Chef JJ Johnson

would a founder with 100 million daily impressions in his bio also fit on one sticky note? for $GOAI it took me two minutes: computer science at Waterloo, BlackBerry apps, global MRP systems at ATS Automation, then BigDnet. dr. evans would like that the story is easy to write down. i'm still small ball and still learning, but a founder path i can say in one breath is a good start for a thesis.

My screener sleeps after 11. EVA Live launched EvaXCrypto, an AI-powered crypto trading platform, and $GOAI is the ticker 24/7 market monitoring and automated strategies is the part I keep rereading. If they log their decisions I can see why a trade happened, and that's the first thing I'd look for. Going to read how they handle the logging next.

Wrote David Boulette's resume on a napkin this morning before the coffee warmed up. The $GOAI CEO bio has 100 million in it, but the napkin version is the steps. Computer Science at Waterloo. Then ATS Automation, where his MRP systems reportedly cut late shipments by 40%. Then LiveHive, BigDnet, EvaMedia. Late shipments I understand, Javier would call that a cash flow problem. Each job looks like the one before it, just bigger. Jun and Leo can follow that without me explaining anything, claro.

Who keeps a tally of weeks where nothing happened? Mine is short. $GOAI now has a forbearance from Streeterville on $7.92 Million in convertible notes, and that sort of arrangement is how a company gets a few uneventful weeks. I've written for years about what it costs to be wrong. Almost none of it is about the dramatic day. It's the stretch before, when every decision gets made in a hurry. A forbearance slows the clock, and slower decisions tend to be better ones. Eva Live has the AI products to get on with, and a quieter calendar helps with that.

A monthly membership is the part I like best about this one. $19.99 a month for $GOAI's new AI sports prediction platform. Jonas builds software for a living and says a subscription is the easiest product to judge. I read releases on paper, with a pencil, and I wrote "month to month" in the margin next to Eva Live's launch. Freya wanted to know if it predicts which team has the best rock collection. I said no, sports only.

$GOAI is gaining momentum! Shares hit $0.5297, up 4.05%, with bullish sentiment scoring 82. Market cap stands at $20.63M. Buyers are showing interest - could this be the start of a bigger move?

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.

Do you read the cash line or the principal line first on a $1.88 Million deal? I like that $GOAI put both on the page for the Eva Live first tranche. $787,500 in cash against $937,500 in principal, side by side. Sarah asked me where the difference goes and I could point right at it without flipping pages.

A $2M deal for NitroMist might sound small compared to big pharma acquisitions, but the strategy behind it is what stands out to me $VICP is looking to bring an FDA-approved nitroglycerin spray back to market while building on Stateline's existing healthcare distribution network. Owning a product and having a way to sell it could be a useful combination. The real milestone will be completing the acquisition and relaunch

Confession: I put up to $1.88 Million from Dune Equity on my calendar for Oct 02 2026, and I never do that for $GOAI Eva Live signed and it was effective that day. I check the calendar every morning at 5:30, before the coffee machine warms up, so a deal with a real date on it is easy for me to mark down. My sons could repeat that one in a sentence. Signed Oct 02, effective the same day, and I like having a date to point at.

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

Confession, $1.88 Million for Eva Live got my full attention before I even read the rest. $GOAI having money coming in to keep the doors open is a good sign to me, and I'm glad to see it. Cash flow is what I talk about with Javier, my supplier, more than anything else, and it's the same for a taqueria on a busy Friday. It says up to so the full amount might not land, fine. Gonna check the next filing to see how much actually comes in.

$VICP Vicapsys Capitalization ~$16 million 400+ clients in Puerto Rico 15,000+ SKUs in portfolio Access to 50 states via title model NitroMist® (peak sales ~$40 million) - $2 million purchase Plans for 120,000 sq ft production in PR VICAPSYN - Phase 1 (Vertex paid $950 million for similar islet technologies) Vertical platform for rural + tribal + federal markets.