Sell RIME by May 28, 2026.

I’ve seen a lot of excitement around RIME lately, mostly tied to AI logistics disruption and the SemiCab story. I want to lay out a structured bearish DD case that focuses strictly on execution risk. The thesis bulls lean on is simple: massive freight inefficiency + AI optimization + enterprise pilots = exponential growth potential. The issue is that “potential” does not automatically convert to scalable revenue. Let’s break this down: 1. Pilot vs Production Enterprise pilots are not full …