rubicon59 — While we are dooming over memory, $EVC is +40% in 5 weeks since tweet.↗
Jun 19
rubicon59 — As far as fintwit, $LFTO does not exist. Hardly anyone talks about it, and even the few refernces only mention as a prop for $EVC. About as cold an IPO as it gets.↗
rubicon59 — @Scholt51 Just remove that single customer and $EVC is still cheap and in hypergrowth.↗
Jun 6
rubicon59 — My guess is $EVC should outperform $APP & $LFTO by a wide margin in the NTM. We shall see.↗
Jun 5
rubicon59 — $LFTO, along with $APP and $EVC is one of the purest AI application "plays". Aside from coding, it is hard to find a more natural near term AI beneficiary, and coding AIs aren't p…↗
Jun 5
rubicon59 — $LFTO that IPOed yesterday looks very attractive IMHO. A similar business to $APP at essentially half the fcf multiple.”( my imperfect calcs). Also makes $EVC even more of a no-br…↗
May 2026 · 4 mentions
May 23
rubicon59 — In many ways this reminds of the no-growth-busines-masking-hypergrowth-business Applovin set up two years ago.
In this case, though, the $EVC’s money-losing no-growth media bisi…↗
May 21
rubicon59 — $EVC DSP business alone is worth 2x the current MC even san the one concentrated customer. And then there is more.↗
May 15
rubicon59 — $EVC looks promising to me here, even as many would be put off by a sharp recent run up, insider sales, and a big single-customer concentration.↗
May 6
MicroCapClub — Congrats @kingdomcapadv and @Uzocapital on $EVC
$7 pre market!
👊 👊 👊 https://t.co/5Jb8YP9bIW