Author lists five cheap AI tickers to watch but provides specific rationales for RIME, NOTE, and REKR tied to applied AI, AI SaaS sentiment, and transportation AI.
Unpriced research observations (excluded from Calls and Returns):
RIME — WATCH RIME remains on the watchlist because it has a specific applied AI angle in freight logistics and has disclosed real run-rate metrics. The company reported SemiCab ARR up 220% from $2.5M to over $8M during 2025 and cited $15M forward ARR tied to signed contracts and expansions. The author argues this kind of disclosure can keep attention after the first spike. resolved_entity_name_mismatch
RIME stays on because it has a specific applied AI angle in freight logistics and has disclosed real run-rate metrics. The company reported SemiCab ARR up 220% from $2.5M to over $8M during 2025 and cited $15M forward ARR tied to signed contracts and expansions (source type: company press release). That is the kind of disclosure that can keep attention after the first spike.