Out Fox The $treet

  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 for Roblox. Roblox stock trades at only 5.5x EV/S, any dip provides a great buying opportunity. 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 » Roblox Corporation  ( NYSE: RBLX ) ended last year back in growth mode, yet the stock hasn't recovered beyond the post-Covid highs around $40 for years now. The mobile gaming platform has been a strong growth machine when normalized  for the volatility over the last few years. My  investment thesis  remains ultra-Bullish on the stock, especially on a dip below the current support around $36. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Plea

Updated - April 8  As expected, Trump Media is slumping after an initial burst following the consummation of the SPAC merger with Digital World. DJT is already down 50% from the initial highs.  Original article published on April 2  Trump Media & Technology Group Corp. completed its SPAC deal with Digital World Acquisition Corp, but shareholders now face major risks with the stock market shifting focus away from SPAC promises. The business has done very little since launching in early 2021, with total 2023 revenue of only $4.1 million. The stock has a fully diluted valuation of up to $10 billion despite weak financials and limited sings of innovation. 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 very lengthy process and a difficult road,  Trump Media & Technology Group Corp. , or  TMTG,  ( NASDAQ: DJT ) finally completed the SPAC deal with Digital World Acquisition Cor

Update - April 3 2024 Ouster is holding strong at $10 despite the analyst downgrade.  Chardan Research downgraded Ouster ( NYSE: OUST ) to a Neutral rating on Wednesday after having the stock set at Buy. Analyst Brian Dobson said the firm is moving to the sidelines with the lidar technology stock closing in on the $10 price target. Dobson  also noted that recent share price appreciation may have been bolstered by short covering action. He also warned that Chardan Research's forward price to revenue multiple on Ouster  has risen 150 basis points compared with the preceding six-month average for the metric. Original article posted on March 27 Ouster reported strong 2023 Lidar bookings of $142 million. The company's Q1'24 revenue guidance exceeds consensus estimates, indicating solid growth in the Lidar sensor market. Stock only has a market cap of $200 million, barely above the bookings level for last year. Looking for a portfolio of ideas like this one? Members of Out Fox Th

Update - Mar. 27, 2024 Rumble reported another in Q4'23. All of the new content isn't turning into usage growth. The stock likely falls back to $5. -GAAP EPS of -$0.14 beats by $0.08. - Rev. of $20.4M (+2.2% YoY) misses by $7.7M. -Avg. Minutes Watched Per Month were 10.5B, compared to 10.7B in Q3'23. Original article posted on March 13  Rumble Inc. surged after announcing a potential partnership with ByteDance for a cloud service, but the likelihood of such a partnership is low. The focus should be on Rumble's Q4 2023 results and its partnership with Barstool Sports, rather than the TikTok deal. Rumble has the potential for significant growth in 2024, especially with a focus on political content and the 2024 Presidential election. Rumble Inc.  ( NASDAQ: RUM ) has been on a tear since announcing a partnership with Barstool Sports back in January. The video platform has longed announced big content partnerships, but the company has paid aggressively to acquire talent,

Update - Mar. 27, 2024 Celsius is now down nearly 8% on the day on news of new incentives for PepsiCo (PEP) to do their job. No details were released.  Celsius Holdings  added an amendment to the distribution agreement inked with PepsiCo  in 2022. The change will provide PepsiCo with an incentive program designed to incentivize and compensate it for its continued  focus on and actions to support the sale of Celsius'  licensed products. The amendment will boost PepsiCo's  average targeted margin on the sale of most licensed products. The amendment also covers products sold through promotional activity. Specific terms were undisclosed by the parties due to competitive reasons. Update - Feb. 29, 2024 Prior to the market open, Celsius reported another strong quarter. The energy drink company again smashed sales estimates and grew by nearly 95%. The stock has surged to new ATHs in no surprise considering the prime EV/S multiple nearly matched the one for Monster Beverage (MNST) wit

Update - March 14, 2024 SoundHound AI continues to surge despite reporting a disappointing Q4'23 and guiding to disappointing numbers for 2024 and 2025 as follows:  2024 - $70M 2025 - $100M The stock has surged to a $3 billion market cap for no logical reason.  Original article posted Feb. 27  SoftBank and Nvidia have made small investments in SoundHound AI, bringing attention to the company and causing its stock to soar. The voice AI company is entering Q4 '23 earnings with high expectations, but needs to prove its ability to execute the business plan. SOUN stock has soared above $7, pushing the market cap to nearly $2 billion for a company with 2024 consensus sales targets of only $69 million. SoundHound AI, Inc.  ( NASDAQ: SOUN ) is one of the prime go to artificial intelligence ("AI") stocks to play the volatile AI boom. The company is more than just a company with "AI" in the name, but the voice AI stock probably  doesn't warrant the recent massive