Jul. 1 at 3:44 PM
$SERV is an early “physical AI” bet, where valuation is driven more by optionality than current fundamentals. The appeal is rapid fleet expansion, real-world deployment, and a potential data flywheel from autonomous delivery operations. However, revenue is still small, losses are significant, and future dilution risk remains high. It’s a high-volatility exposure to whether robotics adoption scales fast enough to outrun cash burn.