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  Hims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track. HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds. The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027. Regulatory risks from DoJ, FDA, and SEC persist, but HIMS emphasizes GLP-1s are only one part of its diversified health platform, making the stock cheap at only 1x sales. 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 » Hims & Hers Health, Inc. ( HIMS ) has seen the stock make a huge reversal after an initial post-Q4 selloff. The online health and wellness platform is full-speed ahead on growth initiatives while the stock ...

  Cipher Mining, rebranding as Cipher Digital, is pivoting from bitcoin mining to AI data center leasing, with major contracts secured. CIFR has $9.3 billion in long-term leases with AWS and Google, covering only a fraction of its 4+ GW power capacity, highlighting substantial future monetization potential. Despite near-term revenue gaps and execution risk, CIFR trades at 10x NOI from existing leases, with significant upside as additional contracts are secured. Future lease announcements and successful hyperscaler data center operations are key catalysts, while risks include execution uncertainty and potential shifts in data center demand. Cipher Mining Inc.  ( CIFR ) recently entered the AI data center race, so quarterly results were expected to be volatile until the business scales. The company has signed substantial leases for data centers, but investors have to be patient with leases not  starting until end of this year. My  investment thesis  is more Bullis...

Update - Feb. 20, 2026 CoreWeave is slumping due to a misleading report from BI. The AI cloud company has not run into problems financing a data center in PA despite the reporting. The company has already completed the data center financing as reported in the BI article and confirmed on air by Jim Cramer after exchanging messages with the CEO.  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 ...

Hims & Hers Health trades at yearly lows amid market hysteria over compounded oral Wegovy and regulatory scrutiny. The online health platform is not a GLP-1-centric company; weight-loss sales are forecast at only 30% of 2025 revenue, with a broader focus on preventative care and platform growth. Recent FDA and Novo Nordisk actions should have limited impact, as HIMS already pulled the oral Wegovy, and the market has overreacted to worst-case scenarios. The stock is cheap, trading with a current valuation of just 1.5x 2026 revenue, while platform expansion and new treatments suggest conservative analyst forecasts. Hims & Hers Health, Inc.  ( HIMS ) slumped to yearly lows as the market fed into investor hysteria over a compounded version of the Wegovy pill. The health and wellness platform isn’t focused on GLP-1s, as the goal is proactive preventative  care, but the market is reacting to the FDA aggressively working towards the company not offering compounded GLP-1s. My...

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 ...