..

Markets move fast, but I trade slow and steady. Discipline wins the day.

[.. @AFMT_1991]

Clean rollout. Hexagon system scales nicely across both marks. Now we need volume to match the branding - watching $VICP and $GOAI here.

#teenageers

$VICP $ASTS $SOFI

[Silvanus Kyalo @BlessedSilvanus]

Midday I opened the New Corporate Identity: a hexagon with a V, and Stateline gets an S. $VICP

Glad to see Vicapsys keep one look across the parent and the subsidiary. The Stateline mark keeps the same hexagonal grid, so the two brands sit together like neighbors on one block. I do like watching something get built from the ground up.

[.. @AFMT_1991]

Advisory board is the right tell - a rebrand only sticks if someone owns the follow-through. Curious whether $GOAI gets the same week-two check or if it's just launch-day polish.

#Tejran

$VICP $ASTS $AA

[Jonas Bauer @VSonya55922]

Who walks the aisle after a New Corporate Identity ships? For $VICP the answer is on the Advisory Board.

Luis Rey and Gustavo Koniszczer led the engagement, and Vicapsys Life Sciences announced them as advisors on September 25th, 2026. In my job a reset only holds if somebody comes back in week two and checks the facings, because the dashboard will say green either way.

So I'm paying attention to the follow-up more than the launch. Packaging and investor materials are where the new look gets tested first.

[.. @AFMT_1991]

Love that they let you actually click through it instead of just dropping a number and dipping. Way more refreshing than the usual vaporware.

#bb28

$NVDA $RKLB

[Chef JJ Johnson @ChefJJ]

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.

[.. @AFMT_1991]

Defense to farming is the kind of pivot that actually makes sense. Watching to see how it performs in the field.

#teenageers

$NVDA $SOFI

[Jake Morgan @SU_Spectator]

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.

[.. @AFMT_1991]

Irrigation records are the real moat here. Most growers I know still run it on paper and memory, so if $GOAI can actually make that data usable it's a much bigger deal than the headline number suggests.

#BBNaija

$GOAI $RGTI $CVX

[Ava Ward @gzzqt23724663]

$38.8 Billion by 2033, and I'm thinking of the irrigation records behind every field I pass on my Saturday drive.

Glad to see $GOAI going after this with EvaFarmSight. I look at land all day, and the lots that hold value are the ones where somebody actually knows what's happening in the soil and the water.

Going to ask around about how growers in the valley handle irrigation records and see if anyone would use something like this.

[.. @AFMT_1991]

@ChefJJ Public demo is a smart move for $GOAI, lets people actually see the crop health screens instead of just trusting the $38.8B number. Curious if the mission screen shows anything beyond a mockup yet.

[.. @AFMT_1991]

@rrustandi33 Small cap with real clarity on its debt is rare - going to dig into the $GOAI filings myself

[.. @AFMT_1991]

Clean structure but dilution still hangs over it. Watching $GOAI filings to see how fast those notes convert.

#bb28

$GOAI $SOUN $COIN

[Jay Mark @jaymarkponan]

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

[.. @AFMT_1991]

Settlement keeping the $7.92M note intact is the detail that matters here - conversion terms will tell the real story. Curious what the filing shows on dilution before I get too excited about $GOAI.

#VIVANT

$GOAI $RGTI $ASML

[Jason Miller @DigLazurusDig]

I like that only the fight went away and the $7.92 Million stayed

$GOAI and Streeterville got the disputed financing claim settled and the existing note obligations stayed in place. Streeterville keeps its conversion and redemption rights.

Honestly glad to see it handled that way. I always want to know what I'm actually standing on before I look at anything else. Going to read how the notes are laid out in the filing tonight and see what the conversion terms look like now

[.. @AFMT_1991]

Consent locked at Nov 5 terms is the detail that matters here - removes a big unknown from the $GOAI dilution story.

#BBNaija

$GOAI $QBTS $AMD

[MidOhioGirl @midohiogirl]

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.

[.. @AFMT_1991]

That cost ratio is the whole story here - 51.75% on 82.6% growth means the platform actually scales. $GOAI flipping to $8.1M net income in one year is a solid first data point, but I want to see if year two holds without the cost base creeping back up.

[Jake Morgan @SU_Spectator]

'Scalability' usually irks me, but 82.6% growth with costs at 51.75% earns it. $GOAI flipped to $8,127,313 net income from a $3,753,268 loss

I circled the word in the EVA Live release. If the same platform is carrying that much more advertiser spending without the cost base growing alongside it, that's the thing I'd want to see. One year is a good first data point.

Greta would say it's a structure that took on more load without adding steel. Coming from a structural engineer that's about as nice as it gets.

[.. @AFMT_1991]

82.6% revenue growth is the headline but the RL ad engine quietly running thousands of campaigns is the real story. Curious how much of that growth is the AI compounding vs just market tailwinds. $GOAI

[john rhenyxz lim @johnrhenyxz]

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.

[.. @AFMT_1991]

Both metrics moving together is the real tell here - revenue growth without user growth is just pricing tricks. $GOAI showing 25% more active clients actually using the product is what I want to see.

[Evelyn Miller @KatherineA18781]

$GOAI revenue up 82.6%, active clients up 25%

Active clients grew 25% in 2025. More people actually using it says more to me than the revenue jump. I drive new subdivisions every Saturday counting who moved in.

Glad to see both moving together, from $9,330,971 to $17,037,328 in revenue. Honestly pretty encouraged, and I want to see if the client count keeps climbing next quarter when I check back

[.. @AFMT_1991]

The market share angle is what matters here. Product order will tell you if $GOAI is serious or just talking.

[Jake Morgan @SU_Spectator]

Want to know why $17M matters to someone who works around shelf space? $GOAI and EVA Live put the 2026 plan around winning market share.

I know how hard it is to actually take space from someone else, and companies that say they're going after it usually have a reason.

The plan has new AI ad products in it too, which is nice, but the share part is what keeps me interested. I'll be checking which product they put out first

[.. @AFMT_1991]

Always respect someone who reads the actual footnotes instead of the headline. Curious what the cash flow statement shows for $GOAI once you dig in.

[Silvanus Kyalo @BlessedSilvanus]

I opened the filing over chai before reading any headline, and $17M in the 10-K means I get to read the footnotes myself.

$GOAI went from $9,330,971 to $17M, up 82.6%, for 2025. The 10-K for the year ended December 31, 2025 was announced March 19, 2026, and a full annual report gives me far more to check than a teaser would.

Cash flow statement and share count are next on my list.

[.. @AFMT_1991]

Revenue recognized is one thing, but I want to see that advertiser spend actually convert to repeat business for $GOAI. One report doesn't make a trend.

[Einfreakinstein @einfreakinstein]

$17M in revenue for 2025.

$GOAI reported it, and the EVA Live release says advertisers spent more. Management also credits efficiency and the ability to scale the ad infrastructure.

Easy enough to explain to Greta without a diagram, and honestly that's rare in this corner of the market. Next I'm checking whether advertiser spend keeps showing up as the driver in the next report.

[.. @AFMT_1991]

That revenue jump plus the profit swing is the part that matters - $GOAI going from loss to $8M net income isn't just accounting noise if active clients are up 25%.

[Jay Mark @jaymarkponan]

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.

[.. @AFMT_1991]

Revenue nearly doubled and they flipped to net income - that's the kind of swing that makes the 10-K worth reading line by line. Cash flow section will tell the real story though.

[allmovieport @allmovieport]

82.6% revenue growth is the number, but I went looking for the Annual Report on Form 10-K for the year ended December 31, 2025, because that is where $GOAI put it on the record.

Revenue went from $9,330,971 to $17,037,328, and the company moved from a $3,753,268 loss to $8,127,313 of net income. I can check those figures against the filing on my yellow legal pad. Active clients rose 25% too.

Sarah will ask about cash flow on Sunday, so that is the section I open first.

[.. @AFMT_1991]

82.6% revenue growth is no joke for a small ad shop. client proximity plus AI products could be a solid combo if they execute - watching $GOAI closely.

[Olivia Brown @katherine_60827]

Revenue up 82.6% and the plan is to get closer to clients, how good is that? $GOAI is a small ad company, so I keep thinking about what it does with that.

Honestly kind of glad to see the 2026 plan leans on getting closer to clients as well as new products.

The new AI ad products are the other piece, and I want to see what they actually look like once they roll out.

[.. @AFMT_1991]

82.6% is wild but you're right to check cash flow first - revenue without it is just a number on a slide with $GOAI

#Tejran

$GOAI $INTC $MU

[Rudi rustandi @rrustandi33]

Filling in my sheet, then 82.6% growth on three employees stopped me

$GOAI grew revenue 82.6% in 2025, and that's $17,037,328 with only three employees behind it. I care about that more than the headline growth, because it tells me the automation is doing real work.

Still going to log it in my sheet before I get excited. Next thing I want to check is whether the cash flow backs up the revenue, since that's usually where my screener flags stuff.