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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 Bullish opportunity despite recent stock declines driven by short-term data center delays and AI bubble fears. CRWV reported strong Q3 results, beating estimates with 133% YoY revenue growth, and maintains a massive $55 billion backlog with robust customer demand. Concerns over depreciation schedules and AI sector profitability appear overblown, as C...

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...

Update - January 22, 2026 Red Cat just hit a new high of nearly $17.50. The stock is now up nearly 200% from when SFC pointed out the gift opportunity to buy the drone manufacturer in the $6s. The stock only has a $2 billion market cap, so the rally can continue.  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. 24, 2025 Red Cat has sharply declined to $6 despite strong momentum in the U.S. drone market and new product launches. The drone manufacturer reported record Q3 revenue with growth of 646% YoY, but 2025 guidance was cut significantly due to government contract delays. The company is expanding into uncrewed surface vessels, targeting a $150 million opportunity, and maintains a robust $213 million cash balance. RCAT stock trades at a low EV/S valuation, making the current dip an attractive entry point for investors seeking exposure to the gro...

  Update - Jan. 7, 2026 Albemarle rallied from $50 to $150 before Baird became Bullish. These analysts are always late to these calls.  Albemarle ( ALB )   +2.2%   to its best level in more than two years in Wednesday's trading, as high as $164.98, as Baird upgraded shares to Buy from Hold with a $210 price target, up from $113, believing demand strength from stationary energy storage can boost lithium  prices and the company's earnings. "We are incrementally positive given the recent increase in lithium prices... and our view that demand strength stemming from stationary storage will continue to propel ALB higher," Baird analyst Ben Kallo wrote, raising his FY 2026 earnings estimate to $1.26/share from a loss of $0.44/share. Battery-grade lithium carbonate prices have increased to nearly $16/kg from ~$11/kg a month ago on demand tied to energy storage and supply rationalization in China, and prices above $15 is a level Kallo believes is meaningfully supportive ...

  Palo Alto Networks is aggressively acquiring CyberArk and Chronosphere for a combined $28.4B to fill platform gaps, signaling strategic weaknesses. The cybersecurity company is still struggling to boost growth after the cybersecurity platformization shift with a FY26 forecast of only 14%. Recent deals will boost reported growth rates above 30%, but underlying organic growth remains lackluster and integration risks are elevated. The stock's valuation remains stretched at nearly 50x FY26 EPS and over 12x revenue, despite slowing organic growth and heavy shareholder dilution. Only months ago,  Palo Alto Networks Inc.  ( PANW ) bought  CyberArk Software Ltd.  ( CYBR ) in a deal where investors were warned to fade the rally. The cybersecurity company has long promoted  the platformization concept, but the company announced another deal to acquire  Chronosphere  highlighting the issues with the business model. My  investment thesis  remains ...

  Cipher Mining has secured major AI data center leasing deals with AWS and Fluidstack, totaling billions in long-term contracted revenues. The company is not providing AI compute services, instead acting as a power shell lessor, avoiding GPU risk but limiting upside to real estate-like returns. Near-term revenue remains dominated by bitcoin mining; AI data center revenues begin in late 2026, with consensus projecting $1B in 2027 sales. The stock trades at nearly 7x 2027 sales, faces substantial debt, and lacks near-term catalysts, making the stock a Neutral given long lead times for capacity expansion. 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 » Cipher Mining Inc. ( CIFR ) recently entered the AI data center race with major deals with hyperscaler customers. The bitcoin miner is part of a group of companies transitioning from running data centers for crypto mining  to ...