Chad

47 posts

Chad

Chad

@side_showblob

Katılım Ocak 2026
4 Takip Edilen2 Takipçiler
Chad
Chad@side_showblob·
@realDanWagner @RezolveAi @enhanced_games Do you even know what that means, or are you just saying things in an attempt to delude yourself into believing the way that RZLV the stock and Rezolve AI the company have treated investors is normal. No transparency, equity dilution, vague half-truth statements. Rebuttal?
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Chad
Chad@side_showblob·
@realDanWagner @RezolveAi @enhanced_games Dan this is my last post, you have one week from today to announce quarterly reporting before I sell my 8000 shares + 1300 in separate account. I know thats literally nothing as far as volume, but i PROMISE you, I wont be the last, and in short order. We SEE what you're doing
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Chad
Chad@side_showblob·
@tomgold74865 @RezolveAi @Retail_Brew @realDanWagner Its not a great idea to wish ill of others, but do better @realDanWagner. Your investors are so fed up with your tactics they are literally cursing you for what you have done. I invested about a year ago, and the price definitely isnt something to be bragging about constantly
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Tom Gold
Tom Gold@tomgold74865·
@RezolveAi @Retail_Brew I hope the CEO, executives, and employees @RezolveAi @realDanWagner live with the same pain that shareholders are suffering right now for the rest of their lives. I hope they and their families feel this pain too
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Rezolve Ai
Rezolve Ai@RezolveAi·
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
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Chad
Chad@side_showblob·
@realDanWagner DAN, YOU'RE ENGLISH, I KNOW YOU CAN READ THIS. COMMIT TO NO DILUTION AND REPORT QUARTERLY. EVERY SINGLE THING YOU DO SEEMS IN OPPOSITION TO WHAT SHAREHOLDERS ARE TELLING YOU DO. FIX IT OR STFU
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Dan Wagner
Dan Wagner@realDanWagner·
Nuff said.... Thanks for clearing that up OpenAi #love $RZLV
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Chad
Chad@side_showblob·
@RezolveAi @Retail_Brew NOBODY CARES!!! QUARTERLY REPORTING! STOP INCESSANT DILUTION!!! THATS ALL YOU HAVE TO DO!
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Chad
Chad@side_showblob·
@RezolveAi NOBODY CARES REPORT QUARTERLY! STOP DILUTING. ITS THAT SIMPLE!!!
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Rezolve Ai
Rezolve Ai@RezolveAi·
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
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Rezolve Ai
Rezolve Ai@RezolveAi·
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
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Chad
Chad@side_showblob·
@DiaTSLAPLTR @akaApoligix @realDanWagner this is the part of the reason why so many of your shareholders have lost trust in you. You mislead your investors, constantly treat their equity as your piggy bank, and all that's not to mention the price crashing 48% since jan dilution. Compensation for what?!?
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MarketMaverick
MarketMaverick@DiaTSLAPLTR·
Thanks my friend. You're reading it correctly. The 13D/A confirms the split I said wasn't disclosed at the time: 8,040,733 shares at par value for "services rendered," ~813K purchased at $4.00 from John Wagner's widow and M1 Real Estate. That's 91% compensation, 9% actual purchase. My earlier post flagged the concern and called out that we didn't know the ratio. Now we do, and it's worse than I assumed. The $4.00 private purchases are real conviction. The 8M at par is comp not confidence.
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MarketMaverick
MarketMaverick@DiaTSLAPLTR·
$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
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Chad
Chad@side_showblob·
@Tks_1819 @realDanWagner Hyper growth for whom exactly? The company, perhaps....The stock/shareholder equity? Hell no. Many rzlv investors are hoping to come close to breaking even before pulling out entirely. Its beyond frustrating at this point
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The Boy Plunger
The Boy Plunger@Tks_1819·
@realDanWagner when no good news, stock price reach $8.45 last year Sept25 when announce "good news", stock price fall & fall to $2.05 & swing between Or we wait for CMRC ($3.56) acquire RZLV ($2.39) better? Ur company value doesnt much reflect on ur stock value, How u think Mr Dan?
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Dan Wagner
Dan Wagner@realDanWagner·
Rezolve Ai@RezolveAi

Our CEO, @realDanWagner, joined the @goimplementai podcast as an expert guest to discuss the emergence of agentic commerce and its implications for the future of digital transactions. In conversation with @pierslinney MBE and Dr. @Aalokyshukla, Daniel explores how AI agents are reshaping the way consumers interact with brands. Rather than navigating static websites, users are moving toward conversational, intent-driven experiences where intelligent systems guide them seamlessly from discovery to purchase. 🎧Listen to the full episode here: youtube.com/watch?v=m1Axrl… #RezolveAi #AgenticCommerce #Ecommerce $RZLV

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Rezolve Ai
Rezolve Ai@RezolveAi·
Our CEO, @realDanWagner, joined the @goimplementai podcast as an expert guest to discuss the emergence of agentic commerce and its implications for the future of digital transactions. In conversation with @pierslinney MBE and Dr. @Aalokyshukla, Daniel explores how AI agents are reshaping the way consumers interact with brands. Rather than navigating static websites, users are moving toward conversational, intent-driven experiences where intelligent systems guide them seamlessly from discovery to purchase. 🎧Listen to the full episode here: youtube.com/watch?v=m1Axrl… #RezolveAi #AgenticCommerce #Ecommerce $RZLV
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Chad
Chad@side_showblob·
@realDanWagner @pierslinney I want you and Rezolve to succeed, do you want Rzlv to succeed? Even grok's conclusion points to ongoing value transfer from shareholders. You've sold out your shareholders repeatedly. Unbelievable.
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Chad
Chad@side_showblob·
@up_Moon1 @realDanWagner @RezolveAi I'd have to agree, literally every time the price moves upwards Dan kills it. At a certain point in seems intentional
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@up_Y
@up_Y@up_Moon1·
@realDanWagner @RezolveAi If you refuse to answer, should I interpret that as an admission—to me and all shareholders—that you have been intentionally driving the stock price down, causing losses to shareholders while increasing your own shareholdings?
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Chad
Chad@side_showblob·
@wsx74121 @realDanWagner If it went up to $6 for sure there would be dilution on top of our dilution on top of...
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818wsx818
818wsx818@wsx74121·
@realDanWagner If this stock went up to $6, everyone would probably stay quiet. But instead, you’d rather open your mouth and let the share price rot right where it is.🫩
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Rezolve Ai
Rezolve Ai@RezolveAi·
Missed our Investor Call? Catch the full playback now. Our Founder and CEO, @realDanWagner, hosted a call this week outlining the case for combining Rezolve Ai and Commerce.com. Rezolve Ai is built for the shift to agentic commerce. While it has scale, Commerce.com lacks the architecture to compete in this new era, reflected in its anemic growth and share price decline. The choice for shareholders is straightforward: remain in a low-growth, illiquid stock, or transition into AI-native commerce infrastructure. Link to the full call: edge.media-server.com/mmc/p/eo6ii4pv/ #RezolveAi #AgenticCommerce #AICommerce $RZLV
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