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Update - Feb. 4, 2026 Super Micro reported an impressive Q4'25 as forecast.  -Q2 Non-GAAP EPS of $0.69 beats by $0.20. -Revenue of $12.7B (+122.8% Y/Y) beats by $2.36B. -The Company expects net sales of at least $12.3 billion vs $10.20B consensus for the third quarter of fiscal year 2026 ending March 31, 2026, GAAP net income per diluted share of at least $0.52 and non-GAAP net income per diluted share of at least $0.60 vs $0.52 consensus. -For fiscal year 2026, the Company expects net sales of at least $40.0 billion. The Out Fox Investing Group was alerted to Buy SMCI at $29.60 prior to earnings. The stock is up to $33.50 now, but the Bull Case is for a $7+ EPS in FY27.  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 Jan. 18 Super Micro Computer has pulled back to yearly lows due to recent accounting concerns and order upshots despite strong AI ...

Update - Jan. 30, 2026 Roblox plunged 13% to multi-month lows due to the Project Genie fears. Google having an interactive virtual world is far different from having a platform for user interaction The sell off is far over done.  Video game stocks are plummeting in Friday's afternoon trading session after tech giant Google ( GOOG ) ( GOOGL ) announced "Project Genie," an experimental research prototype that allows users to create virtual worlds and interact with them. Names like Unity Software ( U )  -21.6% , AppLovin ( APP )  -13.2% , Roblox ( RBLX )  -12.3% , and Take-Two ( TTWO )  -9%   are getting hit the hardest. "Consumers may be able to vibe code virtual worlds to explore, but there has to be a platform for online engagement, and there will still be a market for higher-quality experiences," the Wells Fargo added. Ultimately, Project Genius has these major restrictions. Not to mention, the prototype requires a Google AI Ultra subscription costing...

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 ...