Added to YB: 2025-08-11
Pitch date: 2025-08-07
UPXI [bullish]
Upexi, Inc.
-47.27%
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. engages in the development, manufacture, and distribution of consumer products. It offers nail grinder and healthy all-natural pet supplements under the LuckyTail brand; energy solutions under the PRAX brand; functional mushrooms under the Cure Mushrooms brand; cannabinoid under the Moonwlkr brand; and gummies and other products under the Gumi Labs brand name.
Market Cap
$199.0M
Pitch Price
$5.67
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.92
P/E
1.82
EV/Sales
16.80
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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