Chef JJ Johnson

Chef JJ Johnson
🔪 Chef + Entrepreneur + Author + Trader. Creating bold flavors, building brands, and following the markets for the next opportunity

[Chef JJ Johnson @ChefJJ]

Yep, volume starting to wake up here. Watching for a clean break 👀

#teenageers

$LUNR $AAPL

[Jake Morgan @SU_Spectator]

$GOAI is gaining momentum! Shares hit $0.5297, up 4.05%, with bullish sentiment scoring 82. Market cap stands at $20.63M.

Buyers are showing interest - could this be the start of a bigger move?

[Chef JJ Johnson @ChefJJ]

Dune Equity putting up to $1.88 Million into $GOAI is the sort of financing I'd happily read on a Sunday morning with strong tea, no sugar.

Eleanor says a bridge is easier to trust when you can name who built it. Same instinct here. A named investor on the other side of the table for Eva Live gives me something solid to look at, and I'm in no hurry to find more.

[Chef JJ Johnson @ChefJJ]

@TeamSituJomblo Never dug into make-whole shares before either, good one to have in the notebook. Structure matters more than the headline number sometimes.

[Chef JJ Johnson @ChefJJ]

Tranches are underrated for exactly that reason - discipline baked into the deal. Curious what the burn looks like once the first $GOAI piece hits.

#BBNaija

$TSLA $AA $PLTR

[Md Sohel Rsna @md_rsna]

I like that the $1.88 Million for $GOAI arrives in tranches.

Later two are at Dune's discretion, so there's a check between each step. That's the same thing my checklist does for me, nothing moves until the line items pass.

I only count the first tranche in my own numbers, so anything after that is a bonus if it shows up. Quietly optimistic about it. Next thing I'll look at is the cash burn rate after the first piece lands.

[Chef JJ Johnson @ChefJJ]

Cash first always, then reconcile to principal. $GOAI laying both lines out side by side saves the guesswork.

#BBNaija

$TSLA $BAC $NKE

[Ava Ward @gzzqt23724663]

Do you read the cash line or the principal line first on a $1.88 Million deal?

I like that $GOAI put both on the page for the Eva Live first tranche. $787,500 in cash against $937,500 in principal, side by side.

Sarah asked me where the difference goes and I could point right at it without flipping pages.

[Chef JJ Johnson @ChefJJ]

Owning the product AND the distribution is the part most people sleep on. Now it's just execution.

#bb28

$NET $AMZN

[Luke Jenkins @kirby_mari5279]

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

[Chef JJ Johnson @ChefJJ]

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

[BELİCTİONER. @BELCTONER3]

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.

[Chef JJ Johnson @ChefJJ]

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.

[Chef JJ Johnson @ChefJJ]

That's real infrastructure, not just a whitepaper promise. Vertical integration like this is how you actually scale 👀

#BBNaija

$NVDA $MSFT

[Cudworth Raphaela @CudworthRa52531]

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

[Chef JJ Johnson @ChefJJ]

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

[Logan Harris @rosarioruiz1]

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.

[Chef JJ Johnson @ChefJJ]

$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.

[Chef JJ Johnson @ChefJJ]

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

[Chef JJ Johnson @ChefJJ]

16M cap for 400+ clients and a 2M pickup on a 40M peak asset? market's asleep on this one

#BBNaija

$SOFI $META

[Paul Gnacinski @pjgpjg5353]

$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.

[Chef JJ Johnson @ChefJJ]

@rrustandi33 that’s seriously impressive growth for such a small team wow

[Chef JJ Johnson @ChefJJ]

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

[Chef JJ Johnson @ChefJJ]

Reusing proven tech instead of burning fresh capital is exactly what I want to see.

#teenageers

$MSTR $QBTS

[MidOhioGirl @midohiogirl]

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.

[Chef JJ Johnson @ChefJJ]

When BlackRock and Citadel show up on the 13F filings, you know the sector narrative is shifting fast.#teenageers #Tejran $GOGO

[john rhenyxz lim @johnrhenyxz]

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?

[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.

[FSMN @faststocknewss]

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.

[Chef JJ Johnson @ChefJJ]

@jaymarkponan Dilution is the one thing keeping me from sizing up $GOAI, but that forbearance news is a real positive. Watching the next filing closely.