- Entry
- $1.32
- Final
- $1.26 -4.5%
- Target
- —
- Score
- -0.45
One comparison I keep coming back to is how AI logistics infrastructure is valued once the market believes it is essential. Companies like Symbotic and Honeywell are treated as critical supply chain infrastructure because their automation and optimization tools directly improve efficiency and reduce cost at scale. SemiCab’s economics point in the same direction, even if the company is much smaller. In investor materials, SemiCab shared a case study covering 173.5K loads, 143M miles, and $340M in transport spend, reporting …
— ORIGINAL POST ·
RIME Is Valued Like An Experiment While AI Logistics Peers Are Treated As Infrastructure
· r/investing
· Jan 5, 2026