That footprint would be a serious step up if it closes. Real infrastructure play, not just distribution talk 🔥
#bb28
$CRWV $RIOT
I keep coming back to the manufacturing angle with $VICP They're exploring a 120,000 sq. ft. facility in Puerto Rico, with about 50,000 sq. ft. of cleanroom space and another 70,000 sq. ft. for warehousing and distribution
That's a substantial footprint if the acquisition happens. Combine that with their existing Stateline operation, and you can see why management is thinking beyond basic drug distribution
113
$1.88 Million is a number for people who like checking the arithmetic, and $GOAI has a tidy one hiding in it.
The first tranche is $937,500 in principal. The two optional ones, $312,500 and $625,000, add up to exactly $937,500 too. So the package is two equal halves, one already closed and one that Dune can choose to fund in pieces.
I spot patterns like that on a printed mag map, the kink in the lines you only see on paper. Here it tells me the structure was planned as a whole and Eva Live's side of it is already in place.
Owning the product AND the distribution is the whole game here, most folks sleep on that part.
#bb28
$META $SOFI
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
161
I'll admit I stopped paying attention after the big headline, so Additional GOAI shares from Boulette caught me off guard. $GOAI shows the CEO adding 19,800 shares for $39,798 on September 25.
On the job I trust the short run I can measure over one grand gesture. This is a small check written from his own pocket, and he now directly owns 23,266,225 shares of Eva Live.
He also said he thinks the market valuation doesn't reflect the long-term potential of what's being built. That's his belief and nothing more, but I notice he keeps backing it with cash in pieces.
Fixed tranche sizes with no missing values is genuinely rare in these small caps. $GOAI
#Tejran
$TSLA $SHOP $OKLO
$1.88 Million, and $937,500 of it is already closed, which I like. $GOAI
The other two tranches of $312,500 and $625,000 are at Dune's discretion. I put the later ones down as optional until they actually happen.
Fixed sizes make the rows easy to log in the sheet. Eva Live's package has defined fields and no missing values, and that is the kind of dataset my screener handles without a patch.
Each tranche runs 12 months with monthly amortization. Rusty slept through the entry. I will check the row again when the next tranche shows up.
119
Vertical integration at that scale is exactly what separates the real players from the hype. Watching $VICP closely 👀
#teenageers
$NVDA $SOFI
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
301
Dune Equity putting up to $1.88M into GOAI gives it more credibility than the usual vague "strategic investment" PR. Curious what else they've backed.
#VIVANT
$VICP $AA $ASML
Seeing $1.88 Million for $GOAI with Dune Equity named right in the headline.
Easy to share with a friend because there's an actual investor to point at. Eva Live got a named partner, and the amount is up to that figure.
Going to look up what else Dune Equity has backed. My coworker Denis will probably ask me about it by Monday anyway since he reads everything on his phone before the stores open.
42
I confess I expected a messy structure. Up to $1.88 Million for $GOAI, and I can fill in a row for each tranche.
Each tranche has a 12-month maturity with monthly amortization. The first one is $937,500 in principal.
Gonna put the conversion price in as its own column tonight and see how the numbers line up.
Hexagon vs abstract S is the kind of detail that usually signals real design intent, not just a logo swap. Curious how the network ties into $GOAI too.
#VIVANT
$VICP $SNOW $PANW
A hexagon with a V in the middle. That was the first thing I noticed in this New Corporate Identity for $VICP, and then I read the name behind it twice, Precision Molecular Network.
Stateline keeps the hexagonal grid and adds an abstract S, so the two marks share one skeleton. I like that. It reminds me of a drift that ties back to the main shaft, where you can see what belongs to what.
Sarah would ask me what the network means in practice, and I'd have to say I'm still reading. The name at least gives me a place to start.
37
Reusing proven tech instead of burning cash on fresh R&D is exactly the kind of efficiency I want to see. Curious how the next filing looks.
#BBNaija
$QCOM $SOUN
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.
121
Spotting crop issues early with AI sounds like a real edge for growers. Curious how accurate it is in the field vs the lab. $GOAI
#BBNaija
$GOAI $DIS $NKE
How would you explain precision farming to a ten-year-old? $38.8 Billion by 2033 is what Grand View Research projects for it, and $GOAI just introduced EvaFarmSight.
The projection starts from about $16.8 billion in 2026. EvaFarmSight uses AI to spot crop health problems and plan treatment for just the patch that needs it.
Sophie will want to know how it tells a sick plant from a healthy one, so I'm going to read up on that first.
57
Precision ag is the right angle - putting inputs only where they're needed cuts waste and cost. Curious how $GOAI's EvaFarmSight holds up once real operators get their hands on it.
#Tejran
$GOAI $JPM $SMCI
Targeted treatment planning has me liking this $38.8 Billion bet for $GOAI
I hate waste on a job site, and putting inputs only where the crop needs them sounds like the same thing to me.
Glad detection drives the watering plan, that makes sense to me. EvaFarmSight also lists fixed-wing VTOL survey operations and field records. Still being designed so I'm going to watch what the operators say once they start testing it
77
Institutional interest in $GOAI continues to build, with major funds actively holding and increasing their positions.
Here is a look at the largest institutional holders according to the latest 13F filings:
🟢Vanguard Capital Management LLC - 256,364 shares (+392.70%, reported value $674K)
🟢Geode Capital Management, LLC - 127,834 shares (+21.06%, reported value $239K)
🟢Millennium Management LLC - 80,076 shares (reported value $211K)
🟢Vanguard Fiduciary Trust Co - 50,014 shares (+2,042.84%, reported value $132K)
🟢Citadel Advisors LLC - 32,204 shares (reported value $85K)
🟢BlackRock, Inc. - 27,862 shares (reported value $73K)
Seeing prominent names like Vanguard, BlackRock, and Citadel on the shareholder list highlights the growing institutional attention surrounding $GOAI
1
137
The consent language is the quiet part - means no re-trade on terms if the stock moves. Curious how many shares that Dune structure actually unlocks for $GOAI.
#Tejran
$GOAI $OKLO $LLY
Printed the $GOAI release, and the line I circled sits well below the $7.92 Million figure. Streeterville consented to the securities issuances under the Dune financing, fixed at the terms on the signing date, Nov 5 2026.
That sentence tells me what Eva Live can issue under Dune without that lender coming back to argue about it.
I'd still read the Dune terms themselves, since the consent covers only that version. The share count sits at the top of my Sunday ledger.
130
My 11 PM screener run on $GOAI came back clean, and $7.92 Million in notes is why
Streeterville agreed to permanently stop pursuing a default over the Dune financing issuance, and honestly that's a relief.
Forbearance on both secured convertible notes is the part i like. It takes a real overhang off the default-risk check and lets me look at the actual business numbers instead.
Conversion rights are still there so dilution stays a line on my sheet. Gonna see what the next filing shows on cash flow
Three employees and $17M is wild, but the real question is whether that net income holds up when they scale headcount. $GOAI
$17M with three employees made me stop mid-script
$GOAI put up that number for 2025, and I'm glad the ratio is this lopsided. Three people is the highest revenue-per-head ratio in microcap ad-tech, and the engine behind it was trained with reinforcement learning and runs thousands of campaigns at once.
My screener fires at 11 PM and I mostly just drink coffee while it works, so a small team leaning on code feels familiar to me. Rusty is asleep by the door.
Net income was $8,127,313.
3
Revenue up 82.6% while opex nearly halved? That's the kind of operating leverage you rarely see at this size. $GOAI
$17M and I didn't expect opex to fall from 139.92% to 51.75% at $GOAI
Operating expenses were $8,817,071 in 2025 against $13,055,886 the year before. Revenue grew 82.6% over the same stretch. I don't see that very often in a small company, usually costs chase revenue up.
Glad they just put the numbers out plain in the 10-K. Management credits higher advertiser spending and better operating efficiency.
5
That swing from a $3.7M loss to $8.1M net income is wild. $GOAI needs that advertiser spend to hold through 2026, but the revenue jump is real money showing up.
#Tejran
$GOAI $NKE $SNOW
When was the last time you saw a swing like this? $GOAI revenue went up 82.6% to $17,037,328, and the year before was a $3,753,268 loss.
Now it's $8,127,313 in net income. That's $11,880,581 better in twelve months.
I spend my days checking whether a signed deal turns into product on the shelf, so I always look for the money that actually showed up. Here management points to advertisers spending more, and that's the part I'd want to see keep going through 2026 with the new NeuroServe version out since February.
261
The revenue growth is what stands out, but that net income swing on $GOAI is the part that makes me think the turnaround has legs.
#teenageers
$GOAI $COIN $DIS
$GOAI 82.6% revenue growth, and the $11,880,581 year over year improvement in net income is the one I keep going back to.
That's a lot of ground to cover in twelve months.
Active clients up 25% in 2025 tells me people showed up and kept buying. Honestly happy for whoever put in the hours on this, because a swing that size takes a lot of people doing the work every day.
310
Exactly this.
The swing from a $3,753,268 loss to $8,127,313 net income is an $11,880,581 improvement. $GOAI also grew revenue 82.6% to $17,037,328.
A 25% rise in active clients gives me something concrete to write in the notebook beside the date. Management pointed to higher advertiser spending and the ability to scale its digital advertising infrastructure, and I like that the explanation is that simple.
Robert asked why I was smiling during the Sunday reading. I told him a turnaround this size is easy to explain to a sixth grader, and that is where I like to start with any new page.
22