Out Fox The $treet

Archer Aviation remains out of favor despite major announcements on new product developments on top of the promising air taxi business. The new Halo autonomous VTOL, developed with Anduril, targets commercial payload transportation, opening up a new market opportunity. The eVTOL manufacturer is still progressing towards certification of their eVTOL, unlocking a massive order backlog. ACHR stock trades below $5 with a $3.5 billion market value despite defense sector stocks obtaining far higher valuations. 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 » Archer Aviation Inc.  ( ACHR ) and the eVTOL space are so out of favor right now that a big announcement with a defense sector darling didn't generate a lasting move in the stock. The aerospace company is quickly  building a robust business pipeline outside the air taxi focus. My  investment thesis  remains ultra Bul...

Update - July 23, 2026 Mobileye probably needs new leadership with the stock back down to the lows, but the company is just getting further behind the robotaxi race with this leadership disruption. The company just announced the deal for the  cloud-enhanced advanced driver assistance system technology in select Stellantis N.V. (STLA) vehicles, starting in 2027, but the program involves Mobileye spending too much time on secondary tech, not robotaxis. -Mobileye ( MBLY ) founder Amnon Shashua has informed the board of his intention to step down as CEO upon the appointment of a successor, ending a 27-year tenure. -Mobileye’s board will hire an executive search firm to conduct a comprehensive CEO search. -Shashua has been offered the role of chairman once a new CEO is appointed. Original article posted on Jun. 17 Mobileye Global Inc. is entering the robotaxi market, launching a service in 2027 despite being late compared to established competitors. The ADAS company faces significant co...

Intel (INTC) jumped after reporting Q2 results that beat estimates, but the company didn't report impressive guidance for Q3. The semi. company only produced a Q2 EPS of $0.42 while guiding to only $0.38 for Q3. The results don't warrant a $100+ price. 

Update - July 17, 2025 Investors can now buy Ouster $18 below the recent secondary price. The stock is below the prior support/resistance line, but the Lidar sensor company is funded for Physical AI growth  Original article posted on July 4  Ouster, Inc. raised $200M, boosting pro forma cash to ~$375M, positioning for large-scale customer physical AI ramp-ups and inventory needs. The company has several customers with public disclosures of plans for rapid expansion for 10x to 100x unit growth. Management targets 30–50% annual growth, with potential for explosive acceleration as Physical AI applications proliferate. The stock currently trades at ~10x 2027 revenue targets, but consensus estimates may understate upside as major customers scale orders. Ouster, Inc.   ( OUST )  has suddenly become a Physical AI darling, but the market wasn't excited about a secondary offering. The LiDAR sensor company was wise to raise some additional funding as more customers look to ...

Update - July 13, 2026 ASTS  facing support between $65 and $67.50. If the stock doesn't hold here, watch out below. The SpaceX IPO  was the alarm bell at the top in the space sector.  Original article posted on June 1 AST SpaceMobile continues running out of a way to meet targets for launching a space-based broadband network in the next year. Despite a $44B market cap, ASTS has minimal revenues, no operational satellite network, and faces major launch delays after the Blue Origin explosion. The company faces a competitive threat from Starlink Mobile, while the demand for D2D satellite services to cover dead zones has been very minimal. The stock remains irrationally priced considering the lack of anything close to a satellite network and major questions regarding ultimate demand. 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 » AST SpaceMobile, Inc.  ( ASTS )...

Updated - July 8, 2026 The chip company Baidu controls is now set to be more valuable than all of the parent company. Baidu only has a market cap of $40 billion while the company has a net cash position of nearly $30 billion. The valuation is just wild.  -Baidu's (BIDU) Hong Kong-listed shares surged about 7% on Monday after reports that its AI chip unit, Kunlunxin, is targeting a Hong Kong IPO at a valuation of about $50B. -Kunlunxin is seeking the valuation in its planned IPO and has asked prospective investors to commit to purchasing the company's AI chips at a value equivalent to three to seven times their intended IPO share subscription, according to The Information report. -Baidu (BIDU) disclosed in January that Kunlunxin had confidentially filed for a Hong Kong listing as part of a planned spin-off while the parent company retains a controlling stake. Founded in 2011 as Baidu's in-house AI chip division, Kunlunxin has expanded beyond supplying Baidu (BIDU) to serving...

  CoreWeave remains the leading neocloud with a $100 billion revenue backlog, yet trades at a depressed valuation due to debt and competitive fears. Meta Platform's AI cloud ambitions are misunderstood; META’s long-term capacity needs likely reinforce, not threaten, CRWV’s revenue pipeline. CRWV trades at only 2x 2028 EV/S target, with EBITDA forecasted at 70% of revenues and significant cash generation underway. I remain ultra Bullish, viewing the current weakness and sub-$45 billion market cap as a compelling entry point given rapid growth and a strong backlog. CoreWeave, Inc.   ( CRWV )   remains the leading neocloud, but the market hasn't given the company a lot of benefit for the booming backlog. The AI cloud company has investors fearful of large debt loads, and now a  major customer potentially entering the AI space is seen as another negative. My  investment thesis  remains ultra Bullish with the market likely misinterpreting the competitive threat....

Rivian Automotive launched the R2, marking a pivotal shift toward more affordable EVs and reigniting sales momentum. The EV manufacturer raised 2026 delivery guidance to 65K–70K vehicles, reflecting robust Q2 deliveries and improved production outlook. The stock trades at only ~2x 2026 sales targets, with valuation supported by strong positioning in the $50K midsize SUV/Crossover segment. The investment thesis remains ultra Bullish, emphasizing accelerating production, growing addressable market, and positive delivery surprises. Rivian Automotive Inc.  ( RIVN ) finally launched the R2 and the momentum in the company appears to have finally turned. The EV manufacturer now has a more affordable vehicle to sell, leading to a long  period of sales growth ahead. My  investment thesis  remains ultra Bullish on the stock still trading within the yearly range despite the vastly improving story. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. ...

Update - July 1, 2026 BAM agreeing to expand the partnership by $20B is just massive. BE ended down on the day due to irrational fears related to Meta Platforms (META) exploring entering the market to sell unused compute capacity. The market should fucus more on the demand for their data center power solution.  -Bloom Energy (BE) up 12% post-market Tuesday after announcing an ​expansion of its partnership with Brookfield Asset Management (BAM) to finance power ‌projects for AI infrastructure from the previously announced $5B to $25B, a fivefold expansion since October 2025. -The companies said the expanded partnership "reflects strong and sustained demand from hyperscalers and AI infrastructure developers for fast, reliable, and community-friendly power," as they continue to advance a new model for AI factories that integrates power, compute, data center infrastructure, and capital from the outset. Originally posted on May 21 Bloom Energy has secured major AI data center cont...