Jan. 12 at 6:56 PM
$M Algorhythm Holdings Inc is telling a story where the upside is constrained by something real: how many trucks the network can support and how effectively they are utilized. That’s bullish because constraints make stories credible. The company framed >140 active trucks plus rights to expand by ~450 more, implying total available capacity around 590 trucks. Multiply by ~
$40K annual revenue per truck and you get the ~
$23.6M ceiling. This isn’t “we might win a massive market,” it’s “we have access to a defined amount of supply and here is the revenue potential if it’s fully deployed.” Traders generally reward constraint-based models because they’re easier to verify and harder to hand-wave
