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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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.