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@end3of6days9 W inmate

[Fed Rate Coin (FRC) @FedRateCoin]

@bitcoinlfgo @DestraNetwork $DSYNC FOR THE 50x

[Fed Rate Coin (FRC) @FedRateCoin]

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[ClubWPT Gold @ClubWPTGold]

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[Fed Rate Coin (FRC) @FedRateCoin]

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[Fed Rate Coin (FRC) @FedRateCoin]

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[Fed Rate Coin (FRC) @FedRateCoin]

@ZssBecker Bring in the 50x for $DSYNC

[Dan Wagner @realDanWagner]

We have raised a $750M war chest and we are putting it to work ruthlessly. We are acquiring market share, transaction flow and profitability for pennies on the dollar.

Stop listening to the noise. Look at the math.

$RZLV is playing to dominate. 🚀

#AgenticCommerce #MergersAndAcquisitions #biglove

[E-Girl Larp @EGirlLarp]

@elonmusk if that's nuts what is this?

[OneFutureofMany @OneFutureOfMany]

@elonmusk Elon, YOU fell for propaganda here.

the textbook is presenting web-sourced media and asks what the result is when such biased data is presented as fact.

[Fed Rate Coin (FRC) @FedRateCoin]

@ZssBecker Need one 50x from $DSYNC and I’ll be happy

[MarketMaverick @DiaTSLAPLTR]

Yesterday I posted 6 things I needed to see from $RZLV earnings. The CEO, @realDanWagner replied "think I hit all your milestones." Let's check the tape:

THE HEADLINE NUMBERS
- GAAP Revenue: $46.8M (guided $40M+ — beat by 17%)
- H2 Revenue: $40.5M vs H1 $6.3M — 543% sequential growth
-December MRR: $19.4M = $232M annualized run rate
Gross Margin: 66% blended, 90%+ core software
- Net Loss: $101.4M (vs $173.5M in 2024 — improved 41.5%)
- EPS: -$0.38 (vs -$1.06 prior year — improved 64%)
- Cash: $111.1M (vs $9.7M a year ago)
- 2026 Guidance: RAISED to $360M revenue (from $350M)
- ARR Exit Target 2026: $500M+ reiterated

Now let me score this against my checklist:

1- Audited GAAP Revenue — DELIVERED ✅
I asked for the $40M+ guide to be confirmed. They delivered $46.8M with the 20-F filed with the SEC today. The H2 acceleration is real — $40.5M in H2 vs $6.3M in H1. December alone was $19.4M. That's not guidance anymore, that's audited GAAP revenue in an SEC filing.

2- Audit Opinion — PENDING ⚠️
The 20-F is being filed today. I need to read the auditor's report in the full filing for any qualifications, going-concern language, or material weakness disclosures. The press release doesn't address this. I'll update once I've reviewed.

3- Cash Position Post-Reward — STRONG ✅
This was a major concern. They ended 2025 with $111.1M cash (up from $9.7M). But note: this is BEFORE the $230M Reward acquisition which closed Feb 2026. They also raised $250M in January. So the math: ~$111M + $250M raised - $230M Reward = roughly $131M entering post-Reward. Management explicitly stated "zero requirement for additional operational equity." That's a direct answer to my dilution concern.

4- ARR-to-GAAP Conversion — PARTIALLY ADDRESSED ⚠️
The gap has narrowed but remains. $232M ARR vs $46.8M GAAP still shows the majority of contracted revenue hasn't been recognized under ASC 606. However, the trajectory is clear: $19.4M December MRR means they were already recognizing revenue at a $232M annual pace by year-end. The definitions page confirms the $232M contracted revenue figure is based on annualizing December's actual revenue. That's more credible than prior ARR claims.

5-Related-Party Disclosures — IN THE 20-F ⚠️
The income statement shows related-party transactions embedded in both sales/marketing ($1.8M + $1.0M) and G&A ($8.1M + $68.4M). That's $79.3M in total related-party costs disclosed on the face of the P&L. I need to read Note 14 in the full 20-F for the breakdown. This remains the area requiring the most scrutiny.

6- Organic vs Acquired — NOT BROKEN OUT ❌
The CEO letter explicitly calls this a "Roll-Up strategy" and names GroupBy, Crownpeak, and Reward as the drivers. The annual report doesn't provide an organic vs. acquired revenue split. This is still a gap.

BALANCE SHEET DEEP DIVE
What caught my eye:
• Total assets: $611.7M (vs $21.2M prior year) — acquisitions transformed the entity
• Goodwill: $168.4M (didn't exist last year) — all from acquisitions
• Intangibles: $239.2M (vs $6.8M) — acquired IP and customer relationships
• Deferred revenue: $46.5M (vs $1.2M) — this is bullish, it's cash collected but not yet recognized as revenue
• Short-term debt: $102.1M (new) — includes Crownpeak acquisition debt of $151.9M taken on
• Accounts receivable: $39.2M (vs $0.7M) — real clients owe real money
• Total liabilities: $364.9M vs equity of $246.8M

WHAT'S ACTUALLY NEW AND BULLISH
• $46.5M deferred revenue is the single most underappreciated line item. That's cash from clients sitting on the balance sheet waiting to be recognized. It's a forward revenue indicator.
• Operating loss improved 37% despite massive scaling — operating leverage is emerging
• Net loss: only $34.2M was actual cash burn; the rest was non-cash items (impairments, share-based comp, extinguishment losses)
• Raised 2026 guidance to $360M (from $350M) — they're getting more confident, not less
• Earnings call held today at 8:30am ET — they did exactly what I asked for

WHAT STILL CONCERNS ME
• $63.3M impairment loss — on what? Need the 20-F footnotes
• $30M loss on debt extinguishment — expensive refinancing
• $102M short-term debt — needs servicing or refinancing in 2026
• Related-party transactions totaling ~$79M still embedded in operating costs
• No organic/acquired revenue breakdown provided
• Cash burn from operations was $63.1M — they need the December run-rate to sustain this without more capital

MY UPDATED SCORECARD:
✅ GAAP revenue beat — $46.8M vs $40M guide
✅ Cash position solid entering 2026
✅ H2 acceleration validated the hockey stick
✅ No equity dilution pledge for operations
✅ Earnings call held with Q&A
✅ 2026 guidance raised
⚠️ Audit opinion — awaiting full 20-F review
⚠️ Related-party details — need footnotes
❌ Organic vs acquired split — still missing

BOTTOM LINE: The narrative just got significantly harder to dismiss. $46.8M in audited GAAP revenue with a $19.4M December run-rate and $46.5M in deferred revenue is not a story anymore — it's a business generating real, recognizable cash flows. At a ~$1.1B market cap with $360M 2026 guidance, you're looking at roughly 3x forward revenue IF they execute.

The bear case isn't dead — the related-party transactions, debt load, and acquisition dependency remain real risks. But the goalposts I set yesterday? Most of them were met or exceeded.

I'm reading the full 20-F tonight. If the audit is clean and the footnotes don't reveal surprises, this stock has a credibility problem — but it's the market's credibility problem, not the company's.

Still long. More convicted than this morning.

$RZLV @realDanWagner @RezolveAi

[Fed Rate Coin (FRC) @FedRateCoin]

$RZLV

[Dan Wagner @realDanWagner]

We set out to bring AI into the core of global commerce.

The last year was about building the foundation. Now we’re scaling it globally.

Today, that vision is live across four continents, supporting over 950 enterprise customers.

This is no longer about what’s possible. It’s about what comes next.

#love $RZLV

[Dr-Woppie @Dr_WoppieT]

@AshCrypto 🤡 strikes sovereign country alone after country agreed on cooperation → sovereign country strikes back → plan back fires → now 🤡 has a problem he created → takes it out on world → popcorn 🍿 for everyone → the saga continues 🤷🏼‍♂️

[Fed Rate Coin (FRC) @FedRateCoin]

$RSLV one time for us. Get me out of this god forsaken hole

[William Paulson @Billerrr1]

$RZLV — Very Bullish 🚀

Rezolve Ai Delivers 543% H2 Growth; Raises 2026 Revenue Guidance to $360M as Platform Achieves Global Infrastructure Scale

Bull Case:
+ Exceptional revenue growth, with 543% H2 increase and 2026 guidance raised substantially to $360M (7.5x YOY), significantly exceeding market expectations and its own prior guidance.
+ Strong financial position with over $750M in total funding secured, a commitment to zero operational dilution, and high GAAP gross margins (66%, over 90% for core software).
+ Strategic alignment with the red-hot AI sector as a leader in "Agentic Commerce," boasting a proprietary platform (Brain Suite) and a substantial enterprise customer base of 950+.

Bear Case:
− The company's future projections (ARR, MRR) are forward-looking and based on non-GAAP metrics, which may not always translate directly to GAAP revenue or be sustained.
− General market risks and competitive pressures in the rapidly evolving AI and e-commerce sectors could impact the ambitious growth targets and operational execution.

#pennystocks #daytrading

Not financial advice. DYOR.

[Voices Matter @RightsRule250]

@elonmusk Democracy has done fine for 250 years without the Save Act.

All of a sudden, it's existential because Republicans are gonna lose the midterms? What a joke.

[Fed Rate Coin (FRC) @FedRateCoin]

$RZLV

[Tiger Line Trading @TigerLineTrades]

💰💰 Watchlist Below 💰💰
03/30/26
$OPEN, $SATL, $HOLO
LIKE & REPOST FOR MORE!!

[Dan Wagner @realDanWagner]

@algoma330629 @shoptalk @RezolveAi @dan We won't and I will.

#love

[Dan Wagner @realDanWagner]

@Aaron1561401 @shoptalk @RezolveAi You will have to wait until Monday.....

[Old Squire's Farm @SquireOld]

@anni_sen Anni, what is your take on $RZLV for a small cap agentic AI stock?