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  Roblox remains a top growth story, but the stock is now priced for perfection after a major run. The immersive gaming platform faces more child safety lawsuits and engagement concerns, but record user engagement and new safety tools show continued platform strength. The stock valuation is stretched at over 12x 2026 bookings and 95x 2025 free cash flow, with growth expected to normalize back to 20%. Roblox offers long-term upside, but I recommend caution at current levels above $125 and suggest waiting for a better entry point. Roblox Corporation  ( NYSE: RBLX ) has had a major run this year, reducing the appeal of the stock. The immersive gaming platform remains one of the great growth stories, but Roblox is priced for perfection, and any hints at internal  problems will hit the stock. My  investment thesis  remains Neutral on the stock after this run-up. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclai...

Update - Sept. 4, 2025 C3.ai still hasn't explained the reason for so much sales to just disappear during FQ1 while the FQ2 guidance for $72-$80M is only a small bounce back. The enterprise AI software company did announce a promising new CEO is a sign this could be the bottom.  -FQ1 Non-GAAP EPS of -$0.37 misses by $0.16. -Revenue of $70.26M (-19.4% Y/Y) 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 July 1 C3.ai is experiencing strong overall growth, especially in professional services, but subscription revenue growth remains muted and needs improvement for stronger investor confidence. The company’s partnership with Microsoft Azure and a major U.S. Air Force contract expansion highlight significant future growth catalysts and validation of its AI solutions. Despite persistent operating losses, C3.ai’s robust $743 million cash balance and low EV/Sal...

  SentinelOne delivered strong FQ2 results, with net new ARR rebounding to $53M and total ARR surpassing $1B, alleviating prior growth concerns. AI-driven products like Purple AI and Prompt Security are driving adoption, reducing security events, and positioning SentinelOne as a leader in enterprise AI security. The cybersecurity company now has positive operating margins and boasts $1.2B in cash, supporting continued innovation and strategic acquisitions. The stock valuation remains deeply discounted at 6x forward sales versus peers, offering compelling risk/reward as growth and multiple expansion potential remain high. 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 » SentinelOne, Inc.  ( NYSE: S ) rallied somewhat after a  strong FQ2 earnings report . The cybersecurity company has constantly been overlooked despite strong growth with a shifting focus on cloud and AI. ...

Update - Aug. 27, 2025 CoreWeave has seen the momentum change with the Cantor buy rating and $116 price target. The lock-up expiration flush should be over.  Original article posted on Aug. 15 CoreWeave, Inc.'s stock collapse post-acquisition and early lock-up creates a compelling buying opportunity below $100, flipping the original thesis. The AI Cloud company reported strong Q2 results with 210% revenue growth, $1B+ quarterly sales, and a record of $30.1B backlog, showing massive demand and scalability. Despite heavy capex and $11B of debt, CoreWeave has the large backlog and expanding customer based to handle the load. CRWV stock is cheap, now trading below 3x '27 sales targets due to strong AI data center growth and an expanding software/services, positioning CoreWeave for outsized future gains. Originally,  CoreWeave, Inc.  ( NASDAQ: CRWV ) looked like a great opportunity to unload an AI cloud company at a massive premium prior to the lock-up expiration following the...

  PayPal is positioned for strong growth with its PYUSD stablecoin and the PayPal World global wallet platform as major catalysts. The company is leveraging its vast user base and partnerships to expand PYUSD's adoption, aiming to capture a larger share of the potential for a multi-trillion-dollar stablecoin market. PayPal is delivering solid financial results, with 5% revenue growth, 18% EPS growth, and aggressive share buybacks enhancing shareholder value. The stock only trades at 12x '26 EPS targets, and upcoming catalysts make me ultra bullish on the stock's long-term upside potential. 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 » PayPal Holdings, Inc.  ( NASDAQ: PYPL ) has a slow and steady growth profile with a major catalyst opportunity. The fintech continues progressing towards a dynamic commerce platform led by crypto via a leading stablecoin and an expansion to ...

  Viking Therapeutics' stock plunged over 40% after misunderstood Phase 2 oral weight-loss drug data, despite results showing strong short-term efficacy versus market leaders. The Phase 2 trial demonstrated 12.2% weight loss in 13 weeks, with progressive results and potential for further improvement with longer dosing periods. Concerns over high discontinuation and GI side effects are noted, but these issues are manageable and expected to be addressed in Phase 3 studies. The market's reaction is a major overreaction; I remain ultra bullish on VKTX stock, as the investment thesis is de-risked and the pipeline is well-funded for future growth. Viking Therapeutics, Inc.  ( NASDAQ: VKTX ) plunged after the market wildly misinterpreted Phase 2 data for a key weight loss drug. The biotech continues to progress to a pivotal Phase 3 study while de-risking the strong pipeline. My  investment thesis  remains ultra Bullish on the stock, especially after Viking Therapeutics fell...