Portfolio Power Plays: Rocket Doctor’s Expansion, Aduro’s Momentum, and CISO’s Breakout

Double Triple Double

Author

Penny Queen
September 28, 2025

Rocket Doctor AI: Share Unlock, Coverage Expansion, and SaaS Leverage

This article is disseminated by Rocket Doctor AI

US OTC: AIRDF Canada: AIDR

Back in June, I introduced Rocket Doctor AI at 28.4¢. As of Friday, it closed at 49.86¢, a gain of more than 100%. But in my view, this is still very early.

The company is executing on both fronts of its business model:

1. Rocket Doctor Inc. (subsidiary): An AI-powered digital health platform and marketplace now scaling across the U.S. and Canada.

2. Rocket Doctor AI: A curated, clinically validated AI engine designed to support healthcare professionals in making the best diagnostic decisions and, together with the Rocket Doctor Inc platform, can establish a major valuation disconnect versus much larger peers.

Key Progress Since My Pick in June

✅ Q2 Gross Profit Margins ~89% – showing SaaS-style operating leverage.

✅ Entered Maryland Medicaid + Medicare where another ~2.6M people could be covered

✅ Signed with Major Insurer in NY – Becoming In-Network for their Medicare AND Commercial Plans.

✅ Mental Health Integration – based on proven programs in New York, now expanding in Maryland.

✅ Now Delivering Care in 50 Pharmacy Locations

✅ Announced First Municipal Contract in Alberta for Expanding Rural Care Access

✅ Stock Performance – up over 100% since my initial coverage.

✅They are now contracted in 3 states with over 30 million Medicaid and Medicare customers

✅ Name change from Treatment.com to Rocket Doctor AI

All of this is in addition to the 25 million Canadians who can already access their platform for care.

Same/Next Day Access ~90%+ of Medicaid/Medicare patients seen within 24 hours.

Here is a short interview I just did with the Rocket Doctor, CEO BillCherniak last week.

The Share Unlock

Starting next week, previously restricted shares will become free trading. Based on what I know about the placement and some assumptions I am making, I think we will see somewhere between 1.5 and 2 million shares hitting the market.

At first glance, some investors assume this means more supply and lower price. But daily volume has already often hit 1 million shares on news days. This unlock is small relative to liquidity, and much of it was already priced in by shorts or buyers waiting for the event.

In my view, it’s less of a headwind and more of a window. For those who are looking to pick up more shares, there may be increased liquidity and often a window to accumulate shares with less competition.

Overall, with as fast as they have progressed, I expect the balance of the year to be quite positive for the company.

The AI Valuation Disconnect – Rocket Doctor AI is sitting right around 40m USD

Rocket Doctor AI’s curated engine sits in a category where valuations are eye-popping:

· OpenEvidence – ~$3.5B

· Hippocratic – $1.64B

· ADA Health – ~$1.2B

· Infermedica – $70–120M (est.)

· Babylon – bankrupt after burning through VC billions

Meanwhile, Rocket Doctor AI trades at a fraction of those numbers….despite:

· Already being publicly listed

· Already having revenue and customers

· Already reporting gross margins near 90%

· Already embedding its AI into a payer-integrated SaaS platform

This is not a “hope someday” AI company. The AI is embedded leverage in a real, scaling SaaS business. Even assigning a fraction of peer multiples to Rocket Doctor’s AI engine alone would exceed the entire current market cap

Bottom Line

Rocket Doctor AI is one of the rare companies where you get:

· The SaaS platform with contracts, coverage, and recurring revenue.

· An AI engine that peers are valuing in the hundreds of millions to billions.

· Gross margins proving the model works.

· A near-term share unlock that may finally let the stock break through its lid.

From 28¢ to 50¢ in a few months is a strong move. But with new states, payer contracts, and AI leverage coming online, this still feels early.

Aduro Clean Technologies (NASDAQ: ADUR):Since its NASDAQ debut in November at ~$4.25, Aduro climbed as high as $14.29 as of right now it is sitting at about $12.70. The company continues to demonstrate momentum as it prepares for the commissioning of its next‑generation plant next month. This plant is expected to validate Aduro’s unique hydrochemolytic™ technology at scale, turning mixed and difficult plastics into usable resources. On top of that, Aduro will be featured by Wolf Financial on X Spaces, Monday Sept 30 at 6pm ET. With ~430,000 followers and many of Aduro’s largest investors in attendance, the event should provide valuable exposure and visibility into the company’s progress. I would love to hear you all there!x.com/WOLF_Financial/status/1971345768050196941

The Chart below was created by @CatRuffles

Image

CISO Global (NASDAQ: CISO):I recently sat down with CEO Dave Jemmett for a wide‑ranging interview that covered competitive advantages, capital structure, partnerships, and upcoming news. CISO continues to demonstrate 97% customer retention, deep integration with Microsoft products, and proactive AI‑driven cybersecurity solutions. Jemmett confirmed the company has already turned down buyout offers that didn’t meet independent valuation standards, underscoring management’s conviction in the long‑term opportunity. He also noted that booked contracts in Q3 should flow through as recognized revenue in Q4, setting up a strong finish to the year.

I started talking about here at 51cents and it has been as high as $1.70 since, so investors should remember this is a volatile stock, currently trading at about a $35M market cap (less than its annual revenue). This is exceedingly low for a cybersecurity company. Management expects an additional $10M in SaaS revenue this year, further boosting margins. The biggest overhang remains access to capital, which has likely been the primary source of pressure on the share price. The chart setup above was highlighted by @muskvoice on StockTwits and it points to a potential breakout trajectory into 2026.

 Community + What’s NextBefore I wrap up, a big thank you to the 2,700 of you who subscribe here. Your support keeps me motivated to dig deeper and share what I find. I’ve also been working quietly on something bigger: a platform with free tools for investors, real-time discussion, and a true forum where we can separate signal from noise. Think of it as the antidote to scattered social feeds and shallow stock talk.

As always, if you have a question for me, or even better, a stock tip, you can find me at [email protected]

Disclaimer

As always, this is not investment advice and I am not an investment advisor. Investing is risky, protect your capital. XO, Penny

A family member of mine owns 45 Degrees

45 Degrees, Inc (“We” or “Us”) are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Rocket Doctor AI entered into a contract for $180,000 and 400,000 options at 45 cents Canadian, to provide marketing services for a term of 6 months. We or certain non-arms length parties own 30,000 common shares of Rocket Doctor AI. This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. This does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing , including reading the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures. It is our policy that information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.

Forward Looking Statements

This article contains forward-looking statements about Rocket Doctor AI, which are identified by terms such as “anticipate,” “expect,” and “project.” These statements reflect current views regarding company performance, business goals, healthcare market expectations, and intellectual property development. The statements are based on current business and market expectations. However, they involve various risks and uncertainties, including potential delays, financial difficulties, operational challenges, and problems protecting intellectual property. Additional risks include possible regulatory approval delays, market disruptions, personnel issues, and competitive pressures. Given these risks and uncertainties, actual results may differ significantly from what is described in the forward-looking statements. Readers should not place undue reliance on these statements, which are only valid as of the article’s publication date and we undertake no obligation to update.