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Update - Apr. 23, 2024 Plug Power now has major hydrogen plants in production, now the company has to  start eliminating all of the extra costs for fuel. Stock has the potential for a double bottom low with the elimination of high fuel costs.  -Plug Power (NASDAQ:PLUG) +1.2% pre-market Tuesday after saying it has reached nameplate capacity at the company's hydrogen plants in Georgia and Tennessee, with its Louisiana joint venture with Olin on track to achieve mechanical completion by the end of Q3. -Plug said its Georgia hydrogen plant, home to the largest Proton Exchange Membrane electrolyzer system in the U.S., has been running at a stable rate of 15 tons/day since the beginning of April. -With Plug's Tennessee plant now operating at nameplate capacity of 10 tons/day, the company said it has achieved a total liquid hydrogen capacity of 25 tons/day, which can fulfill roughly half of its customers' green hydrogen demand. Original article posted on Apr. 5, 2024 Plug Power In

Update - Apr. 17, 2024 Congress spends a lot of time talking about a TikTok ban, but it just seems like talk. Snap is very intriguing here at $10 based on Snapchat+ with an outlier potential for the ban.  -Snapchat surged during Wednesday trading following news that the proposed bill forcing TikTok to divest from ByteDance or face a U.S. ban might get fast tracked. -House Speaker Mike Johnson (R-LA) plans to include the TikTok bill in a fast-track package that includes aid for Ukraine and Israel, Bloomberg reported Wednesday. Original article posted on March 27 Snap Inc.'s Q1 '24 guidance for DAUs and revenue fell slightly below consensus, but disappointed investors missed the progress on returning towards 15% growth. Snapchat+ is growing towards the 14 million target for the end of 2024 with an updated number for the end of Q1 providing a catalyst. The stock only trades at 4x EV/S targets, a discount to social media peers. Looking for a portfolio of ideas like this one? Member

  Roblox Corporation is partnering with PubMatic to launch immersive video ads on its platform, targeting major brands and driving revenue growth. The U.S. video game-advertising business is expected to exceed $10 billion in 2025, presenting a significant revenue opportunity for Roblox. Roblox stock trades at only 5.5x EV/S, any dip provides a great buying opportunity. 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 » Roblox Corporation  ( NYSE: RBLX ) ended last year back in growth mode, yet the stock hasn't recovered beyond the post-Covid highs around $40 for years now. The mobile gaming platform has been a strong growth machine when normalized  for the volatility over the last few years. My  investment thesis  remains ultra-Bullish on the stock, especially on a dip below the current support around $36. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Plea

Updated - April 8  As expected, Trump Media is slumping after an initial burst following the consummation of the SPAC merger with Digital World. DJT is already down 50% from the initial highs.  Original article published on April 2  Trump Media & Technology Group Corp. completed its SPAC deal with Digital World Acquisition Corp, but shareholders now face major risks with the stock market shifting focus away from SPAC promises. The business has done very little since launching in early 2021, with total 2023 revenue of only $4.1 million. The stock has a fully diluted valuation of up to $10 billion despite weak financials and limited sings of innovation. 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 » After a very lengthy process and a difficult road,  Trump Media & Technology Group Corp. , or  TMTG,  ( NASDAQ: DJT ) finally completed the SPAC deal with Digital World Acquisition Cor

Update - April 3 2024 Ouster is holding strong at $10 despite the analyst downgrade.  Chardan Research downgraded Ouster ( NYSE: OUST ) to a Neutral rating on Wednesday after having the stock set at Buy. Analyst Brian Dobson said the firm is moving to the sidelines with the lidar technology stock closing in on the $10 price target. Dobson  also noted that recent share price appreciation may have been bolstered by short covering action. He also warned that Chardan Research's forward price to revenue multiple on Ouster  has risen 150 basis points compared with the preceding six-month average for the metric. Original article posted on March 27 Ouster reported strong 2023 Lidar bookings of $142 million. The company's Q1'24 revenue guidance exceeds consensus estimates, indicating solid growth in the Lidar sensor market. Stock only has a market cap of $200 million, barely above the bookings level for last year. Looking for a portfolio of ideas like this one? Members of Out Fox Th

Update - Mar. 27, 2024 Rumble reported another in Q4'23. All of the new content isn't turning into usage growth. The stock likely falls back to $5. -GAAP EPS of -$0.14 beats by $0.08. - Rev. of $20.4M (+2.2% YoY) misses by $7.7M. -Avg. Minutes Watched Per Month were 10.5B, compared to 10.7B in Q3'23. Original article posted on March 13  Rumble Inc. surged after announcing a potential partnership with ByteDance for a cloud service, but the likelihood of such a partnership is low. The focus should be on Rumble's Q4 2023 results and its partnership with Barstool Sports, rather than the TikTok deal. Rumble has the potential for significant growth in 2024, especially with a focus on political content and the 2024 Presidential election. Rumble Inc.  ( NASDAQ: RUM ) has been on a tear since announcing a partnership with Barstool Sports back in January. The video platform has longed announced big content partnerships, but the company has paid aggressively to acquire talent,