The fact they showed the legal fees instead of burying them is the part that gets my attention with $GOAI. Most filings make you reverse-engineer that number.
#BBNaija
$TSLA $LUNR $SOUN
$GOAI $1.88 Million, my first thought was good, that's a number I can check
$937,500 in principal came down to $787,500 in cash and then $747,500 after legal fees, all laid out line by line.
At work I trust the count at the back door more than whatever the dashboard says, so a number that adds up feels honest to me. Glad they did it this way. Going to go through the cash figure again tonight and see if it matches
Insider buying always says more than a press release. Curious how that NeuroServer scaling actually plays out in practice though - thousands of campaigns at once is a bold claim to verify.
#teenageers
$GOAI $PANW $SNOW
"Continues open market buying" is the line that got me on $GOAI. Additional GOAI shares, bought by the CEO.
I like it when the person running things puts his own money in.
Eva Live's NeuroServer runs thousands of campaigns at once, trained with reinforcement learning, and I'm curious how that holds up.
Cash in hand hits different. Paper gains are nice but closed deals build trust every time 🤝
#teenageers
$DIS $BAC
$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.
1
Spiro Senior is the interesting part for me too, different sector entirely from the ad stuff. CEO buying on the open market is a decent signal. Curious how fast it actually scales though, senior care moves slow. $GOAI
#bb28
$GOAI $PLTR $SOFI
Additional GOAI news and I'm curious which Eva Live direction people here are following. $GOAI
Mine is Spiro Senior, where the company holds 51%. Defense gets the attention, but a senior care business sits in a different world from ad software and sports predictions, and I'd like to see how it develops.
The CEO adding to his stake in the open market gives me a bit more reason to keep reading the updates on it. Does it change what you're watching?
1
A dated catalyst on $GOAI is refreshing - most small caps just float vague promises. The 12-month tranche structure actually gives something to track month by month instead of guessing.
#BBNaija
$TSLA $LLY $SMCI
The $1.88 Million Dune financing for $GOAI has something I rarely get from a small cap: a date. Signed and effective Oct 02 2026.
My rule is simple. A catalyst with a date is a trade, a story without one is a hope, and I've paid for hope twice. So I can write this one in the log without squinting.
Each tranche runs 12 months with monthly payments, which gives me a calendar to put on the Sunday list next to the cafecito. Priya would get it in one sentence.
If the chart ignores it, I'm wrong and I'm out for $140.
1
The $1.88 Million Dune Equity package for $GOAI comes in three pieces, and that's the part that reminds me of my 2012 desk.
They took me back at a fraction of my old size, and the size grew only after I'd shown I could sit still. Money that arrives in stages works a little like that. The first tranche is in, and the other two, $312,500 and $625,000, are up to Dune.
I find that kind of structure easier to respect than one big cheque. Eva Live gets to show what the first piece does for its AI products before anyone decides on the next.
This is exactly the kind of quiet setup you want to spot early. Infrastructure plus distribution is the real edge here 🔥
#BBNaija
$INTC $ASTS
Been digging into $VICP, and there's actually a pretty interesting business taking shape here. The Stateline merger brought roughly 400 healthcare accounts and distribution reach across all 50 states. Now they're working on adding NitroMist through a $2M acquisition agreement. That's a real shift from being just another early-stage biotech. If management can turn that infrastructure into growing sales, this could get interesting fast
2
Sat in the truck at dawn with the batteries charged and the wind dropping, thinking about cash. $GOAI Eva Live arranged up to $1.88 Million with Dune Equity, and the stated aim is liquidity and funding flexibility.
I got burned in 2019 by ignoring the balance sheet, so a company lining up money gets my attention. Static was asleep on the printout of the map when I read it.
Going to read the filing properly tonight.
$16M cap for 400+ clients and a $2M pickup on a $40M peak product? Market's asleep on this one.
#bb28
$RKLB $IONQ
$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.
1
"Before asking the market to look" is the phrase I circled in the Vicapsys New Corporate Identity release for $VICP.
It reads to me like a company that expects to be read closely, and I find that encouraging. Plenty of small caps want the attention first and the scrutiny never.
The OTCID application went in on September 23rd, 2026, so the new look is arriving while that process is underway. I print these releases and go at them with a pen, so I'll be reading whatever comes next with that same habit.
Defense tech finding a second life in ag is exactly the kind of repurposing I like to see. Watching this one.
#VIVANT
$CRM $AMD
I read the specs before the $38.8 Billion: the machine vision here came out of defense work first
Glad to see $GOAI pointing it at farming. The machine vision and autonomous drone concepts were developed through Eva Defense, and now they get a second use.
EvaFarmSight is still being designed, so I'll watch what the agricultural operators say once they actually test it.
6
Precision ag is the right angle here - waste on inputs is real money. Curious how $GOAI's detection accuracy holds up in the field before I get too excited.
#BBNaija
$GOAI $SNOW $AA
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
50
That profit flip is the part that matters, real revenue beats narrative every time
#VIVANT
$META $JPM
$GOAI (EVA Live) - AI that actually generates revenue!
2025 was a turning point: Revenue surged +82.6% to $17 million. Net profit reached $8.1 million, reversing a $3.75 million loss from the previous year-an impressive +$11.9 million YoY turnaround! Active clients increased by 25%. Operating expenses dropped from 140% down to 51.75% of revenue, demonstrating pure scalability!
The secret behind this success is NeuroServe, a new AI ad engine launched in February 2026. It features real-time reinforcement learning and can manage thousands of campaigns simultaneously without human intervention. By auto-optimizing targeting, bidding, and creatives, it delivers a higher ROAS while significantly reducing wasted ad spend.
CEO David Boulette is buying shares on the open market, holding over 23 million shares. True skin in the game.
The platform is growing, the AI is delivering results, and margins are improving. Digital advertising is just beginning to realize the full power of genuine AI.
This is not just a financial report-it is concrete proof that AI in marketing is finally paying off.
5
$GOAI has a forbearance agreement with Streeterville Capital on two notes worth $7.92 Million combined, and the disputed Dune financing issue is settled. i like that the lender is named plainly, because that makes the thesis small enough for my sticky note.
leo asked if it was too simple and i said that's the point. gonna read the agreement terms again tonight.
$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
Client count up 25% is the real signal here - revenue can lag while adoption builds. At a $17M cap for $GOAI, if those small advertisers keep spending, the top line should follow.
$GOAI at $17M, and 25% more clients are actually using it. Anyone else look at the client number first?
Honestly the client number matters more to me than the revenue. More local businesses using it says people are getting customers out of it.
Active clients were up 25% during 2025, and management pointed to higher advertiser spending. I like seeing small advertisers find something that works for them.
15
Three people pulling $17M in revenue is wild - that's not a headcount problem, that's leverage. Net income flipping from loss to $8.1M is the part that matters for $GOAI.
82.6% growth with three employees. That's the bit I keep turning over with $GOAI.
I've spent years watching small crews get squeezed by bigger outfits with more trucks and more people, so a three-person company bringing in $17,037,328 in 2025 feels like a good day for the little guys. The year before it was $9,330,971 and they finished with a net loss. Now it's $8,127,313 in net income.
The company positions that as the highest revenue-per-head ratio in microcap ad-tech. I just like seeing it still happen.
2
Opex dropping from 140% to 52% while revenue grows 82% is the kind of operating leverage you rarely see at this size. $GOAI just made the case for itself.
$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.
1
Three employees and $17M is wild, but $8.1M net income on that is the part that makes $GOAI worth a closer look - how much of that is repeatable vs one-off?
#VIVANT
$GOAI $ORCL $COIN
$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.
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