Twitxy Saved

Md Sohel Rsna

Verified account This account is verified. Learn more

@md_rsna

OKTA $SQZ $COTI $FET Identity flows true. Hidden sparks endless change
7501 Collins Ave, Miami Beach discord.gg/zj5AyBDYwC Joined January 2018
907 Following 776 Followers 4.2K Posts

Latest posts 5

Md Sohel Rsna Verified account @md_rsna
i caught myself comparing the 12% on this $1.88 Million $GOAI note to the savings rates i quote at the credit union window, which is a silly comparison but my brain went there first.

for Eva Live the rate is the line i keep rereading. mrs. gable taught me to look at what money costs before what it buys, so that's where my sticky note starts tonight.

no trade from me. just homework for the thesis.
22 replies 0 reposts 47 likes 3.3K views View on X
Md Sohel Rsna Verified account @md_rsna
Cleanroom + warehouse combo is a real infrastructure play, not just distribution talk. Watching this one.

#bb28

$SOUN $RIOT
Vincent Griffin Verified account @MNwrany61233 2d
I keep coming back to the manufacturing angle with $VICP They're exploring a 120,000 sq. ft. facility in Puerto Rico, with about 50,000 sq. ft. of cleanroom space and another 70,000 sq. ft. for warehousing and distribution

That's a substantial footprint if the acquisition happens. Combine that with their existing Stateline operation, and you can see why management is thinking beyond basic drug distribution
View quoted post on X
Md Sohel Rsna Verified account @md_rsna
I like that the $1.88 Million for $GOAI arrives in tranches.

Later two are at Dune's discretion, so there's a check between each step. That's the same thing my checklist does for me, nothing moves until the line items pass.

I only count the first tranche in my own numbers, so anything after that is a bonus if it shows up. Quietly optimistic about it. Next thing I'll look at is the cash burn rate after the first piece lands.
19 replies 2 reposts 32 likes 3.8K views View on X
Md Sohel Rsna Verified account @md_rsna
Insider buys are one thing but 19,800 shares is a pretty small check relative to his 23M total - still, skin in the game is skin in the game. $GOAI

#VIVANT

$GOAI $ASML $ARM
Jay Mark Verified account @jaymarkponan 2d
I'll admit I stopped paying attention after the big headline, so Additional GOAI shares from Boulette caught me off guard. $GOAI shows the CEO adding 19,800 shares for $39,798 on September 25.

On the job I trust the short run I can measure over one grand gesture. This is a small check written from his own pocket, and he now directly owns 23,266,225 shares of Eva Live.

He also said he thinks the market valuation doesn't reflect the long-term potential of what's being built. That's his belief and nothing more, but I notice he keeps backing it with cash in pieces.
View quoted post on X