Commerce.com | CMRC | Long at $4.68Commerce.com, Inc. - Series 1BATS:CMRCWorthlessViewsBigCommerce recently rebranded to Commerce.com CMRC . Full disclosure: I am an initial stockholder at $7.15, but grabbing more shares below $5 - average current holding is $5.68. During the most recent earnings call for CMRC , the company announced AI-driven partnerships with Google Cloud (Gemini) and PROS Holdings to enhance product discovery and pricing. They are now focused on "agentic commerce" (a new paradigm in online shopping where AI-powered agents autonomously handle the entire shopping process, from product discovery to purchase, on behalf of users) and B2B growth (Quick Start Accelerator program). The shift of this company focusing away from standard shopping experiences to new AI-powered ones is a major catalyst for me believing this company can grow significantly. Companies like URBN , TPR , DELL , VFC use CMRC and others will surely hop on board if the AI shopping enhances consumer experiences. However, the economy is VERY shaky right now and consumers are spending less. There is a chance the growth outlook for CMRC (4.6% annual revenue growth through 2028) may not occur. Thus, this is a **highly speculative** investment. I would not be surprised if the economy flips and this tanks to near or below $1 in the near-term. With that in-mind, this is a long-term position build for me until targets are hit. If I have to hold for years, I am okay with that as long as the major fundamentals do not change. Those without thick skin should stay away... From a technical analysis perspective, the price has entered and is riding my historical simple moving average area. This usually signifies the accumulation phase of a stock cycle and is what I will be doing - which is why I am adding shares at $4.68. Targets into 2028: $7.00 (+49.6%) $9.50 (+103.0%)