We came across a bullish thesis on SoundHound AI, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on SOUN. SoundHound AI, Inc.'s share was trading at $13.42 as of September 2nd. Cloudastructure, Inc. (CSAI) Expands AI-Powered Surveillance and Remote Guarding Solutions Image by Alexandra_Koch from Pixabay SoundHound (SOUN) went public in 2022 through a SPAC merger at the peak of a crowded and overhyped market. The timing was unfortunate, as interes ...

My past calls on SoundHound AI (NASDAQ: NASDAQ: SOUN ) have had mixed results. My first call to sell , made on January 3, 2025, was correct; the stock declined 26.59% from its price at the time of publication, $19.74, to $14.49, itsI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravi ...

My past calls on SoundHound AI (NASDAQ: NASDAQ: SOUN ) have had mixed results. My first call to sell , made on January 3, 2025, was correct; the stock declined 26.59% from its price at the time of publication, $19.74, to $14.49, itsI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravi ...

Key Takeaways SOUN posted 217% revenue growth in Q2 2025 and raised its full-year guidance to up to $178 million.SOUN expanded across restaurants and automotive while diversifying clients and acquiring voice AI firms.AI's Q1 revenue dropped 19% as leadership changes and weak sales execution delayed profitability goals.Artificial intelligence (“AI”) has fueled impressive rallies in many tech stocks, and two notable players are SoundHound AI (SOUN) and C3.ai (AI) . SoundHound focuses on conversational and voi ...

The small-cap tech markets are heating up. The outlook for interest rate reduction and business demand trends has many underlying companies set up for hyper growth and stocks for significant price increases. Today, we’re looking at three such tech stocks, what’s driving their markets and how high they may rise.  Get Amprius Technologies alerts:Airship AI Rises by 20%, Confirms Support at Critical Level Airship AI TodayAISPAirship AI$5.19 -0.25 (-4.61%) 52-Week Range$1.90▼$7.66Price Target$6.00Add to Watchl ...

智通财经APP获悉，SoundHound AI(SOUN.US)作为华尔街备受关注的人工智能标的之一，引发市场广 泛讨论。9月11日，Oppenheimer分析师Brian Schwartz首次对该股展开覆盖，并给予"与大盘持平"评级。 其研究报告指出，这家专注于对话式AI技术的软件公司，凭借强大的技术平台与清晰的战略定位，有 望成长为具备持久增长潜力的复合型科技企业。 Schwartz团队特别强调，SoundHound在语音AI市场的核心竞争力体现在三方面：技术优势、价值主张 与运营效率。其对话式AI平台不仅在语音转语义处理、非结构化数据分析和技术愿景引领性上获得众 多客户认可，更被视为行业领导者;同时，公司积压订单与可交付收入比率表现亮眼，验证了其商业化 落地能力与稳健运营水平。 不过，分析师团队也明确提示潜在风险：随着语音AI赛道竞争加剧，新进入者可能对SoundHound构成 威胁;此外，公司在现有垂直领域渗透及新市场拓展的速度，可能难以支撑当前估值模型所反映的乐观 预期——特别是针对2026年企业价值/收入预测所对应的26 倍 2026 年预期企业价值/收入比"。 作为一家专注于语音人工智能解决方案 ...

Core Viewpoint - The article discusses three high-risk, high-potential growth stocks that may offer significant returns for investors willing to take risks [2]. Group 1: IonQ - IonQ is focused on making quantum computing practical for organizations, delivering systems to various sectors including government and enterprise [4]. - The company utilizes trapped ions for qubits, which are more stable and have lower error rates compared to artificial qubits used by competitors [5][6]. - IonQ has developed software and tools to enhance the usability of its quantum systems and has partnerships with major companies like AstraZeneca and Amazon, showing promising results in drug discovery with up to a 20x improvement in workflows [7]. - The company has $1.6 billion in cash and no debt, positioning it well for future growth in the quantum computing space [8]. Group 2: SoundHound AI - SoundHound AI has transformed into a leader in voice and agentic AI, utilizing a speech-to-meaning engine that understands natural language [9]. - The acquisition of Amelia has expanded its reach into healthcare and financial services, integrating technologies into the Amelia 7.0 platform [10]. - The company reported a 217% revenue increase to $42.7 million in the last quarter and aims for adjusted EBITDA profitability by the end of 2025 [12]. - SoundHound's unique voice-first technology could position it as a leader in agentic AI, offering significant potential for growth [13]. Group 3: AppLovin - AppLovin has seen over 500% growth in stock performance over the past year and has transitioned to a pure-play adtech platform with its Axon 2.0 AI engine [14][15]. - The company reported a 77% revenue increase to $1.26 billion, with adjusted EBITDA nearly doubling to $1 billion, indicating strong profitability [15]. - Management anticipates a 20% to 30% revenue growth in the gaming sector and is expanding its platform to e-commerce and web-based ads, which could broaden its customer base [16]. - Despite facing short-selling pressure, AppLovin continues to deliver strong quarterly results, suggesting further upside potential if its platform proves effective beyond gaming [17].

Core Viewpoint - SoundHound AI, Inc. (NASDAQ:SOUN) is recognized as a potential durable growth compounder in the AI sector, particularly in the Voice AI market, supported by its advanced conversational AI technology platform [1][2]. Company Overview - SoundHound AI specializes in voice artificial intelligence, providing voice AI solutions to businesses [2]. - The company is noted for its strong technology advantage in the Voice AI market, compelling value proposition, and an enviable backlog-to-revenue ratio [1]. Analyst Coverage - Oppenheimer analyst Brian Schwartz initiated coverage on SoundHound with a Perform rating, indicating a cautious but positive outlook on the stock [1][2]. - The firm acknowledges SoundHound's strong customer base and leadership in speech-to-meaning capabilities, data sciences, and unstructured analytics [2]. Competitive Landscape - There are concerns regarding potential new competitive threats that may impact SoundHound's growth trajectory [2]. - The pace of SoundHound's penetration into existing and new verticals may not align with the optimistic sales multiple of 26x the estimated 2026 EV/revenue [2].

Core Insights - SoundHound AI has experienced significant revenue growth, tripling its revenue in the last quarter, with a trailing 12-month total of $131 million, reflecting a 217% increase [1][9] - The company is recognized as a strong investment option within the artificial intelligence sector, particularly due to its unique position as a pure-play AI stock [2] - Despite being down approximately 40% from its all-time high, SoundHound AI's business fundamentals are improving, suggesting potential for future growth [3] Business Performance - SoundHound AI's management projects an organic growth rate of 50% annually for the foreseeable future, which could lead to substantial revenue increases over time [9] - The company is currently valued at $6 billion, and achieving a 100-fold return on a $10,000 investment would require a market valuation of $600 billion, comparable to major companies like Visa [8] Market Opportunities - The technology developed by SoundHound AI is expected to see increased adoption across various sectors, including financial services and healthcare, due to its ability to facilitate lifelike interactions between users and AI [5][7] - Specific applications of SoundHound AI's technology include automating drive-thrus and enhancing digital assistants in vehicles, with implementations already seen in regions like Japan and Europe [6] Investment Considerations - While achieving a 100x return is deemed unlikely, the potential for market-crushing returns exists if SoundHound AI can maintain its growth trajectory and capitalize on the expanding market for AI automation [8][10] - The investment carries risks, particularly from competition with larger AI companies, necessitating careful position sizing for investors [10]

Core Insights - The AI industry is experiencing rapid growth, with significant investments expected to reach nearly $7 trillion by 2030 for data centers to meet computing power demands [1] - AI is projected to create $40 trillion in operational efficiencies for businesses, presenting substantial investment opportunities [2] Company Summaries SoundHound AI - SoundHound AI is positioned to benefit from the AI transformation in device interaction, with its stock rising 244% over the past year [4] - The company has developed a proprietary multilingual AI model called Polaris, leveraging 20 years of customer interaction data [5] - In Q2, SoundHound's revenue tripled year-over-year, with over 1 billion queries processed monthly [6] - The company aims to capture a $140 billion addressable market for voice AI technology and is expanding into various industries beyond restaurants [7] - Although not yet profitable, SoundHound's stock trades at a price-to-sales multiple of 45, indicating high growth potential linked to revenue increases [8] IREN Limited - IREN Limited is transitioning from Bitcoin mining to providing data centers for AI cloud services, capitalizing on the growing demand in this sector [10] - The company generated over $1 billion in annualized revenue from Bitcoin mining and is investing profits into AI compute services [11] - IREN's fiscal 2025 revenue reached $501 million, a 168% increase year-over-year, with a profit of $87 million [12] - Securing preferred partner status with Nvidia enhances IREN's capabilities in AI cloud offerings, with plans to deploy over 60,000 Nvidia chips [13] - Analysts project IREN's revenue could reach $1.5 billion by fiscal 2028, with EBITDA exceeding $1.2 billion, and the current price-to-sales multiple of 15 is seen as conservative for its growth potential [14][15]