Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing demand for electricity driven by AI [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI technologies, but there is a pressing concern regarding the energy requirements of these technologies, as AI is described as the most electricity-hungry technology ever [2][6] - The company in focus is positioned to capitalize on the surge in demand for electricity, particularly as AI data centers expand [3][8] Company Profile - The company is characterized as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] - It possesses critical nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization, providing it with a strong financial foundation [8][10] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment opportunity compared to other energy and utility firms [10][11] Market Trends - The article discusses the broader trends of AI disruption across industries, emphasizing that companies embracing AI will thrive while those resistant to change may struggle [11][12] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI-related investments [12][13] Future Outlook - The future of AI is closely tied to energy infrastructure, with the company positioned to play a pivotal role in the evolving landscape of energy needs driven by AI [7][14] - The article suggests that investing in this company could yield significant returns, with potential upside of over 100% within 12 to 24 months [15][19]

Core Insights - Semler Scientific (SMLR) shares closed at $32.06, significantly below the implied acquisition value of $86.30 from Strive (ASST), indicating market skepticism and potential investment opportunities in the bitcoin treasury M&A sector [1][6] - The fixed exchange ratio of 21.05 Strive shares for each Semler share presents an attractive arbitrage opportunity for investors, with both companies' boards having approved the merger [2] - The merger will consolidate Strive's bitcoin holdings, increasing its total to 10,907 BTC, positioning it as the twelfth largest public company in terms of cryptocurrency holdings [3] Company and Industry Analysis - The acquisition not only enhances Strive's crypto reserves but also incorporates Semler's diagnostics business, which Strive plans to monetize or spin off post-merger, providing additional financial flexibility [4] - This transaction is viewed as the beginning of a larger trend in stock-for-stock bitcoin treasury mergers, with Strive utilizing a "preferred-equity-only leverage model" to acquire BTC at favorable prices while mitigating risks associated with debt [5] - The success of the deal hinges on effective S-4 registration and shareholder approval from Semler, with potential risks if Strive's share price or bitcoin value declines before the vote [6]

Core Insights - Strive, Inc. has acquired 5,816 Bitcoin for approximately $675 million, aiming to strengthen its balance sheet and expand its digital asset treasury, coinciding with a planned merger with Semler Scientific, Inc. [1] - The acquisition positions Strive to hold approximately 5,886 BTC post-purchase, and over 10,900 BTC after the merger, making it one of the largest publicly traded corporate Bitcoin holders globally [2][7] - The merger agreement includes an exchange ratio of 21.05 Strive Class A shares for each Semler share, representing a premium of nearly 210% over Semler's recent trading price, indicating confidence in both Semler's operations and the future potential of the combined entity [3] Corporate Strategy - The merged entity will focus on maintaining a capital structure that favors equity over debt, ensuring liquidity for operations and flexibility for future equity offerings [4] - Strive's strategy aims to attract a diverse investor base, including institutions seeking Bitcoin exposure through traditional equities and retail shareholders interested in crypto-linked opportunities [4][5] Market Implications - The merger and Bitcoin acquisition signify a transformation in Strive's identity, moving towards a digital-first financial foundation, which may attract greater market attention as Bitcoin gains traction in mainstream investment portfolios [5][6] - Strive's actions reflect a broader trend of increasing Bitcoin adoption among corporate entities, which could lead to enhanced investor interest and potential long-term appreciation of their treasury assets [6][7]

Amazing news here. Congratulations to Matt, Ben, Ethan, Jeff, and the entire Strive team.Bitcoin continues its speculative attack on US capital markets, one block at a time 🫡Matt Cole (@ColeMacro):STRIVE ($ASST) UPDATES- Strive entered into a definitive agreement to acquire @SemlerSci ($SMLR) in an all-stock transaction.- @Strive announced the purchase of 5,816 Bitcoin.- The combined company will hold > 10,900 BTC.- @SemlerEric to join Strive board post close.- ...

NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Semler Scientific, Inc. ("Semler Scientific, Inc." or the "Company") (NASDAQ: SMLR) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Semler Scientific, Inc. investors who were adversely affected by alleged securities fraud between March 10, 2021 and April 15, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.c ...

Core Insights - Strive, Inc. is acquiring Semler Scientific in an all-stock transaction, co-founded by Vivek Ramaswamy [1][3] - The merger represents a significant premium of approximately 210% over Semler's closing price prior to the announcement [3] - The combined entity will focus on a "preferred equity only" leverage model to mitigate debt maturity risks [4][6] Acquisition Details - Strive will purchase Semler shares at about $90.52 each, exchanging each SMLR share for 21.05 ASST shares [3] - The post-merger company will hold over 10,900 BTC and maintain sufficient cash reserves for future offerings [3][4] Market Reaction - Following the announcement, Semler Scientific's shares increased by 7.64% to $31.41, while Strive's shares fell by 8.13% to $3.95 [7] - Strive has also acquired an additional 5,816 BTC for $675 million, bringing its total holdings to 5,886 BTC [7] Strategic Vision - The merger aims to create a scaled and innovative Bitcoin acquisition platform, enhancing value for shareholders [6] - Future plans include exploring monetization or distribution of Semler Scientific's profitable diagnostics business [4]

🚨 NEW: Strive (ASST) will acquire Semler Scientific (SMLR) in the first-ever merger of Bitcoin treasury companies. https://t.co/krFWhUR8Oy ...

Core Insights - The Ademi Firm is investigating Semler Scientific for potential breaches of fiduciary duty and other legal violations related to its transaction with Strive [1][3] - Shareholders of Semler Scientific will receive 21.05 Class A common shares of Strive, valued at approximately $90.52 per share based on trading prices as of September 19, 2025 [2] - The transaction agreement restricts competing offers for Semler Scientific by imposing significant penalties for accepting alternative bids, raising concerns about the board's fiduciary responsibilities [3]

Group 1 - Halper Sadeh LLC is investigating PROS Holdings, Inc. for potential violations related to its sale to Thoma Bravo at $23.25 per share in cash [1] - Semler Scientific, Inc. is under investigation for its sale to Strive, Inc. for 21.05 Class A common shares of Strive per share of Semler [2] - The firm may seek increased consideration for shareholders and additional disclosures regarding the proposed transactions [3] Group 2 - Shareholders are encouraged to contact Halper Sadeh LLC to discuss their legal rights and options at no charge [4] - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, recovering millions for defrauded investors [4]

Group 1 - Halper Sadeh LLC is investigating the fairness of the sale of Semler Scientific, Inc. to Strive, Inc. for 21.05 Class A common shares of Strive per share of Semler [1] - The law firm encourages Semler shareholders to learn more about their legal rights and options regarding the sale [1] - Contact information for Halper Sadeh LLC is provided for Semler shareholders seeking further information [1]