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Update - Dec. 12, 2025 As predicted, Trulieve Cannabis was a buy on dips. The stock is only back to the previous price with Trump now expected to sign an executive order on Monday. -Cannabis stock extended premarket gains in regular trading on Friday after CNBC reported that President Donald Trump is expected to sign his much-anticipated executive order to reclassify marijuana as a less dangerous drug as early as Monday. -The president is actively drafting an executive order on rescheduling to be released on Monday, according to the report, which cited a source familiar with the matter. Original article posted on Oct. 1 Trulieve Cannabis remains deeply undervalued despite recent rallies driven by political statements supporting CBD and potential cannabis reform. The MSO faces significant tax overhang due to 280E but maintains strong operating cash flow and minimal capital requirements, with $401 million in cash. Trulieve is positioned for growth with catalysts like Florida adult-use...

  Gemini Space Station trades well below its IPO price, presenting a value opportunity after a sharp post-IPO decline. The crypto exchange already reported Q3'25 revenues surged 52% QoQ to nearly $50 million, with diversified growth from credit cards, staking, and advisory services. Securing a CFTC license for U.S. prediction markets and expanding derivatives offerings are major catalysts for future growth. Despite current losses, GEMI targets rapid revenue expansion to $321 million by 2026 and nearly $500 million by 2027, supporting an ultra-bullish outlook. 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 » Gemini Space Station, Inc. ( GEMI ) quickly went from a hot IPO to a beaten-down stock. The crypto exchange run by the Winklevoss twins is now entering the prediction markets with investors able to buy  the stock far below the IPO price. My investment thesis is ultra Bull...

  Albemarle is rebounding as lithium prices rise and demand remains strong, supporting a bullish investment thesis. The lithium miner has achieved positive cash flow even at low lithium prices, demonstrating operational sustainability and financial discipline. ESS demand is contributing to a boost in lithium prices, with soaring demand for stationary storage boosting an already strong EV market. The stock remains undervalued at the potential of trading at only 6x adj. EBITDA targets in 2026. Albemarle Corporation  ( ALB ) continues to rally back from the dead due to higher lithium prices and market realization that demand remains strong. A big key to the investment story is the lithium miner becoming cash flow positive even with  low lithium prices while now set to thrive due to soaring prices. My  investment thesis  remains ultra Bullish on the stock, even at yearly highs. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please ...

Update - Nov. 18, 2025 Cloudflare could roundtrip all the way back down to $120. The stock still trades at 26x '26 sales targets despite causing this major outage today.  -Update: Cloudflare said it was starting to see some services recover, but “customers may continue to observe higher-than-normal error rates as we continue remediation efforts.” -Cloudflare (NET) shares slid 3.9% in premarket trading on Tuesday as a major outage at the internet security company has disrupted major apps, including X, ChatGPT and others. “Cloudflare is aware of, and investigating an issue which impacts multiple customers: Widespread 500 errors, Cloudflare Dashboard and API also failing,” the company said in a post on its systems status page. “We are working to understand the full impact and mitigate this problem. More updates to follow shortly.” 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 » Ori...

  XPeng delivered a standout Q3'25, with sales up over 100% and EV deliveries surging 149% year-over-year. XPEV's affordable Mona EV lineup drove record volumes, while the company pushes into robotaxi and humanoid robot markets, boosting its tech profile. Despite strong sales and improving margins, XPEV remains unprofitable, but forecasts a small Q4 profit and holds a solid cash position. Shares trade at a low valuation versus peers, offering an attractive risk/reward as XPEV evolves into a global tech leader beyond EVs. Only a year ago, the Chinese EV market appeared overly competitive, now, players like  Xpeng Inc.  ( XPEV ) are expanding far beyond just manufacturing vehicles. The company reported a solid Q3'25 with EV volumes far above prior year levels, but the  real excitement is in the robotaxi and humanoid robots opportunities. My  investment thesis  is Bullish, though one buying now has already missed a lot of the easy money over the last year or s...

Update - Nov. 13, 2025 Hims & Hers Health has slipped below key support around $40. The online health and wellness platform is getting incredibly cheap at just 3x '26 sales estimates of $2.8 billion. The company even just launched Labs, a preventative care lab test.  Original article posted on Oct. 20 Hims & Hers Health launched menopause and low testosterone products in the last month, expanding its addressable market and supporting its $6.5 billion 2030 revenue target. Recent product launches, including at-home lab testing, are expected to boost ARPU and drive significant revenue growth for HIMS in coming years. The stock market over reacted to planned stock sells by the CEO. Current weakness in HIMS shares presents a buying opportunity, with the stock trading at just 4x projected 2026 sales and robust long-term 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 ...