Added to YB: 2025-08-11
Pitch date: 2025-08-07
UPXI [bullish]
Upexi, Inc.
+38.1%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Upexi, Inc., a brand owner, engages in the development, manufacture, and distribution of consumer products.
Market Cap
$461.1M
Pitch Price
$5.67
Price Target
N/A
Dividend
N/A
Sector
Personal Care Products
Category
special_situation
The Solana Treasury Play below MNAV - $UPXI
UPXI: NASDAQ Solana treasury at 0.88x NAV (1.57x fully diluted). Strategy: buys discounted locked SOL + 8% staking yield. $5 Dec puts selling for $1.50-$1.80 = 100% annualized if above $5; if assigned, cost basis $3.20-$3.50 vs $3.20 mNAV. Solana preferred for real-world apps with 65k TPS. Major risk: crypto volatility.
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