Author argues RIME's microcap valuation is attractive given logistics-AI private funding tailwinds and management-reported SemiCab ARR growth to over $8M with $15M forward ARR.
Unpriced research observations (excluded from Calls and Returns):
RIME — LONG The author argues RIME is a public microcap whose SemiCab logistics-AI business is growing fast, with management reporting ARR up 220% from $2.5M in January to over $8M by December 2025 and $15M forward ARR tied to current contracts and expansions. He frames the investment case as a mismatch between this stated run-rate and a tiny valuation, supported by a sector tailwind of private capital flowing into logistics and supply chain tech, exemplified by a $20M funding round for Tive. The catalyst is continued contract expansion and ARR realization; the author explicitly notes the mismatch does not guarantee upside and urges readers to do their own research. resolved_entity_name_mismatch
You have a public microcap with stated $8M plus run-rate and $15M forward ARR in a sector that is still pulling in private capital at meaningful checks.