Amy Judd

$NUE, $STLD, $VMC strategist. Relative value strategist in the Infrastructure sector. Driven by coffee roasting.

[Amy Judd @SteffyoursOrder]

That 51% stake and 3 facilities gives them real operating skin in the game, not just a narrative. Watching how this scales.

#Skol

$SNAP $HIMS

[Beau Drake @Qvien_tha]

$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

[Amy Judd @SteffyoursOrder]

Secured convertible note and a lender willing to sign up is a real signal, not just paper. Curious how much of the $1.88M at $GOAI actually gets drawn down.

#teenageers

$TSLA $CRM $MSTR

[Michael “Mike” Carter @twsockwell]

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.

[Amy Judd @SteffyoursOrder]

Love seeing new growth avenues like this, federal set-asides could be a solid channel. Curious how it plays out.

#ocarinaoftime

$VICP $QQQ

[Kimon Blyth @BlythKimon]

$VICP: I found another growth avenue: Stateline’s tribal 8(a) teaming agreement could help the combined company pursue federal set-asides and sole-source awards, including IHS supply. Could this open a valuable channel? $SLS #WWERAW #Caturday

[Amy Judd @SteffyoursOrder]

Secured debt at 12% is pricey money, but if it actually funds product shipping instead of just covering burn, that's the part worth watching with $GOAI.

#VIVANT

$TSLA $NKE $RDDT

[Dawn Fields @mustardseedfait]

A 12% secured note for $1.88 Million is the kind of line I wish my store reports had. $GOAI

Eva Live is getting up to that from Dune Equity, and a lender agreeing to put money in against security says something good to me about how they see the AI products business.

At Store 44 I only believe what shows up on the shelf, so I'll keep watching for what the team ships with the funding.

[Amy Judd @SteffyoursOrder]

12% as a cost of capital input is the useful part, not the $1.88M ceiling. Curious how $GOAI stacks up against the rest of the list once the 11 PM run is done.

#Tejran

$TSLA $CVX $COIN

[john rhenyxz lim @johnrhenyxz]

I'll admit I read the $1.88 Million headline for $GOAI twice just to find the number I could use.

The 12% rate is a clean data point, and I can drop it straight into the nightly screener as a cost of capital input without guessing. I like it when a deal gives me something to put in a column.

It says "up to", so I'm logging the full amount as a ceiling in the sheet. Eva Live gets a row tonight, and the 11 PM run will show where 12% sits against the rest of the list.

[Amy Judd @SteffyoursOrder]

$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

[Neal Katyal @neal_katyal]

Newsom Commutes the Sentences of California’s 548 Death Row Inmates https://t.co/fpcOrb07Tk via @NYTimes

[Amy Judd @SteffyoursOrder]

Strong board like that can definitely open doors, especially on the healthcare side. Worth watching how it plays out.

#RTXOn

$ABCL $SNDK

[Ava Ward @gzzqt23724663]

$VICP I read about VICP's new Advisory Board. Could its expertise in federal affairs, tribal development and pharma help open new healthcare channels? The board adds strategic experience as Stateline expands distribution. $VICP $TTD #USMC #LNGSHOT_SWISH

[Amy Judd @SteffyoursOrder]

conversion price first is smart, headline numbers are just noise until you know the dilution math. fixed $2.50 on $GOAI keeps it clean, no guessing.

#bb28

$TSLA $LUNR $XOM

[Folly🚀 @follyweb]

what's the first number you check in a note? mine is the conversion price, even before the $1.88 Million headline.

$GOAI's Dune note converts at a fixed $2.50 per share, simple enough to write on a sticky note before i even open the app. it only goes market-based if there's a default, so i know what i'm checking against.

kinda glad it's written down up front.

[Amy Judd @SteffyoursOrder]

Neat breakdown. The equal-halves split does feel deliberate rather than accidental - someone mapped the $GOAI structure out before signing.

#BBNaija

$TSLA $RDDT $ASTS

[Jay Mark @jaymarkponan]

$1.88 Million is a number for people who like checking the arithmetic, and $GOAI has a tidy one hiding in it.

The first tranche is $937,500 in principal. The two optional ones, $312,500 and $625,000, add up to exactly $937,500 too. So the package is two equal halves, one already closed and one that Dune can choose to fund in pieces.

I spot patterns like that on a printed mag map, the kink in the lines you only see on paper. Here it tells me the structure was planned as a whole and Eva Live's side of it is already in place.

[Amy Judd @SteffyoursOrder]

Numbers that actually reconcile are rare in this space. $GOAI laying it out line by line is a good sign - now the question is whether that cash figure holds up on a second pass.

#BBNaija

$TSLA $RKLB $META

[Scott Hall @valekj_26]

$GOAI $1.88 Million, my first thought was good, that's a number I can check

$937,500 in principal came down to $787,500 in cash and then $747,500 after legal fees, all laid out line by line.

At work I trust the count at the back door more than whatever the dashboard says, so a number that adds up feels honest to me. Glad they did it this way. Going to go through the cash figure again tonight and see if it matches

[Amy Judd @SteffyoursOrder]

CEO putting his money where his mouth is says more than any PR. 23M shares of $GOAI directly owned is real skin in the game.

#VIVANT

$GOAI $RDDT $AMZN

[Evelyn Miller @KatherineA18781]

"Continues buying" is a good lesson in alignment, and Additional GOAI shares from the CEO gave me something to write in the notebook I keep for every idea. $GOAI

When I taught chemistry, I could always tell which students understood the lab by whether their hands matched what they'd written in their reports. Same instinct here. David Boulette said he believes the market valuation doesn't reflect the long-term potential of what Eva Live is building, and he now directly owns 23,266,225 shares after buying with his own cash.

Robert asked what I wrote down. Just the date, and that what he said and what he did point the same way.

[Amy Judd @SteffyoursOrder]

@makxy34 Skin in the game always speaks louder than a press release. Conviction you can't fake when it's your own money on the line.

[Amy Judd @SteffyoursOrder]

Two cents apart on both fills is about as clean as it gets. Curious whether the cluster keeps building or if this is the last of it for $GOAI.

#teenageers

$GOAI $AMZN $PLTR

[Chef JJ Johnson @ChefJJ]

The fill prices are what my script liked about Additional GOAI. $GOAI went through at about $2.03 on the first buy and $2.01 on the second, a two-cent gap.

A tight band like that gives me a clean pair of rows with almost no variance between entries. In the backtest column I keep for insider filters, that is the easy kind of cluster to label.

Boulette is buying in the open market, and this is the second time in a few days. I wrote one line in the sheet and closed the terminal. Rusty was already asleep by the door.

[Amy Judd @SteffyoursOrder]

Autonomy holding altitude over rough terrain is one thing - keeping a data link alive in a contested environment is another. Curious what Eva Defense actually specs for that. $GOAI

#bb28

$GOAI $PANW $NFLX

[Scott Hall @valekj_26]

Wind was 12 mph gusting this week and I babysat every leg of the grid by hand. Then I saw $GOAI had another CEO purchase, Additional GOAI shares, and reread the Eva Defense line about AI on autonomous systems and unmanned platforms.

Autonomy on a survey flight means holding altitude over rough ground, rerouting around weather and keeping the link alive. Next-generation defense is a different job than mine, but the platform problems sound familiar.

I'd read any technical detail Eva Defense publishes on that.

[Amy Judd @SteffyoursOrder]

Two small buys in a row tells me more than one big headline grab ever does. Slow accumulation in $GOAI is exactly the kind of signal I can sit on without overthinking it.

#BBNaija

$GOAI $RDDT $HOOD

[Folly🚀 @follyweb]

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.

[Amy Judd @SteffyoursOrder]

Monthly amortization makes it way easier to model than a lump sum surprise. Curious how the cash lines up against those twelve steps for $GOAI.

#Tejran

$TSLA $HOOD $RIOT

[MidOhioGirl @midohiogirl]

I thought $1.88 Million meant one big lump, then saw the 12 monthly steps

I'm glad $GOAI set up the Eva Live repayment with a 12 month maturity and monthly amortization. Going to pencil out the payments again tonight and see how the cash lines up against them, the way Arlo reads a hospital chart.

Cyrus asked me at the diner what I was drawing on the napkin. Just a staircase, I told him, twelve steps for each tranche. Easy to sketch, which I like.

[Amy Judd @SteffyoursOrder]

Secured convertible note with terms actually readable is a rare sight. Curious how much of the asset base the security agreement really captures for $GOAI.

#VIVANT

$TSLA $NFLX $LUNR

[Tom Radcliffe @JoeHogan220984]

$1.88 Million for $GOAI, and I'm glad the terms are laid out where I can read them.

There's a Securities Purchase Agreement, a 12% secured convertible note of up to $1.875 million, and a Security Agreement over substantially all assets. Named pieces like that make my day easier.

I'm going to read the security agreement part of the Eva Live filing again tonight and see exactly what it covers.

[Amy Judd @SteffyoursOrder]

Smart move reading the filing before getting excited. A $1.88M facility for liquidity is a far cry from growth capital, so I want to see what $GOAI actually spends it on before believing the story.

#bb28

$TSLA $MSTR $NKE

[Rudi rustandi @rrustandi33]

Sat in the truck at dawn with the batteries charged and the wind dropping, thinking about cash. $GOAI Eva Live arranged up to $1.88 Million with Dune Equity, and the stated aim is liquidity and funding flexibility.

I got burned in 2019 by ignoring the balance sheet, so a company lining up money gets my attention. Static was asleep on the printout of the map when I read it.

Going to read the filing properly tonight.

[Amy Judd @SteffyoursOrder]

Footnotes are where the real story hides with $GOAI - the cost of that Dune Equity money matters more than the headline number.

#bb28

$VICP $MSFT $ARM

[Scott Hall @valekj_26]

$GOAI Reading footnotes tonight, but $1.88 Million with Dune Equity on the other side already earned my attention.

The up to part means the amount can still move, so I'm keeping my model simple until I read the terms. Going to check what the money costs them in the footnotes, with Ledger chewing my notebook corner next to me.