Carlos

$DVLT 50,000 shares at $0.6655.

This is exactly what $DVLT has been building for. They literally just reported $800M in signed tokenization contracts and have their own exchange launches slated for July. The SEC opening the floodgates for blockchain-based stock trading is the ultimate structural tailwind for Datavault’s RWA ecosystem. Perfect macro timing. Patience is key, then 💥.

The PLTR comparison isn't about matching exact day-one revenues; it’s about the structural playbook. PLTR front-loaded heavy CapEx/SGA early on to build Gotham/Foundry before the market understood the scale. Once infrastructure is set, software operating leverage kicks in hard. DVLT front-loading right now is exactly how you capture a massive market ahead of competitors, backed by that $200M guidance. I invested in $PLTR at $7 in 2023, and its dilution and the way they built their MOAT ignoring the noise in the beginning is the reason the comparison is true. Maybe the comparison is "horrible" for you, but its relevant to my qualitative analysis on $DVLT and why i invest in it. and why i think karp and nate have a similar playbook. thats why i compared them.

@LateNightDD @Alejandroojer5 PLTR is a horrible comparison. They were showing +20% YoY revenue on a big revenue base. Most early companies still show some scale before diluting. The difference for DVLT is they are front loading too much and makes it even riskier and more volatile.

$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.

You’re half-right on the Q1 10-Q revenue mix, but completely wrong on the customer thesis. Yes, Q1 revenue is mostly live events/audio. That’s precisely why the $DVLT Board requested the dividend spin-out of Acoustic Sciences into its own public company ($ADIO) to stop blurring the lines and let the Data/AI side stand alone. To say they don’t have a single customer means you aren’t paying attention to who they are integrated with and who signed those $800M+ in tokenization contracts: 1Major Enterprise Partners: They are built directly in collaboration with IBM WatsonX and Fiserv to launch their data valuation and smart contract engines. 2The Exchanges: They own and are relaunching four key exchanges this summer backed by Nasdaq Financial Infrastructure, including NYIAX (digital media/advertising), SIx (Sports Illustrated Exchange for NIL licensing), and IEE (International Elements Exchange).

 3Real Asset Customers: They’ve already signed massive commodity tokenization deals—like the Coppercoinagreement to tokenize high-grade copper resources, and their April deal with King Mining Capital to tokenize physical gold bullion.

 They have the customers; they have ~$90M to $100M in concrete fees slated for recognition this calendar year. The reason it’s not fully hitting the 10-Q yet is GAAP rules: you can't recognize enterprise AI infrastructure revenue until the network is turned on. They just deployed their SanQtum GPU edge networks in NY and Philly this quarter and are scaling to 100 cities. Q1 built the cash cushion ($140M working capital); Q3/Q4 is when the revenue from these exact enterprise customers hits the tape. You're looking backward at a legacy business that's being spun out, while missing the massive AI pipeline right in front of you.

@LateNightDD They don’t have a single paying customer - not a single one. Read the 10q. So….yeah…

we will find out by the end of the year, see who is right. To say that now is premature, People said the exact same thing about $PLTR when they diluted over a billion shares early on. Standard playbook for disruptive tech. Difference is $DVLT is using that capital to fund a massive infrastructure rollout, backed by a $200M 2026 revenue guidance. Scale first, reward shareholders second.

@LateNightDD I call bull, the stock is gonna need a r/s and more dilution, but hey it's our fault we knew putting our money into a startup is a risk. ( and the shady CEO)

@Tealflames @YahooSports lebum did it with 4 minutes left , blame him he started it and ant just copied it

@YahooSports I’m with Dirk. I don’t care if it’s 200-30 with 2 minutes left in the game you can’t start giving dap until the shot clock is turned off. When you’re dribbling it out to end the game you can dap other than that business as usual

Do you agree with Dirk Nowitzki on Anthony Edwards dapping up the Spurs' bench before being subbed out? 👀

@ethanh530 not sure why i'm doing your homework but here you go. ir.datavaultsite.com/news-events/pr…

@LateNightDD Show me, send link

$DVLT I finally processed the earnings call and reactions from investors. Things I hold non-negotiable for my investment. 1. No reverse split. 2. $200M revenue or more for 2026 EOY. 3. $2B revenue or more for 2027 EOY. As long as these stay true, there is nothing to worry about. And I will continue to hold.

You're looking at backward or conservative consensus analyst estimates on Bloomberg, not the company’s actual corporate guidance. For micro-caps, aggregators rarely reflect management's real roadmap. Go directly to the source. Management officially guided $2B–$3B for 2027 based on the full 100-city edge network deployment. Learn the difference between a legacy terminal estimate and corporate IR filings.

@LateNightDD their*** 😂

@only4stocks It's true and I believe they can do it.

@LateNightDD I must have missed that. If true, that’s good. But can they get that high that fast?

@acceptlovenow @sampthegreat understand but the issue is that CEO has said multiple times he wont do it, so if he does it; it will look really bad...

@sampthegreat @LateNightDD Rs is not a bad thing if the company is growing and keep signing deals. Would be different if the company is loosing business or has big debt etc

@only4stocks yes, that is their guidance $2-3B.

@LateNightDD 2b??

I see the 'unpolished' critique, but the strategic moves tell a different story. The divergence of the acoustics business is actually a major catalyst—it allows Datavault to become a pure-play AI and data tokenization company, which is exactly the kind of 'specific' story analysts prefer. Plus, we get a piece of both pies with shares of ADIO. The price action isn't about the CEO's personality; it’s about revenue timing. He’s avoided a reverse split and provided massive 2026–2027 guidance ($200M jumping to $2B+). If they hit even $1B by the end of 2027, the rollout is a success and the current 'polish' won’t matter. It’s all about execution and traction on the exchanges now. He just needs the time he signaled for the rollout to materialize. Money talks, lets see how the revenue grows in 2026/2027 and go from there, well.. thats what I am doing.

@LateNightDD That’s part of the issue. The stock is all lip services. He doesn’t come across as a polished CEO. I’m concerned about a sale of the acoustics business. Etc etc. I’m still in, but the ceo is why the price has been pushed down.

$DVLT 50,000 shares at $0.6655.

@lzyprson anything the Ceo can say tomorrow that will make you hold?

@LateNightDD The only reason I’m still in this bullshit stock is I got 50k shares in the .40s. Shoulda dumped at $2 Fiddy.

@eWhispers @Dylanhumh2001 @wearehims @nebiusai @AST_SpaceMobile @OndasHoldings @dwavequantum @nubank @figma @PlugPowerInc @ConstellationEG @Applied4Tech $DVLT on Friday! lets goooo

#earnings for the week of May 11, 2026 earningswhispers.com/calendar $HIMS $NBIS $CRCL $ASTS $ONDS $QBTS $NU $FIG $PLUG $CEG $RGTI $AMAT $B $OKLO $BN $MNDY $ENVX $MARA $CSCO $BW $BABA $KOPN $MOS $KLAR $UMAC $KRMN $ACHR $USAR $AG $MVST $CLSK $VG $GPRO $CGBD $XGN $AQST $CRON $ITRG $FSK $DDD $ASM $ELMD $DT $SE $EOSE $VFF $ONON $ALCO $CPRX $QUBT

👀 $DVLT #DVLT #ProjectVault

@MrSchmuckatelli yeah, after 50,000 shares of DVLT i plan to add adur and plug

@LateNightDD Have you checked out $plug?

I love finding companies that let me play multiple high-growth sectors with a single ticker. For me, $DVLT is basically three massive plays wrapped into one: The Cyber Resilience Angle I’ve been a fan of $RBRK for a while because of their focus on resilience, but DVLT is taking that a step further. Especially with the CyberCatch acquisition, they aren’t just building a wall around data; they’re making it quantum-resistant and ensuring it’s actually recoverable. In 2026, just having "security" isn't enough—you need to be resilient, and they’re leading that charge. The Infrastructure (Project Qestral) If you look at what $IREN did with their massive infrastructure, you’ll see the same kind of ambition here. Through Project Qestral, DVLT is building the actual physical backbone for their 100-city rollout. We're talking about a 10 GW compute backbone and 48,000 GPUs providing edge compute exactly where it's needed. It’s the "pipes and power" play for decentralized AI. The Tokenization Lead This is probably the biggest differentiator for me. They’ve quietly become a leading player in tokenizing real-world assets. It’s the perfect bridge between their high-performance compute and the digital economy. The Bottom Line Most companies pick one lane, but DVLT is sitting right at the intersection of AI infrastructure, asset tokenization, and cyber resilience. The execution on Project Qestral alone is enough to keep me bullish, but seeing them dominate these other areas—and effectively becoming a leader in monetizing, securing, and tokenizing data—makes this a massive long-term hold for me. @NateX112756 is doing an incredible job leading the charge. Can't wait for earnings this Friday. Let's get it!