RIМE used to get lumped in as a legacy or leftover name, but that view doesn’t really hold once you look at the data. SemiCab is already operating at scale: 170k+ loads optimized, \~77% efficiency, 11.7M miles eliminated, and roughly $28.5M in cost savings over a defined period. That’s actual deployment, not a concept slide.
Then there’s the growth side. ARR reportedly went from around $2.5M to $8M+, with management talking about \~$15M in forward ARR, plus a single tire partnership that could add up to $2.5M annually. Those numbers materially change the risk profile.
Once that clicks, price action starts to make more sense. Volume improves, dips get defended, and trends begin to form.
Feels less like pure speculation and more like the market slowly repricing what the company is turning into.