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  Nextdoor Holdings, Inc. is experiencing reinvigorated growth with the return of its founding CEO. The company should exit the year with a 10%+ sales growth rates, adding to investor interest in the local social platform. Nextdoor Holdings stock trades below 2x EV/S targets due to a strong cash balance of $500 million. After a tough couple of years following the Covid boom,  Nextdoor Holdings, Inc.  ( NYSE: KIND ) appears back in growth mode. The local social media player has the founding CEO back in charge and signs of reinvigorated growth are  starting to pop up. My  investment thesis  remains ultra-Bullish on the stock, trading at just $2 despite a strong  balance sheet . Read the full article on Seeking Alpha.  Disclosure: Long KIND. Please review the disclaimer page for more details. 

  SoundHound AI reported 73% sales growth in Q1, boosted by an acquisition. The company doesn't provide enough clarity on the restaurant voice AI ordering opportunity, and the large cumulative backlog doesn't amount to large annual revenues. SOUN stock valuation is too high at 17x 2025 sales targets, making it an unattractive investment. 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 » SoundHound AI, Inc.   ( NASDAQ: SOUN ) is one of the more promising artificial intelligence ("AI") stocks, but the company doesn't aggressively push the voice AI opportunity and generally lacks scale to fend off competition. The stock constantly jumps to prices requiring far  faster AI growth and market control to warrant an investment. My  investment thesis  remains Neutral on the stock following the post earnings rally back above $5. Read the full article on Seeking Alpha.  Disclosu

Update - May 9 Roblox is trading down some 30% pre-market on the mobile gaming platform lowering bookings for 2024. The stock will be down to only 4x bookings estimates making Roblox a true bargain at the open below $30.  - -The company also lowered its full-year bookings forecast, as it now sees the closely watched metric coming in between $4B and $4.1B fro 15% growth, down from a prior outlook of $4.14B to $4.28B. Q1'24 Performance Metrics:   Daily Active Users (DAUs): 77.7M; UP +17% YoY Hours Engaged: 16.7B; UP +15% YoY Net Cash Provided by Operating Activities: $238.9M; UP +37% YoY Free Cash Flow: $191.1M; UP +133% YoY Average Bookings per DAU: $11.89; UP +2% YoY Original article posted on Apr. 16 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 fo

  Celsius Holdings, Inc. reported disappointing Q1 results due to an inventory issue with PepsiCo. The energy drink growth story remains intact, with strong sales data and international expansion. The stock dip presents a buying opportunity, currently trading below a peer stock trading at just 7x EV/S targets. 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 year of impressive results,  Celsius Holdings, Inc.  ( NASDAQ: CELH ) reported a  disappointing quarter  due to a surprise inventory issue. The healthy energy drink company has stumbled a couple of times in the  last few months, leading to the opportunity to buy the stock far below the recent highs. My  investment thesis  remains ultra-Bullish on CELH stock, with the growth story unaltered despite the market hiccups. Read the full article on Seeking Alpha.  Disclosure: Please review the disclaimer page. No position mentioned.