Out Fox The $treet

Updated - March 11, 2026 Nebius has bounced back above $105 on the  NVDA  investment deal and strong earnings from Oracle. The neocloud stocks finally look ready for a breakout rally.  -Nvidia ( NVDA ) will invest $2B in Nebius ( NBIS ), and the two companies have formed a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market. -Shares of Nebius jumped about 10% premarket on Wednesday, while Nvidia was largely flat. -The Dutch AI infrastructure provider said the partnership will help it deploy more than 5 gigawatts of Nvidia systems by the end of 2030. 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 Feb. 15 Nebius Group N.V. reported a strong ending ARR total, but the market is stuck focused on short-term revenue hiccups. NBIS is positioned as an AI cloud leader, suggesting strong long-term growt...

Updated - March 7, 2026 HIMS  closed up 40% in AHs on a surprise twist with  NVO  agreeing to a partnership.  Hims was a $30 last month and the stock trades at only 1x 2026 sales estimates of $2.7 billion.  -Novo Nordisk ( NVO ) is planning to sell its obesity drugs on the telehealth platform run by Hims & Hers Health ( HIMS ) as part of a partnership between the two firms, Bloomberg reported, citing a person familiar with the matter. -The companies are set to announce the deal as early as Monday, according to the person who sought anonymity, as the information is not yet public. -A spokesperson for the Danish drugmaker told Bloomberg, “We are always in conversation with companies that can help improve patient access to FDA-approved medicines for people living with chronic diseases. These talks happen on an ongoing basis.” HIMS was not available for comments outside regular business hours. Looking for a portfolio of ideas like this one? Members of Out Fox Th...

  Originally posted on Feb. 11 Red Cat Holdings enters Q4 earnings near highs, with anticipation building for its February 27 Innovation Day and updated long-term targets. The drone company offered preliminary Q4 revenue numbers of $24–$26.5 million, a dramatic increase from prior quarters. RCAT's valuation is compelling versus peers, trading at just 10x 2026 sales targets, with a strong $213 million cash balance and less dilution risk than Ondas. Upcoming Innovation Day could provide clarity on USV division growth and expanded order pipeline, offering potential upside to current conservative revenue targets. Red Cat Holdings, Inc. ( RCAT ) enters Q4 earnings with the stock trading back towards the highs. The company has an Innovation Day presentation each month to finally provide the market with some insights into 2026  targets and long-term goals. My  investment thesis  remains Bullish on the stock, though Red Cat isn't as cheap now as the multiple opportunities t...

  SentinelOne enters FQ4 earnings with shares trading at a yearly low due in part to AI-driven sector fears. The cybersecurity company has made a strong transition to AI-native products via internal development and recent AI-related acquisitions. The stock is cheap below 4x forward sales, while the FY27 guidance is expected to top 20% growth. SentinelOne, Inc.  ( S ) heads into FQ4 earnings with the stock oddly not trading down much over the last week due to the AI replacement fears. The cybersecurity stock was already trading substantially lower over the last 6 months due  to fears unexplained by the financial results. My  investment thesis  is ultra Bullish on SentinelOne, with signs some AI-related acquisitions are paying off. Read the full article on Seeking Alpha.  Disclosure: Long S. Please review the disclaimer page for more details. 

  Hims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track. HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds. The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027. Regulatory risks from DoJ, FDA, and SEC persist, but HIMS emphasizes GLP-1s are only one part of its diversified health platform, making the stock cheap at only 1x sales. 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 » Hims & Hers Health, Inc. ( HIMS ) has seen the stock make a huge reversal after an initial post-Q4 selloff. The online health and wellness platform is full-speed ahead on growth initiatives while the stock ...

  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...