Thoth X

@JeebsTX The real question I have is who would pay $140 for Logan Paul's NFT?????

If you’re having a bad year, just remember: Mark Zuckerberg wasted $73 billion on the Metaverse. Tim Cook wasted $10 billion on the Apple Car. Jeff Bezos lost $10 billion chasing Alexa. Masayoshi Son lost $14B investing in WeWork and missed out on $150 billion by selling Nvidia early. Cathie Wood dumped Nvidia right before ChatGPT launched and missed $1.2B Logan Paul bought an NFT for $630,000 in 2021. Today, it's worth only $140. Even the RICH and famous get it completely wrong sometimes.

@MilkRoadAI Serious question - why are people STILL listening to Cathie Wood? She made a good call for a short while, but has been wrong on so many other stocks, themes, timings etc, that her performance is worse than chance. A blind bat would do better. Let's move on from Cathie Wood!

Cathie Wood just flagged the sleeper trade inside the AI boom that most people are completely missing. Everyone has been chasing GPUs. Nvidia, the data center buildout, the chip arms race. That trade has been obvious for two years. But OpenAI's CFO Sarah Fryer said something quite different: people are going to be really shocked by how agentic AI activates CPUs. Right now, for every CPU in an AI workload, there are 4 to 5 GPUs. That's the current ratio. Wood thinks that ratio is going to 1 to 1. Think about what that means. AI inference at scale, agents running autonomously, pipelines executing tasks across systems. The compute mix shifts dramatically away from pure GPU dominance. CPUs become a first-class citizen in the AI stack. Cathie called it going "back to the future." Intel has taken off. Flex (formerly Flextronics) is booming. Stocks that were giants in the dot-com bubble are resurging because the underlying demand for their products is real again. The GPU trade made sense at the training stage. You need massive parallel compute to train frontier models. But agentic AI runs differently. Agents are constantly orchestrating, reasoning, calling APIs, executing workflows. That workload looks a lot more like traditional computing. And traditional computing runs on CPUs. If Cathie Wood is right about the ratio collapsing to 1:1, the CPU demand signal embedded in the AI buildout is orders of magnitude larger than the market is currently pricing.

@love4trade @Danand4567 @Alekxsandar89 @RezolveAi @Retail_Brew I agree that CMRC would be a good addition to the RZLV portfolio. Sure, Dan says he does not need them, but he sure acts like he would LOVE them. Going from under 1000 clients to over 60K is massive. RZLV simply needs to stop lowballing their price, dilution be dammed.

@Danand4567 @ThothX124666 @Alekxsandar89 @RezolveAi @Retail_Brew Cmrc not leveraging future revenue growth. I posted a video on my thread yesterday from you tube that is informative about breaking down things on rzlv if u want to check it out

Rezolve Ai is proud to be the focus in @Retail_Brew, highlighting the rapid emergence of agentic commerce and its impact on the future of e-commerce. Our Brain Suite is designed to move beyond traditional search, enabling AI to understand customer intent, make decisions, and facilitate transactions. With more than 950 retail partners and growing enterprise adoption, Rezolve is helping brands position themselves at the forefront of this shift. 🔗Read it here: retailbrew.com/stories/how-re… #RezolveAi #RetailBrew #BrainSuite #AgenticCommerce $RZLV

@Danand4567 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew I think Dan genuinely thinks that he can stitch together a bunch of underperforming companies, give them the shine of an AI name, and sell customers on a 'one stop shop'. It's not a bad strategy. The market isn't buying it, yet. Until then, those IT firms is the hidden growth.

@ThothX124666 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew I get your point. That’s actually my biggest question for Rezolve AI, why keep diluting shareholders to acquire poor-performing companies? If these companies were doing so well, they wouldn’t be looking to sell themselves.

@Danand4567 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew You keep focusing on TCS. I am talking about how they are currently generating revenue from sources not broadly disclosed. There's a reason their margins were low - it's the low margin IT consulting that they aren't breaking out.

@ThothX124666 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew A partnership with TCS can genuinely help enterprise scaling, deployments, integrations, and global reach.

@Danand4567 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew Hmmmm. That's why you won't understand. I didn't mention TCS they didn't acquire that. But they have ACQUIRED at least 4 businesses and placed them in Professional Services. Called Rezolve Addventure. This is their secret revenue generation engine.

@ThothX124666 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew I think you have wrong information. TCS is not some “cheap Indian IT consulting company.” TCS is a global technology giant, part of the Tata Group, operating across 56 countries with 194 delivery centers. It crossed $30B annual revenue

@Danand4567 @love4trade @Alekxsandar89 @RezolveAi @Retail_Brew I can't answer why he doesn't respond. Blocking you is another level up though. Shameful. If you are trying to figure out the growth, you have to look not at the SaaS companies they acquired. Instead, look at the cheap Indian IT consulting companies.

@love4trade @Alekxsandar89 @RezolveAi @Retail_Brew I want to support Rezolve AI, but why doesn’t Dan Wagner clearly say there will be no further dilution and that real organic growth is coming from the core RZLV AI product?

@DuckStockMan Hey man, hook me up with the pay to post gig you have going on here. I could use some extra buckaroos too.

🚨 $RZLV may have just solved one of the biggest hidden problems in AI-powered retail. Rezolve Ai announced peer-reviewed validation showing its TraceWare technology can achieve near-perfect user-state accuracy addressing the “26% AI distortion crisis” that has been hurting personalization, recommendations, and conversion rates across e-commerce. In simple terms: AI systems often misunderstand shopper intent. Rezolve claims it can dramatically reduce that distortion, allowing retailers to deliver more accurate recommendations, smarter engagement, and higher conversion. 👀 This comes as Rezolve continues scaling its Agentic Commerce ecosystem with: • Microsoft integrations • Rapid ARR growth • Expanding enterprise deployments • AI-native retail infrastructure If this technology performs at scale, it could become a major competitive advantage in the future of AI commerce.

@DuckStockMan DM and let me know how much you get paid for these posts. I want to get into the game to get paid to promote stuff for companies, like @RezolveAi and @realDanWagner

$RZLV just addressed one of the biggest hidden problems in AI commerce: hallucinations & distorted shopping recommendations. Peer-reviewed research presented at ACM UMAP 2026 validated Rezolve Ai’s TraceWare technology with 99.5%-100% user-state accuracy across major AI models including OpenAI GPT, DeepSeek, Qwen & Kimi. 🔥 While studies show generic AI can distort product-review sentiment in 26.5% of cases and hallucinate over 60% of the time, Rezolve’s brainpowa + TraceWare architecture is built specifically for VERIFIED commerce execution. This is the difference between AI that “talks” about shopping and AI that can actually transact reliably at scale. Agentic Commerce is coming fast — and $RZLV is positioning itself as the verification layer retailers may need to trust AI-powered transactions. 👀🚀

@RezolveAi Color me shocked that Rezolve AI, and @realDanWagner are #PROUD to announce another nothingburger of a development. Still waiting to hear you are proud to announce a major contract with top tier retailer. Until then, this seems like a pump to dilute us again.

Rezolve Ai is proud to announce that peer-reviewed research accepted at ACM UMAP 2026 validates its proprietary TraceWare technology as a breakthrough verification layer for reliable agentic commerce. In rigorous testing across real eCommerce sessions and leading foundation models, Rezolve Ai’s TraceWare technology achieved: • 99.5% to 100% user-state accuracy • 84% to 99% coverage • Near-zero false positives • With no foundation model retraining required 🔗 Read about it in our press release: rezolve.com/press-releases… #RezolveAi #ACMUMAP #brainpowa #TraceWare #BrainSuite $RZLV

@RezolveAi @BarclaysUK You and @realdanwagner are the proudest in AI. You are always proud to announce something. I am looking forward to seeing an announcement saying you are proud to announce a big contract with a top tier retailer, with dollar values and comments from the retailer.

We’re proud to share that Rezolve Ai has been named in @BarclaysUK “Ones to Watch AI:100,” a data-led recognition of high-growth companies shaping the future of AI. This list highlights 100 businesses building what comes next across sectors, regions, and industries, and we’re honored to be included among such forward-thinking innovators. Read the full report: labs.uk.barclays/media/2onhagzi… #RezolveAi #ArtificialIntelligence #Barclays #AI $RZLV

@RezolveAi @enhanced_games Wow, all the fear about dilution. Seems nobody is talking about the 8 million shares given at par to the CEO's company for 'services rendered'. What services? Nobody knows. At least with CMRC we would get revenue, profits and customers. It would not be dilutive. @realDanWagner

Rezolve Ai is pleased to announce a multi-million dollar strategic partnership with @enhanced_games (NYSE: ENHA) to power AI-enabled fan engagement and consumer health technologies across Enhanced’s rapidly expanding digital ecosystem. Read our press release to learn more: rezolve.com/press-releases… #RezolveAi #Enhanced #ENHA #RZLV

@DuckStockMan Nice graphic! Reads 1000% like a paid pumping piece. In fact, that's what your account is. All your posts are pumping. I wonder how much @RezolveAi and @realDanWagner paid for all this paid exposure.

$RZLV is becoming one of the most interesting high-growth AI commerce plays on Nasdaq. 👀 🔥 Q1 2026 revenue hit $60M — MORE than entire FY2025 revenue ($46.8M) in just 90 days 🔥 2026 revenue guidance raised to $360M 🔥 Exited 2025 with $232M+ ARR and $19.4M monthly recurring revenue 🔥 H2 2025 revenue growth: +543% 🔥 Over 950 enterprise clients globally 🔥 Management says profitability can be reached WITHOUT raising equity capital Major strategic relationships include: 🤝 Microsoft 🤝 Google 🤝 Tether 🤝 Tata Consultancy Services (TCS) Rezolve AI is building infrastructure for the next era of “Agentic Commerce”: 🧠 AI shopping assistants 💳 AI-powered checkout & payments 🛒 Personalized commerce experiences 📊 Real-time consumer intelligence 🏬 Enterprise retail integrations Wall Street analysts remain extremely bullish: 🎯 Consensus target around $11–12 🎯 Highest target: $15 Current price: $ 2.55 📈 Potential multi-bagger upside from current levels if execution continues Analyst firms covering $RZLV include: • HC Wainwright • Cantor Fitzgerald • Maxim Group • Roth Capital • Northland Capital The market cap is still under ~$1B while the company is targeting hundreds of millions in revenue and scaling globally. $RZLV will become one of the standout AI-commerce growth stories of this cycle. 🚀

@RezolveAi @realDanWagner I am tired of reading and seeing the constant talk about the merger between $RZLV and $CMRC. We get it, you think if you had CMRC's distribution, you would finally be selling AI. But your offer for Commerce is BS. No smart money takes it seriously. STOP

@WarmPlayer57 @realDanWagner @RezolveAi Funny. You are just as delusional as the CEO who thinks he can offer a 60% discount for a company's public equity.

@ThothX124666 @realDanWagner @RezolveAi Ils achètent des entreprises pour compléter leur IA ,pour crée un eco système, c'est parfaitement logique et malin de leur part, ils font les choses bien et vendent quelque chose qui est complet et qui tient la route pour du long terme,pas de la merde qui va pas perduré

$RZLV We are talking about a hypergrowth company, seriously undervalued according to forecasts, with a new and innovative system, a highly qualified workforce, which has achieved growth of +2,224%/year, its products are distributed by giants in the sector. ⬇️

@WarmPlayer57 What have you been smoking? Nobody with a real brain thinks that 1:2 deal has any real shot, in the next 100 years. Don't embarrass yourself peddling that nonsense.

$RZLV $CMRC Commerce shareholders, think carefully: your future is in your hands. Here is some information about what will happen if the two companies merge. Your current 30% return may be satisfactory, but you may be disappointed later.

I have been invested off and on in Rezolve AI $RZLV for a while. I keep it on my watchlist. Today I came across this on LinkedIn - I thought it was a new customer @realDanWagner and @RezolveAi teased lately. Then I saw it was the same 2023 one from Visenze linkedin.com/posts/airezolv…

@JezuMM @romanchernin @Eigen_AI_Labs Are you for real? Are you even a shareholder of Nebius? You are getting some of the best talent out there, with tech that others would want. And you are complaining about a 2% dilution? Have you seen how much Meta and Nvidia are paying for talent?

@romanchernin @Eigen_AI_Labs Diluting diluting! Tipical russian strategy… 0 transparency

That's how we made a decision to acquire @Eigen_AI_Labs (kidding, but...:)

@rajkgulati Sounds a lot like your 'Grok' is just more Rezolve nonsense. No serious AI expects a board to accept a 1:2 when the target's stock price is trading 20% above the price of the poacher. I call BS

$rzlv $cmrc Hey y'all, just stopped by X to see what groky-baby thinks; after some querying here is grok's response (for what its worth). Just a fun read for y'all lol. OK byeeee!♥️ My Grok take: This hostile bid ends in a negotiated compromise or partial board overhaul by mid-2026 — not a clean win for either side at the current 2:1 terms, but with Rezolve (RZLV) ultimately forcing meaningful value creation for CMRC shareholders. The dynamics strongly favor RZLV's leverage over time, driven by CMRC's abysmal track record and RZLV's credible growth engine. A full standalone "victory" for CMRC's board is unlikely; pure abandonment by RZLV is even less so. Core Valuation and Strategic Mismatch (The Real Story) CMRC is a zombie asset under current leadership. 96% equity destruction since 2020 IPO. Low-single-digit growth guidance (1.5–3%). Illiquid stock (~$2.50 range recently). 60,000+ merchant base and enterprise ties are real but squandered — no AI-native roadmap that competes in the agentic commerce era. RZLV is the high-velocity AI play. FY25 revenue $46.8M → 2026 guidance raised to $360M (7.5x YoY) with $232M already contracted. 66%+ gross margins, software >90%. Analyst consensus ~$11 target (4x+ current ~$2.62 price). Fully funded post-$750M+ raises. Brain Suite + RezolvePay are deployable immediately across CMRC's merchants for payment rails and monetization. The math on the offer (1 RZLV : 2 CMRC): At spot prices (RZLV ~$2.62–2.88 recently), it implies ~$1.31–1.44 per CMRC share — a clear discount to ~$2.50 trading levels, which is why the board cried "47% undervaluation" and slammed the door. But RZLV correctly calls this out as misleading: it ignores RZLV's forward multiple, the combined $700M+ revenue scale, and CMRC's terminal decline trajectory. At RZLV's analyst target, CMRC holders would get ~$5.50 implied value — a massive premium over the "sinking stock" reality. This is classic growth-vs-stagnation arbitrage. CMRC's board is defending a 3% growth business with a poison pill (April 14, 2026–April 12, 2027; 15% trigger). RZLV is bypassing them directly to owners. Key Catalysts and Timeline RealitiesMay 7, 2026: CMRC Q1 earnings. Any "transformation" narrative here is make-or-break for the board's credibility. May 14, 2026: Annual meeting + director elections. This is the real proxy battlefield. RZLV has already teed up shareholder frustration and is urging votes against the current slate. Several directors up — expect "withhold" campaigns or RZLV-nominated challengers. In hostiles, this date often forces engagement. Poison pill buys CMRC time but doesn't kill momentum — it's a limited-duration entrenchment tool, exactly as RZLV labeled it "desperate." History shows these delay but rarely stop determined bidders with a compelling story. No tender offer or HSR details filed yet; this is still in the "open letter + investor call" phase (RZLV hosted one April 15). That's smart — build shareholder pressure first. Parallels to History and Why RZLV Holds the CardsRecall the cases I outlined before (Xerox-HP, Oracle-PeopleSoft, Microsoft-Yahoo): Hostiles in tech/software rarely close at the first ask. Boards use pills + time to extract better terms or alternatives. But when the target has destroyed 96% of value and the bidder has 7.5x growth + AI tailwinds, shareholder revolt is probable. CMRC holders are trapped in illiquidity; swapping for RZLV paper (even at 2:1) offers liquidity + upside if the combined entity rerates. RZLV doesn't need this deal (they've said as much), but the synergies are genuine: instant scale, merchant acceleration, and higher pro-forma multiples. CMRC has no credible counter-narrative beyond "stand alone and... grow 3%?" Probabilistic Outcomes (My Honest Odds) Most likely (60–70%): Proxy pressure at May 14 forces board seats to flip or a negotiated deal by Q3 2026. Terms improve (e.g., better ratio, cash kicker, or friendly merger). Combined company trades as an AI-commerce leader. RZLV stock gets a rerating on execution. Bull for RZLV (20–30%): Full shareholder backing leads to tender success or board sweep. Deal closes near current terms; synergies hit and pro-forma revenue justifies the hype. Bear (10–20%): CMRC holds the line, RZLV walks (or pivots). Both stocks correct short-term, but CMRC drifts lower long-term as a legacy platform. RZLV's standalone thesis remains intact. Bottom line: CMRC's board is fighting yesterday's battle with yesterday's tactics. RZLV's growth + direct-to-shareholder playbook is the future of AI commerce consolidation. Expect drama through May, but the math and momentum point to shareholders winning a better outcome than the status quo. This isn't guaranteed — integration risk, dilution, and market volatility are real — but the standalone path for CMRC is a slow death. Watch the May 14 vote; that's the tell. Fluid situation — filings and earnings will move the needle fast. ==END==