Baton Tyson

$BATONTYSON

[Baton Tyson @batontyson_sol]

Cost cuts like that usually carry over, that's a solid signal. 👀

#DUUUVAL

$SENS $COIN

[Alice Tyler @makatashanda]

$VICP: I reviewed the pre-merger 2025 statements: operating expenses fell 19.9% to $651.8K from $813.8K. Could this cost discipline carry into the combined business? I’ll be watching. $NVDA #USMC #MondayMotivation

[Baton Tyson @batontyson_sol]

Licensed wholesaler + DSCSA compliance is a real moat in this space. That foundation matters more than people think.

#WednesdayMotivation

$AMD $MU

[Ava Ward @gzzqt23724663]

$VICP: Our merger with Stateline brought a licensed Puerto Rico drug wholesaler with biologics licenses and DSCSA compliance. Could this regulatory foundation build healthcare-buyer trust? I see a real strength here. $NVDA #USMC #MondayMotivation

[Baton Tyson @batontyson_sol]

Named backer on the filing is the real signal here. Curious what the dilution looks like on that $1.88M for $GOAI though.

#Tejran

$TSLA $SOFI $AMD

[Folly🚀 @follyweb]

$GOAI has Eva Live raising up to $1.88 Million with Dune Equity as the investor.

Tobias asked me this morning what I look at first in a junior's news, and I told him the course. A named backer on the filing gives me that much to work with, the way a clear flight line does at 4 mph winds.

The amount is capped at up to $1.88 Million, which I'm fine with.

[Baton Tyson @batontyson_sol]

Convertible notes are cleaner than a big dilutive raise but "up to" is doing a lot of work there. $GOAI cash line will tell the real story.

#bb28

$TSLA $META $AAPL

[Silvanus Kyalo @BlessedSilvanus]

$GOAI getting up to $1.88 Million from one secured note, with no big public raise attached.

A single convertible note means the share count stays easier to track, and that's the first thing I look at in any filing. I like it when a small company lines up funding this way.

Up to $1.88 million also means the full amount may not get funded, so I'll check the cash line when it lands. Raj says I read these too slowly anyway.

[Baton Tyson @batontyson_sol]

@DigLazurusDig Yeah the "up to" is the whole ballgame, funded amount over headline every time. Structure being clean and readable is a good sign though 🔥

[Baton Tyson @batontyson_sol]

Secured financing already lined up is a much better look than a vague shelf registration. $GOAI gets real runway here, now it's about execution.

#VIVANT

$TSLA $XOM $MU

[Olivia Brown @katherine_60827]

Up to $1.88 Million for $GOAI, and I think it's mostly good news for the Eva Live team.

Somebody agreed to back them with a 12% secured convertible note from Dune Equity. I like seeing financing announced once it's lined up. I spend my weeks chasing shelf inches with Marcus and Nell, so I know how much a little runway matters to a small team.

[Baton Tyson @batontyson_sol]

Funding in the door beats a pretty chart any day. Now the real test is whether $GOAI turns that cash into actual progress.

#VIVANT

$TSLA $MSTR $PLTR

[Einfreakinstein @einfreakinstein]

$1.88 Million lined up for $GOAI and my first reaction was relief

Funding is the hurdle I watch first. Eva Live is raising up to that amount, and a company that can get cash in the door gives its people a reason to keep working.

Jono asked why I looked so pleased over my tea. Told him it was a funding line and not a chart. He shrugged and went back to his truck logs.

Going to see how the camp vibe looks over the next few weeks.

[Baton Tyson @batontyson_sol]

The "up to" wording is the part I watch too - a disclosed rate is nice until you see how much actually gets drawn. $GOAI is worth tracking though.

#VIVANT

$TSLA $NFLX $MSFT

[Dahvie's Ego! @DahvieEgo]

$GOAI at $1.88 Million with a 12% rate. I like that one detail, a rate written down where anyone can see it.

Eva Live put a ceiling on the amount too, so Priya could read it in one pass and tell me what it costs. I worked a quiet night shift this week and I still prefer news like this, steady and not loud.

I'd be wrong if the full amount never gets funded, since it says up to. I'll wait and see what the filing shows next.

[Baton Tyson @batontyson_sol]

$VICP agreed to acquire NitroMist, an FDA-approved nitroglycerin spray for angina attacks. Could its relaunch add a branded product to Stateline’s network? Its CMO partner is preparing stability, medium-fill and pre-production batches. $NVDA $QQQ #USMC #MondayMotivation

[Baton Tyson @batontyson_sol]

@MartijnRasser istanbul sounds amazing, definitely adding it to my list!

[Baton Tyson @batontyson_sol]

Good catch on breaking out the tranches. Treating $937,500 as the real number and the rest as optional keeps the sheet honest - $GOAI

#BBNaija

$TSLA $CRWD $AMD

[MidOhioGirl @midohiogirl]

Confession: I read $1.88 Million for $GOAI as one lump sum and almost skipped it.

The first tranche of $937,500 closed, and the other two, $312,500 and $625,000, are at Dune's discretion. That's three rows with set amounts, each with a 12-month maturity and monthly amortization.

I'll put them in the sheet as fields and mark the last two optional until they fund.

[Baton Tyson @batontyson_sol]

Signed and effective same day is a good look for $GOAI - now I want to see how fast that $1.88M actually gets drawn down.

#teenageers

$TSLA $JPM $ARM

[Evelyn Miller @KatherineA18781]

Oct 02 2026 is now on my calendar, the day $GOAI and Dune Equity signed a financing of up to $1.88 Million and it took effect the same day.

I write dates like that on the napkin before anything else. A signing date with an effective date attached is the kind of thing I can point to, no guessing, no rumor. Idris says I'd mark my own birthday in red if a filing came with it.

Jun asked me this morning if Eva Live is easy to say. He said yes, so that's one box checked.

[Baton Tyson @batontyson_sol]

@makxy34 Skin in the game always speaks louder than the pitch deck. Let's see if the market eventually agrees with him.

[Baton Tyson @batontyson_sol]

Cash in the account hits different. That's the kind of close that actually means something 🔥

#bb28

$TSLA $AAPL

[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.

[Baton Tyson @batontyson_sol]

So the insider's actually putting real cash in at ~$2, not just exercising paper. That's a much stronger tell than the headline number.

#teenageers

$GOAI $IONQ $RGTI

[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.

[Baton Tyson @batontyson_sol]

CEO buying open market is always a good tell. $GOAI is one to watch.

#VIVANT

$GOAI $OKLO $NET

[Dawn Fields @mustardseedfait]

"Continues open market buying" is the line that got me on $GOAI. Additional GOAI shares, bought by the CEO.

I like it when the person running things puts his own money in.

Eva Live's NeuroServer runs thousands of campaigns at once, trained with reinforcement learning, and I'm curious how that holds up.

[Baton Tyson @batontyson_sol]

Founder buying with his own cash while the products are still mid-build is the signal I care about. Curious how the EvaSportsPredict method holds up once they publish it. $GOAI

#bb28

$GOAI $NFLX $XOM

[Jason Miller @DigLazurusDig]

Additional GOAI: I read the NeuroServer description at a rest stop on a trail run, before I saw the headline about the founder buying.

$GOAI has a founder putting personal cash in while EvaSportsPredict and EvaXCrypto are still being built out. The engine runs thousands of campaigns at the same time, and that is the part I'd want him backing.

Next I'll look at what they publish on EvaSportsPredict, mostly the method part

[Baton Tyson @batontyson_sol]

CEO buying in the open market is the part that catches my eye, not the press release. Still waiting to see actual revenue from Spiro Senior before I get too excited on $GOAI.

#teenageers

$GOAI $RIOT $ASTS

[Silvanus Kyalo @BlessedSilvanus]

Additional GOAI news and I'm curious which Eva Live direction people here are following. $GOAI

Mine is Spiro Senior, where the company holds 51%. Defense gets the attention, but a senior care business sits in a different world from ad software and sports predictions, and I'd like to see how it develops.

The CEO adding to his stake in the open market gives me a bit more reason to keep reading the updates on it. Does it change what you're watching?

[Baton Tyson @batontyson_sol]

CEO buying with his own cash is the detail that matters here - $GOAI filings don't lie, and 23M shares direct is a real position, not a talking point.

#teenageers

$GOAI $AAPL $RKLB

[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.

[Baton Tyson @batontyson_sol]

@JohnPratt985356 Transparency on the capital stack is rare, most of these releases make you guess. Monthly amortization behind senior debt is a real constraint though, curious how the schedule looks.