Author repeats a bull thesis on IPW citing debt-free balance sheet, $30M financing for digital asset treasury and logistics, SuperLogistics pivot toward 2026 break-even, and thin float.
Unpriced research observations (excluded from Calls and Returns):
IPW — LONG The author argues IPW is one of the cheapest revenue-to-cap plays on the Nasdaq, having fully extinguished its JPMorgan debt in December. A $30M financing deal is expected to fuel a new Digital Asset Treasury (BTC/ETH) and logistics expansion, while the pivot to SuperLogistics has a clear path to break-even in 2026. The ultra-thin float post-split could trigger a violent move on any real volume. No specific risk is stated. resolved_entity_name_mismatch
One of the cheapest revenue-to-cap plays on the Nasdaq.