Sep. 8 at 11:45 AM
$CYAB $CYAB quick thesis:
• ~
$6.5M market cap vs ~
$8.1M ARR
• ARR growing ~29% YoY
• Q2 revenue up ~39% YoY
• New
$6M financing strengthens the balance sheet
• Preferred shares are being converted into common, simplifying the capital structure
• Main risk: significant dilution from conversions, warrants & equity incentives
• Key technical levels:
$0.435 →
$0.50 →
$0.63
• Major support: ~
$0.30–0.35
• If ARR keeps compounding and cash burn improves,
$1+ is not crazy over time
High-risk microcap, but the risk/reward looks interesting here. Watching ARR, dilution and cash burn more than the daily noise.
Not financial advice
$PLTR,
$BBAI,
$AI,
$SOUN