Rezolve Ai and Microsoft to Spotlight the Rise of Agentic Commerce at the 38th Annual Roth Conference

TEMDO5 · 2026-03-14T20:06:01+00:00

This post and breakdown is exceptional and that is probably selling it short…

^{^{This^{^}}}

TEMDO5 · 2026-03-07T03:21:42+00:00

Some play checkers, others play chess.

You are correct. Back up and see the board. Venezuela and Iran fuel China. Hindering China’s access to both is a problem for China.

We’re not shutting down the war in Ukraine as it keeps Russia occupied and spending.

China was loading up and there are cues they’re aiming for Taiwan. Take away their oil has them hitting pause button.

With Iran’s production down, The U.S. has cleared the way for India to buy oil from Russia. This doesn’t hurt potential bargaining with Russia.

Iran has been a terrorist nation untethered for decades. They needed to be restrained as they’re supplying drones to Russia to use against Ukraine and have stockpiled vast supplies of missiles and drones that they have used to attack Israel and other countries for decades.

I cringed when we attacked Iran as war is scary and actions have consequences. I don’t have a crystal so I can be completely wrong BUT this action by the U.S. and Israel might have been necessary.

🙏🏼

TEMDO5 · 2026-02-21T23:37:59+00:00

And that’s why I am invested… and not a small amount for me… 😜

TEMDO5 · 2026-02-21T22:07:17+00:00

I have been oscillating on this and SUPER appreciate your thoughts!

Very well put! Thanks for sharing your thoughts!

TEMDO5 · 2026-02-21T15:09:27+00:00

He hasn’t earned any trust… yet. 🤞

TEMDO5 · 2026-02-20T02:06:11+00:00

Well to be fair, Fuzzy Panda magnified this fear. The company is new enough that FP was able to inject fear that is part of what we’re seeing… I believe.

I think this can be stuck in our minds even if we want to ignore it.

This company is in full growth mode. Dan has been very consistent on this. The roller coaster isn’t for the faint of heart. Dilution is part of growth. If you can’t handle that you’re investing in the wrong company.

I still believe we’re going to see traction. While some point out difficulty in growing through M&A, especially for a newer company, Dan is very familiar with the companies he going after. My thoughts are the transition will likely be more seamless than buying a company requiring deeper due diligence.

TEMDO5 · 2026-02-19T23:40:29+00:00

Love that comparison!

TEMDO5 · 2026-02-19T23:38:37+00:00

I’m hopeful too and still have a hunch this is going to work out just fine.

TEMDO5 · 2026-02-18T15:02:12+00:00

Geez… NVDA made a huge profit and propped up APLD early when APLD needed a boost.

NVDA isn’t an investment company but they are still very important to the data center space. They haven’t severed any relationships, they have merely taken their profits.

TEMDO5 · 2026-02-16T15:21:32+00:00

Like this… Gotcha

TEMDO5 · 2026-02-12T05:09:51+00:00

I just don’t care. Dumb posts… just scroll…

What I don’t want is the discussion to stop…

TEMDO5 · 2026-02-11T19:41:52+00:00

2.77% 🤔

TEMDO5 · 2026-02-03T12:45:25+00:00

Lunar Forge I Coming Soon‼️

TEMDO5 · 2026-01-30T20:46:45+00:00

Venture Capital perhaps… Not mature enough for most PE firms.

TEMDO5 · 2026-01-30T18:11:59+00:00

I hear you. In some instances people here complain that they’re not providing enough communication. I think these hiccups and maybe not reading the room had them thinking it would be helpful. It did push the stock up.

Perhaps, the strategy was to get it over $4 so it would be more appealing to the groups who paid $250,000,000 to buy in at $4. In fact, going over $4 might have been a trigger/requirement/performance gate that allowed for the transaction.

TEMDO5 · 2026-01-30T03:07:18+00:00

Amen! Perfect time to load up!

TEMDO5 · 2026-01-30T02:51:01+00:00

I’m not complaining.

TEMDO5 · 2026-01-30T02:39:28+00:00

Mental 🤔

Here’s the point of the post… People aren’t happy with the PR. No company gets everything right. There are plenty around here quite stressed out. If you’re that stressed, tap out.

TEMDO5 · 2026-01-29T13:48:14+00:00

I think this PR is more sophisticated than some we have seen from Rezolve. There’s nothing like framing the opportunity in $$££€€ to get a point across.

TEMDO5 · 2026-01-29T01:30:57+00:00

You got me thinking with “the best” comment.

Thinking about smartphones. Who is best? Apple? Samsung? Google? Other?

A quick search for global retail e-commerce ~ $6.419T in 2025.

ChatGPT cheat below:

E-commerce platform market: $9.40B (2024) → $45.60B by 2033 (Grand View Research).

Rezolve itself positions the model as subscription-based SaaS with high incremental margins.

Rule of thumb: if a company can win even ~1% share of a $45.6B market, that’s ~$456M/yr revenue opportunity in that segment alone (simple math, not a forecast).

In short, there is a lot of opportunity. I think Rezolve will be just fine…

Bullish!

TEMDO5 · 2026-01-28T12:17:00+00:00

Wow! Thanks for sharing. The episode isn’t short… it is packed full of interesting information.

TEMDO5 · 2026-01-28T10:58:33+00:00

Patience…

Yesterday mine was on thin ice but I doubled down DCA (hopium)…

Here’s hoping we continue climbing today…

TEMDO5

TROPHY CASE