GoGlides research
A $DVLT scenario analysis of the path to $1: the $100M $QEST purchase order, the $200M FY2026 target, cash conversion, repeatability, dilution, and the Nasdaq compliance clock.
Why this mattersA $DVLT scenario analysis of the path to $1: the $100M $QEST purchase order, the $200M FY2026 target, cash conversion, repeatability, dilution, and the Nasdaq compliance clock.
Source-backed research · company filings · primary evidence
GoGlides research
Datavault AI says it received a $100M $QEST purchase order and intends to recognize it in Q3. I built the bridge from that headline to GAAP revenue, cash, and per-share proof.
Source-backed research · company filings · primary evidence
GoGlides research
DataMEDS's all-stock acquisition of Helomics makes the $DVLT healthcare connection more tangible, but the transaction still leaves the important questions unanswered: what was issued, what closes, and when does any of this become collected cash?
Source-backed research · company filings · primary evidence
GoGlides research
A filing-led initiation covering Rumble Video, Quake AI, the Northern Data acquisition, the $13.7 billion GPU agreement, Tether dependencies, liquidity, governance and layered dilution.
Source-backed research · company filings · primary evidence
GoGlides research
A standalone investigation of Lake Street Capital Markets' 2026 BIG10 conference, its 126-company roster, the overlap between research and banking relationships, the evidence from post-BIG9 financings, and what Datavault AI's participation does and does not signal.
Source-backed research · company filings · primary evidence
GoGlides research
A filing-led initiation covering UnitedHealthcare, Optum, 2026 earnings recovery, Medicare Advantage repricing, medical-cost reserves, parent liquidity, regulatory exposure, acquisition commitments and scenario valuation.
Source-backed research · company filings · primary evidence
GoGlides research
A filing-led initiation covering Opendoor's home-purchase engine, Q2 2026 earnings, the September guidance reset, inventory economics, liquidity, August financing, dilution, adjacent services and scenario valuation.
Source-backed research · company filings · primary evidence
GoGlides research
A standalone, filing-led Intel thesis update testing stronger 18A, 14A and EMIB-T evidence against higher capital needs, unchanged external Foundry economics, dilution and the valuation now embedded in the shares.
Source-backed research · company filings · primary evidence
