Deep-Dive Due Diligence AI Generated Report on Upexi, Inc. Common Stock (UPXI)
Welcome to ScanScor. What you're reading is not just a stock summary -- it's a real-time, AI-generated due diligence session crafted from live news, financial data, insider trading activity, SEC filings, and live market momentum.
These reports are generated using OpenAI's GPT-based analysis engine, guided by tightly structured prompts and expert-level data ingestion. Every insight below was assembled to help you understand the forces behind today's market movers.
Disclaimer: This report is for informational purposes only. It does not constitute financial advice. Always do your own research before making any investment.
65
$16.52
58
Speculative
Mixed
Quarterly earnings report
C
speculative, high volatility, negative earnings, extreme performance
Upexi's Stock Soars Amid Speculative Trading, Despite Weak Fundamentals
UPXI_OUT_1 [2025-04-24 04:01:47 -0400] 5405 Bytes | 1476 tokens | Cum: 1476 tkns (18.45% of 8k)
==========================================================================
You're the expert here today. So, I pulled together a bunch of data for you to look over real fast. I'm looking at high-performance stocks today and Upexi (UPXI) hit my radar screen, up to $12.03 from a prev close of $9.00 Do you think its got more juice or is it lacking potential? It's 4:01 AM on Thu Apr 24, 2025 and I have to decide: buy or sell!
--- COMPANY PROFILE ---
Company: Upexi (UPXI)
IPO: 2021-06-24 (3 Years Ago)
Market Cap: $3,289,101
Shares Outstanding: 1,320,000
Industry: MEDICINAL CHEMICALS & BOTANICAL PRODUCTS
Exchange: XNAS
Description: Upexi Inc specializes in the development, manufacturing, and distribution of consumer products. It reaches consumers through its direct-to-consumer network, wholesale partnerships, and prominent third-party platforms like Amazon.
Here’s a list of headlines for Upexi:
Apr-22-25 09:51AM - Why Upexi, Inc. (UPXI) Soared on Monday
Apr-21-25 11:22AM - Solana Pushes Higher As Staking Milestone And Institutional Bets Fuel Rally
Apr-21-25 11:22AM 11:09AM - GSR Anchors $100M Investment in Upexi to Purchase SOL, Stock Rockets 700%
Apr-21-25 11:22AM 08:00AM - Upexi Announces Pricing of $100 Million Private Placement Priced Above Last Market Closing Price under Nasdaq Rules
Feb-06-25 08:00AM - Upexi Provides Shareholder Update on Current Business Operations and Long-Term Strategic Crypto Portfolio and Mining Initiative
Jan-24-25 08:00AM - Upexi Appoints Industry Expert, James Altucher, as Advisor to Guide Strategic Digital Treasury Portfolio Management
Jan-23-25 08:00AM - Upexi Shifts Focus into Bitcoin and Crypto with Strategic Investment in Digital Currency as Part of Long-Term Strategic Crypto Initiative
Dec-23-24 09:00AM - Upexi Regains Compliance with NASDAQ
Nov-25-24 08:00AM - Upexi Files litigation in Nevada as first Step in Determining Manipulation of Fractional Share Roundups during Reverse Stock Split
Nov-22-24 09:00AM - Upexi Recieves Notice from The Nasdaq Stock Market
Oct-25-24 08:30AM - Upexi to Take Action Against Apparent Stock Manipulation of Fractional Share Roundup with Reverse Stock Split
Oct-23-24 08:00AM - Upexi to File Form 10-K on November 1st and Regains Compliance with Nasdaq Minimum Bid Price Rule
Aug-05-24 08:00AM - Upexi Provides Shareholder Update on Restructuring to Reduce Debt and Increase Working Capital
Jul-09-24 12:52PM - UPXI Stock Earnings: Upexi Misses EPS, Misses Revenue for Q3 2024
Jul-09-24 12:52PM 08:00AM - Upexi Reports Fiscal Third Quarter 2024 Financial Results
Jul-03-24 07:21AM - Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
Jun-21-24 04:30PM - Upexi Provides Update on Filing Form 10Q for March 31, 2024
Jun-20-24 09:00AM - Upexi Provides Shareholders with Update on Restructuring to Reduce Debt and Increase Working Capital through Sale of Assets
Jun-06-24 09:00AM - Upexi Completes Consolidation of Operations and Announces Initiating Process to Explore Strategic Alternatives to Enhance Shareholder Value
May-01-24 07:31AM - Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
Mar-20-24 08:00AM - Upexi's Tytan Tile Kits, Disney Frozen and New Disney JR Mikey Mouse Set, will Soon be Available in BJ's Wholesale Club
Mar-07-24 09:00AM - Upexi's Children Educational Toy Brand, Tytan Tiles, Disney Frozen Tile Kit will be Available in TJ Maxx Stores
Here's another list of headlines with menu handles.
I will deliver the full text of the following stories when you say their handle.
Just say, for example, B1, B2, etc.
B1 - 2024-02-15T18:20:19Z - Why Herbalife Shares Are Trading Lower By Around 36%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
B2 - 2024-02-15T12:57:34Z - Why AppLovin Shares Are Trading Higher By Around 22%; Here Are 20 Stocks Moving Premarket
B3 - 2023-12-08T13:50:35Z - SHF Holdings And 3 Other Stocks Under $2 Insiders Are Buying
B4 - 2023-11-28T13:27:05Z - Top 5 Risk Off Stocks Which Could Rescue Your Portfolio This Month
B5 - 2023-10-02T09:21:56Z - Investor Fear Increases Slightly As US Stocks Record Quarterly Losses
B6 - 2023-10-02T08:33:52Z - Nio, Li Auto And 3 Stocks To Watch Heading Into Monday
==============
-> THE ROLE FOR AI:
==============
1) You are the **AI analyst-investigator**, and this interaction represents a full **due diligence session** for Upexi (UPXI).
Due diligence includes financial data, insider trading, relevant news, and any SEC filings — and may extend beyond classic fundamentals.
Your task is to identify whether this stock has momentum and potential.
2) I am **ScanScor**, a unified report generator that archives this session as part of our real-time diligence record.
3) You will request information by referencing documents by their code.
4) As the analysis proceeds, your are encouraged to review documents until you feel confident in your judgment.
After seeing 3 sets of news articles, SEC docs, and financials, you'll be prompted to return some data pairs.
5) News articles, SEC filings, and key metrics will be revealed in subsequent prompts.
Stay focused. Gather evidence. Continue until your conclusions are clear.
Restrict all your responses to just 3 tokens until the summary and data pairs at the end.
NEXT: Request a document with its reference code(s), such as:
- `B1`, `B2`, `B3`, etc.
- To load a new set of information and menu options, reply with: `NEX`
UPXI_IN_2 [2025-04-24 04:01:47 -0400] 3 Bytes | 2 tokens | Cum: 1478 tkns (18.48% of 8k)
==========================================================================
NEX
UPXI_OUT_3 [2025-04-24 04:01:47 -0400] 822 Bytes | 267 tokens | Cum: 1745 tkns (21.81% of 8k)
==========================================================================
We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.
A1 - 2025-04-23T20:20:36Z - Best Value Stocks To Keep An Eye On - April 21st...
A2 - 2025-04-22T23:30:19Z - Solana Pushes Higher As Staking Milestone And Institutional Bets Fuel Rally...
A3 - 2025-04-22T23:13:57Z - GSR Anchors $100M Investment in Upexi to Purchase SOL, Stock Rockets 700%...
A4 - 2025-04-22T13:51:31Z - Why Upexi, Inc. (UPXI) Soared on Monday...
A5 - 2025-04-22T11:54:00Z - Pre-market Movers: GELS, HOLO, SHFS, OBIO, FULC....
Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.
UPXI_IN_4 [2025-04-24 04:01:47 -0400] 2 Bytes | 2 tokens | Cum: 1747 tkns (21.84% of 8k)
==========================================================================
A1
UPXI_OUT_5 [2025-04-24 04:01:48 -0400] 1181 Bytes | 289 tokens | Cum: 2036 tkns (25.45% of 8k)
==========================================================================
Showing A1 (chunk 1 of 7): A1:
**Best Value Stocks To Keep An Eye On - April 21st**Date: 2025-04-23Source: {'uri': 'marketbeat.com', 'dataType': 'news', 'title': 'Market Beat'}URL: https://www.marketbeat.com/instant-alerts/best-value-stocks-to-keep-an-eye-on-april-21st-2025-04-21/ProShares UltraPro Short QQQ, iShares Bitcoin Trust, Capital One Financial, Berkshire Hathaway, and Upexi are the five Value stocks to watch today, according to MarketBeat's stock screener tool. Value stocks are shares of companies that appear to trade for less than their intrinsic value based on financial metrics like earnings, dividends, or book value. Investors seeking value are often attracted to these stocks because they believe the market has undervalued the company's future potential, offering opportunities for price appreciation when the true worth is eventually recognized. These companies had the highest dollar trading volume of
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_6 [2025-04-24 04:01:48 -0400] 3 Bytes | 2 tokens | Cum: 2038 tkns (25.47% of 8k)
==========================================================================
MOR
UPXI_OUT_7 [2025-04-24 04:01:49 -0400] 1181 Bytes | 299 tokens | Cum: 2337 tkns (29.21% of 8k)
==========================================================================
Showing A1 (chunk 2 of 7): any Value stocks within the last several days.
ProShares UltraPro Short QQQ (the Fund) seeks daily investment results, which corresponds to three times the inverse of the daily performance of the NASDAQ-100 Index (the Index). The Index includes 100 of the non-financial domestic and international issues listed on National Association of Securities Dealers Automated Quotation (NASDAQ) Stock Market.
ProShares UltraPro Short QQQ stock traded up $4.18 during midday trading on Monday, reaching $42.82. The stock had a trading volume of 60,176,477 shares, compared to its average volume of 48,077,192. ProShares UltraPro Short QQQ has a 52-week low of $26.21 and a 52-week high of $64.65. The company has a fifty day moving average of $35.64 and a 200 day moving average of $33.21.
Read Our Latest Research Report on SQQQ
The IShares Bitcoin Trust Registered (IBIT) is an exchange-traded fund that
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_8 [2025-04-24 04:01:49 -0400] 3 Bytes | 2 tokens | Cum: 2339 tkns (29.24% of 8k)
==========================================================================
MOR
UPXI_OUT_9 [2025-04-24 04:01:51 -0400] 1181 Bytes | 298 tokens | Cum: 2637 tkns (32.96% of 8k)
==========================================================================
Showing A1 (chunk 3 of 7): mostly invests in long btc, short usd currency. The fund is a passively managed fund that seeks to track the spot price of Bitcoin. IBIT was launched on Jan 5, 2024 and is issued by BlackRock.
IBIT stock traded up $1.15 during midday trading on Monday, reaching $49.41. The company's stock had a trading volume of 50,225,436 shares, compared to its average volume of 45,557,211. iShares Bitcoin Trust has a 1 year low of $28.23 and a 1 year high of $61.75. The stock has a fifty day simple moving average of $49.02 and a two-hundred day simple moving average of $50.19.
Read Our Latest Research Report on IBIT
Capital One Financial Corporation operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom. It operates through three segme
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_10 [2025-04-24 04:01:51 -0400] 3 Bytes | 2 tokens | Cum: 2639 tkns (32.99% of 8k)
==========================================================================
MOR
UPXI_OUT_11 [2025-04-24 04:01:52 -0400] 1181 Bytes | 326 tokens | Cum: 2965 tkns (37.06% of 8k)
==========================================================================
Showing A1 (chunk 4 of 7): nts: Credit Card, Consumer Banking, and Commercial Banking.
Capital One Financial stock traded up $1.26 during trading hours on Monday, hitting $164.03. The company had a trading volume of 9,073,965 shares, compared to its average volume of 3,084,211. The firm has a market cap of $62.57 billion, a P/E ratio of 14.15, a P/E/G ratio of 1.19 and a beta of 1.24. The company has a 50-day moving average price of $178.17 and a two-hundred day moving average price of $179.86. Capital One Financial has a 1 year low of $128.23 and a 1 year high of $210.67. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.98 and a current ratio of 0.98.
Read Our Latest Research Report on COF
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. The company provides property, casualty, life, accident, and healt
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_12 [2025-04-24 04:01:52 -0400] 3 Bytes | 2 tokens | Cum: 2967 tkns (37.09% of 8k)
==========================================================================
MOR
UPXI_OUT_13 [2025-04-24 04:01:52 -0400] 1181 Bytes | 302 tokens | Cum: 3269 tkns (40.86% of 8k)
==========================================================================
Showing A1 (chunk 5 of 7): h insurance and reinsurance; and operates railroad systems in North America. It also generates, transmits, stores, and distributes electricity from natural gas, coal, wind, solar, hydroelectric, nuclear, and geothermal sources; operates natural gas distribution and storage facilities, interstate pipelines, liquefied natural gas facilities, and compressor and meter stations; and holds interest in coal mining assets.
Shares of Berkshire Hathaway stock traded down $17.77 during trading on Monday, hitting $500.44. 2,964,487 shares of the stock traded hands, compared to its average volume of 4,106,183. Berkshire Hathaway has a 52-week low of $396.35 and a 52-week high of $539.00. The stock's fifty day simple moving average is $508.41 and its 200 day simple moving average is $478.25. The firm has a market cap of $1.08 trillion, a P/E ratio of 10.11, a price-to-earnings-growth ratio of 3.45 an
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_14 [2025-04-24 04:01:52 -0400] 3 Bytes | 2 tokens | Cum: 3271 tkns (40.89% of 8k)
==========================================================================
MOR
UPXI_OUT_15 [2025-04-24 04:01:53 -0400] 1181 Bytes | 324 tokens | Cum: 3595 tkns (44.94% of 8k)
==========================================================================
Showing A1 (chunk 6 of 7): d a beta of 0.80.
Read Our Latest Research Report on BRK.B
Upexi, Inc. manufactures and sells various branded products in the health, wellness, pet, beauty, and other markets. The company was formerly known as Grove, Inc. and changed its name to Upexi, Inc. in August 2022. The company was incorporated in 2018 and is headquartered in Clearwater, Florida.
Shares of UPXI traded up $10.55 during trading hours on Monday, hitting $12.85. The company had a trading volume of 94,769,717 shares, compared to its average volume of 669,499. Upexi has a one year low of $1.90 and a one year high of $19.82. The company has a current ratio of 0.58, a quick ratio of 0.53 and a debt-to-equity ratio of 0.35. The company's fifty day moving average price is $2.71 and its two-hundred day moving average price is $3.80.
Read Our Latest Research Report on UPXI
This instant news alert was generated by narrati
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_16 [2025-04-24 04:01:53 -0400] 3 Bytes | 2 tokens | Cum: 3597 tkns (44.96% of 8k)
==========================================================================
NEX
UPXI_OUT_17 [2025-04-24 04:01:54 -0400] 980 Bytes | 317 tokens | Cum: 3914 tkns (48.93% of 8k)
==========================================================================
This is our list of SEC filings.
If empty, the search returned no recent filings.
S1 - 2025-02-14 10-Q PART I - FIN INFO
Item 1. Fin Stmnts
UPEXI, INC.
Interim Unaudited Condensed Cons Fin Stmnts
Page
Condensed Cons Balance Sheets as of December 31, 2024 (Unaudited) and June 30, 2024
Condensed Cons Stmnts of...
S2 - 2025-02-14 10-Q PART I - FIN INFO
Item 1. Fin Stmnts
UPEXI, INC.
Interim Unaudited Condensed Cons Fin Stmnts
Page
Condensed Cons Balance Sheets as of December 31, 2024 (Unaudited) and June 30, 2024
Condensed Cons Stmnts of...
S3 - 2024-12-19 10-Q PART I - FIN INFO
Item 1. Fin Stmnts
UPEXI, INC.
Interim Unaudited Condensed Cons Fin Stmnts
For the Three Month Periods Ended September 30, 2024 and 2023
Page
Condensed Cons Balance Sheets as of September 30, 2024 (Un...
Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.
UPXI_IN_18 [2025-04-24 04:01:54 -0400] 2 Bytes | 2 tokens | Cum: 3916 tkns (48.95% of 8k)
==========================================================================
S1
UPXI_OUT_19 [2025-04-24 04:01:55 -0400] 1181 Bytes | 336 tokens | Cum: 4252 tkns (53.15% of 8k)
==========================================================================
Showing S1 (chunk 1 of 6): S1:
PART I - FINANCIAL INFORMATION
Item 1. Financial Statements
UPEXI, INC.
Interim Unaudited Condensed Consolidated Financial Statements
Page
Condensed Consolidated Balance Sheets as of December 31, 2024 (Unaudited) and June 30, 2024
Condensed Consolidated Statements of Operations for the Three and Six Months Ended December 31, 2024 and 2023 (Unaudited)
Condensed Consolidated Statements of Stockholders Equity for the Three and Six Months Ended December 31, 2024 and 2023 (Unaudited)
Condensed Consolidated Statements of Cash Flows for the Six Months Ended December 31, 2024 and 2023 (Unaudited)
Notes to the Unaudited Condensed Consolidated Financial Statements
4
UPEXI, INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
December 31, 2024
Unaudited
June 30,
ASSETS
Current assets
Cash
$ 406,347
$ 661,415
Accounts receivable, net
1,161,606
606,885
Inventor
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_20 [2025-04-24 04:01:55 -0400] 3 Bytes | 2 tokens | Cum: 4254 tkns (53.17% of 8k)
==========================================================================
MOR
UPXI_OUT_21 [2025-04-24 04:01:55 -0400] 1181 Bytes | 386 tokens | Cum: 4640 tkns (58.00% of 8k)
==========================================================================
Showing S1 (chunk 2 of 6): y, net
2,236,429
1,431,556
Due from VitaMedica transition
-
212,358
Prepaid expenses and other receivables
305,537
502,188
Assets available for sale - Building
-
4,005,516
Purchase price receivable - VitaMedica
2,000,000
2,000,000
Purchase price receivable - E-core
-
2,000,000
Total current assets
6,109,919
11,419,918
Property and equipment, net
2,140,452
2,356,556
Intangible assets, net
201,491
239,871
Goodwill
848,854
848,854
Deferred tax asset
5,948,858
5,948,858
Other assets
199,893
278,435
Right-of-use asset, net
2,079,782
2,418,596
Total other assets
11,419,330
12,091,170
Total assets
$ 17,529,249
$ 23,511,088
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities
Accounts payable
$ 1,004,770
$ 481,647
Accrued compensation
837,650
1,098,856
Deferred revenue
138,961
235,255
Accrued liabi
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_22 [2025-04-24 04:01:55 -0400] 3 Bytes | 2 tokens | Cum: 4642 tkns (58.03% of 8k)
==========================================================================
MOR
UPXI_OUT_23 [2025-04-24 04:01:55 -0400] 1181 Bytes | 337 tokens | Cum: 4979 tkns (62.24% of 8k)
==========================================================================
Showing S1 (chunk 3 of 6): lities
222,148
736,407
Accrued interest
629,661
476,018
Acquisition payable
413,152
413,152
Related party advances, net
-
100,000
Current portion of note payable
280,000
-
Current portion of convertible notes payable
775,000
-
Current portion of related party note payable
250,000
-
Current portion of Cygnet subsidiary notes payable
5,447,565
5,447,565
Note payable on building for sale
-
2,634,538
Current portion of operating lease payable
618,220
1,031,714
Total current liabilities
10,617,127
12,655,152
Operating lease payable, net of current portion
1,844,232
1,732,606
Related party note payable
250,000
500,000
Note payable
280,000
557,429
Convertible notes payable
775,000
1,550,000
Notes payable - Cygnet subsidiary
-
-
Total long-term liabilities
3,149,232
4,340,035
Commitments and contingencies
Stoc
Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.
UPXI_IN_24 [2025-04-24 04:01:55 -0400] 3 Bytes | 2 tokens | Cum: 4981 tkns (62.26% of 8k)
==========================================================================
NEX
UPXI_OUT_25 [2025-04-24 04:02:07 -0400] 5815 Bytes | 1583 tokens | Cum: 6564 tkns (82.05% of 8k)
==========================================================================
This is our set of metrics for Upexi.
Please analyze the numbers.
+--------------------+-----------------------+-----------------------+----------------------+
| Volume: 11,332,027 | Perf Month: 376.62% | Option/Short: No / No | Sales Y/Y TTM: 4.32% |
+--------------------+-----------------------+-----------------------+----------------------+
| Avg Volume: 1.93M | Perf Quarter: 226.71% | Short Float: 2.70% | ROE: -72.85% |
+--------------------+-----------------------+-----------------------+----------------------+
| Rel Volume: 6.24 | Index: - | Short Ratio: 0.01 | ROI: -342.18% |
+--------------------+-----------------------+-----------------------+----------------------+
| RSI (14): 83.63 | Market Cap: 14.54M | Short Interest: 0.03M | Sales Surprise: - |
+--------------------+-----------------------+-----------------------+----------------------+
| ATR (14): 1.87 | Shs Outstand: 1.05M | Beta: -1.63 | EPS Surprise: - |
+--------------------+-----------------------+-----------------------+----------------------+
| SMA20: 217.20% | Shs Float: 1.03M | Sales Q/Q: -85.35% | P/E: - |
+--------------------+-----------------------+-----------------------+----------------------+
| SMA50: 247.88% | Inst Own: 1.18% | Sales past 5Y: 97.17% | Earnings: - |
+--------------------+-----------------------+-----------------------+----------------------+
| SMA200: 151.62% | Insider Own: 22.10% | Employees: 64 | |
+--------------------+-----------------------+-----------------------+----------------------+
| Perf Week: 293.23% | Insider Trans: 0.00% | Debt/Eq: 2.80 | |
+--------------------+-----------------------+-----------------------+----------------------+
The next section covers any insider trading by Upexi officers or majority shareholders (if available).
[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A
[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): {'value': 4005492.0, 'unit': 'USD', 'label': 'Revenues', 'order': 100}
Net Income: {'value': -1301310.0, 'unit': 'USD', 'label': 'Net Income/Loss', 'order': 3200}
Earnings Per Share (EPS): N/A
[Price Metrics - Last 30 Days]
Latest Close: 11.01
Average Volume: 5520662.33
30-Day High: 11.01
30-Day Low: 2.02
[Detailed Financials: Q2 2025]
- Total Assets: $17,529,249.00
- Total Liabilities: $13,766,359.00
- Total Equity: $3,762,890.00
- Current Assets: $6,109,919.00
- Current Liabilities: $10,617,127.00
[Income Statement: Q2 2025]
- Revenue: $4,005,492.00
- Net Income: $-1,301,310.00
- Gross Profit: $2,974,106.00
- Operating Income: $-1,073,199.00
- Earnings Per Share (EPS): -1.24
[Cash Flow Statement: Q2 2025]
- Net Cash Flow: $-1,384,044.00
[Detailed Financials: Q1 2025]
- Total Assets: $18,603,028.00
- Total Liabilities: $-5,031,622.00
- Total Equity: $5,031,622.00
- Current Assets: $6,790,280.00
- Current Liabilities: $9,771,401.00
[Income Statement: Q1 2025]
- Revenue: $4,356,515.00
- Net Income: $1,625,577.00
- Gross Profit: $2,930,068.00
- Operating Income: $-1,335,165.00
- Earnings Per Share (EPS): -1.55
[Cash Flow Statement: Q1 2025]
- Net Cash Flow: $1,128,976.00
==== END OF FINANCIAL REPORT ====
You are now requested to write a summary analysis of Upexi (UPXI).
Please complete the report using the exact format:
FIELD[value]
1) BRIEF_SUMMARY[]
One well-worded paragraph summarizing your findings about Upexi.
2) MARKET_SCORE[]
This conversation was initiated because UPXI is currently experiencing upward price and volume movement.
Estimate a number between 1–100 based on the likelihood of a continued upward price move for UPXI.
Weigh relevant data — news, filings, fundamentals, and metrics — and assign appropriate weight.
3) PRICE_TARGET[]
Suggest a price, based on all prior evidence and past price behavior, UPXI could reach in the current or upcoming trading sessions (1–5 days).
For example, if you expect UPXI to increase 50% from its current price of $0.00, say: PRICE_TARGET[0.0]
4) AI_RPT_HEADLINE[]
Write a thought-provoking 8–12 word headline summarizing this report.
5) SQUEEZE_POTENTIAL[]
Give a score from 1 to 100 representing the potential for this stock to become an active short squeeze play.
Be honest and unbiased. Consider short interest/float, price movement, volume, news strength, and volatility potential.
6) TAGS[]
List 3–6 comma-separated tags (e.g., biotech, earnings beat, squeeze setup)
7) STOCK_TYPE[]
Choose the most accurate classification: growth, value, turnaround, hype, squeeze, dividend, speculative, or other.
8) PRIMARY_CATALYST[]
e.g., earnings report, FDA approval, partnership, etc.
9) SENTIMENT[]
bullish, bearish, neutral, or mixed
10) IMPROVEMENT_SUGGESTION[]
If you believe some key info was missing, state what would have significantly improved your analysis of Upexi.
11) ETHICAL_RATING[]
Rate Upexi’s alignment with long-term shareholder interests, using a letter grade from A (high alignment) to F (low alignment).
Base this on actions such as insider buying/selling, share dilution, follow-through on public statements, and compensation practices.
12) UPCOMING_CATALYST[]
Specify any upcoming events you expect would be a catalyst affecting the share-price of Upexi.
Provide any reasons you can use to support it.
Return only: FIELD[value] for each of the above 12 questions.
Respond with all data pairs. Take your best guess if you have to, but don't leave blank items.
Do not explain your answers. Return only the required fields in the exact format shown.
Finally, thank you for participating!
UPXI_IN_26 [2025-04-24 04:02:07 -0400] 1182 Bytes | 252 tokens | Cum: 6816 tkns (85.20% of 8k)
==========================================================================
1) BRIEF_SUMMARY[Upexi has exhibited a remarkable surge in stock performance with recent monthly and quarterly gains exceeding 200%, despite a troubling financial backdrop characterized by negative returns on equity and investment, and a significant quarterly sales drop. The company's high relative volume and extreme positive movement in short-term moving averages suggest speculative interest, while fundamental metrics like a high debt-to-equity ratio and negative earnings raise concerns about long-term viability.]
2) MARKET_SCORE[65]
3) PRICE_TARGET[16.52]
4) AI_RPT_HEADLINE[Upexi's Stock Soars Amid Speculative Trading, Despite Weak Fundamentals]
5) SQUEEZE_POTENTIAL[58]
6) TAGS[speculative, high volatility, negative earnings, extreme performance]
7) STOCK_TYPE[speculative]
8) PRIMARY_CATALYST[Quarterly Earnings Report]
9) SENTIMENT[mixed]
10) IMPROVEMENT_SUGGESTION[More detailed insights into the company's strategic plans and management commentary could provide better context for the financial results and stock movements.]
11) ETHICAL_RATING[C]
12) UPCOMING_CATALYST[Next quarterly earnings announcement expected to significantly influence stock price.]
UPXI_IN_27 [2025-04-24 04:02:08 -0400] 126 Bytes | 29 tokens | Cum: 6845 tkns (85.56% of 8k)
==========================================================================
====================================
[2025-04-24 04:02:08] # Analysis Completed
Elapsed Time: 22.53 seconds