Bhavin

@kastriooot8 @RezolveAi @enhanced_games Agreed 💯. Thanks for the time and insights you give on RZLV.

@only4stocks @RezolveAi @enhanced_games I’ll continue to keep a close eye on Rezolve AI. Since I’ve invested so much time in Rezolve AI, it would be great if the stock were trading at $20 by the end of the year—which is where it deserves to be.

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

@kastriooot8 @RezolveAi @enhanced_games I understand. Thanks for reponse.

Yeah, exactly. I’m totally convinced by Rezolve AI. But we need a new CEO. Dan’s behavior is just like it was in mid-December 25. He’s churning out numbers—which are probably more or less accurate—to drive the stock price up. And then, just like that, there’s a 250 million dilution. Then he uses that money to acquire “Commerce. com,” and we’re right back where we started. This is no longer acceptable.

@kastriooot8 @RezolveAi @enhanced_games What happened? Why have you changed your views?

@RezolveAi @enhanced_games Despite this deal, pre-market trading has barely budged. Confidence in Rezolve’s CEO is below 0%. Further dilutions are likely only a matter of time. #nomorebullish

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Enhanced Partners With Rezolve Ai for AI-Powered Telehealth Platform - $ENHA $RZLV 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Enhanced signs strategic AI partnership with 𝐑𝐞𝐳𝐨𝐥𝐯𝐞 𝐀𝐢. ➤ Deal integrates AI into 𝐋𝐢𝐯𝐞 𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 telehealth and consumer platform. ➤ Rezolve to develop 𝐀𝐈 𝐦𝐞𝐝𝐢𝐜𝐚𝐥 𝐜𝐨𝐧𝐜𝐢𝐞𝐫𝐠𝐞 and personalized insights tools. ➤ Rezolve becomes official 𝐀𝐈 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 partner for 𝐓𝐡𝐞 𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 𝐆𝐚𝐦𝐞𝐬. ➤ Companies to launch mobile-first platform for tickets, athletes, and live coverage. ➤ Inaugural Enhanced Games set for 𝐌𝐚𝐲 𝟐𝟒, 𝟐𝟎𝟐𝟔 in Las Vegas. ➤ Event scheduled for global streaming to 𝟏𝟎𝟎𝐌 households via 𝐑𝐨𝐤𝐮.

@LateNightDD Well I hope so too! Let’s get that 200 mil first though

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

$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.

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

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

@MarketExploit What does this mean ?

$DVLT We finally won! I told you all along—tomorrow, following the earnings release, we will hit $10.

$SQD Thanks Chap! How does SQD fit into $RZLV organization? Appears that @RezolveAi its vertically integrated AI commerce operating system is nearly complete.

@thewallstwiz Why do you think it goes up?

Soon it will be $VERI clear…

@Neocloudz is now live — bringing on-demand GPU cloud infrastructure to teams building the future of AI. As a fully owned AI cloud platform of DigiPower X Inc. (NASDAQ: DGXX), NeoCloudz is designed to deliver high-performance GPU compute with the speed, flexibility, and scalability today’s AI builders need. Powered by NVIDIA Blackwell series infrastructure, NeoCloudz is focused on removing the friction from AI compute access — no long queues, no unnecessary delays, and no limits on what ambitious teams can build. From AI labs and enterprise teams to developers pushing next-generation models, NeoCloudz is built for one clear purpose: making powerful GPU cloud infrastructure more accessible, reliable, and ready when demand is moving faster than ever. This is not just another cloud platform. This is GPU cloud without limits. Join the waitlist: neocloudz.com #neocloudz #digipowerx #dgxx #aicloud #gpucloud #nvidia #blackwell

@TCS is one of the biggest system integrators in the world. They join @Microsoft and @Google is endorsing @RezolveAi 's technology and selling our solutions into their impressive and significant customer base. #massivelove

$RZLV RezolvePay wallet

@RaberTrades 🔥

$SLNH gap filled! Red to green baby! 🟥—>🟩

@InvestifyDaily Agreed 💯. Earnings can’t come soon enough !

$BULL continues to show something we haven’t seen consistently before: resilience. Even on red market days, Webull is no longer completely collapsing like it did after the SPAC volatility phase. The past month has shown steadier price action, tighter trading ranges, and a chart that’s beginning to look more constructive instead of pure downside momentum. What stands out is the consistency. Higher lows, support holding near the MA lines, and buyers continuing to step in around the $6-$7 range. A few months ago, every rally felt like it immediately sold off. Now it feels like sentiment is slowly turning the corner. The fundamentals are also improving: • 2025 revenue growth came in around +45% YoY • Webull has pushed toward profitability • Global expansion and crypto re-expansion continue • Management recently approved a $100M buyback showing confidence in long-term value Retail sentiment around $BULL has also shifted from frustration to long-term accumulation. Many investors who watched the constant bleed in 2025 are now starting to talk about a possible inflection point instead of another dead-cat bounce. 2030 price target estimate? If Webull executes well and continues growing users/revenue while the retail investing cycle strengthens again, I could realistically see: Conservative case: $15-$20 Bullish case: $30-$50+ Extreme upside scenario if it becomes a dominant global retail platform similar to a smaller Robinhood competitor: -significantly higher. Still risky, still volatile, but for the first time in a while, the chart and business momentum are starting to align. $BULL may finally be transitioning from “constant selloff” to an actual long-term growth story. Right now I’m killing my debt and slowly adding. #Webull

Rezolve Ai is pleased to announce a global strategic partnership designed to accelerate the worldwide rollout of agentic commerce. Under the agreement, Tata Consultancy Services will resell Rezolve’s AI-powered commerce platform to enterprise clients globally, giving Rezolve access to one of the broadest client relationships, delivery capabilities and digital transformation footprints in the world. 🔗Press release: rezolve.com/press-releases… #RezolveAi #StrategicPartnership #Tata #AgenticCommerce $RZLV

@realDanWagner @BloombergTV @CarolineHydeTV @RezolveAi Good job! Was a good interview!

I'm on @BloombergTV in 20 minutes with @CarolineHydeTV to talk all things @RezolveAi #biglove

$RZLV — UPDATED ANALYSIS: Q1 Revenue, SQD on Revolut, Reward Leadership Three updates dropped over past two week. Here's what each update actually means, what the numbers are really saying, and what everyone else is missing. 1. Q1 2026 REVENUE: $60M (Unaudited) The headline: $60M in 90 days exceeds the entire $46.8M audited FY2025. That's 128% of last year in one quarter. Sounds extraordinary. Now here's the math nobody is running. December 2025 MRR was $19.4M. Multiply by 3 months and you get $58.2M. Q1 came in at $60M. That means the actual sequential acceleration from December's run rate is $1.8M or 3.1%. The monthly average in Q1 was $20.0M vs $19.4M in December. The trajectory is positive but the acceleration is modest, not explosive. Now the harder math. $60M is 17% of the $360M annual guide. To hit $360M, the remaining 9 months need to deliver $300M — that's $33.3M per month, or 1.7x the current pace. Q1 annualized is $240M, not $360M. The gap is $120M. What this means: the $360M guide still requires a significant H2 ramp. This is consistent with the 2025 pattern where H2 delivered 543% above H1. But investors should understand that Q1 confirmed the floor, not the ceiling. The real test is whether Q2 and Q3 show the monthly ramp from $20M toward $33M+ Critical caveat: this is UNAUDITED management accounts. Rezolve doesn't normally report quarterly, this was a voluntary disclosure. The timing, during an active CMRC proxy fight ahead of the May 14 vote, is not a coincidence. The number needs H1 audited confirmation. Verdict: Bullish on confirmation of the revenue base. Cautious on the pace vs the $360M guide. Still need to see acceleration. 2. SQD TOKEN LIVE ON REVOLUT Context most people missed: Rezolve took a $63.3M impairment on SQD tokens in the 2025 20-F because the token price declined significantly after the Subsquid acquisition. That was the single largest non-cash charge on the P&L. Now SQD is listed on Revolut alongside existing listings on Coinbase, Binance, and Bybit. Revolut gives access to 70M+ users across 160+ countries. SQD operates 2,500+ active nodes indexing data across 200+ blockchain networks. What this actually does for the business: it's a two track play. Track 1: Token recovery. Broader distribution through Revolut's mainstream user base could support SQD token demand and potentially reduce the impairment overhang. If token price recovers, the $63.3M writedown partially reverses through the P&L. That's a hidden earnings tailwind nobody is modeling. Track 2: AWS playbook validation. Dan has been pitching Subsquid as Rezolve's "AWS moment", build the database internally, then commercialize it externally. The Revolut listing is the first visible step toward external commercialization of the SQD ecosystem. It moves the token from crypto-native audience to mainstream fintech audience. Honest assessment: the Revolut listing is distribution infrastructure for the token, not revenue infrastructure for the company. SQD remains pre-revenue as a commercial database product. The "AWS playbook" thesis is still speculative until named enterprise customers are paying for SQD database services outside of Rezolve's own internal use. Treat this as option value, meaningful if it works, immaterial if it doesn't. 3. JAMES HOUSE APPOINTED CEO OF REWARD This is the update most investors will skip. They shouldn't. Reward was the $230M all-cash acquisition that closed in February 2026. It's the single most important integration on Rezolve's plate because it bridges the entire RezolvePay stablecoin payment thesis to real-world bank and merchant distribution. Without Reward, RezolvePay is a payment rail with no on-ramp. With Reward, it plugs into NatWest, Visa, Barclays, Amazon, McDonald's, and Asda relationships reaching 10M+ active cardholders. James House was already Chief Commercial Officer at Reward before the acquisition. He brings 25+ years across Mastercard and BNP Paribas with operating experience spanning North America, Europe, Africa, and Asia. Outgoing CEO Jamie Samaha steps down May 31 with a clean handoff. Why this matters: internal promotion signals continuity, not disruption. A Mastercard veteran running the payments and loyalty arm is the right profile for a unit that needs to earn trust from banks and card networks. Integration risk on Reward is the single biggest execution variable for 2026 — and putting an operator who already knows the business in the CEO seat de-risks it meaningfully. UPDATED SCORECARD (May 2026): 1- Q1 revenue confirmed $60M — floor established, FY2025 exceeded in 90 days 2- SQD on Revolut — token distribution expanded to 70M+ mainstream users 3- Reward leadership — internal promotion, Mastercard veteran, clean transition 4- Microsoft Foundry — brainpowa live alongside OpenAI, Anthropic, Meta 5- Estee Lauder — 70 EMEA markets in production deployment 6- No equity dilution for operations — reconfirmed in Q1 release 7- Q1 is unaudited management accounts — needs H1 confirmation 8- $360M guide requires 1.7x current monthly pace — H2 ramp is essential 9- Material weaknesses in internal controls — remediation timeline still unclear 10- $102M short-term Crownpeak debt — refinancing not yet disclosed 11- CMRC proxy fight — outcome uncertain, board adopted poison pill 12-❌ SQD commercial revenue — still zero, AWS playbook unproven 13- ❌ Chairman/CEO separation — no movement THE MATH THAT MATTERS: At ~$2.85 and ~399M shares: • Market Cap: ~$1.14B • P/S on Q1 annualized ($240M): 4.7x • P/S on $360M guide: 3.2x • P/S if guide is hit + Reward contribution (~$450M combined): 2.5x For a company with 90%+ core software margins, Microsoft/Google hyperscaler distribution, 950+ enterprise clients including Estee Lauder, and a CEO who just bought 9M more shares through his personal entity — 3.2x forward revenue is either a screaming buy or a reflection of legitimate execution risk that the market hasn't resolved. Both can be true simultaneously. I'll keep reading the filings. I'll keep running the math. And I'll keep posting what I find. Still long. Eyes wide open. $RZLV

@DiaTSLAPLTR Great write up. Welcome back!

@Slp2xx @DiaTSLAPLTR British company. They are not required to do quarterly. Only first half and second half.

@DiaTSLAPLTR Great work, brother! I was really looking forward to reading your analysis. Could you clarify why it's not required to produce quarterly accounts and have them audited?