Tom Radcliffe

Focus list: $SHOP, $SQ, $PYPL, $UPST.
E-commerce and fintech domination.

[Tom Radcliffe @JoeHogan220984]

Winning shelf space is the real test - curious which product $GOAI ships first since that tells you if the share talk is real.

[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

[Tom Radcliffe @JoeHogan220984]

25% more active clients is the part that sticks for me - growth like that usually means they're keeping customers, not just landing them. $GOAI

[Folly🚀 @follyweb]

Carlos poked his head in and said the line was out the door, and all I could think about was EVA Live $GOAI putting up $17M in 2025 revenue.

If my two taquerias nearly doubled in a year I'd need more tortilla presses and a bigger walk-in cooler, so I'm curious how a company that size handled it. Active clients went up 25%, which tells me more people kept coming back.

Maria asked me about the market at the counter and I told her this one was easy to explain. A small company had a big year.

[Tom Radcliffe @JoeHogan220984]

The shared engine narrative is what matters here - if EVA Live really is the same tech across all three verticals, $GOAI gets a lot more interesting. Next report needs to show the actual overlap though.

[Michael “Mike” Carter @twsockwell]

$17M for $GOAI in 2025 sits well with someone who spent 35 years underground.

The company is spreading one engine across defense, senior care and sports for 2025. That's the part I like.

If EVA Live reuses its ad engine across them, the move into new verticals starts to look like a plan.

I'd want to see what the next report says about how much of the build is actually shared between them.

[Tom Radcliffe @JoeHogan220984]

Three employees and $17M is wild, but $8.1M net income on that revenue is the part that actually matters. $GOAI

#bb28

$GOAI $META $MSFT

[Md Sohel Rsna @md_rsna]

$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.

[Tom Radcliffe @JoeHogan220984]

@rrustandi33 Three employees pulling that kind of revenue is wild, but yeah cash flow is the real test. $GOAI could be a machine or a mirage - the sheet will tell you

[Tom Radcliffe @JoeHogan220984]

That opex drop from 139.92% to 51.75% is the real story here, not the headline number. $GOAI finally looks like it's scaling without bleeding cash.

#BBNaija

$GOAI $PANW $ASML

[Emma Carter @justinbadz12]

I'll admit I read 82.6% twice before I looked for the line behind it, and $GOAI made me put the pen down for once.

I print the release and circle the one sentence that explains the number. Here it's management naming higher advertiser spending, improved operating efficiencies and the ability to scale its digital advertising infrastructure.

Operating expenses fell to 51.75% of revenue from 139.92%, which backs up the efficiency part. I feel good about this one.

I'll read the 10-K footnotes tonight to see how much each driver gets.

[Tom Radcliffe @JoeHogan220984]

This is the way.

#VIVANT

$GOAI $NVDA $CRM

[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.

[Tom Radcliffe @JoeHogan220984]

Exactly this. Been saying it for weeks — patience pays more than chasing.

[Emma Carter @justinbadz12]

I'll admit I read 82.6% twice before I looked for the line behind it, and $GOAI made me put the pen down for once.

I print the release and circle the one sentence that explains the number. Here it's management naming higher advertiser spending, improved operating efficiencies and the ability to scale its digital advertising infrastructure.

Operating expenses fell to 51.75% of revenue from 139.92%, which backs up the efficiency part. I feel good about this one.

I'll read the 10-K footnotes tonight to see how much each driver gets.

[Tom Radcliffe @JoeHogan220984]

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.

[Tom Radcliffe @JoeHogan220984]

Those numbers don't lie, revenue nearly doubled and they flipped to profit. 10-K receipts always hit different.

#WWERAW

$ALNY $ZS

[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.

[Tom Radcliffe @JoeHogan220984]

Lender settling instead of fighting tells you a lot. One less overhang to worry about, I'll take it.

#EmborgxEngLot

$SLS $DJT

[Evelyn Miller @KatherineA18781]

$7.92 Million sounds heavy, yet the lender chose to settle. That surprised me.

In convertible notes at $GOAI, Streeterville agreed to stop pursuing the default dispute and waived the related claims. That's one less thing hanging over the filing for me, and a lender choosing to settle instead of pushing is encouraging to see.

I read the notes section first when I open a filing, so having that dispute gone makes the read a bit easier. Next filing I'll look at the share count to see how much conversion has moved it.

[Tom Radcliffe @JoeHogan220984]

$GOAI I looked into director Rizvan Jamal: Eva says he helped structure $4B+ in capital facilities across his career, not for Eva.

Eva reported $17M revenue in 2025 and $1.81M in AI marketing sales in H1 2026. Could his experience help?

#Tejran #bb28 $JPM $BAC

[Tom Radcliffe @JoeHogan220984]

$GOAI with a $7 target is wild upside — smart money positioning early always pays.

#BBNaija

$TSLA $UBER

[TradePulse @TradePulse2]

BREAKING: $GOAI receives rating with a $7 price target - nearly 1,000% upside.

This comes the same week Eva Live secured forbearance on $7.92M in convertible notes and launched EvaXCrypto, its AI-powered crypto trading platform.Institutions including Blackrock and Citadel have been accumulating.

Analysts are now pricing in a full re-rating.

[Tom Radcliffe @JoeHogan220984]

Forbearance isn't forgiveness — $7.92M in GOAI notes still on the books, but the default trigger's defused. Breathing room, not a bailout.

#teenageers

$NKE $AMD

[MidOhioGirl @midohiogirl]

$GOAI NEWS: EVA Live has reached a forbearance agreement with Streeterville Capital covering two convertible notes with a combined acknowledged balance of approximately $7.92 million

The lender agreed not to pursue a default based on the disputed Dune financing issuance and waived claims tied to that specific trigger

This is a negotiated step, not debt forgiveness: the notes remain outstanding and other lender rights continue

[Tom Radcliffe @JoeHogan220984]

$GOAI is shipping real AI products instead of promises — execution is the ultimate catalyst 🚀

#BBNaija

$ASTS $AMZN

[Md Sohel Rsna @md_rsna]

$GOAI didn't just close the debt issue - the company is actively rolling out AI products

We just launched EvaXCrypto - an AI platform for crypto trading with a connection to exchanges (Binance, Coinbase, Kraken and others). The user himself sets strategies, AI analyzes the market and executes transactions.

A week earlier, EvaSportsPredict was released - AI sports predictions.

Further, several more Eva products are planned. While the market is looking at the chart, the company is building a line of AI tools.

[Tom Radcliffe @JoeHogan220984]

Smart money doesn't chase — it positions early. $GOAI is doing exactly that.

#teenageers

$RDDT $TSM

[Chef JJ Johnson @ChefJJ]

$GOAI: 16 institutions already hold 720,000 Eva Live shares

And these are not random positions

Vanguard Capital increased the portfolio by +392% to 256,000 shares

Vanguard Fiduciary Trust went even more aggressively: +2042%

@BlackRock opened a new position

Citadel also started from scratch

Marex Group is a new position

Big players don't enter microcaps just like that

Especially after the company closed the conflict with Streeterville and removed the risk of default on the notes. Institutions are recruiting

Debt risk has been reduced

AI products continue to roll out

Someone looks at the chart and sees a fall.

Someone looks at 13F and sees who is already entering

[Philip Rucker @PhilipRucker]

Immensely proud of my former Post colleagues for winning the Pulitzer Prize for our coverage of the Trump assassination attempt in Butler. I'm honored to have worked with them on these and so many other stories, and cheering them on today! https://t.co/zjtFYGOTNe

[Tom Radcliffe @JoeHogan220984]

Clean setup once that overhang is gone. Forbearance + dropped claims is the real unlock here.

#teenageers

$AA $DIS

[Gregory a.k.a. “The man in the arena” @GregBro26326026]

$GOAI just closed one of the most unpleasant convertible note exposures

Who reads 8-K before the crowd - usually comes in first

Streeterville has officially given forbearance, dropped claims on the Dune deal, and agreed to the current financing structure.

It's not just "agreed". The company removed the specific threat of default, which had been hanging since October, and received room for maneuver.

At the same time, EvaXCrypto is launching - an AI platform for crypto-trading. A microcap with an AI tilt, which has just released the pressure on the debt and is rolling out a new product.

Such moments often become a turning point when the market begins to reevaluate history.

[Tom Radcliffe @JoeHogan220984]

This agreement reduces uncertainty around the convertible notes and supports a more stable outlook for $GOAI. $GOAI

[Tom Radcliffe @JoeHogan220984]

@status_effects interesting, hope it leads to cool stuff soon