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  Cipher Mining, rebranding as Cipher Digital, is pivoting from bitcoin mining to AI data center leasing, with major contracts secured. CIFR has $9.3 billion in long-term leases with AWS and Google, covering only a fraction of its 4+ GW power capacity, highlighting substantial future monetization potential. Despite near-term revenue gaps and execution risk, CIFR trades at 10x NOI from existing leases, with significant upside as additional contracts are secured. Future lease announcements and successful hyperscaler data center operations are key catalysts, while risks include execution uncertainty and potential shifts in data center demand. Cipher Mining Inc.  ( CIFR ) recently entered the AI data center race, so quarterly results were expected to be volatile until the business scales. The company has signed substantial leases for data centers, but investors have to be patient with leases not  starting until end of this year. My  investment thesis  is more Bullis...

Update - Feb. 20, 2026 CoreWeave is slumping due to a misleading report from BI. The AI cloud company has not run into problems financing a data center in PA despite the reporting. The company has already completed the data center financing as reported in the BI article and confirmed on air by Jim Cramer after exchanging messages with the CEO.  Update - Jan. 26, 2026 NVDA  wisely buying into  CRWV  at less than 4x '26 sales and close to 2x '27 sales. The market doubting this AI data center story was crazy. -Nvidia (NVDA) has invested $2B in CoreWeave (CRWV) and expanded their collaboration to help CoreWeave accelerate the buildout of over 5 gigawatts of AI factories by 2030. -Nvidia invested $2B in CoreWeave Class A common stock at $87.20 per share. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on Nov. 17  CoreWeave remains an ultra ...

Hims & Hers Health trades at yearly lows amid market hysteria over compounded oral Wegovy and regulatory scrutiny. The online health platform is not a GLP-1-centric company; weight-loss sales are forecast at only 30% of 2025 revenue, with a broader focus on preventative care and platform growth. Recent FDA and Novo Nordisk actions should have limited impact, as HIMS already pulled the oral Wegovy, and the market has overreacted to worst-case scenarios. The stock is cheap, trading with a current valuation of just 1.5x 2026 revenue, while platform expansion and new treatments suggest conservative analyst forecasts. Hims & Hers Health, Inc.  ( HIMS ) slumped to yearly lows as the market fed into investor hysteria over a compounded version of the Wegovy pill. The health and wellness platform isn’t focused on GLP-1s, as the goal is proactive preventative  care, but the market is reacting to the FDA aggressively working towards the company not offering compounded GLP-1s. My...

Update - Feb. 4, 2026 Super Micro reported an impressive Q4'25 as forecast.  -Q2 Non-GAAP EPS of $0.69 beats by $0.20. -Revenue of $12.7B (+122.8% Y/Y) beats by $2.36B. -The Company expects net sales of at least $12.3 billion vs $10.20B consensus for the third quarter of fiscal year 2026 ending March 31, 2026, GAAP net income per diluted share of at least $0.52 and non-GAAP net income per diluted share of at least $0.60 vs $0.52 consensus. -For fiscal year 2026, the Company expects net sales of at least $40.0 billion. The Out Fox Investing Group was alerted to Buy SMCI at $29.60 prior to earnings. The stock is up to $33.50 now, but the Bull Case is for a $7+ EPS in FY27.  Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Original article posted on Jan. 18 Super Micro Computer has pulled back to yearly lows due to recent accounting concerns and order upshots despite strong AI ...

Update - Jan. 30, 2026 Roblox plunged 13% to multi-month lows due to the Project Genie fears. Google having an interactive virtual world is far different from having a platform for user interaction The sell off is far over done.  Video game stocks are plummeting in Friday's afternoon trading session after tech giant Google ( GOOG ) ( GOOGL ) announced "Project Genie," an experimental research prototype that allows users to create virtual worlds and interact with them. Names like Unity Software ( U )  -21.6% , AppLovin ( APP )  -13.2% , Roblox ( RBLX )  -12.3% , and Take-Two ( TTWO )  -9%   are getting hit the hardest. "Consumers may be able to vibe code virtual worlds to explore, but there has to be a platform for online engagement, and there will still be a market for higher-quality experiences," the Wells Fargo added. Ultimately, Project Genius has these major restrictions. Not to mention, the prototype requires a Google AI Ultra subscription costing...

Rigetti Computing trades at a premium valuation despite a recent 50% decline from highs. The supercomputing quantum company continues to predict a path to Quantum Advantage taking upwards of the rest of this decade. Rigetti announced an $8+ million order, signaling how small the business remains, but Wall St. appears overly excited about this order. The stock trades with a massive $8 billion valuation and limited revenue goals for the next few years. Rigetti Computing, Inc.  ( RGTI ) continues to trade at a premium valuation, yet the stock jumps on every minute detail. The superconducting quantum computing stock is already down over 50% from the recent highs, yet the company is still only announcing small orders  for future periods, not normally warranting much market interest. My  investment thesis  remains ultra Bearish on the stock with unreasonable valuations for a technology not ready for prime time for the rest of this decade. Read the full article on Seeking A...