goGlides Finance

[goGlides Finance @goglidesfinance]

Before buying $DVLT, spend a few hours understanding what you are actually buying.

I’ve built an entire playlist covering the technology, partnerships, dilution, financing, execution risks and potential upside.

No “buy now.”

No guaranteed price targets.

No bullshit.

I am heavily invested, but that does not mean I stop asking difficult questions. It means I need to understand every announcement even more carefully.

Small-cap stocks can destroy your money quickly.

Do your own research. Build your own thesis. Then decide whether the risk makes sense.

Full $DVLT research playlist:

https://t.co/3PqTY9wBZ3

[Kimberly Coyne @KimberlyCoyne2]

BANGER!!!!!! SCLX, DVLT, @NateX112756

https://t.co/KRi9fSDmWx

[goGlides Finance @goglidesfinance]

South Korea’s market jumped nearly 16% after a brutal three-day crash.

Samsung and SK Hynix both surged more than 20%.

To me, this feels more like leverage unwinding than fundamentals changing overnight.

Does $SOXX confirm tomorrow?

$NVDA $AMD $MU

[goGlides Finance @goglidesfinance]

Public-service salary. Private-jet net worth. How are so many politicians this rich?

[goGlides Finance @goglidesfinance]

The Bank of Japan held rates at 1%.

this creates a new risk for crowded AI and semiconductor trades.

A stronger yen can pressure leveraged positions funded with cheap Japanese money.

Question is Does $SOXX keep outperforming while the yen strengthens?

$QQQ $SOXX $NVDA $AMD

[goGlides Finance @goglidesfinance]

I posted a quick explanation about this earlier, but there were still a lot of questions around the latest $DVLT filing.

So I made a full video covering:

• Why $DVLT may issue shares at $0.61
• Who EOS Technology Holdings is
• What technology WiSA actually acquired
• How the ~$810K obligation was calculated
• Why the estimated immediate dilution is only around 0.15%
• And why the ~$29.5M receivable matters far more than the new shares
My takeaway: the $810K payment itself is manageable. The real test is whether the underlying $30M of reported license revenue converts into cash.

Watch here:
https://t.co/xRlmovT9da

[goGlides Finance @goglidesfinance]

@sflorimm I am not sure, but just wondering what it feels like to have that kind of money?

[goGlides Finance @goglidesfinance]

$AAPL just gave semiconductor investors an important signal.

iPhone +22%.
Mac +29%.
Total revenue +16%.

Yet management says advanced-node supply is tight enough to limit future growth.

[goGlides Finance @goglidesfinance]

$AAPL’s problem is now supply, not demand

[goGlides Finance @goglidesfinance]

@singhsurya1012 glad you liked it, I will be covering more on this upcoming videos, keep watching and follow and subscribe. I am trying to build the meaningful position as well

[goGlides Finance @goglidesfinance]

$RDW bought a profit engine for nearly $1 billion.

The engine works.

The problem? It is still too small to move the whole company.

Watch full thesis here,

https://t.co/xJZxZVhLIA

More research: https://t.co/nKyZ097UXJ

[goGlides Finance @goglidesfinance]

Latest #CLARITYAct update:

The Senate adjourned on July 30 without scheduling a vote on H.R. 3633.

No motion to proceed.
No cloture filing.
No bipartisan agreement announced.

@SenLummis spoke in support of the bill, but the Senate’s next floor priority is government funding.

So the CLARITY Act is not dead, but it has officially slipped into the final week before recess.

The next real signal is simple, publish the vote.

[goGlides Finance @goglidesfinance]

@DrainstarsPlumb Well this is the news

[goGlides Finance @goglidesfinance]

Quick clarification on the latest $DVLT 8-K, https://t.co/7l7MZz3roY

New shares can be issued at $0.61 per share, but this is not a new capital raise.

$DVLT is using shares to pay an existing earnout obligation owed to EOS. If the full estimated ~$810K is paid in stock, that would be roughly 1.33M new shares, or about 0.15% dilution.

Here is the math

$810,000÷$0.61=1,327,869 shares
1.328 million÷855.559 million=0.155%

Also important: the $0.61 price only applies to the payment for the period ending December 31, 2025. Future earnout payments would generally use the 5-day VWAP.

So the immediate dilution looks small, but this creates an ongoing mechanism where future obligations could also be paid in stock.

[goGlides Finance @goglidesfinance]

From EOS’s perspective, 1.328 million shares would be worth only approximately $438,000 at $0.33, versus the $810,000 cash obligation, even if its dilutive in nature, there is also a surprisingly favorable detail for current shareholders, since first issuance is priced at $0.61, about 85% higher. $DVLT

[goGlides Finance @goglidesfinance]

I keep thinking about the #KOSPI crash and what happened to @leopoldasch’s fund.

Investors may ultimately be right about Samsung, SK hynix , AI semiconductors and the massive infrastructure buildout ahead.

But being right eventually doesn’t matter if leverage forces you out today.

That’s the uncomfortable lesson:

A great thesis cannot rescue bad risk management.

And owning ten versions of the same AI trade is not diversification.

[DVLT Underground @undvlt]

A lot of people in the $DVLT community are not questioning whether the company is ambitious. The concern is whether shareholders are getting enough clarity while the stock continues sitting around the $0.40 range despite nonstop announcements.

The past few months brought major headlines. $750M in contracts. XRP Tokyo. GPU infrastructure expansion. The recent $120M Scilex agreement targeting up to 100 cities. Yet the stock reaction has continued trending the opposite direction.

The questions that keep coming up are not really about vision anymore. They are about execution and transparency.

How much of the announced revenue is expected to land in Q2? What is the timeline on exchange launches and the edge network rollout? How will future dilution and funding be handled? If these exchanges are not dependent on the CLARITY Act, why have they not launched yet? What happened to projects previously mentioned like Datavault Bank and Valor Coin?

Most people are willing to hold long term. What the community wants now is clearer communication around timelines, revenue expectations, and execution progress. @NateX112756

[goGlides Finance @goglidesfinance]

Everyone will focus on the softer inflation number.

I’m looking at the savings rate.

Confirmed:

Core PCE rose just 0.1%.

But GDP grew only 1.5%.

Personal spending rose faster than income, and the saving rate fell to 2.7%.

the consumer is still spending, but the cushion is getting thinner.

Does $IWM join $QQQ today, or does money stay concentrated in mega-cap tech?

$SPY $QQQ $IWM

[goGlides Finance @goglidesfinance]

$IREN is up nearly 27% today.

But what does the company look like underneath the stock move?

Here are a few snapshots from https://t.co/ku4o8a8y9P, financial trends, cash, free cash flow, share count, and reported major owners, all built from SEC filing data.

Still building, but I think this is becoming genuinely useful.

https://t.co/2l9PhxgA7P

[goGlides Finance @goglidesfinance]

https://t.co/ku4o8a8y9P has been live for only a couple of days, and somehow Google is already sending people my way. 😂

The traffic is completely organic, with some visitors likely coming from X too. It’s a small start, but it confirms that people are searching for deeper stock research, not just headlines and price targets.

Have a feature idea? Send it to me.

Important disclaimer: this is literally a one-man-army operation. I’m the developer, researcher, support team, product manager, and probably the unpaid intern too. 😂

Most of the data currently comes directly from SEC filings. If a feature requires an expensive paid-data subscription, it may need to wait until GoGlides has the budget.

No promises, but I’m listening and building.

https://t.co/LY7O5ATRwI

[goGlides Finance @goglidesfinance]

The $LUNR insider filing looks scary until you understand where the shares came from.

Advent received stock when $LUNR acquired Lanteris.

It just sold 11.5M shares for roughly $147.6M and kept another 11.5M.

this looks more like private-equity monetization than a verdict on the business.

Still, the remaining stake is now the overhang.

Does the next filing show another sale?

$LUNR

@Int_Machines