SPRB · Spruce Biosciences, Inc.Spruce Biosciences, Inc.
📋 Post presents multiple bullish theses on NBIS, AMZN, META, SNAP, RDDT, SPRB, RKLB, AMD, TSM, ASML, BTC, LTC, VIRT, with a bearish view on CRWV
Post presents multiple bullish theses on NBIS, AMZN, META, SNAP, RDDT, SPRB, RKLB, AMD, TSM, ASML, BTC, LTC, VIRT, with a bearish view on CRWV. Key themes: NBIS dip buy, Mag7 catchup, recovery plays, speculative SPRB, hold RKLB, AMD/OpenAI deal boosting semis, gold signaling BTC, LTC ETF, and VIRT as hedge. Risks include dilution for SPRB and minimal NVDA moat dent.
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SPRB's TA-ERT could capture 10-15% of a $1.4B US market, yielding $180-270M ARR, implying a fair value of $280-630M market cap versus current $85M.
source ↗SPRB has potential for a temporary run to $500 due to low float and TA-ERT catalyst, but dilution risk is high due to low cash balance, making long-term holding risky. Fair value market cap of $150-200M implies share price of $50-75 after dilution.
source ↗Post presents multiple bullish theses on NBIS, AMZN, META, SNAP, RDDT, SPRB, RKLB, AMD, TSM, ASML, BTC, LTC, VIRT, with a bearish view on CRWV. Key themes: NBIS dip buy, Mag7 catchup, recovery plays, speculative SPRB, hold RKLB, AMD/OpenAI deal boosting semis, gold signaling BTC, LTC ETF, and VIRT as hedge. Risks include dilution for SPRB and minimal NVDA moat dent.
source ↗No qualifying thesis event for 45+ days.