Duncan (@FloodCapital) reports a $6.5M investment into $BOT via PIPE offerings, maintaining a highly bullish sentiment on the asset's trajectory. A detailed NAV model for $BOT projects a potential target price of $49.97 per share, driven by a portfolio that includes Dyna, Inc., Figure AI, Inc., Apptronik, Inc., Standard Bots, Dexmate, Inc., and Path Robotics, Inc. The analysis highlights significant valuation growth in underlying holdings, such as Figure AI increasing from $2.6B to $39B and Apptronik rising from $1.8B to $5.5B.