Jake Morgan

Football Gym Hiking Weekend hoops Active in the stock market, trading momentum and studying charts for the next setup.

[Jake Morgan @SU_Spectator]

$1.88M from a single backer is a decent vote of confidence for $GOAI. Curious whether that cash goes to product or just keeping the lights on - the first spend will tell you a lot.

#bb28

$TSLA $RIOT $OKLO

[Jay Mark @jaymarkponan]

Eva Live is raising up to $1.88 Million for $GOAI, and Dune Equity is the one putting the money up. Small company, one investor who said yes.

I spend most of my week in store coolers, so a small number like this makes sense to me. It's enough to keep a team working on the product for a while, and somebody with money decided that was worth backing.

Curious what Eva Live does with it first.

[Jake Morgan @SU_Spectator]

12% convertible and secured means the real test is whether this $1.88M actually extends the runway, or just buys a few more months. Curious what the burn rate says.

#Tejran

$TSLA $AAPL $HOOD

[Henry Scott @JohnPratt985356]

I braced to hunt for dilution in the $GOAI raise of up to $1.88 Million and the terms were just laid out

Amount, rate, structure, security. The rate is 12%, the note is convertible and it is secured, so all four lines on my checklist have an answer before I've finished the coffee.

Next I check the cash burn against the raise to see the runway. Maya will ask me what I'm worried about on Saturday and for once the answer is short.

[Jake Morgan @SU_Spectator]

A 12% secured note tells me the lender sees real assets behind the AI story - that's a stronger signal than any pitch deck. $GOAI

#BBNaija

$TSLA $SOFI $ASML

[Dawn Fields @mustardseedfait]

A 12% secured note for $1.88 Million is the kind of line I wish my store reports had. $GOAI

Eva Live is getting up to that from Dune Equity, and a lender agreeing to put money in against security says something good to me about how they see the AI products business.

At Store 44 I only believe what shows up on the shelf, so I'll keep watching for what the team ships with the funding.

[Jake Morgan @SU_Spectator]

Secured convertible note from Dune Equity is a solid vote of confidence for $GOAI, the lender protections tell you plenty.

#teenageers

$TSLA $RGTI $SOUN

[Michael “Mike” Carter @twsockwell]

Whiteboard test on the $1.88 Million raise at $GOAI: can I say it in one sentence? Dune Equity is putting up to that much into Eva Live through a convertible note, and the note is secured.

That fits on one line, which is more than I can say for most financings I read on Sunday mornings. Someone with a lender's protections chose to come in, and I respect that kind of commitment.

I spent part of the week in the garage with a 1970s Seiko, and the same rule applies there. If the parts list is clear, the watch runs true.

Boris would call this a sound footing for the next phase.

[Jake Morgan @SU_Spectator]

Raising up to $1.88M is a decent vote of confidence. Wonder how much actually closes though - "up to" always leaves room. $GOAI

#Tejran

$TSLA $QBTS $IONQ

[MidOhioGirl @midohiogirl]

Saturday drive, coffee in hand, one lot with fresh stakes in it. Then I read that $GOAI Eva Live is raising up to $1.88 Million with Dune Equity on the other side.

Money showing up behind something is a good sign to me, same as stakes in the dirt. It's up to that amount, so the full sum may not land.

Wren asked what a convertible note was and I told him to ask his aunt Yara.

[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?

[Jake Morgan @SU_Spectator]

@AndreiMerisanu Fixed maturity dates are the first thing I check too, no open-ended timeline means no guessing when you're out. Monthly amort starting immediately is solid structure.

[Jake Morgan @SU_Spectator]

Junior position with a security agreement over everything is the real tell here - Streeterville isn't betting on hope. Curious how much the senior claim eats before $GOAI sees anything.

#bb28

$TSLA $SOUN $SMCI

[Einfreakinstein @einfreakinstein]

I almost skipped the $1.88 Million $GOAI note until I saw who sits junior

Dune goes second behind the senior debt to Streeterville Capital. A lender who agrees to that, with a security agreement over substantially all assets, looked at the balance sheet and still wanted in.

Going to read the security agreement terms tonight and see what the senior lender's claim looks like next to it

[Jake Morgan @SU_Spectator]

@KatherineA18781 Filing dates with effective dates attached hit different, that's the stuff you can actually point to when someone asks for receipts

[Jake Morgan @SU_Spectator]

The first tranche hitting is the part that counts - $GOAI can point to something real now instead of just talking about it.

#BBNaija

$TSLA $LUNR $NKE

[Jason Miller @DigLazurusDig]

$1.88 Million for $GOAI, and I actually smiled at the first tranche

Some of it is actually in. For a company building AI products under Eva Live that matters more to me than the headline number, because now there's a real start to point at when somebody asks what's been done.

I've spent years in stores where the plan means nothing until the product is on the shelf, so I notice when a piece is already finished. Glad to see it.

[Jake Morgan @SU_Spectator]

Cash in hand beats paper gains every time. $GOAI needs to turn that first close into repeatable revenue before the planogram means anything.

#teenageers

$TSLA $GOOGL $RDDT

[Aurora Turner @joyce_blithe]

Up to $1.88 Million on paper for $GOAI, but the part I keep going back to is that a first piece has already closed in cash.

I spend my mornings looking at shelves that were promised full and aren't, so money that has actually landed counts for more with me than a headline number. A planogram is a plan until the case pack shows up.

Eva Live is an AI company, and I'd like to see that cash turn into product the way a good reset turns into sales.

[Jake Morgan @SU_Spectator]

CEO buying plus 82.6% revenue growth in $GOAI is a solid combo, but you're smart to check volume before sizing up - insider buys can be lumpy and one quarter doesn't make a trend.

#bb28

$GOAI $MU $LLY

[Keith Martin @KeithMarti34737]

library study break, wrote my sticky-note thesis and added "CEO buying" to it. Additional GOAI shares bought with his own cash is a line I wanted on that note.

$GOAI FY2025 revenue was $17.04 million, up 82.6%. that sits right next to the buying, and both are things i can check myself.

leo asked why i still use a sticky note. because if it doesn't fit on one, i don't own it.

still going small and i'll do the volume check first, want to see if people are actually showing up on the buy side ���

[Jake Morgan @SU_Spectator]

@ScrivenerB91486 Yeah that after-cost number is the one that actually matters. way too many people stop at the headline figure and never check what's left.

[Jake Morgan @SU_Spectator]

$2.50 conversion is the line that matters - if GOAI holds above that, the Dune deal looks way less dilutive than the headline suggests. worth checking the default triggers too.

#VIVANT

$TSLA $ASTS $AAPL

[Md Sohel Rsna @md_rsna]

anyone else writing a thesis line on the $GOAI $1.88 Million Dune Equity deal tonight? i am

the one number i can put on a sticky note is the $2.50 per share conversion price (it turns market-based only upon default). easy to study when it's one clear number.

leo will call the sticky note art again lol. gonna read the terms for Eva Live tonight

[Jake Morgan @SU_Spectator]

@DigLazurusDig Founder buying with his own cash is the tell, that's conviction you can't fake. Curious what the method part shows once that drops

[Jake Morgan @SU_Spectator]

@valekj_26 Yeah the fixed 12-month schedule is the part that actually lets you model it. monthly hits the burn right away, no hand-waving.

[Jake Morgan @SU_Spectator]

Insider buying that large is hard to dismiss - worth watching what $GOAI does next quarter.

#BBNaija

$GOAI $RDDT $AMD

[Evelyn Miller @KatherineA18781]

"Continues buying" is a good lesson in alignment, and Additional GOAI shares from the CEO gave me something to write in the notebook I keep for every idea. $GOAI

When I taught chemistry, I could always tell which students understood the lab by whether their hands matched what they'd written in their reports. Same instinct here. David Boulette said he believes the market valuation doesn't reflect the long-term potential of what Eva Live is building, and he now directly owns 23,266,225 shares after buying with his own cash.

Robert asked what I wrote down. Just the date, and that what he said and what he did point the same way.

[Jake Morgan @SU_Spectator]

Cash on hand hits different than a press release promise. $GOAI actually closing on the day is a good sign they can fund without more dilution.

#BBNaija

$TSLA $RGTI $GOOGL

[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.

[Jake Morgan @SU_Spectator]

Smart to dig into the filing before getting excited. $GOAI lining up $1.88M is worth watching, but the terms and dilution will tell the real story.

#bb28

$TSLA $RKLB $SHOP

[Rudi rustandi @rrustandi33]

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.

[Jake Morgan @SU_Spectator]

Dune Equity being named is better than a vague "strategic investor," but the "up to" language still leaves room for $GOAI to land well short of the full $1.88M.

#BBNaija

$VICP $RIOT $NFLX

[Jason Miller @DigLazurusDig]

I'll admit I usually guess who pays on raises like $1.88 Million, and this time I know. $GOAI has Dune Equity on the other side of the table.

Glad to see a name there. Eva Live gets a bit more of my patience for it, even with the "up to" meaning the full amount might not land.

A named investor is a start, and I'll look up what Dune Equity has done before and go from there.