Semler Scientific: Still A Cheap Proxy For Bitcoin's Surge

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Summary Semler Scientific remains a high-leverage Bitcoin proxy, trading near BTC NAV while pursuing aggressive, accretive BTC per-share growth. The company now holds 4,636 BTC, funded through free cash flow, ATM equity raises, and $100M in convertible notes. While core business faces short-term pressure and BTC volatility adds risk, the stock’s deep value and upside potential make it appealing for BTC bulls. In late March, I covered Semler Scientific ( SMLR ) for the first time as part of a ser...