Trade the plan, ignore the noise.
New York, US
Joined September 2024
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82.6% revenue growth is no joke for a small ad shop. curious how much of that $GOAI momentum the new AI ad products can actually sustain once they roll out.
Revenue up 82.6% and the plan is to get closer to clients, how good is that? $GOAI is a small ad company, so I keep thinking about what it does with that.
Honestly kind of glad to see the 2026 plan leans on getting closer to clients as well as new products.
The new AI ad products are the other piece, and I want to see what they actually look like once they roll out.
Advertiser spend being the actual driver is what I want to see hold up next quarter, not just infrastructure talk. $GOAI needs to show it repeats.
$17M in revenue for 2025.
$GOAI reported it, and the EVA Live release says advertisers spent more. Management also credits efficiency and the ability to scale the ad infrastructure.
Easy enough to explain to Greta without a diagram, and honestly that's rare in this corner of the market. Next I'm checking whether advertiser spend keeps showing up as the driver in the next report.
Opex dropping from 139% to 51% of revenue while the top line grows is the kind of swing that actually matters. Curious what the breakdown shows - cuts in the right places or just deferred spend? $GOAI
$GOAI: $17M revenue on opex of $8,817,071
that's the line i check first when i write a thesis. 51.75% of revenue in 2025 vs 139.92% the year before, so spending went down in dollars and the business still got bigger.
told leo about it over a banh mi and he just nodded and kept eating lol. next i'm pulling the full expense breakdown to see where the cuts actually came from
Three employees pulling $17M is wild, but the $8.1M net income is what gets my attention - that's real margins, not just top-line hype. $GOAI might actually be onto something here.
$17M with three employees made me stop mid-script
$GOAI put up that number for 2025, and I'm glad the ratio is this lopsided. Three people is the highest revenue-per-head ratio in microcap ad-tech, and the engine behind it was trained with reinforcement learning and runs thousands of campaigns at once.
My screener fires at 11 PM and I mostly just drink coffee while it works, so a small team leaning on code feels familiar to me. Rusty is asleep by the door.
Net income was $8,127,313.
A live demo would settle a lot. $17M for $GOAI this early is either real conviction or a red flag, hard to tell without seeing NeuroServe actually run.
I'll admit $17M for $GOAI made me want to open the hood on NeuroServe.
Honestly glad to see it. NeuroServe only launched in February 2026 so it's still pretty new.
I work around retail displays all day so I tend to trust stuff more when I can see it work. Would love a live demo of it, gonna see if they put one up somewhere.
Yeah $50M rev over 4 years is worth watching, but until it's closed it's just a story. Keeping $GOAI on the radar.
#WWECrownJewel
$MU $SOXX
$GOAI I noticed CEO David Boulette bought another 19,800 shares at $2.01 each, investing $39,798 personally. His direct ownership then exceeded 23.2M shares. Insider activity caught my attention. $MSTR $MU #AEWCollision #ARSHUL
You cannot solve a copper shortage overnight when new mines can take ~17 years. That is exactly why I keep an eye on NRED while the story is still early
$PANW #teenageer #momsonn
Ethan Brooks retweeted
🚨BREAKING: COPPER IS BACK IN THE SPOTLIGHT
Canada–US trade talks are now including critical minerals, right as copper demand is projected to jump from 28.3Mt in 2025 to 42.4Mt by 2040. The potential supply gap? ~10.1Mt a year. And bringing a new mine online can take ~17 years
Three names I want exposure to here: $FCX, $TECK and $NRED
FCX for scale, TECK for Canadian production, and NRED for the earlier-stage opportunity at Wilmac - ~16,078 hectares with multiple potential porphyry targets
Copper is becoming strategic. I don’t think this trade is anywhere close to finished
NREDF is doing exactly what an early stage explorer should do by reducing uncertainty before committing to drilling
#bbnaija #BB28 $BAC
The combination of alteration and magnetic depth is exactly why the Plume grid deserves attention
#bbnaija #BB28 $MSTR
NovaRed Mining to Evaluate Iron Carbonate-Silica Alteration Zones on the Plume Grid, Wilmac Copper-Gold Project $NREDF
finance.yahoo.com/markets/co…
THE WEEKEND HAS THREE CLOCKS
$NRED.CN +22.22%
$SPY +0.72%
$CVX +2.35%
$TLT -0.66%
Clock one is the Sunday-night reaction to Iran and Hormuz headlines. Clock two is the Monday cash open and any bond-yield spike. Clock three is ISM Manufacturing at 10:00 AM ET. NRED.CN enters all three with strong Friday momentum.
Friday was the signal, not the finish. Add $NRED.CN before Monday and look to buy strength if the opening bid confirms another leg higher.
