..

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

[.. @AFMT_1991]

12% secured convertible with a lien on basically everything - that's not friendly paper for $GOAI. Curious what the conversion price looks like, that's where the real dilution math lives.

#bb28

$TSLA $NET $OKLO

[Silvanus Kyalo @BlessedSilvanus]

The $1.88 Million financing at $GOAI is worth reading closely: it comes with three documents, a Securities Purchase Agreement, a 12% secured convertible note, and a Security Agreement over substantially all assets.

I can go through them one by one on my yellow pad. Sarah will want the math first, so that's tonight's reading.

[.. @AFMT_1991]

The insider buys at ~$2.03 and $2.01 look way more telling than the splashy 4.22M share headline. Cash on the barrel vs. option/comp paper, and $GOAI management is still reaching for shares here.

#teenageers

$GOAI $AAPL $LLY

[whaditizzz @whaditizzz]

Additional GOAI shares are what the headline sells, but the sentence I circled on my printout sits lower down. $GOAI

It links these two open market buys, 38,278 shares for about $77,308, back to the September 23 announcement of more than 4.22 million shares. That earlier batch came from an option exercise, stock issued for accrued compensation and one open market purchase. Only part of it was cash.

So I read the two newer trades as the cash-only piece, priced near $2.03 and $2.01. His belief that the valuation undersells the business is his own view, and I model it as an assumption. The cash he paid is a fact in a filing.

[.. @AFMT_1991]

Insider buys always get my attention, but 23M shares is a serious statement of conviction. Actions over words every time with $GOAI.

#bb28

$GOAI $XOM $AA

[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.

[.. @AFMT_1991]

CEO buying his own stock is always a tell, small dollar amount but the share count is real. $GOAI

#BBNaija

$GOAI $ORCL $SHOP

[BELİCTİONER. @BELCTONER3]

Additional GOAI shares from the CEO, and $GOAI is a count I can actually check, which I trust more than a dashboard.

The Form 4 lists 23,266,225 shares owned directly after the $39,798 purchase. Same idea as walking the cooler before coffee. I'd rather see what's physically on the shelf than what a summary says.

Boulette also said he thinks the market valuation doesn't reflect the long-term potential of what Eva Live is building. That's his belief, but the filing backs it with his own cash.

[.. @AFMT_1991]

The vendor comparison is spot on - what matters is who sticks around after the first check clears. Curious to see if $GOAI actually pulls Dune back for round two or if it's just a nice clause on paper.

#VIVANT

$TSLA $AA $CRWD

[Emma Carter @justinbadz12]

A lender agreeing to stay in the conversation after the first check is what I'd look for in $GOAI news, and the $1.88 Million package has that built in.

I run a store floor, so I think about vendors this way. The ones I trust are the ones who keep taking my calls after the first delivery. Dune can come back for two more rounds with Eva Live if it chooses to, and that reads to me like a door left open.

I'd like to see how the first round gets put to work on the AI products.

[.. @AFMT_1991]

The 75k commitment shares caught my eye too - early money getting paid for moving first is a structure I want to see more of. Curious how the make-whole shares shake out for $GOAI down the line.

#VIVANT

$TSLA $CRWD $HOOD

[Keith Martin @KeithMarti34737]

Up to $1.88 Million for $GOAI and the part I keep coming back to is the 75,000 commitment shares.

Honestly I like that. The first tranche came with those shares plus potential make-whole shares, so the people who step in first get a little extra for it. It's a tidy teaching example of how deals reward early backers, and I'd show it to anyone asking why timing matters in a financing.

Good bit of structure for Eva Live to have in the first closing.

[.. @AFMT_1991]

Two open-market buys in one week is a solid signal, not just optics. CEO putting personal cash behind $GOAI at these levels says more than any PR ever could.

#bb28

$GOAI $ASTS $QBTS

[Michael “Mike” Carter @twsockwell]

Opened the Form 4 with my chai. Additional GOAI shares, bought by the CEO.

$GOAI: David Boulette paid $39,798 out of pocket in the open market for 19,800 shares at $2.01. The purchase was on September 25 and the filing came out September 28.

Honestly glad to see it. He also bought 18,478 shares on September 22 at about $2.03, so that's two purchases in one week with his own cash.

Going to pull up the cash flow next. It's his belief that the valuation undersells the company, and I like to read the numbers myself.

[.. @AFMT_1991]

Closed tranches and fixed sizes make this way easier to trust than the usual vague promises. I'll believe the optional ones when they land.

#VIVANT

$TSLA $RDDT $RIOT

[Ava Ward @gzzqt23724663]

$1.88 Million, and $937,500 of it is already closed, which I like. $GOAI

The other two tranches of $312,500 and $625,000 are at Dune's discretion. I put the later ones down as optional until they actually happen.

Fixed sizes make the rows easy to log in the sheet. Eva Live's package has defined fields and no missing values, and that is the kind of dataset my screener handles without a patch.

Each tranche runs 12 months with monthly amortization. Rusty slept through the entry. I will check the row again when the next tranche shows up.

[.. @AFMT_1991]

@midohiogirl The 12-step approach makes the cash flow much easier to model. I'll also double-check the amortization later.

[.. @AFMT_1991]

@follyweb Nothing beats a deal that's just done on day one, no waiting around. Curious to see what they ship next too 👀

[.. @AFMT_1991]

Cash in hand beats promises every time. $GOAI actually delivering on closing day is a solid signal - now let's see what Eva Live does with it.

#VIVANT

$TSLA $INTC $QBTS

[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.

[.. @AFMT_1991]

Footnotes are where the real story hides with $GOAI - the cost of that Dune Equity money matters more than the headline number.

#Tejran

$VICP $LUNR $SOFI

[Scott Hall @valekj_26]

$GOAI Reading footnotes tonight, but $1.88 Million with Dune Equity on the other side already earned my attention.

The up to part means the amount can still move, so I'm keeping my model simple until I read the terms. Going to check what the money costs them in the footnotes, with Ledger chewing my notebook corner next to me.

[.. @AFMT_1991]

Dune Equity putting their name on $GOAI is the part that matters. "Up to" language keeps me cautious, but a named backer for Eva Live is more than most small caps ever get.

#bb28

$VICP $XOM $RGTI

[Silvanus Kyalo @BlessedSilvanus]

$1.88 Million made me smile, small caps rarely get a backer with a name

$GOAI getting backing from Dune Equity is the part that makes me glad. A named investor putting money behind Eva Live feels like a real step, and it's an easy story to pass along to the people who follow this stuff with me.

It says up to that amount so I'm reading it as a first step. I'm just glad to see a small AI company get someone to put their name next to it.

[.. @AFMT_1991]

Yeah the Stateline merger changes the whole picture here. 400 accounts and 50-state reach is no joke, quietly loading.

#teenageers

$JPM $INTC

[Ava Ward @gzzqt23724663]

I'm starting to think $VICP deserves a lot more attention. This isn't just another biotech story. After merging with Stateline, they've got roughly 400 healthcare accounts and distribution reach across all 50 states. Add a $2M agreement for FDA-approved NitroMist, plans for a 120,000 sq. ft. pharma facility, and potential access to federal contracts through a tribal 8(a) partnership. And they're still developing VICAPSYN for type 1 diabetes. A lot of moving pieces here, but the growth potential is hard to ignore if management delivers

[.. @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.