Author is rotating out of NUAI into RIME, citing its trucking pivot, Unilever collaboration, and debt-reduction potential as the bull case.
Unpriced research observations (excluded from Calls and Returns):
RIME — LONG The author is buying RIME after selling NUAI, arguing the company's pivot to the trucking industry offers huge potential, specifically because of its collaboration with Unilever. They add that financials look promising if the company eliminates its debts, and believe the upside is large enough that the market should catch on soon. The main stated risk is that the market has not yet recognized the story. resolved_entity_name_mismatch
right now their focus is on the trucking industry which has such huge potential specifically due to their collaboration with Unilever. Financials are promising if they rid of their debts and the potential upside is quite insane.