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Beyond Meat, Oklo And Plug Ride EPS-Free Rally: Investors Go Wild For Red Ink
Benzinga· 2025-10-21 15:44
Group 1 - Stocks with negative EPS have significantly outperformed those with positive earnings recently, with unprofitable firms leading gains in broader indexes like the Russell 2000, where approximately 40% of companies reported zero or negative earnings [1][2] - The market is experiencing a unique condition where speculative fervor and optimism towards innovation and growth potential are prioritized over short-term profitability, reminiscent of late-cycle rallies during the dotcom bubble [2][4] - Retail investors are increasingly attracted to companies with negative EPS, particularly those recognized for their disruptive technologies, indicating a broad market enthusiasm for speculative growth over immediate profits [3][4] Group 2 - Plug Power, Inc. has reported negative earnings while investing heavily in infrastructure, with its shares gaining 300% over the past six months [4] - Oklo, Inc., a nuclear startup facing early operational losses, has seen its shares rise 600% since April, driven by the demand for power from the AI revolution [4] - Beyond Meat, Inc., known for its plant-based foods, has experienced a stock increase of over 170% in the last two days despite ongoing losses [4] - Rigetti Computing, Inc., a quantum computing company with no profits, has gained 425% in the past six months [4]
AeroVironment, Inc. (AVAV): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:37
We came across a bullish thesis on AeroVironment, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on AVAV. AeroVironment, Inc.'s share was trading at $272.07 as of September 17th. AVAV’s trailing and forward P/E were 149.83 and 144.93, respectively according to Yahoo Finance. Pixabay/Public Domain AeroVironment, Inc. (AVAV) is positioned as a high-beta, speculative growth company in the defense and unmanned systems market, with a market capitalization of a ...
Ouster: A Speculative Growth Story With Cash To Spare
Seeking Alpha· 2025-09-02 14:31
Group 1 - Ouster, Inc. (NASDAQ: OUST) is identified as a speculative buy due to its early-stage traction in the market for advanced lidar sensors [1] - The company specializes in transforming the real world into automated systems through its lidar technology [1] Group 2 - The investment landscape highlights a portfolio of undervalued stocks with rapid growth potential, driven by high-quality management [2] - The focus is on selecting attractive investments that are currently undervalued in the market [2] Group 3 - The marketplace for investment opportunities is rapidly growing, emphasizing high-quality and actionable stock picks [3] - The platform aims to provide insights that help investors grow their savings through strong gains [3]