Out Fox The $treet

  PayPal is positioned for strong growth with its PYUSD stablecoin and the PayPal World global wallet platform as major catalysts. The company is leveraging its vast user base and partnerships to expand PYUSD's adoption, aiming to capture a larger share of the potential for a multi-trillion-dollar stablecoin market. PayPal is delivering solid financial results, with 5% revenue growth, 18% EPS growth, and aggressive share buybacks enhancing shareholder value. The stock only trades at 12x '26 EPS targets, and upcoming catalysts make me ultra bullish on the stock's long-term upside 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 » PayPal Holdings, Inc.  ( NASDAQ: PYPL ) has a slow and steady growth profile with a major catalyst opportunity. The fintech continues progressing towards a dynamic commerce platform led by crypto via a leading stablecoin and an expansion to ...

  Viking Therapeutics' stock plunged over 40% after misunderstood Phase 2 oral weight-loss drug data, despite results showing strong short-term efficacy versus market leaders. The Phase 2 trial demonstrated 12.2% weight loss in 13 weeks, with progressive results and potential for further improvement with longer dosing periods. Concerns over high discontinuation and GI side effects are noted, but these issues are manageable and expected to be addressed in Phase 3 studies. The market's reaction is a major overreaction; I remain ultra bullish on VKTX stock, as the investment thesis is de-risked and the pipeline is well-funded for future growth. Viking Therapeutics, Inc.  ( NASDAQ: VKTX ) plunged after the market wildly misinterpreted Phase 2 data for a key weight loss drug. The biotech continues to progress to a pivotal Phase 3 study while de-risking the strong pipeline. My  investment thesis  remains ultra Bullish on the stock, especially after Viking Therapeutics fell...

Update - Aug. 18, 2025 SoundHound AI has quickly rolled over as the market starts understanding the limited organic growth doesn't warrant a stock trading at 40x sales targets. The stock likely closes the gap down to $11.06 from Aug. 7.  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 Aug. 13 SoundHound AI reported record Q2 revenues, but guidance for the second half of 2025 was weaker, raising concerns about sustainable growth. The company continues to report limited organic growth, with much of the recent revenue boost attributed to acquisitions rather than core business expansion. Despite a $6.5 billion valuation and claims of a large pipeline, actual progress in key verticals like restaurants and autos appears slow and unclear. I remain ultra bearish on SOUN due to its rich valuation and lack of a compelling, transparent growth story for long-term ...