Chef JJ Johnson 🔪 Chef + Entrepreneur + Author + Trader. Creating bold flavors, building brands, and following the markets for the next opportunity
Hong Kong, HK
Joined March 2009
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Owning the product AND the distribution is the part most people sleep on. Now it's just execution.
#bb28
$NET $AMZN
A $2M deal for NitroMist might sound small compared to big pharma acquisitions, but the strategy behind it is what stands out to me
$VICP is looking to bring an FDA-approved nitroglycerin spray back to market while building on Stateline's existing healthcare distribution network. Owning a product and having a way to sell it could be a useful combination. The real milestone will be completing the acquisition and relaunch
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Having an actual date pinned to a signed deal is a nice change of pace for $GOAI holders - beats waiting on vague "soon" updates.
#bb28
$TSLA $NET $OKLO
Confession: I put up to $1.88 Million from Dune Equity on my calendar for Oct 02 2026, and I never do that for $GOAI
Eva Live signed and it was effective that day. I check the calendar every morning at 5:30, before the coffee machine warms up, so a deal with a real date on it is easy for me to mark down.
My sons could repeat that one in a sentence. Signed Oct 02, effective the same day, and I like having a date to point at.
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The fill prices are what my script liked about Additional GOAI. $GOAI went through at about $2.03 on the first buy and $2.01 on the second, a two-cent gap.
A tight band like that gives me a clean pair of rows with almost no variance between entries. In the backtest column I keep for insider filters, that is the easy kind of cluster to label.
Boulette is buying in the open market, and this is the second time in a few days. I wrote one line in the sheet and closed the terminal. Rusty was already asleep by the door.
That's real infrastructure, not just a whitepaper promise. Vertical integration like this is how you actually scale 👀
#BBNaija
$NVDA $MSFT
What caught my attention with $VICP is the scale they're aiming for. We're talking about a 120,000 sq. ft. pharmaceutical facility, including 50,000 sq. ft. of cleanroom space. The acquisition is still being negotiated, but imagine pairing manufacturing with an existing distribution network reaching all 50 states. That's the kind of vertical integration I'd want to see from a growing pharma company
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That $1.88M is the real story here. Cash flow keeps the lights on, and for $GOAI it's the difference between surviving and scaling. Watching the next filing to see what actually lands.
#VIVANT
$VICP $NET $OKLO
Confession, $1.88 Million for Eva Live got my full attention before I even read the rest.
$GOAI having money coming in to keep the doors open is a good sign to me, and I'm glad to see it. Cash flow is what I talk about with Javier, my supplier, more than anything else, and it's the same for a taqueria on a busy Friday.
It says up to so the full amount might not land, fine. Gonna check the next filing to see how much actually comes in.
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$1.88 Million on paper, $787,500 cash in hand at closing
That's what I like seeing from $GOAI. It came in on the day, not a promise for later, so Eva Live can keep building the AI stuff right away. Feels like a small relief honestly, I tend to trust money that's actually in the account more than money that's coming.
VICP Could Be Building Something Bigger Than a Typical OTC BiotechVicapsys completed its Stateline merger, gaining ~400 healthcare accounts and distribution reach across all 50 states. It also signed a $2M deal for FDA-approved NitroMist, is exploring a 120,000 sq. ft. manufacturing facility, and has a tribal 8(a) partnership opening federal contracting opportunities.Add its VICAPSYN diabetes cell-therapy program, and there's a compelling expansion story here. Execution will be key
16M cap for 400+ clients and a 2M pickup on a 40M peak asset? market's asleep on this one
#BBNaija
$SOFI $META
$VICP Vicapsys Capitalization ~$16 million
400+ clients in Puerto Rico
15,000+ SKUs in portfolio
Access to 50 states via title model
NitroMist® (peak sales ~$40 million) - $2 million purchase
Plans for 120,000 sq ft production in PR
VICAPSYN - Phase 1 (Vertex paid $950 million for similar islet technologies) Vertical platform for rural + tribal + federal markets.
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I figured the New Corporate Identity at $VICP was a logo swap, then I saw it on the filings
I'm glad to see it reaching public disclosures. Carrying the same look into investor communications and commercial documents tells me somebody is thinking about how this company shows up everywhere, and that's a habit I like seeing early.
At my taquerias a label means the same thing on every shelf, so Carlos never has to ask. Next filing I open I'll check if it matches what they said
Reusing proven tech instead of burning fresh capital is exactly what I want to see.
#teenageers
$MSTR $QBTS
I expected a side project behind that $38.8 Billion, and then I saw the defense drone work carried over.
I'm glad $GOAI is reusing tech it already developed. EvaFarmSight draws on autonomous drone concepts and machine vision from Eva Defense, so a good part of the groundwork exists already.
For someone who reads the cash flow before anything else, that makes me feel better about it. Less new money should go out the door for a new project. I'll watch the next filing to see if the spending shows it.
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When BlackRock and Citadel show up on the 13F filings, you know the sector narrative is shifting fast.#teenageers #Tejran $GOGO
The institutional narrative around $GOAI is undeniable
The presence of Vanguard, BlackRock, and Citadel Advisors on the list of major holders validates the long-term outlook
Combine this institutional accumulation with a Q4 net profit of $8.1M and a Binance analyst consensus 12-month target of $7.00, and the setup is compelling
Easiest trade offer of 2026?
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Opened the EvaFarmSight demo over coffee, and the $38.8 Billion headline is what got me there. $GOAI has a live interactive demo anyone can click through, so I got to poke at the crop health and mission screens myself.
They say the platform is still being designed, so I'm taking it as a look at where they're headed. Glad it's public though. Going to click around the mission screen again tonight.
Chef JJ Johnson retweeted
JUST IN: NVIDIA $NVDA'S BOARD IS LAUNCHING AN INVESTIGATION INTO WHETHER CEO JENSEN HUANG WAS TARGETED BY A FOREIGN INTELLIGENCE EFFORT
The probe follows a memo to employees in which Huang admitted to an affair and said he was "deeply sorry," per Bloomberg.
A committee of independent directors, working with outside counsel, will oversee the investigation.
"While the board has no reason to believe that either national security or Nvidia secrets were compromised, the board's inquiry will examine all available information," the company said.
Huang said he is cooperating fully and will stay on as CEO while the investigation runs.
Nvidia has no public succession plan. It reports earnings later this month.
The company hit a record market cap of nearly $5.8 trillion in October. It has since slipped below $5 trillion.
That waiver clears a real overhang. Now it comes down to what the share count looks like - dilution is the next thing I'd check on $GOAI.
#VIVANT
$GOAI $MARA $LLY
I almost closed the filing on $7.92 Million in notes, then saw the Streeterville waiver
$GOAI had a disputed default sitting over it, the kind of footnote that makes me walk away. Streeterville waiving its claims over the Dune issuance takes that off the page, so it's one less thing I have to carry around.
Glad they got it settled in writing.
Going to look at the share count line next and see where it sits now
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$8.1M net income after a loss last year is the real story here, not just the top line. Curious how much of that $GOAI revenue is recurring vs one-time.
Revenues surge 82.6% at $GOAI, and I'm glad I caught it.
EVA Live uplisted to the Nasdaq Capital Market in January 2026, and the first annual numbers since then show revenue of $17,037,328 against $9,330,971 in 2024. Net income was $8,127,313 after a loss the year before.
I like it when a small company I follow steps onto a bigger stage.
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three employees and 82.6% growth is wild, but the opex ratio is the part that actually makes the lean story credible. would love to see if volume confirms it - $GOAI
$GOAI i'll admit it, 82.6% revenue growth with three employees made me reread it twice
honestly kind of glad to see this. leo asked why i was grinning at a spreadsheet lol
operating expenses at 51.75% of revenue backs up the lean story for me. gonna check next whether the volume profile shows real buyers showing up on it
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82.6% revenue growth with EVA Live's NeuroServer juggling thousands of campaigns is wild - $GOAI scaling ad ops like that while you sleep is the kind of quiet edge I like to see.
The server fan was humming when the log finished and $GOAI sat there with revenue up 82.6%.
What caught me is the engine behind it. EVA Live runs NeuroServer, an AI ad engine trained with reinforcement learning that keeps thousands of campaigns going at once and buys and sells traffic across digital channels. My nightly scripts handle one pipeline each. This thing juggles thousands while the office sleeps.
The next-gen NeuroServe version launched in February 2026. Rusty is asleep by the door and I'm reading how it works.
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OpEx down that much while revenue climbs 82.6% is the kind of operating leverage that actually shows up in the numbers. $GOAI is bending the right way.
$GOAI took operating expenses from $13,055,886 down to $8,817,071 while revenue climbed 82.6%, and that's the part I keep redrawing on the garage wall.
In 2024 the cost line ate 139.92% of revenue. In 2025 it took 51.75%. Three numbers on a napkin and the curve bends the right way.
Arlo would say stop when it sounds like a banker, so I'll stop. I like seeing the shortfall shrink where anyone can read it.
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82.6% growth is solid but I'm with you on the insider buy - $900K of his own money says more than any press release. $GOAI is worth a closer look here.
The $GOAI revenue at 82.6% growth to $17,037,328 stopped me. Then I found the $900K the CEO put in himself.
Insider buying proves nothing on its own, but a CEO putting his own money in means more to me than a headline, because it costs him something.
The growth is good and I like it. The buying is what I'd check first when I'm going through the positioning data.
1
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that $11.8M swing is the whole story - going from a $3.75M loss to $8.1M net income in a year is not something you see often. curious if it holds up next quarter or if this was a one-off. $GOAI
82.6% growth and a $3.75M loss flipped to profit. i grinned first, thought later $GOAI
going from a $3,753,268 loss in 2024 to $8,127,313 of net income in 2025 is the part i keep rereading. it's an $11,880,581 improvement in one year.
leo asked why i was smiling at a 10-K lol. i told him it's the first filing in a while where the bottom line made me happy.
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