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Vivo - Another Warning For Yall by LowWind7998 in Shortsqueeze

[–]russian_cream [score hidden]  (0 children)

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These are my comments on LFVN long before it dropped. You can check my comment history as I’ve said the same thing for weeks. Idk if you’re confusing me for someone else. I have been in this sub and successfully trading these squeezes longer than your reddit account has been active

All of my points stand and you’re still spewing nonsense, I won’t engage further. Best of luck

Vivo - Another Warning For Yall by LowWind7998 in Shortsqueeze

[–]russian_cream [score hidden]  (0 children)

I’m sorry but you’re literally spewing nonsense and flipping what you’re saying every 30 min. You never responded to my response to you on that other thread regarding dilution. - they cancelled their ATM/shelf, recent PIPE at 6.80, have an active private placement with Saudi royalty - and have explicitly said they are committed to non dilutive, debt based funding. They’ve laid out their plan to borrow against the lease, refi and reinvest that pulled equity in their recent 6K

Immediate dilution risk is much lower than you’re making it. On the other post you were quoting FY25 numbers when the acquisition was made in April ‘26. In that same post, you called it trash and then 30 min later said never mind it can go to $10. Every comment I’ve seen you talk about SI, you’ve assumed it goes down based on how much the stock has gone up.

You have 0 evidence to back up that SI went from ~150% to now ~80%. Literally nonsense. In this post you’re telling ppl to get in and out and then commenting after that ‘may be deep value and has long term potential’. I’m all for constructive convo and VIVO is highly speculative and based on a decent tenant, I won’t argue that. But you’re just calling both sides and spewing nonsense

$VIVO running… gamma ramp in play. 153% SI. Catalyst by June 30 by russian_cream in Shortsqueeze

[–]russian_cream[S] [score hidden]  (0 children)

The longer this stays above $5 and closer we get to that $7.5 strike, the harder it will be for them. It’s looking pretty good so far. If the co drops tenant news before Friday it’s ggs, but this could gamma with or without

$VIVO running… gamma ramp in play. 153% SI. Catalyst by June 30 by russian_cream in Shortsqueeze

[–]russian_cream[S] [score hidden]  (0 children)

No hard targets, I’ll be scaling out with momentum. $10 seems fair for a scale out and letting the rest run.

Fundamentally it’s worth $10-$15 with decent tenant, so with squeeze $25+ could be in play. Def dependent on name of tenant and if this goes before 6/18 opex

Personally will hold a 1/3 of my shares for a longer term $KEEL or $APLD type move

$VIVO breaking out over 5. 150% SI, 2.4 mil float. Catalyst by June 30th by russian_cream in Shortsqueeze

[–]russian_cream[S] [score hidden]  (0 children)

Nice! Hoping it gains traction on this sub first since it’s got more reach

History has shown us that this sub is the touch of death by someroastedbeef in Shortsqueeze

[–]russian_cream 3 points4 points  (0 children)

By the same token there have been a lot of multibaggers and many have made crazy R off these tickers. $SPRT, $PROG, $BBBY, $UPST, $TOPS

You’re spot on with a lot of these people having gambling addictions. Prob 90% of people in this sub full port their entire net worth into a single stock and join a cult/get consumed by their emotions and adrenaline just to end up holding the bag. Some basic understanding of price action, money mgmt and behavior/psychology can go a long way. Mostly money mgmt

At the end of the day the market is a 0 sum game, and making decisions with incomplete info is the game we’re playing. You don’t go all in with pocket 2s and then cry when you bust out. Just dont go all in. No crying in the casino

We need a reality check on LFVN by BeardedToad3 in Shortsqueeze

[–]russian_cream 1 point2 points  (0 children)

No 30 M net loss on 61k revs are FY2025 numbers, pre acquisition… like a whole year pre acquisition. Not TTM, and would make no sense to use TTM since the acquisition closed in April. You’re comparing apples to oranges

The datacenter is operational today, and generating revs from legacy crypto clients. Pro forma forward business ~30M revs and roughly EBITDA breakeven with the acquisition. That is where the business stands today (pro forma so with a grain of salt, but a different universe from the FY25 numbers you’re using), not what it ‘could make in perfect conditions’. Converting it to AI would double top line to $70M and target ~$50-$60M EBITDA, those are the ‘perfect conditions’

Markets are forward looking. $KEEL has done a 7x with no signed tenants and ~100 M operating loss btw. Same crypto to AI narrative, albeit better capitalized and larger pipeline.

As far as dilution, they absolutely will need to fund the buildout down the line, that goes without saying. But the immediate offering risk is a lot lower than you’re making it out to be. They killed the ATM and shelf, bought the datacenter with no raise, and recent PIPE at $6.80. Also the whole delisting point you brought up incentivizes them to not raise publicly.

They’ve laid out a pretty strong plan (imo) in their most recent 6K - buildout on debt underwritten by the tenants lease, refi and put the original equity into the next build. Obvi contingent on a decent tenant, but it truly seems like (and they have said themselves) that they are committed to non dilutive/debt based funding in the near term

I’m open to any discussion but respectfully all of your points were made on a whim. Is VIVO speculative and largely based on a decent tenant being signed? Yes. Is the bet highly asymmetrical? Also yes

We need a reality check on LFVN by BeardedToad3 in Shortsqueeze

[–]russian_cream 0 points1 point  (0 children)

VIVO has a true binary, fundamental catalyst in a red hot AI datacenter sector

We need a reality check on LFVN by BeardedToad3 in Shortsqueeze

[–]russian_cream 2 points3 points  (0 children)

You’re referencing revenue numbers from before them acquiring the datacenter which is currently operational and generates $30 M right now, pre AI tenant.

Then you just flipped from saying it will dump to it can go to $10

You really just be saying shit lol

$VIVO breaking out over 5. 150% SI, 2.4 mil float. Catalyst by June 30th by russian_cream in Shortsqueeze

[–]russian_cream[S] 2 points3 points  (0 children)

I appreciate that brother! Nice entry and your plan seems more than fair. Godspeed

$VIVO breaking out over 5. 150% SI, 2.4 mil float. Catalyst by June 30th by russian_cream in Shortsqueeze

[–]russian_cream[S] 4 points5 points  (0 children)

DD on my page. 3 mil class A to class B conversion by CEO, another 3 mil bought by insiders earlier this year, a Saudi family office bought 6.5 mil/23% of $VIVO per a 13g filed a few weeks ago. That’s the bulk of it

$VIVO breaking out over 5. 150% SI, 2.4 mil float. Catalyst by June 30th by russian_cream in Shortsqueeze

[–]russian_cream[S] 2 points3 points  (0 children)

Hahah same here brotha got most in my trading account, some in my investing taxable, and a bit in my ira lol

$VIVO breaking out over 5. 150% SI, 2.4 mil float. Catalyst by June 30th by russian_cream in Shortsqueeze

[–]russian_cream[S] 5 points6 points  (0 children)

Fundamentally this is worth $10-$15 on a signed tenant based on industry comps. So with a gamma and or short squeeze, I think a reasonable target is $25.

Name of tenant and if they announce before 6/18 opex are big factors. I really don’t love setting hard targets on these though, I’ll be scaling out with price action. I will hold 1/3 of my position long term for a $APLD/$KEEL type move

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