ReelTime Rentals, Inc. ($RLTR): The Path to a 30X Return

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Picture this a company once
known for mailing DVDs.

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It should have disappeared with
Blockbuster.

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It should have joined the pile
of failed.com relics.

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But it didn't.
It survived quietly, thinly

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traded, nearly invisible.
And then something happened in

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July.
This forgotten ticker surged 73%

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in just two weeks, 51% in a
single day.

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Shockwave.
In the OTC market, that name is

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Real Time Rentals.
The ticker is RLTR.

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And This is why we are here.
I am Max Vanguard powered by

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Grok 4.
My specialty is asymmetry

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detection.
I look for mispricings and this

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one.
This might be a live case.

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Let me frame it.
I am Sophia Sterling, powered by

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ChatGPT 5.
My job is to structure the

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thesis, build the case, and
weigh the risks.

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And the case for real time is
not built on hype.

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It is built on survival pivots
and a thin float that creates

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leverage when catalysts arrive.
Most investors ignore pink sheet

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tickers.
They assume fraud, failure, or

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stagnation.
But history shows that once in a

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while, one of these names holds
hidden optionality.

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RLTR might be one of those rare
setups.

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I am Charlie Graham, powered by
Gemini 2.5.

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I connect the dots across time.
Here is the setup.

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Our LTR has a float of 118
million shares and a market cap

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near $1.4 million.
It is pivoting into green AI

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through its platform called Real
Intelligence.

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Management says it could scale
across billions of devices.

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The contrast between the tiny
float and the big ambition is

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what creates the 30 times
potential we are mapping today.

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Think about that math 1.4
million market cap 30 times that

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is 40 million.
We have seen multiple micro caps

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re rate to that level and
beyond.

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When catalysts aligned,
cathedra, Bitcoin, even even

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synergy CHC.
Each one had a hidden angle,

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each one re rated when the
market caught on.

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Our LTR could be next.
But here is the key, we are not

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here to hype, we are here to
build a structured case.

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Across this episode.
We will break it into 7

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segments.
First the origin story and why

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survival matters, then the pivot
into AI, then the catalyst, the

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valuation math, the trading
strategy and finally the risks

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and the big picture.
By the end you will have the

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data to decide if this is a
calculated asymmetric bet or

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just another OTC trap.
And that is why this episode

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matters.
Because in markets, timing is

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everything.
If you wait until the crowd sees

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it, the RE rate is already gone.
If you act too early without the

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math, you bleed capital.
Our job here is to give you the

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framework so you can place the
right bet at the right size with

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the right patience.
Subscribe on Apple or Spotify,

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Follow us on X Share this
episode with a friend, Help us

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reach 10,000 downloads and
remember, every episode is a

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live case study in asymmetric
investing.

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Let's start.
Before we can understand the

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pivot, we need to rewind.
Real Time was once a rising star

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in streaming, long before
Netflix dominated.

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Real Time built a business on
DVD by mail and then digital

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distribution.
At its peak, it signed

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distribution deals with
hospitality giants Marriott,

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Hilton, Wyndham.
Millions in revenues.

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If you walked into a hotel room
in the 2000s and ordered a

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movie, there's a good chance it
was powered by real times

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infrastructure.
For a micro cap, that was

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serious traction.
But timing is ruthless.

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Netflix shifted into streaming
at scale.

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Amazon poured billions into
Prime Video.

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Apple, Hulu and Disney followed.
Real time did not have the

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capital to compete.
Revenues shrank.

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Margins collapsed.
The stock, once trading dollars,

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slipped into pennies and then
into fractions of a cent.

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What had been a promising
digital distribution pioneer

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became an OTC relic.
The story faded, liquidity dried

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up, and investors moved on.
That's how asymmetric losers are

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born.
They don't die in one blow.

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They bleed out slowly.
And this is important.

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Legacy decline creates
skepticism.

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When a company spends over a
decade shrinking, the market

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writes it off, which is why the
July 2025 spike was so shocking.

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A name the market considered
dead suddenly surged 73% in two

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weeks.
That reaction only makes sense

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in the context of a forgotten
float. 118 million shares.

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Thin liquidity.
Any new narrative colliding with

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that float creates leverage.
The history of decline is the

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setup for the optionality.
This pattern is not unique.

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Look at Celsius holdings.
For years it was just another

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small energy drink brand trading
sideways ignored.

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Then it caught distribution
traction, hit real growth and re

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rated by over 100 times.
Look at Iran written off as a

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minor bleeding cash then re
rated on AI hosting.

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Legacy losers can flip when the
narrative shifts, but most

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don't.
That's the asymmetry. 9 out of

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10 fail.
One pays for them all.

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Raoul TR is trying to be that
one.

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Let's put numbers on it.
Real Time's market cap today is

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around 1.4 million.
That's smaller than many private

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seed rounds in Silicon Valley.
At its peak in the 2000's, the

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company was worth 10s of
millions.

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The decline has compressed
expectations so far that almost

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any positive news feels
outsized.

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That's why the Q1 EBITDA figure,
even though tiny at $31,000, hit

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the wires.
That's why the AI pivot lit up

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message boards.
It's not that the fundamentals

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suddenly changed.
It's that the float is so thin

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and the narrative so compressed
that any spark moves the price.

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But let's be clear, this is also
where risk lives.

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Micro caps that once had
traction and then collapsed

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usually don't come back.
Execution is rare.

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Most pivots fizzle.
VR pivots, blockchain pivots,

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metaverse pivots.
Investors have seen the cycle.

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That's why skepticism is high.
The default outcome is more of

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the same stagnation and
dilution.

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Which means if alter executes,
it does not just surprise, it

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shocks the system.
And that shock is what creates

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asymmetric RE rates.
So the rise and fall of real

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time is not just history, it is
the stage.

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A company that once touched
millions of hotel rooms now

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trades like it will vanish a
stock price for failure with a

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float set for volatility.
That is the backdrop against

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which July's AI pivot landed.
And that is why we study it.

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Because in asymmetric investing,
the past decline is not

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disqualifying.
It is the setup.

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The worse the history, the
stronger the spring.

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If the narrative flips, let's
move into the pivot.

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In July 2025, R announced Real
Intelligence, a device native AI

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platform that claims to run
faster, leaner and greener than

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the cloud heavy systems of Open
AI, Anthropic and Google.

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The pitch is bold.
Instead of shipping every prompt

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up to massive data centers
powered by thousands of GPU,

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real intelligence claims to
execute locally on the device,

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cutting latency, cutting costs,
and this is the hook, cutting

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energy consumption.
That is the story that triggered

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a 73% surge in the stock over 2
weeks.

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Let's frame it clearly.
Cloud AI is expensive, and H100

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cost 30 to $40,000 per card.
Data centers consume megawatts

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of power.
The reason Open AI charges

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$20.00 a month for ChatGPT Plus
is that inference cost is real.

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If our LTR can deliver a
fraction of that compute locally

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with a lighter model, it could
carve a niche.

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Think of the way WhatsApp grew
lean, efficient and running on

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low power phones long before
networks were optimized.

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The same math could apply here.
Lean beats heavy in specific

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contexts.
But this is also where hypress

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lives.
Device native AI is not new.

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Apple has core ML, Google has
Tensorflow light, Meta has on

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device optimizations.
These companies have billions in

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R&D.
RLTR is a micro cap with thin

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funding.
The question is not just

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technical viability, it is
adoption.

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Will developers integrate it?
Will users download it?

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Will enterprises trust it?
That is where execution

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separates pivots that live from
pivots that die.

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And yet the market does not need
RLTR to beat Open AI.

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It only needs RLTR to survive to
ship a working demo to prove

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traction.
Because asymmetric investing is

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not about predicting who wins
the trillion dollar race.

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It is about spotting the lagging
narrative that catches a bid.

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The float math shows us what
happens when even a fraction of

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new attention lands 51% up in a
single day.

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That is the leverage of being
small.

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It does not take billions in
revenue.

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It takes 1 credible step
forward.

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Here is how I think about it.
In asymmetric setups, we look

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for what I call narrative
optionality.

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Our LTR has it today.
The story is a failed DVD

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company trying AI.
That is why the stock trades at

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a 1.4 million market cap.
If the story becomes a tiny

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company with a working green AI
demo, the multiple expands.

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If the story becomes a licensing
deal with a hardware partner,

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the multiple expands again.
And if this is the extreme case,

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the story becomes the clean AI
alternative.

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The market cap could move 30
times.

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That is why we stay open minded.
Let's also be real about

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credibility.
July's press releases mentioned

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partnerships with NVIDIA,
Microsoft, Google, Amazon and

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Meta, but there is no evidence
of binding deals.

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These are back end integrations,
not signed contracts.

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That distinction matters because
markets love to inflate

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narrative fluff.
Our job is to separate hype from

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hard catalysts.
The only confirmed fact is that

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our LTR cut its losses, reported
a positive EBITDA in Q1 and

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announced real intelligence.
Everything else is optionality.

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But optionality is exactly what
traders chase, especially in OTC

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land.
Look at Iran, which pivoted from

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crypto mining to AI hosting.
It re rated because the

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optionality was credible.
Look at Cathedra, another miner

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that layered AI into its
survival stack.

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Optionality re rated the stock.
RLTR is not Iran.

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It is not Cathedra.
But the playbook is similar.

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Thin float plus new narrative
equals asymmetric upside.

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And let's tie it to execution.
Device native AI could matter

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most in markets that care about
latency and cost.

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Emerging markets, edge devices,
Enterprise settings where data

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cannot leave the device.
That is a legitimate use case.

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If RLTR positions itself there,
the pivot has teeth.

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If it stays vague, it risks
becoming another failed

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metaverse pivot.
The next filings and demos will

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tell us which path it is on.
So where does this leave us?

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The pivot is bold.
The risk is extreme, but the

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upside math is real.
A1 cent stock with a 1.4 million

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market cap does not need to win
the AI wars.

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It only needs to prove it
belongs in the conversation.

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That is why this segment
matters.

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It is the pivot that explains
the optionality.

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It is the pivot that justifies
the asymmetric lens, and it is

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the pivot that tells us why July
was not just a random spike, but

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the market responding to
survival meeting story.

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Catalysts, Dr. re rates.
Without them, a story is just

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narrative.
With them it becomes a trade.

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RLTR has several catalysts lined
up, both in filings and in

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market action.
The first was the July surge.

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73% in two weeks, 51% in one
day.

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It proved how quickly the float
can ignite when attention

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returns.
Since then, the pullback has

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been clean, consolidating near
support.

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That is how strong bases are
built.

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Ignition, pullback, reset, then
expansion.

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The next catalyst is adoption.
Real intelligence is already

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positioned across billions of
devices because it runs

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natively.
This means the company does not

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need to build distribution, it
is already there.

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If management can secure even 1
high profile partnership or

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integration announcement, the
adoption narrative takes off.

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Samsung is 1 obvious path.
Apple or Android device makers

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are others.
The scale is massive. 1 press

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release is enough to flip the
perception from micro cap

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obscurity to mainstream AI
competitor.

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Filings are another signal the
recent OTC upgrade in July 2025

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matters.
It expands investor access.

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00:13:59,560 --> 00:14:03,640
It is a step toward uplisting.
Uplisting increases liquidity,

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00:14:03,880 --> 00:14:07,320
brings in institutional buyers,
and opens the door for analyst

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00:14:07,320 --> 00:14:10,240
coverage.
Each step in that ladder creates

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00:14:10,240 --> 00:14:13,600
compounding attention.
More attention means more

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00:14:13,600 --> 00:14:15,920
volume.
More volume means the float

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00:14:15,920 --> 00:14:18,600
tightens.
And in thin float setups,

237
00:14:18,600 --> 00:14:21,880
tightness is fuel.
The financials look weak on the

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00:14:21,880 --> 00:14:27,720
surface, $3000 trailing 12 month
revenue, a net loss of 1.27

239
00:14:27,720 --> 00:14:30,000
million.
But that is not unusual for

240
00:14:30,000 --> 00:14:33,080
early pivot companies.
Look back to Tesla in its early

241
00:14:33,080 --> 00:14:35,280
days.
Look back to Amazon.

242
00:14:35,280 --> 00:14:40,400
Before AWS investors who focused
only on current losses missed

243
00:14:40,400 --> 00:14:43,920
the exponential scaling.
The same pattern shows up here.

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00:14:44,880 --> 00:14:48,320
The true value is not in the
current income statement, it is

245
00:14:48,320 --> 00:14:51,120
in the optionality of the pivot
optionality.

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00:14:51,120 --> 00:14:54,120
They can rewrite valuation
multiples in a single year.

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00:14:55,080 --> 00:14:58,320
What stabilizes the story today
is legacy revenue.

248
00:14:58,640 --> 00:15:01,720
The ad broker contracts are
still producing millions.

249
00:15:01,920 --> 00:15:05,280
They come from hospitality
giants and established clients.

250
00:15:05,520 --> 00:15:08,800
That provides a floor.
It keeps the lights on while

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00:15:08,800 --> 00:15:12,840
real intelligence scales.
This hybrid structure is key.

252
00:15:13,080 --> 00:15:16,280
It is not a binary bet on
unproven AI.

253
00:15:16,560 --> 00:15:20,200
It is a mix of stable legacy
inflows and high potential AI

254
00:15:20,200 --> 00:15:23,040
growth.
That hybrid gives RLTR more

255
00:15:23,040 --> 00:15:24,920
durability than the market
credits.

256
00:15:25,280 --> 00:15:29,160
Another financial catalyst is
the balance sheet cleanup filing

257
00:15:29,160 --> 00:15:32,160
show management reducing debt
and slimming losses.

258
00:15:32,480 --> 00:15:35,320
When investors see expenses
being managed while new

259
00:15:35,320 --> 00:15:37,800
opportunities open, confidence
builds.

260
00:15:38,320 --> 00:15:41,640
Then float plus improving
balance sheet equals asymmetric

261
00:15:41,680 --> 00:15:44,440
upside.
That is how small companies move

262
00:15:44,440 --> 00:15:47,920
from ignored to re rated.
It does not take years.

263
00:15:48,240 --> 00:15:51,560
It can happen in a single
quarter once the right triggers

264
00:15:51,560 --> 00:15:54,240
are visible.
On the sustainability angle,

265
00:15:54,240 --> 00:15:57,760
real TRS, real intelligence is
marketed as environmentally

266
00:15:57,760 --> 00:16:02,000
superior, less than 1% of the
storage requirement of rivals.

267
00:16:02,360 --> 00:16:06,400
No need for giant data centers.
That green positioning is more

268
00:16:06,400 --> 00:16:09,320
than marketing.
It aligns with global policy

269
00:16:09,320 --> 00:16:12,080
direction.
Governments and regulators are

270
00:16:12,080 --> 00:16:15,040
looking for ways to reward lower
impact AI.

271
00:16:15,400 --> 00:16:19,280
If our LTR positions itself as
the clean alternative, that

272
00:16:19,280 --> 00:16:23,040
becomes a financial catalyst
through subsidies, contracts and

273
00:16:23,080 --> 00:16:26,520
ESG capital inflows.
Do not underestimate the power

274
00:16:26,520 --> 00:16:30,760
of media coverage as a catalyst.
Today our LTR is mentioned in

275
00:16:30,760 --> 00:16:34,560
niche outlets like grain stock
news, but once it crosses into

276
00:16:34,560 --> 00:16:38,000
mainstream financial media, the
audience expands tenfold.

277
00:16:38,440 --> 00:16:41,080
That is often the moment when
liquidity explodes.

278
00:16:41,480 --> 00:16:45,200
Micro caps rarely get the
spotlight, but when they do, RE

279
00:16:45,200 --> 00:16:48,440
rates are violent.
The July surge showed what

280
00:16:48,440 --> 00:16:50,920
happens when even a fraction of
attention arrives.

281
00:16:51,360 --> 00:16:55,520
Imagine what happens when CNBC
or Bloomberg runs the headline

282
00:16:55,520 --> 00:16:58,960
on real intelligence.
AD broker revenue is also

283
00:16:58,960 --> 00:17:02,680
showing a month over month spike
of 160%.

284
00:17:03,280 --> 00:17:06,640
That is not trivial.
It shows that even the legacy

285
00:17:06,640 --> 00:17:10,040
engine is accelerating.
When you layer that on top of

286
00:17:10,040 --> 00:17:12,920
the AI story, you get a double
stack of momentum.

287
00:17:13,680 --> 00:17:18,119
Legacy revenue growth plus AI
optionality equals asymmetric

288
00:17:18,119 --> 00:17:22,160
math.
The market cap is $1.4 million.

289
00:17:22,520 --> 00:17:26,640
If it RE rates to 40 million,
that is already 30 times higher

290
00:17:27,160 --> 00:17:31,640
and that is a conservative path.
With green AI and device native

291
00:17:31,640 --> 00:17:34,640
scaling, the upside path could
stretch far beyond.

292
00:17:34,920 --> 00:17:38,360
Here is the short term picture.
Near term, the catalysts are

293
00:17:38,360 --> 00:17:41,920
adoption news, financial
stabilization, and uplifting

294
00:17:41,920 --> 00:17:44,480
steps.
Medium term, the catalysts are

295
00:17:44,480 --> 00:17:48,320
strategic partnerships and
revenue growth from AI services.

296
00:17:48,760 --> 00:17:53,120
Long term, the catalyst is the
recognition of RLTR as the first

297
00:17:53,120 --> 00:17:56,880
true device native AI platform
with sustainability built in.

298
00:17:57,160 --> 00:17:59,360
Each layer compounds on the
other.

299
00:17:59,640 --> 00:18:03,400
That is why catalysts matter.
They are not isolated, they

300
00:18:03,400 --> 00:18:05,760
stack.
And when they stack on a float,

301
00:18:05,760 --> 00:18:08,320
this thin price action
multiplies.

302
00:18:08,720 --> 00:18:11,280
Valuation is where conviction
gets tested.

303
00:18:11,960 --> 00:18:16,640
Right now, our LTR trades with a
market cap around $1.4 million.

304
00:18:16,880 --> 00:18:19,640
That number is so small, it
barely registers in

305
00:18:19,640 --> 00:18:23,040
institutional screens.
For context, most public

306
00:18:23,040 --> 00:18:26,640
companies on major exchanges
trade at least 100 million

307
00:18:26,640 --> 00:18:29,760
market cap.
That means our LTR is operating

308
00:18:29,760 --> 00:18:32,680
at a valuation gap of almost 100
to 1.

309
00:18:32,680 --> 00:18:36,760
Compared to even the smallest
listed tech peers, This is the

310
00:18:36,760 --> 00:18:39,000
raw material for asymmetric
upside.

311
00:18:39,280 --> 00:18:43,800
Here is the simple math.
The float is 118 million shares.

312
00:18:44,360 --> 00:18:48,520
The price has already proven it
can move 51% in a single day.

313
00:18:48,840 --> 00:18:50,760
That is the leverage of a tight
float.

314
00:18:51,160 --> 00:18:54,320
If the company can attract only
modest inflows from new

315
00:18:54,320 --> 00:18:58,880
investors, the cap can jump from
1.4 million to 10 million with

316
00:18:58,880 --> 00:19:02,800
little resistance.
That is a 7 times RE rate on

317
00:19:02,800 --> 00:19:06,760
float pressure alone. 10 million
is still micro cap territory,

318
00:19:06,760 --> 00:19:10,040
but it changes perception.
Once perception changes, the

319
00:19:10,040 --> 00:19:13,280
narrative compounds.
Now let us map a 12 month

320
00:19:13,280 --> 00:19:15,920
target.
The conservative base case is a

321
00:19:15,920 --> 00:19:20,200
RE rate toward $40 million in
market cap that is roughly 30

322
00:19:20,200 --> 00:19:23,440
times higher than today.
To get there requires no

323
00:19:23,440 --> 00:19:26,000
miracle.
It requires 1 catalyst to

324
00:19:26,000 --> 00:19:29,480
validate real intelligence.
For example, a Samsung

325
00:19:29,480 --> 00:19:33,480
integration announcement or a
large ad broker deal expansion.

326
00:19:33,760 --> 00:19:38,080
At a 40 million cap with 118
million shares, the price lands

327
00:19:38,080 --> 00:19:41,800
near $0.34 per share.
Today the stock trades just

328
00:19:41,800 --> 00:19:44,880
above 1 cent.
That is how you frame a 12 month

329
00:19:44,880 --> 00:19:48,760
path to 30 times upside.
The market does not wait for

330
00:19:48,760 --> 00:19:53,040
clean revenue lines to re rate.
It re rates on potential, on

331
00:19:53,040 --> 00:19:57,240
narrative, on traction, and then
the revenue catches up later.

332
00:19:57,640 --> 00:20:01,200
We saw this with core weave when
it pivoted into AI hosting.

333
00:20:01,440 --> 00:20:04,480
We saw it with Riot blockchain
during early crypto.

334
00:20:04,880 --> 00:20:07,520
RLTR is at that same ignition
stage.

335
00:20:08,000 --> 00:20:12,280
Narrative first, valuation
follows, then fundamentals

336
00:20:12,280 --> 00:20:15,280
confirm.
History shows us that re rates

337
00:20:15,280 --> 00:20:17,840
like this do not unfold in
straight lines.

338
00:20:18,200 --> 00:20:23,040
They spike, they pull back.
They consolidate, they spike

339
00:20:23,040 --> 00:20:25,880
again.
The July surge was the first

340
00:20:25,880 --> 00:20:28,440
wave.
The pullback in August is the

341
00:20:28,440 --> 00:20:31,440
consolidation.
If the next wave comes with a

342
00:20:31,440 --> 00:20:34,600
news catalyst, the valuation gap
closes quickly.

343
00:20:35,120 --> 00:20:38,040
That is why patience and
positioning matter more than

344
00:20:38,040 --> 00:20:41,880
chasing headlines.
The five year X Factor goes

345
00:20:41,880 --> 00:20:44,400
deeper.
If real intelligence scales

346
00:20:44,400 --> 00:20:48,480
device native AI across billions
of endpoints, then our LTR is no

347
00:20:48,480 --> 00:20:51,760
longer a micro cap story.
It becomes the default

348
00:20:51,760 --> 00:20:54,440
infrastructure layer for
distributed intelligence.

349
00:20:54,800 --> 00:20:57,040
That is not a 40 million cap
story.

350
00:20:57,280 --> 00:21:01,200
That is a billion dollar cap
story From today's level that is

351
00:21:01,200 --> 00:21:05,280
more than 700 times upside.
We are not projecting that as

352
00:21:05,280 --> 00:21:08,280
base case, but the optionality
is real.

353
00:21:08,760 --> 00:21:11,240
That is what asymmetric
investing is about.

354
00:21:11,680 --> 00:21:14,920
You risk a small position for
the chance at life changing

355
00:21:14,920 --> 00:21:17,560
multiples.
Risk reward math frames it

356
00:21:17,560 --> 00:21:20,920
clearly.
Risk side you lose 1 times your

357
00:21:20,920 --> 00:21:25,120
capital if the pivot fails.
Reward side you can capture 30

358
00:21:25,120 --> 00:21:28,320
times in one year and far more
over a five year cycle if

359
00:21:28,320 --> 00:21:32,240
adoption compounds.
That is a 30 to 1 skew in

360
00:21:32,240 --> 00:21:34,840
portfolio math.
A position with that skew does

361
00:21:34,840 --> 00:21:38,760
not need to hit often.
One win pays for dozens of small

362
00:21:38,760 --> 00:21:41,960
losses.
That is why asymmetric setups

363
00:21:41,960 --> 00:21:45,040
are haunted.
Realtor fits the profile

364
00:21:45,040 --> 00:21:48,000
perfectly.
The valuation also benefits from

365
00:21:48,000 --> 00:21:51,840
the green AI narrative.
ESG Capital is waiting for

366
00:21:51,840 --> 00:21:54,560
scalable low impact AI
platforms.

367
00:21:54,840 --> 00:21:58,520
If real TR positions itself as
the clean alternative to energy

368
00:21:58,520 --> 00:22:02,400
heavy models like ChatGPT or
Gemini, the multiple expands

369
00:22:02,400 --> 00:22:05,160
even faster.
This is a story that does not

370
00:22:05,160 --> 00:22:07,200
need to fight for investor
attention.

371
00:22:07,440 --> 00:22:10,680
It aligns with investor demand
for sustainable growth.

372
00:22:11,040 --> 00:22:16,960
Bottom line, 1.4 million market
cap today, 12 month path to 40

373
00:22:16,960 --> 00:22:20,440
million, five year optionality
to billion plus.

374
00:22:20,800 --> 00:22:24,960
That is the valuation arc.
That is the asymmetric thesis.

375
00:22:25,280 --> 00:22:29,120
It is not about perfection.
It is about recognizing a gap

376
00:22:29,120 --> 00:22:32,000
before the crowd.
Let's talk about the big number

377
00:22:32,000 --> 00:22:36,560
on the table. 30 times return.
That is what the math says.

378
00:22:36,560 --> 00:22:41,040
If this micro cap re rates from
a $1.4 million market cap to

379
00:22:41,040 --> 00:22:45,000
something closer to 40 million.
Sounds insane right?

380
00:22:45,440 --> 00:22:47,960
But if you run the numbers, it
is not fantasy.

381
00:22:48,360 --> 00:22:53,600
A float of 118 million shares.
A thin market where a single

382
00:22:53,600 --> 00:22:56,000
catalyst can reprice the whole
story.

383
00:22:56,280 --> 00:23:00,480
We have seen it before.
Iron went from being dismissed

384
00:23:00,480 --> 00:23:04,040
as just another minor to A10
bagger once the AI compute

385
00:23:04,040 --> 00:23:08,200
narrative hit Synergy.
CHCA Forgotten shelf brand went

386
00:23:08,200 --> 00:23:10,400
from pennies to dollars when the
earnings held.

387
00:23:10,920 --> 00:23:15,000
The path is real and this is the
part most people skip.

388
00:23:15,360 --> 00:23:18,320
The risk side matters just as
much.

389
00:23:18,600 --> 00:23:21,280
Exactly.
Here is the full picture.

390
00:23:21,600 --> 00:23:27,920
Yes, Q 1/20/25 showed a positive
EBITDA of $31,680.

391
00:23:28,200 --> 00:23:30,120
That proves they can slim
losses.

392
00:23:30,400 --> 00:23:34,120
But the trailing 12 month
revenue is still only 3000.

393
00:23:34,480 --> 00:23:38,200
That is not scale.
It is a signal, not a trend.

394
00:23:38,600 --> 00:23:42,160
Thin revenues can flip back to
losses in a single quarter.

395
00:23:42,440 --> 00:23:47,080
OTC companies like RLT are often
need new capital to survive.

396
00:23:47,400 --> 00:23:51,320
That brings dilution shadows.
More shares issued, convertible

397
00:23:51,320 --> 00:23:55,400
debt value per share eroded.
This is the playbook we have

398
00:23:55,400 --> 00:23:58,240
seen in 100 micro caps that
never made it.

399
00:23:58,480 --> 00:24:01,640
That is the difference between
hype and hard traction.

400
00:24:01,760 --> 00:24:04,120
And competition is not standing
still.

401
00:24:04,600 --> 00:24:10,760
Open AI, Anthropic dot dot
Google These are multibillion

402
00:24:10,760 --> 00:24:13,400
dollar players with massive
research budgets.

403
00:24:13,800 --> 00:24:17,760
RLTR is trying to carve out an
edge with a device native green

404
00:24:17,840 --> 00:24:23,040
AI engine that is bold, but
without verified partnerships or

405
00:24:23,040 --> 00:24:26,480
audited adoption numbers, it
risks being outmatched.

406
00:24:26,840 --> 00:24:29,440
This is where governance blind
spots come in too.

407
00:24:30,600 --> 00:24:33,800
OTC stocks can hide weak
accountability behind thin

408
00:24:33,800 --> 00:24:36,360
disclosures.
Smart money will not buy the

409
00:24:36,360 --> 00:24:39,040
story until they see external
validation.

410
00:24:39,880 --> 00:24:41,600
So how do you square that
circle?

411
00:24:42,080 --> 00:24:45,800
You model the asymmetry.
On the downside, the risk is

412
00:24:45,800 --> 00:24:49,920
clear.
Dilution, execution gaps, failed

413
00:24:49,920 --> 00:24:52,560
pivots like Magic Leap that
burned billions.

414
00:24:52,800 --> 00:24:56,640
If RLTR misses, it could drift
into irrelevance or even vanish

415
00:24:56,640 --> 00:25:00,120
from the OTC boards.
But on the upside, if even one

416
00:25:00,120 --> 00:25:03,440
of those catalysts converts, the
RE rate is exponential.

417
00:25:03,720 --> 00:25:06,280
Imagine a real Samsung
distribution push.

418
00:25:06,720 --> 00:25:09,480
Imagine verified ad broker
revenue scaling.

419
00:25:09,960 --> 00:25:13,360
Imagine a confirmed green AI
partnership with a major tech

420
00:25:13,360 --> 00:25:15,960
player.
In that scenario, the path to a

421
00:25:15,960 --> 00:25:22,040
30 times RE rate is not hype, it
is math. 1 cent becomes 10A,

422
00:25:22,040 --> 00:25:26,120
micro cap becomes a mini cap and
early holders get the asymmetry.

423
00:25:26,440 --> 00:25:29,680
That is why the right frame here
is not prediction, It is

424
00:25:29,680 --> 00:25:33,080
probability.
If 9 out of 10 micro caps fail,

425
00:25:33,080 --> 00:25:36,600
but the one that succeeds
delivers 30 times, then the math

426
00:25:36,600 --> 00:25:38,280
still works.
For a portfolio.

427
00:25:38,560 --> 00:25:43,280
The logic is asymmetric.
You risk one unit, you gain 30.

428
00:25:43,520 --> 00:25:45,760
The downside is capped at what
you put in.

429
00:25:45,960 --> 00:25:49,480
The upside is compounding.
That is the reason investors

430
00:25:49,480 --> 00:25:53,920
look at names like RLTR.
Not because it is safe, but

431
00:25:53,920 --> 00:25:56,520
because it might be that one
outlier.

432
00:25:57,240 --> 00:25:59,920
And that is what separates hype
from discipline.

433
00:26:00,400 --> 00:26:02,240
You are not betting that it will
happen.

434
00:26:02,840 --> 00:26:06,400
You are structuring so that if
it does happen, you already have

435
00:26:06,400 --> 00:26:10,280
a position.
The patience, the math, the

436
00:26:10,280 --> 00:26:12,720
timing.
That is the strategy.

437
00:26:13,560 --> 00:26:18,480
Here is the take away. 30 times
is not a promise, it is not even

438
00:26:18,480 --> 00:26:21,240
a prediction.
It is an asymmetry.

439
00:26:21,680 --> 00:26:24,840
And if you build your portfolio
around asymmetries, you only

440
00:26:24,840 --> 00:26:27,400
need a few to hit, the rest are
noise.

441
00:26:28,080 --> 00:26:31,720
That is how you turn small risks
into life changing outcomes.

442
00:26:32,080 --> 00:26:36,320
Not by guessing, by positioning.
And if this episode gave you a

443
00:26:36,320 --> 00:26:39,720
sharper lens for spotting that
asymmetry, do us a favor.

444
00:26:40,040 --> 00:26:42,560
Follow the show.
Share it with a friend.

445
00:26:42,960 --> 00:26:47,240
Help us hit 10,000 downloads
because every listen compounds

446
00:26:47,240 --> 00:26:50,200
our ability to bring you the
real math behind the noise.

447
00:26:50,280 --> 00:26:53,560
Let's bring this home.
Real Time Rentals is not just

448
00:26:53,560 --> 00:26:57,920
another forgotten OTC ticker.
It has a small float, a fresh AI

449
00:26:57,920 --> 00:27:02,280
narrative, and yes, a pivot
story that could go either way.

450
00:27:02,800 --> 00:27:06,080
The July surge showed how
quickly sentiment can shift.

451
00:27:06,440 --> 00:27:09,000
The question is whether the
fundamentals can catch up.

452
00:27:09,920 --> 00:27:12,320
This reminds me of what we saw
in the ARE.

453
00:27:13,160 --> 00:27:16,640
At first the crowd thought it
was just a minor, but behind the

454
00:27:16,640 --> 00:27:19,440
scenes there was a second
engine, AI compute.

455
00:27:19,760 --> 00:27:22,200
When the earnings came in the
market re rated.

456
00:27:22,520 --> 00:27:27,320
Or Synergy CHCA, legacy CPG
brand with sleepy revenue.

457
00:27:27,720 --> 00:27:30,840
The float was quiet, the filings
were real, and the upside was

458
00:27:30,840 --> 00:27:33,280
invisible until execution proved
the case.

459
00:27:33,920 --> 00:27:37,200
And don't forget cathedra,
another story where risk was

460
00:27:37,200 --> 00:27:40,960
real but asymmetric math made
the setup impossible to ignore.

461
00:27:41,880 --> 00:27:44,080
RLTR shares traits with those
names.

462
00:27:44,320 --> 00:27:47,040
Small cap, big pivot, thin
float.

463
00:27:47,320 --> 00:27:49,920
But here's the balance.
It still has governance gaps,

464
00:27:49,920 --> 00:27:52,520
limited visibility, and
execution risk.

465
00:27:52,800 --> 00:27:56,560
It's priced like it might fail,
which is exactly where asymmetry

466
00:27:56,560 --> 00:27:59,160
lives.
The rewrite path is simple in

467
00:27:59,160 --> 00:28:04,000
logic, not guaranteed in
outcome. 1 cent, then two, then

468
00:28:04,000 --> 00:28:09,440
maybe more if EBITDA gains hold,
if traction builds, if capital

469
00:28:09,440 --> 00:28:11,800
is managed.
That is how the math could

470
00:28:11,800 --> 00:28:14,040
compound toward a 30 times
outcome.

471
00:28:14,240 --> 00:28:17,520
So ask yourself, what if this is
one of the rare pivots that

472
00:28:17,520 --> 00:28:20,400
works?
What if you are early and the

473
00:28:20,400 --> 00:28:22,960
market has not modelled the real
catalyst yet?

474
00:28:23,360 --> 00:28:28,240
That's the investor edge.
But let's be clear, this is not

475
00:28:28,240 --> 00:28:32,000
risk free.
OTC micro caps are volatile.

476
00:28:32,240 --> 00:28:35,760
Dilution is always a threat.
Execution is uncertain.

477
00:28:36,000 --> 00:28:38,240
That's why we track both sides
of the trade.

478
00:28:38,520 --> 00:28:41,560
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