Bullish case for microcap SemiCab based on claimed investor-deck data showing large enterprise freight savings, arguing the downside-to-zero narrative is overstated.
Unpriced research observations (excluded from Calls and Returns):
SEMICAB — LONG The author argues SemiCab should not be valued as a typical zero-bound microcap because its investor deck shows a large enterprise shipper ran over 170,000 loads through the platform over seven months, eliminating more than 11 million miles and saving about $28.5 million on roughly $340 million of transportation spend. The claimed mechanism is that proven, large-scale cost savings make the software non-optional for procurement, finance and operations teams, supporting renewals, expansions and long-term contracts. The author implies the stock price has not yet adjusted to reflect this value. No specific risk is stated. resolved_asset_type_mismatch
Over 170,000 loads were run through the platform, with the majority optimized. More thаn 11 million miles were eliminated from actual routes. On roughly $340 million in transportation spend, the sаvings came out to about $28.5 million.