Top 4 robotics trades right now according to smart money 1 · $OUST Ouster · LiDAR sensors The eyes of every robot and autonomous machine. Confluences: - Call buyers put 4.5M in bullish premium against 3.3M bearish this week - Top ticket is 841K on January-2027 $60 calls - Institutions bought 55.9M in dark pool blocks (large off-exchange trades), one print alone at 29.1M - Up 168% this year, 36% in the last month, at a fresh 52-week high Target: 72 2 · $AAOI Applied Optoelectronics · optical connectivity The wiring that moves data for AI data centers. Confluences: - 1.14M single ticket on July 150 calls, the biggest bet in the whole stack, though total flow is a near-even 44% bullish so it is contested - 627.9M in dark pool blocks, one print at 265.7M, by far the heaviest institutional footprint - Up 274% this year but cooled to 66% of its high with RSI 45, a cheaper entry Target: 185 3 · $AMBA Ambarella · vision and edge-AI chips Chips that let a robot see and decide on-device without the cloud. Confluences: - Cleanest flow of the group at 84% bullish, bets stacked on August 82.5 and January-2027 110 calls - 33.9M in dark pool blocks - Up 19% in the last month, at 92% of its 52-week high, RSI 64 Target: 115 4 · $CGNX Cognex · machine vision Robot eyes on factory floors. Confluences: - 642K on February-2027 90 calls, 234 days out, flow roughly even at 54% bullish - 39.1M in dark pool blocks - Up 96% this year, 10% in the last month, at a 52-week high, RSI 67 Target: 92