Stone Fox Capital

Investment Advisor/Portfolio Manager. Seeking Alpha subscription service CIO @MarkHolder27

[Stone Fox Capital @Stonefoxcapital]

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[Stone Fox Capital @Stonefoxcapital]

@operry19 @TMFAssociates great way to describe an AST shareholder

[Stone Fox Capital @Stonefoxcapital]

on the earnings call, the company talked about scaling to multiple hundreds of millions, but the market wants to see that initial $5 to $10 million to hit and scale. This sector has talked about billions in revenues and $AEVA is stuck at $6M per quarter.

[Stone Fox Capital @Stonefoxcapital]

$AEVA Aeva Tech. jumps 18% on new product. The Lidar sensor companies continuing making progress shifting from lagging auto OEM deals, but lets see the $$$.

-Launched Optical Connectivity Business with First Customer Agreement Signed for a Major Hyperscaler Deployment

[Stone Fox Capital @Stonefoxcapital]

@morupside the comments are unhinged. Gen Z doesn’t understand opportunity costs.

[Stone Fox Capital @Stonefoxcapital]

@SpacBobby not how valuations work. 0 customers paying a $1 vs. 12M paying $66/month isn’t even the same league.

[Stone Fox Capital @Stonefoxcapital]

$APP down 22% on the slight revenue miss. Momentum traders will flee the 50% growth story.

[Wall St Engine @wallstengine]

APPLOVIN $APP Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.92B (Est. $1.94B) 🔴; +53% YoY
🔹 EPS: $3.76 (Est. $3.72) 🟡
🔹 Adj. EBITDA: $1.61B (Est. $1.63B) 🔴; +58% YoY
🔹 Net Income: $1.27B (Est. $1.26B) 🟡; +55% YoY

Q3 Guide:
🔹 Adj. EBITDA: $1.71B-$1.74B (Est. $1.74B) 🔴
🔹 Revenue: $2.06B-$2.09B (Est. $2.07B) 🟡
🔹 Adj. EBITDA Margin: 83%

Other Q2 Metrics:
🔹 Free Cash Flow: $863.3M (Est. $1.29B) 🔴
🔹 Adjusted EBITDA Margin: 84%; +300 bps YoY

Capital Return:
🔹 Share Repurchases: $551.3M

[Stone Fox Capital @Stonefoxcapital]

$JOBY annouces initial eIPP plans with week long flights in DFW during Sept.

[Joby Aviation @jobyaviation]

Today, we published our Q2 2026 shareholder letter. The aircraft, the infrastructure, the operating experience and the customer demand are all coming together as we approach commercialization.

✈️ eIPP flights expected to begin in September. We intend to fly a week-long campaign of piloted, vertical takeoff and landing flights across the Dallas-Fort Worth area, laying the groundwork for future commercial operations. We continue to target carrying our first passengers in 2026.

📋 Strongest quarterly progress yet in the fifth and final stage of FAA type certification.

🏭 Five electric air taxis flying, including our first FAA-conforming aircraft, with 12 more in various stages of production.

🤝 A new joint venture with @Toyota builds on more than seven years of collaboration and lays the groundwork for high-volume commercial production.

🏙️ Our partnership with Atoms, founded by @TravisK, will develop and finance a network of transportation hubs serving air taxis and autonomous vehicles across our U.S. launch markets.

🚁 In Q2, @flybladenow delivered more than 50% year-over-year growth in seats flown and $36.2M in revenue.

💰 We ended the quarter with $2.3B in cash and short-term investments and raised our full-year revenue outlook to $115M to $125M .

Live webcast at 5:00 PM ET / 2:00 PM PT.

Read the full shareholder letter ⬇️

[Stone Fox Capital @Stonefoxcapital]

@CJK5H_SMU burritos still don’t cost $20 and anyway paying $20 is doing this wrong. Housing is a whole different issue.

[Stone Fox Capital @Stonefoxcapital]

@skylarromines motorcycle license? Did you join a raccoon gang?

[Stone Fox Capital @Stonefoxcapital]

Commented on $IONQ - IonQ: Misleading Quantum Growth. https://t.co/o4MkXnWsg9

[Stone Fox Capital @Stonefoxcapital]

@Cyber_tronic @nikthestorm hopefully you don't have 6 kids. Guessing you don't even have a family!

[Stone Fox Capital @Stonefoxcapital]

@dylthorn @tawillionaire only in the current market where rents aren’t based on current mortgage rates. It will correct over time.

[Stone Fox Capital @Stonefoxcapital]

College students affordability issue is all about not knowing how to cook or settling for a simple sandwich. Lived off PBJ sandwiches and a banana in college. Kids these days want Chipotle and to eat out multiple times a day whereas I only ate out Friday nights.

[Joel Berry @JoelWBerry]

Last night, my wife made homemade burritos for our family of 8 and it cost less than $20 total for everyone.

Im beginning to think the affordability crisis is really an “I don’t know how to cook” crisis

[Stone Fox Capital @Stonefoxcapital]

@RussFaigen @StockMKTNewz Tesla most definitely not running the show.

[Stone Fox Capital @Stonefoxcapital]

@stevenfiorillo yep, the only person that should worry about this scenario is someone highly leveraged.

[Stone Fox Capital @Stonefoxcapital]

$INVZ Innoviz Tech. recently entered the Physical AI race with a $3.5M order from a defense tech. company. The Lidar company announced 6 other engagements plus the robotaxi business is finally gaining traction. The company is finally stacking revenues, but liquidity is a big issue here with Physical AI revenues only targeted at ~$7M, or 10% of $70M revenue base.

♦️Six New Engagements in Defense and Security – Kela, Drive Group, Regulus, Givon Defense, Cogniteam, and AeroNous

♦️Liquidity as of June 30, '26: ~$48.5 million + $30M equity offering in July

[Stone Fox Capital @Stonefoxcapital]

@WaltLightShed Uber finally realizes Rivian in 2028 isn’t going to help.

[Stone Fox Capital @Stonefoxcapital]

@realEstateTrent yes, and most people won’t look at stock positions after tax trapping them into holding the stock forever due to the perceived net worth hit.

[Stone Fox Capital @Stonefoxcapital]

@CarlosR11M @Jason @dkhos no, but what happens when AV tech. is ubiquitous?

[Stone Fox Capital @Stonefoxcapital]

$VZ is only down 3% today. Here was our most recent warning posted on @SeekingAlpha.

https://t.co/Z2QWjb7ZRn

[Stone Fox Capital @Stonefoxcapital]

$VZ $SPCX Verizon investors were warned of the upcoming threat from Starlink Mobile. The whole US wireless industry of AT&T, Verizon, and T-Mobile got another warning from the SpaceX President & COO Gwynne Shotwell on SpaceX Q2'26 earnings call:

"Between AT&T, Verizon, and T-Mobile, there is roughly $600B/yr between them. I anticipate us acquiring a few of their customers, because I think our service will be better — we will eliminate dead zones by leveraging the satellites in orbit. It will be better during any natural disaster. We will start providing service at the end of next year."