12/26/24 - $rzlv - Need more developments.
12/26/24 :: VROCKSTAR :: 
RZLV
Need more developments.
- ai chatbot co for e-commerce
- reminds a bit of
LPSN's attempt (too bad they never figured it out)
- i'm skeptical this product can't easily be built in house (and already is) by names like
AMZN, 
SHOP, etc. so today it seems more like a "feature" than a moat-style AI business
- don't love the founder, seems a bit dry. but honestly never met the guy and wish him the best
- no revenues, a bunch of announcements coming in '25 and apparently some initial biz in 4Q. but seems more like a build hype/ announcement excitement situation
- in this tape weird stuff is ripping. if AI software names rip, this could well double off it's lows, but I think at nearly 700 mm+ valuation, that's just too much to ask from me and i have a bunch of other stuff i'd rather own and can more easily scale up (b/c this would be a 25-50 bps position at max size... so "legging" in at 5-10 bps is just a distraction on my PnL)
- set target to re-look if/when we retest the $2 handle
V
RZLVNeed more developments.
- ai chatbot co for e-commerce
- reminds a bit of
LPSN's attempt (too bad they never figured it out)- i'm skeptical this product can't easily be built in house (and already is) by names like
AMZN, SHOP, etc. so today it seems more like a "feature" than a moat-style AI business- don't love the founder, seems a bit dry. but honestly never met the guy and wish him the best
- no revenues, a bunch of announcements coming in '25 and apparently some initial biz in 4Q. but seems more like a build hype/ announcement excitement situation
- in this tape weird stuff is ripping. if AI software names rip, this could well double off it's lows, but I think at nearly 700 mm+ valuation, that's just too much to ask from me and i have a bunch of other stuff i'd rather own and can more easily scale up (b/c this would be a 25-50 bps position at max size... so "legging" in at 5-10 bps is just a distraction on my PnL)
- set target to re-look if/when we retest the $2 handle
V
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Declinazione di responsabilità
Le informazioni ed i contenuti pubblicati non costituiscono in alcun modo una sollecitazione ad investire o ad operare nei mercati finanziari. Non sono inoltre fornite o supportate da TradingView. Maggiori dettagli nelle Condizioni d'uso.