Tim Liang
242 posts



@Datavault_ai Investors will be watching closely to see if management can navigate regulatory timing, integrate acquisitions and turn signed contracts into cash‑flowing revenue without further dilution.
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We recently announced that Datavault AI (NASDAQ: $DVLT) and CyberCatch ($CYBE / $CYBHF) signed a binding LOI for Datavault AI to acquire 100% of CyberCatch in an all-stock transaction.
🎥 Watch this video recap of the announcement:
youtube.com/watch?v=iourt0…
🔗 Read the original press release: bit.ly/4enEPVt
#DatavaultAI #DVLT #AI #CyberSecurity #QuantumComputing #DataSecurity #Compliance #NASDAQ #CYBE #CyberDefense #Fintech #Govtech #CyberCatch

YouTube

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@LateNightDD Investors will be watching closely to see if management can navigate regulatory timing, integrate acquisitions and turn signed contracts into cash‑flowing revenue without further dilution.
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$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 $800M Q1 contracts, time is 100% on our side. June regulatory news will trap the shorts. 50K shares locked in.
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@dwarf_co @NateX112756 Exactly! Can someone ask Nate to explain it???
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$DVLT The latest Q1 earnings call was disappointing!
I did not expect the company only achieved a measly $3.4 million in revenue.
My question is, what happened to the $77 million in associated fees from Q1?
Appreciate an explanation. @NateX112756

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@MarkJCarney Are you talking about Ballard Power Systems Inc in BC?
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@BakkenShale It could have been in this position of Bloom Energy.
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📢 Datavault AI (NASDAQ: DVLT) announced that it is strategically positioned ahead of this week’s anticipated Senate vote on the CLARITY Act, a bill designed to establish a federal framework for digital assets in the U.S.
The Company believes regulatory clarity could accelerate demand for:
⚡ Secure data processing
🔐 Digital asset tokenization
🤖 AI infrastructure workloads
Datavault AI is building a nationwide distributed edge computing network in partnership with @Available Infrastructure, targeting:
✅ 100+ U.S. metro markets
✅ 1,000 urban micro-edge neocloud sites
✅ 48,000 GPUs beginning commercial availability in Q3 2026
DVLT says its modular mini data centers are designed for lower latency, stronger redundancy, and enhanced cybersecurity as demand for digital asset and AI infrastructure grows.
🔗: read the full press release: bit.ly/4dAEBcJ
#DatavaultAI #AI #Data #DVLT #ClarityAct #USLegislation #DigitalAssets #Tokenization #AIInfrastructure #EdgeComputing

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@Datavault_ai @NateX112756 @ServiceNow I hope Dvlt will be a success, not like Muln which got class action: rosenlegal.com/submit-form/?c…
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Datavault AI is at the @ServiceNow Conference
📍Las Vegas | May 5-7, 2026
This three-day event focuses on AI-driven workflows, hands-on labs, and expert-led sessions designed for professionals to explore ServiceNow’s latest advancements in automation and digital transformation.
#DatavaultAI #AI #DVLT #ServiceNowConference #ServiceNowLasVegas

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@Hoorain154 Happy that you are happy, but wrong time to be moving to Canada. I hope it's not Ontario. This province is failing in a large way. We have a prime minister that is working for his self & all his rich friends.
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📢 Datavault AI CEO, Nathainiel Bradley gave a keynote and participated in a live panel to discuss #quantumsecurity, #cybersecurity, #RWA and #AI at CONV3RGENCE London and @TheDCW_X Awards 2026, at Mansion House, London.
Also joining the panel were Philippe Naegeli of Gen Two, JB Benjamin of Akuma Engineering, Emily Landis Walker of Landis & Co, and Filip Talac of Quantum Fort. Panel moderator: @montymunford, Science & Technology Editor at The Digital Commonwealth.
Thank you to CONV3RGENCE London and The Digital Commonwealth for your hospitality and to all the Datavault AI team members who made the event a success! 🌟
#DatavaultAI #DVLT #AI #DigitalCommonwealth #DigitalAssets #ScienceTech #Web3 #ConvergenceLondon

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Mr Andersson - show some respect? Implies I don’t. You couldn’t be more wrong. I respect to the highest level the top tier of our organization with God and country, our shareholders are why we work and who we work for. Furthermore I have now stated publicly, I will never support a reverse split. I don’t believe they create value. Every share is strategically deployed all acquisitions are accretive to both cash sales and valuation. I care deeply about shareholders and our relentless creation of value here. Saying I’m not respectful of shareholders is false. Respecting the fact I have to abide by the law, regulations and the third party disclosure requirements for these deals which we have and will be announcing is what I’d ask of you. You are aware of them because we did follow the required process regarding equity. You await the results and more info that; rest assured, it’s coming and you’ll realize all we do is build value here for shareholders it’s our purpose and mission. Thank you
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@NateX112756
Seriously...
Start to explain whats going on..
Vivasor, golden mine ,cybercatch =175 mil ish..dilution
Everything points to RS strategy
Speak..show share holders some respect
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There would be no way for you to understand that yet. There are restrictions and formal compliant process we are working through with SEC attorneys at Paul Hastings. There are third party counterparts whom have regulatory responsibilities also, we are coordinated and focused on getting a compliant release of information when we have sign off that everything is proper and correct. Further, we understand the principles of dilution and you’ll see we changed to API acquisition to all cash to avoid any dilution on that deal. Also focused on cash accretive high margin growth. I also reiterate we will not reverse split and will not need to. We are partners of NASDAQ NDAQ through NYAIX. We are special and going to the top. In my opinion. This is not investment advice.
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Calling the shot! Our time has come. Here comes Datavault AI #dvlt . I’m in Colorado and glad to be back in the USA after very productive q2 push in ASIA and Europe. Attack on all fronts! We won’t be denied and our efforts are steadfast. Thanks to IBM of London, Tokyo and Seoul for the great monumental progress. Let’s go! Clarity is coming; the reveal. #datavaultai
GIF
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@safehavenmoney @BakkenShale They have to learn from Bloom energy
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$BLDP ⚡ Could Ballard Power ($BLDP) Reach $100?
The Milestones That Would Need to Align for a Long‑Term Breakout
Ballard Power Systems remains one of the most established names in the hydrogen fuel‑cell industry, with decades of experience and a growing global footprint. As governments, transit agencies, and industrial operators accelerate their shift toward zero‑emission technologies, Ballard’s position in heavy‑duty mobility and clean‑energy infrastructure continues to strengthen. While the stock currently trades far below historical highs, several developments suggest a long‑term pathway that could support a significantly higher valuation if executed successfully.
1. Sustained Revenue Growth and Expanding Gross Margins
Ballard has recently demonstrated meaningful financial progress. The company achieved its first gross profit margin in 2025, reversing years of negative margins, supported by cost reductions, improved product performance, and lower warranty and inventory provisions. Analysts highlight this as a key turning point for long‑term investors.
In Q3 2025, Ballard delivered $32.5 million in revenue, up 120% year‑over‑year, with gross margins rising to 15% — a sign that restructuring efforts and next‑generation products are gaining traction.
To support a move toward $100, Ballard would need to continue:
Growing revenue at double‑digit rates
Expanding margins through cost‑efficient fuel‑cell platforms
Reducing operating expenses as planned
These trends are already underway, with management targeting further cost reductions into 2026.
2. Large‑Scale Adoption in Transit, Rail, Marine, and Industrial Markets
Ballard’s technology is gaining momentum across multiple sectors:
Hydrogen‑powered buses in Europe and North America
Rail projects such as Sierra Northern’s hydrogen locomotive conversions, powered by Ballard engines
Marine applications, including major orders from eCap & Samskip
Stationary power and data‑center backup solutions highlighted in Ballard’s industry updates
Global hydrogen fuel‑cell vehicle markets are projected to grow at an 18.7% CAGR through 2035, with Ballard listed among key industry leaders.
A $100 valuation becomes more plausible if Ballard secures multi‑year supply agreements across these segments and scales production to meet rising demand.
3. Strong Order Backlog and Commercial Visibility
Ballard ended 2025 with an order backlog of $119.3 million, including $53.9 million scheduled for delivery within 12 months — providing clear near‑term revenue visibility.
Continued backlog growth, especially in high‑margin applications like transit and rail, would be a major driver of long‑term valuation expansion.
4. Leadership in Next‑Generation Fuel‑Cell Technology
Ballard’s ninth‑generation FCmove‑SC module has received strong customer feedback for improved power density, lower costs, and better operating temperatures.
As governments push for zero‑emission transit and heavy‑duty mobility, Ballard’s decades‑long expertise positions it as a preferred supplier.
⭐ Bottom Line
A move to $100 is a long‑term scenario — but not impossible. Ballard would need to deliver sustained revenue growth, expand margins, secure large‑scale commercial contracts, and maintain leadership in hydrogen fuel‑cell innovation. With improving financial performance, a growing order book, and global momentum behind hydrogen adoption, the foundational elements for long‑term upside are taking shape.
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