuating between risk on and risk off.

I locked in 31.30 on 2028 calls today.
I them bought last week at 20.90

31.3-20.9=10.4/20.9=0.498
I made 50%

I bought those when stock was around 39.50 and sold around 52.5
52.5-39.5=13/39.5=0.329
33% gains on the stock vs 50% on the LEAPS.

I stood to lose a lot more on options than stock. So I rotated into stock and sold calls while premium was high.
quote:

when he buys the shares, he’s collecting the highest premiums out there when he sells the covered calls. So maybe it’s more of a risk mitigation vs selling naked calls. So at the end of the whole cycle, yes he’s buying high and selling low. BUT it’s the cost of the premiums and the contracts he’s playing. He's not so worried about marginal “losses” on the buying/selling of shares.
:bow: Absolutely