Thaddeus Frick

Wisdom Patience Honesty lead to a successful life.

[Uncle Glyde @goglidesfinance]

$DVLT is going to be a roller coaster. That part is almost guaranteed.

The real questions are:
1. Do you actually believe in the long-term story, or are you here for a quick trade?
2. And most importantly, are you investing money you can afford to leave alone, or are you using your lunch money?

Know why you’re here before the volatility tests you.

[LateNightDD @LateNightDD]

Q2 Earnings Call Preview for $DVLT

DVLT reports Q2 2026 financial results before the bell on Wednesday, August 19th, followed by the conference call at 8:30 AM ET.

Trading at ~$0.32, the market is completely ignoring the institutional pipeline built over the last 9 months (Since I have been an investor). If management confirms these 4 core execution points on the call, the current sub-$0.35 level will look like the ultimate coiled spring.

🎧 The Earnings Call Catalyst Checklist:

1️⃣ Top-Line Revenue Recognition
($200M FY Guidance)

What We Need to Hear:
Reaffirming the $200M FY2026 revenue target with confirmation that H2 revenue recognition has officially started.
The Deal Pipeline:
Over $800M + in signed tokenization contracts (yielding ~$100M in expected fees) needs to start hitting the reported books.
The Impact:
Proving that signed deals are converting into actual top-line revenue instantly destroys the "dilution/speculation" narrative.

2️⃣ SanQtum Edge Infrastructure & 100-City Scale

What We Need to Hear:
Milestones on the 100 U.S. city deployment for quantum-ready edge data centers alongside Available Infrastructure. We need more cities man... I'm kind of tried of just hearing about 2 or 3 cities being up and operational, give me 30 cities are up and operational.. lets speed this up, no delays... This is my favorite part and I feel like we should be in the double digits of cities right now.

Project Qestrel $QEST : Updates on finalizing the $1B Phase 1 tokenized deployment slated for Q3.

3️⃣ Closing M&A & Institutional Financial Rails

CyberCatch Deal: Fresh off Friday’s all-cash acquisition announcement, details on integrating AI cyber risk mitigation into the Data Vault Platform.

NYIAX Exchange Tech:
Updates on closing the NYIAX deal to bring NASDAQ-derived trading architecture straight into DVLT’s exchange suite.

4️⃣ Unlocking Value in the IP Portfolio

150+ Patents: Newly appointed Chief Licensing Officer Dean Becker aggressively monetizing DVLT’s patent suite across Data Science & Acoustic Science.

Acoustic Science Spin-Out: Progress on carving out the Acoustic Science division $ADIO to unleash hidden balance sheet value. I have 65,000 shares of DVLT, I'm excited to get some ADIO shares on my portfolio. Also I plan to buy $MEDS soon :)

📈 The Price Path If Execution Is Confirmed:

🎯 Phase 1 ($0.75 – $1.00): Immediate short-squeeze & technical re-rate back above critical $1 resistance on revenue validation.
🎯 Phase 2 ($2.00 – $3.50): Fundamental re-valuation as H2 tokenization fees land directly on the balance sheet.
🎯 Phase 3 ($5.00 – $7.00+): Full institutional adoption as the 100-city edge network and RWA exchange platforms scale globally.

At $0.32, the downside is priced in, but the upside execution isn't. All eyes on 8:30 AM ET Wednesday!

#DVLT #DataVault #RWA #SmallCaps #AI #Stocks

[perelebrun @Unpellizquito]

Datavault AI to acquire CyberCatch for $94.5 million in cash boom!
I still love $DVLT

Source: https://t.co/EfRk2Zpuab Canada

https://t.co/cvuEO7NaEq

[Thaddeus Frick @nolalife]

@Gearc10 What is the problem? I sold 75% of my share above the .38 range and now added all back in the .28 range. Looks good to me, I learned this from the millionaires I used to work for, but it took me 40 years realize they were right.

[Datavaultai @Datavault_ai]

📌 Over the weekend, Datavault AI CEO @NateX112756 joined @RealAmVoice host @stinchfield1776 to discuss Gov. Tim Walz's response to the Minnesota cyberattack, arguing "this is not a partisan issue" and saying protecting critical infrastructure should come before politics.

🔗 Watch the full segment: https://t.co/IPVR6EecIc

#DatavaultAI #DVLT #AI #AIInfrastructure #CyberAttacks #RealAmericasVoice #Politics #AISafety #MinnesotaCyberattack #TimWalz #Philadelphia #News #Texas

[Thaddeus Frick @nolalife]

Before the NSA Honored Historian David Kahn, the FBI Investigated Him https://t.co/FCdwBedNFp via @reason

[Dominick Paniscotti @hairiidham20]

🔥🔥📊 Today's Recommendation: $DVLT

$DVLT Pre-Market Technical Update

$DVLT continues to hold above recent support after reclaiming momentum over the past few sessions.

A sustained move above $0.39 could strengthen the bullish case, while holding current levels keeps the setup constructive.

Watching for volume confirmation at the open. 👀

[5CentsMore @LT12go]

@SenLummis
@SenMcCormickPA @SenatorTimScott
@SenRubenGallego
@Sen_Alsobrooks

To the honorable Senators, I believe @NateX112756 of @Datavault_ai has a viable solution on how to eliminate the United States Federal debt.

#ClarityAct
#Tokenization
#DVLT
#DatavaultAI
$DVLT

Eliminating the United States Federal Debt: A Comprehensive Plan Through State-Led Real-World Asset Tokenization Powered by Datavault AI Patented IP
https://t.co/8HYfYbVLZU

[Joe Cazz @Jcazz17]

$PWDY Strong watch this week sitting at 002! Updates towards end of week as per @Powerdyne_Intl

[LateNightDD @LateNightDD]

Let’s talk about how the math actually works for $DVLT to hit $200M this year, and why 2027 revenue target gets done.

Management has a clear two-sided coin for H2 2026:

• Side 1: $100M in locked-in fee revenue from that massive $800M + Q1 tokenization contract backlog.

• Side 2: The remaining $100M comes from scaling the SanQtum Edge GPU network to 30+ cities this summer and launching the Sports Illustrated Exchange. That hits the $200M EOY 2026 milestone.

But how do we scale to a $2 Billion run rate by EOY 2027?

Exponential infrastructure scaling.

DVLT isn't selling software seat-by-seat; they are building an automated, high-margin grid. By 2027, that 30-city foundation expands to 100+ cities and 48,000 active GPUs processing enterprise AI workloads at the edge.

When you plug 48,000 GPUs into live digital asset exchanges (IDE, SiX, NYIAX), revenue is generated automatically via processing volume and transaction fees. If they can pull $800M in contracts in a single quarter before the tech is even fully live, the sales velocity for 2027 is massive.

2026 is about proving the foundation and securing the first $200M . 2027 is when the grid turns on and volume explodes. The shorts are playing an incredibly dangerous game trying to cap a monster infrastructure play under fifty cents.

[LateNightDD @LateNightDD]

https://t.co/D8AeAGreuj

[LateNightDD @LateNightDD]

What’s New with $DVLT
(Post-Earnings)

It has been a massive week since our last update. The Q1 earnings are officially in, and the company just pulled back the curtain on a legendary global partnership. We are shifting from early-stage infrastructure planning directly into mainstream commercial scale.

Here is everything you need to know about what just dropped:

📈 1. Q1 Earnings: Triple-Digit YoY Growth

Nate and the team dropped the Q1 financial report on Friday, May 15th, and the top-line scaling is massive:

The Revenue Surge: Total net revenue hit $3.42 Million—a staggering 443% year-over-year increase, fueled by aggressive commercialization and recent acquisitions like CompuSystems/Event Citadel.

Context on the Sequential Drop: While this is lower than last quarter’s $34 Million, remember that micro-cap tech revenue at this stage is lumpy. This Q1 data does not yet reflect the consistent, recurring tokenization revenue streams that are coming online moving forward.

The Bottom Line: EPS came in at -$0.09, heavily driven by high infrastructure spending, acquisition costs, and a temporary $16.1M fair value adjustment on their Bitcoin treasury.

The Guidance: Management completely reaffirmed their full-year 2026 revenue guidance of at least $200 Million, supported by an exploding tokenization contract pipeline that has now officially crossed $800 Million.

🥊 2. Tyson Fury Signs as Global Spokesperson

This is a massive catalyst for mainstream validation. Two-time world heavyweight champion Tyson "The Gypsy King" Fury (Forbes’ #3 highest-paid athlete in 2025) has officially signed on as DVLT's International Spokesperson.

He is coming on board specifically to champion the upcoming launch of the Sports Illustrated Exchange (SIx) NIL monetization platform.

Fury will actively use DVLT’s Information Data Exchange (IDE) to securely tokenize and monetize elite athlete/influencer digital assets and real-world asset (RWA) data.

🛡️ 3. Locking Down the Network: CyberCatch Acquisition

To cement their "Sovereign Network Vault" architecture ahead of the coming quantum computing shift, DVLT signed a binding Letter of Intent (LOI) to acquire CyberCatch in an all-stock deal.

This brings patented, AI-enabled continuous compliance and quantum-resistant cyber risk mitigation directly into DVLT's distributed edge neocloud ecosystem.

💰 4. Capital Runway Is Locked & Loaded

Dilution worries are officially on the back burner. Between the closed $60 Million stock offering and the $120 Million in non-dilutive funding (via the Scilex binding term sheet), the 100-city expansion is fully funded. On top of that, they just launched a new $150 Million+ GoldVault™ tokenization program to unlock further alternative RWA revenue.

��� 5. Price Action & How to React as an Investor

The ticker has been experiencing severe post-earnings volatility, trading around the $0.45 mark following a standard micro-cap "sell the news" reaction. As long-term investors tracking fundamentals over short-term noise, here is how to view this action:

Institutional Disconnect: The market is currently pricing $DVLT like a distressed penny stock, entirely ignoring the $140 Million in working capital, the fully-funded $120 Million Scilex infrastructure commitment, and the $800 Million pipeline.

The Opportunity: High-growth, micro-cap tech plays are notoriously volatile and lumpy. For high-conviction investors, disconnects like this—where the operational milestones move sharply up while the price drops on low volume—represent classic accumulation windows before the massive $200 Million full-year revenue guidance starts reflecting in the quarterly reports.

The Takeaway: The infrastructure is funded, the security is integrated, the revenue pipeline is hitting massive milestones, and they just strapped a rocket to their NIL platform with Tyson Fury. Nate and the team are executing at full speed. Let's see how the market prices in this massive fundamental pivot.

[Thaddeus Frick @nolalife]

@dwarf_co That does not sound intelligent. Are you one of those hacks who try to get people sell out of fear?

[FBI Director Kash Patel @FBIDirectorKash]

Last year this FBI opened up our new National Counter-Unmanned Training Center (NCUTC) at Redstone Arsenal - a first of its kind program training state and local law enforcement partners combatting the threat of drones.

This weekend our latest class graduated - huge moment for this program and will pay major dividends in the FBI’s lead security role for the upcoming FIFA World Cup, 2028 Summer Olympics, America 250 events and more.

[LateNightDD @LateNightDD]

$DVLT Everyone losing their minds over the lumpy revenue drop from Q4 to Q1’s $3.4M, clearly doesn't know what they own. Micro-caps are lumpy, get over it. Q1 and Q2 are the heavy lifting quarters where the tech gets deployed, but H2 is where the actual money lands. Nate literally said on the call, "We expect July to be the biggest month in our company's history." Q3 is where this thing scales toward that $200M full-year target.

To the bears screaming about a reverse split because of the $0.51 price tag, learn how Nasdaq Capital Market rules actually work:

The current initial window runs until August 24. Because of the company's strong asset backing, they easily qualify for a second 180-day extension, pushing the runway out to February 2027.

Check the actual NYIAX merger text. Executing a split inside the 120-day window triggers a massive 10 million share penalty payout to NYIAX holders. Management is heavily incentivized to avoid a split and drive organic compliance.

With over $250M in funding options and $90M in incoming tokenization fees from those massive $800M Q1 contracts, time is 100% on our side. June regulatory news will trap the shorts. 50K shares locked in.

[Thaddeus Frick @nolalife]

@phamtruax **Nathaniel (Nate) T. Bradley** is the Chief Executive Officer and Director of **Datavault AI, Inc.** (NASDAQ: DVLT), a company focused on AI-driven data monetization, credentialing, digital engagement, Web 3.0 technologies, real-world asset (RWA) tokenization, Grok Search!

[Thaddeus Frick @nolalife]

@phamtruax I looked on Grok, nothing but good things to say about his past accomplishments. I like what he is trying to do, as per a conversation with a network engineer about this, get in early. I am 68 now, my time to pick a good one is now. Say all you want.

[Thaddeus Frick @nolalife]

A Declining Demand for Strategic Intelligence? U.S. and Israeli cases https://t.co/qQA7glpYWg

[BigPlaySnipers @BigPlaySnipers]

$IVDA pretty much the only U.S penny stock that is pretty clean that hasn’t went 100% from the lows.

[NateX @NateX112756]

@IBMData Thank you, IBM Korea, for your significant progress and exceptional execution. Lotte, Samsung, LG, K-Pop, and Esports are on the horizon! We’ve opened a new office right next to the South Korean government and IBM! #DVLT $DVLT

Additionally, master Lee Hee Gon, renowned for his marketing genius, is applying his expertise to Datavault AI. Today has been an inspiring and remarkable day in beautiful Korea, marked by a light snowfall that symbolizes our good luck and fortune with our Korean brothers and sisters. We’ve made tremendous progress!