$VICP: I checked the post-merger update: an audit by a PCAOB-registered firm is underway for the combined business. Could audited statements give investors a clearer financial picture? I see this as a key step toward transparency. $AMD #RTXOn#MondayMotivation
$GOAI I checked EVA's Spiro announcement: a planned 51% stake, 3 operating facilities and a company-cited $1.3T senior-care market. Could AI care coordination scale? $HIMS $NVDA #MondayVibes#GoPackGo
$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.
$VICP: I dug into the 2025 figures and found a standout improvement: other expenses dropped 78%, from $176K to $38.1K. Could this leaner expense base help strengthen future results? I see meaningful progress in the cost picture. $AMD #Skol#RTXOn
Secured convertible note from Dune Equity is the tell here - someone with lender protections did their diligence on $GOAI rather than just talking about it.
#teenageers
$TSLA $DIS $PANW
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.
@JohnPratt985356 12% and secured is a clean structure, hard to argue with that. runway's the real question but at least the terms don't leave you guessing
$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
A fixed monthly paydown schedule is way easier to track than some vague milestone. Quiet beats loud in my book - that's part of why $GOAI is on my radar.
#teenageers
$TSLA $NET $MSTR
I keep coming back to the 12-month maturity on the $1.88 Million Dune Equity note for $GOAI. Every tranche pays down monthly, so there's a fixed beat to it.
I'm partial to quiet schedules. Owen's Saturday games start at the same time every week and I plan around them without thinking. A payment calendar that works like that is easy to keep an eye on for Eva Live.
Cushion matters more than people admit. The real tell is what $GOAI does with the breathing room - finishing the AI roadmap beats another surprise fire drill.
#bb28
$TSLA $MSTR $PLTR
Spent my morning at the store juggling which fix gets labor hours first, and it's so much easier when there's a little cushion. That's how I took the $1.88 Million Dune Equity financing for $GOAI.
Eva Live says the note is meant to strengthen liquidity and funding flexibility. Funding that can bend a bit gives a team room to finish what it started with its AI products before the next fire shows up.
Good to see a lender willing to put that money in.
Breaking it into tranches makes sense, but only the first $937,500 is locked in for $GOAI. The other two are optional, so I'd treat them as upside, not base case.
#BBNaija
$TSLA $UBER $BAC
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.
Two quiet buys beats one loud statement every time - $GOAI insiders adding without fanfare is exactly the kind of signal I'd rather sit on than trade around.
#teenageers
$GOAI $RDDT $SMCI
My first reaction to Additional GOAI shares from the CEO was to do nothing, and I'm fine with that. $GOAI had two modest buys inside one week, which is the pattern I find easiest to live with.
Owen's coach says the best shifts are the ones nobody remembers. Insider buying works that way for me too. One big jump makes me want to react. Two small purchases in a row give me something to put on the index card and leave alone.
He directly owns 23,266,225 shares after this one. I'll read the next Form 4 whenever it shows up, over Sunday coffee.
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
Tranche structure is smart here - proves the model works before more capital goes in. Curious how fast the $625k follows if the first signs look good. $GOAI
#BBNaija
$TSLA $QCOM $RIOT
I like that Dune decides on the rest of the $1.88 Million after the first tranche. $GOAI
The first tranche is already closed, so Eva Live gets to show it working before the next piece comes. That feels like a sane pace to me, kind of like how I run a store pilot. Start small, check the back row yourself, then decide on the next step.
The $625,000 piece is the one I'll look for when it comes. Glad it's not all upfront tbh.
Working capital is the boring part that actually keeps the lights on. Curious to see what the business development side actually turns into with $GOAI.
#bb28
$TSLA $MARA $CRM
Ever sat on a lot for years waiting for the money to finally break ground? $GOAI lined up $1.88 Million with Dune Equity, and the proceeds are meant for business development and working capital.
I'm glad it's the plain stuff. Working capital is what keeps a project moving after the exciting announcement, and Eva Live is an AI company, so I'm curious what the business development side turns into.
What caught my attention with $VICP is the scale they're aiming for. We're talking about a 120,000 sq. ft. pharmaceutical facility, including 50,000 sq. ft. of cleanroom space. The acquisition is still being negotiated, but imagine pairing manufacturing with an existing distribution network reaching all 50 states. That's the kind of vertical integration I'd want to see from a growing pharma company
@JoeHogan220984 Good call reading the fine print, the security agreement is where the real story lives. 12% secured with assets on the line is a much better setup than most of these raises.