Velo3D. Every tracked FinTwit mention of $VELO, newest first. 182 mentions since the first on Dec 12, 2025. See the price chart.
July 2026 · 5 mentions
Jul 17
Tradable Astronaut — Regardless of how the market is, there is always a bull market somewhere!
Here are some of the names caught by the Aion index in recent:
$MYPS + 25%
$PBF +18%
$PARR + 11%
Short…↗
Jul 16
Wayne Liang — When there's an indiscriminate selloff like this, it's good to remind yourself of the fundamentals.
E.g. Look at space the past month.
Nothing has fundamentally changed... in fac…↗
Jul 11
Space Investor — The post SpaceX IPO selloff has hit space stocks hard.
Here's how the sector is performing year to date:
$IRDM 182%
$SATL 132%
$AMPG 104%
$VSAT 95%
$SPIR 88%
$PL 28%
$BKSY 20%
$R…↗
Jul 9
Space Investor — $VELO: Cantor Fitzgerald's analyst Troy D Jensen initiate Velo3D with an Overweight rating and a $17 price target. https://t.co/ZUsTYQCsr3↗
Jul 7
Space Investor — $VELO: Velo3D today announced that Mears Machine Corporation ("Mears") has ordered its fifth Velo3D Sapphire® XC metal additive manufacturing system, with options for two additiona…↗
June 2026 · 32 mentions
Jun 24
Space Investor — Remember all those companies that raised massive amounts of capital months ago at sky-high valuations?
My guess is they're about to put that cash to work, acquiring smaller player…↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 21
Tradable Astronaut — AION GLOBAL INDEX LEADERS this week
$HQ +79.6% 🚀
$AMPG +36.8%
$SEZL +23.0%
$OCC +17.9%
$VELO +16.8%
$RXT +16.3%
$UCTT +15.7%
$WDC +14.2%
Leaders are in QUANTUM, AI INFRA and MEM…↗
mon — The question I get asked a lot is: “Who should I follow on X?”
I’m not going to give you a complete list. Maybe another time. Instead, I think it’s more useful to understand the…↗
May 30
Space Investor — WEEKLY PERSPECTIVE
We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns.
$SATL 385%
$MNTS 194%
$SPIR 192%
$RDW 172%
$PL 151%
$…↗
May 29
Daniel Koss — Public Autopilot Portfolio is now up 127% 📈
since I launched it 65 days ago.
Every single trade is public and third-party verified in real time.
Only US companies.
No nano or mi…↗
Daniel Koss — @Kaizen_Investor I usually do the same. I sell when I'm starting to feel like execution is lagging promises made, as was the case for me with $TE (but in those cases I'm happy to b…↗
Apr 27
Space Investor — $VELO: Velo3D today announced the pricing of a firm commitment underwritten registered direct offering of 3,571,428 shares of its common stock at a price of $14.00 per share, for g…↗
Apr 26
Space Investor — A bit of perspective this moring
YTD returns across a few space companies:
$SATL +215%
$IRDM +119%
$SPIR +111%
$PL +74%
$BKSY +62%
$FLY +48%
$LUNR +43%
$RDW +7%
$RKLB +5%
$VELO…↗
mon — $VELO Velo3D Awarded $9.8 Million Multi-year Department of War Contract Supporting the Defense Logistics Agency.
Big news for VELO today. +10.56% Pre-Market.
Here's the summary:…↗
Mar 30
Space Investor — $VELO: Velo3D has been awarded a $9.8 million, five-year Indefinite Delivery Indefinite Quantity (IDIQ) contract supporting the Defense Logistics Agency's (DLA) Joint Additive Manu…↗
Mar 30
InvestmentGuru — $VELO
Velo3D Awarded $9.8 Million Multi-year Department of War Contract Supporting the Defense Logistics Agency↗
Mar 29
Space Investor — $MNTS: Vigoride-7 is flying tomorrow on SpaceX Transporter-16, it’s a testbed for next-gen orbital infrastructure.
It carries a lot of payloads:
• DARPA’s NOM4D in-space manufact…
February 2026 · 15 mentions
Feb 23
Space Investor — $MNTS / $VELO
It's happening!
Momentus announced today that the Company has delivered its Vigoride Orbital Service Vehicle (OSV) to Vandenberg Space Force Base in California ahea…↗
Feb 19
MicroCapClub — Active discussions over the past 48 hours on our community:
$PVIS.V $KSI.V $DBO.TO $NRXS $WATT $TALK $KNE.V $CGS.AX $HITI $AUUA.V $ROMJ.V $VYT.MC $YKY.MI $4441.T $CLW $PALS.V $CM…↗
Feb 19
Gaetano — Great first day $VELO
Up ~17% on the position
See brief thesis here:
https://t.co/fdPO60VY8z https://t.co/rBQbvEYbz1↗
Feb 19
Gaetano — Q4 Earnings are going to be a big deal $VELO
I believe that a re-rate is in store
I am watching a few main pieces for confirmation:
1 - Margin recovery. Management guided toward…
January 2026 · 13 mentions
Jan 24
Serenity — @jseth53 $MRAM is interesting. Good balance sheet, and very high upside vertical.
Also need to make a correction to $VELO above, they have around $49.9M in cash -$11m Q4, so they…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
Serenity — @DonkeyCapital69 Sure, I’ll do one tomorrow. Those types of writeups take a lot of time!
Was looking at some old ones back in 2025 like Nanya. Ended up 100%+ in just 3 months, whi…↗
mon — $VELO is up 222.77% over the past month.
I wish I found the stock a month ago. 😅
Even after that run, it’s only around $300M market cap. https://t.co/MJze8SkI5Y↗
Dec 12
MicroCapClub — Congrats to member Charanrajt on $VELO
+124% in 45 days
🚀🚀🚀 https://t.co/YwFkTOEmIG↗
— A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed.
Here's how the sector is perfor…
Space Investor — $VELO: "A controlled, repeatable process with build-level data and full traceability means you're not requalifying from scratch every time.
Prove it once, and a part qualified to…↗
Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 13
Space Investor — With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out.
Here's how the publicly traded space sector is performing year to date:
$SATL 240%
$I…↗
Jun 12
mon — I'd rather own individual space stocks like $PL, $ASTS, $RKLB, $VELO, $SATL and $RDW than buy $SPCX. The opportunity in space is still VERY early, and you want exposure to the comp…↗
Jun 12
PhotonBull — There is no stopping this one
$VELO https://t.co/P9id6crdXX↗
Jun 11
Wayne Liang — Having multi-sector exposure is insane.
$VELO shorts are getting squeezed... fast.
3 double digit days in a row.
Best part is, many of the space names we've been trading are mul…↗
Jun 11
Vulture trades 🦅 — $VELO paid so hard today wow
500%+ on these contracts https://t.co/KC5bCMIdBJ↗
Jun 11
PhotonBull — $VELO might be the ultimate SpaceX proxy trade?
Up another 40% today as we speak
Incredible↗
Jun 11
Space Investor — $VELO: Another big win for subs.
June 9. $15
June 11. $30
Thanks for playing 🤝
https://t.co/ri2vv4QRif↗
Jun 11
PhotonBull — Not bad for a SpaceX proxy
$VELO up 30% today https://t.co/IaOLbLvwxW↗
Jun 11
Wayne Liang — @tvbforever88 $VELO has had 3 double digit days in a row… absolutely wild. Very solid outlook for the entire sector. Definitely good for $MNTS.↗
Vulture trades 🦅 — $VELO Up 80% at 4.05 from 2.25 🔥 https://t.co/vRGWNp1StC↗
Jun 11
Cobra — $VELO UP 100%+ OMG https://t.co/04onxK2j2I↗
Jun 11
InvestmentGuru — Retail interest continues to rotate into speculative growth and emerging technology names. These are 7 stocks on my watchlist-
$AMPG
$TE
$HYLN
$OCC
$VELO
$FJET
$OPTX↗
Jun 10
PhotonBull — I guess $VELO remembered that the SpaceX IPO was around the corner
Great performance in this stock lately https://t.co/RJ3jxaNmUg↗
Jun 10
Midas — $STM
$VELO
$FTC
$SATS
If this helped you out, follow me for more.↗
Jun 10
Wayne Liang — Space theme recovering nicely from this morning's inflation turbulence.
Back to back double digit days for $VELO after announcing the new partnership with Aurelia Tech.
> $SPCX a…↗
Jun 10
Space Investor — $VELO: That escalated quickly. https://t.co/wi90V8u9gs↗
Jun 9
Space Investor — $VELO : Did you buy Velo3D on the juicy dip to $15 earlier today?
We did. 🫡↗
Jun 9
Space Investor — $VELO: Velo3D and Aurelia Technologies Announce Strategic Partnership to Advance Additive Manufacturing for Next‑Generation Gas Turbine Systems
The partnership supports Aurelia's…↗
Jun 8
Space Investor — $MNTS: Momentus continues to demonstrate the capabilities expected of a key player in next-generation space transportation and services.
The largest hosted payload on Vigoride-7,…↗
Jun 6
Space Investor — Year-to-date performance across the space sector.
Which company are you most bullish on ?
$SATL: 263%
$IRDM: 167%
$MNTS: 160%
$SPIR: 119%
$RDW: 104%
$VSAT: 79%
$BKSY: 67%
$LUNR:…↗
Jun 4
Jason Luongo — 2. $VELO - Velo3D
Five major parts in the SpaceX Raptor engine are specifically qualified for Velo3D's 3D printing platform. Now working on Raptor 4. SpaceX currently runs 25 Velo…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Jun 2
Midas — $STM
$VELO
$FTC
$SATS
Follow me for the analysis on each company.↗
— Congrats to member Charanrajt on $VELO
+375% in 8 months!
👏👏👏 https://t.co/OXHeKvqvkX
mon — This year’s biggest YTD winners are all “physical” sectors (semiconductors, memory, energy, robotics, space), while software, cybersecurity, and financials are the year’s biggest l…↗
May 26
Cobra — $VELO UP 100%+ 🐍🚨 https://t.co/Ccemo3Q5Tw↗
May 25
mon — My favourite stocks/ETF by sector:
- Nuclear: $SMR
- Robotics: $OUST
- Rare Earth: $UAMY
- Copper ETF: $COPX
- Memory ETF: $DRAM
- Health: $HIMS & $IBRX
- AI Infrastructure: $I…↗
May 24
PhotonBull — $VELO: One of the best ways to invest in the SpaceX ramp up over the coming years after they raise cash in the upcoming IPO
Velo3D builds metal additive manufacturing systems, the…↗
May 24
Tradable Astronaut — Aion Index update. 05/24.
1190 tickers scored across 31 sector profiles.
Here's the full breakdown of what the model is showing right now.
$WOLF is the standout. 16-day streak.…↗
May 23
Space Investor — WEEKLY PERSPECTIVE
Big week of momentum across the space sector. Here’s where we stand on YTD returns:
$SATL 441%
$IRDM 175%
$SPIR 171%
$BKSY 130%
$PL 117%
$LUNR 114%
$FLY 108%
$…↗
May 22
Tradable Astronaut — Here's how the Sp🅰️ce sector index is ranked right now.
$RDW #1. Score 99/100.
$VELO #2. Score 98/100.
$SIDU #3. Score 95/100.
$VOYG #4. Score 92/100.
$SATL #5. Score 87/99.…↗
May 22
PhotonBull — $ASTS $VELO and $RKLB have done pretty well since this post
$SATS underperforming, but think it will catch up next week↗
May 22
Cobra — $VELO WERE RICH OMG https://t.co/OM9fRWjMzh↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
May 21
Vulture trades 🦅 — $VELO original call up 66% at 1.50 from 0.90 LFG https://t.co/Lrt40OOdKy↗
Jason Luongo — 4. Velo3D $VELO
3D-printed metal parts for Raptor engines. SpaceX was an early strategic investor and their first customer in 2018.
Qualified for 5 parts in current Raptor engine…↗
May 16
PhotonBull — THE SPACEX PROXY STACK
If SpaceX $SPCX IPOs at $1.75T to $2T in June, the entire public space complex rerates.
Four listed names that already give you the exposure, ranked from…↗
May 16
Space Investor — WEEKLY PERSPECTIVE
With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us.
$SATL 402…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 15
Space Investor — WHAT A WEEK 🚀
$VELO 39%
$SATL 31%
$AMPG 30%
$RDW 26%
$VOYG 16%
$RKLB 15%
$LUNR 15%
$SIDU 11%
$SPIR 8%
$FLY 8%
$ASTS 7%
$PL 6%
$BKSY 1%
$HAWK -1%
$VSAT -4%
$YSS -30%
Have a great…↗
May 15
MicroCapClub — We are now at 1500+ 1x1 management meeting requests for @PlanetMicroCap Las Vegas!
If you aren't registered, you still have time.
https://t.co/y3E0CmZEuP
Top requested companies…↗
May 14
mon — My favourite stocks for:
Long-term - $IREN, $HIMS, $ASTS & $KRKNF.
Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.↗
Daniel Koss — @AcPotango @warwick_ma Congrats, you got every public fact wrong!
1. You can see my trades PUBLICLY on Autopilot. Your claim I only share wins is just factually wrong. You can als…↗
May 11
mon — What a day...
- $IREN went from -14% to green to -8% now.
- Incredible recovery mid day.
- Market dumped towards the end of the day.
- $NBIS +5%, $CIFR & $WILF -1%.
- $SATL +15…↗
Space Investor — WEEKLY PERSPECTIVE
After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season.
$SATL 286%
$S…↗
May 7
mon — > Hanta Virus
> Iran has rejected the US peace deal
What a disaster.
$HIMS -5%
$NUAI -6%
$IREN -7%
$SATL -8%
$BE -9%
$IBRX -10%
$VELO -11%
$UAMY -12%
$MRLN -13%
$AAOI -14%…↗
May 5
Space Investor — $MNTS / $VELO: "During the Vigoride 7 mission, Momentus is also testing an innovative fuel tank designed in-house and manufactured by partner Velo3D using advanced metal additive m…↗
May 4
Daniel Koss — SK Square up 17.6% 📈
Did you listen anon?
Jokes aside, I HATE these posts.
Rant incoming.
Why? Because if you mention 100 stocks or "ideas" or themes every single day, of cour…↗
May 2
Space Investor — Weekly Perspective
YTD returns across the space sector:
$SATL 266%
$IRDM 122%
$PL 81%
$BKSY 71%
$LUNR 43%
$FLY 42%
$RKLB 4%
$RDW 3%
$MDA 0%
$VOYG -4%
$YSS -5%
$ASTS -15%
$VELO -1…↗
— 🔥Here are the best performing microcaps profiled by members over the past 12-months
$DBO.TO $LPTH $WATT $VELO $G2M.ST $GRID.TO $AUUA.V $NURS.V $PRPO $PPIH $TXRP $LIB.V $VYT.BE $C…
mon — Overall, great week.
- $IREN closed above $50.
- Just a rumor that they may have a deal soon. 👀
- My biggest winner was $VELO.
- This unknown stock is up 55% past five days.
- $H…↗
Apr 23
mon — What a great day so far.
- $IREN +9%. Smashed through $50.
- $NBIS +5%, $CIFR +5%, hit $20.
- $VELO incredible strength +12%.
- The stock was up 30% just a few days ago.
- Very dis…↗
Apr 23
InvestmentGuru — $VELO also in a list of most shorted stocks.↗
Apr 23
Antonio Costa — $VELO more than 50% of the float is sold short. Source: Fintel https://t.co/Qg0OEvRmYC↗
Apr 23
Antonio Costa — $VELO Nice breakout. Huge short interest https://t.co/draOv5hcVl↗
Apr 23
Daniel Koss — @GrumpierBTDay The way I see $VELO is quite simple: freaking interesting overlap of so many themes I like (US manufacturing, space, defense, technology / innovation) without produc…↗
Apr 23
mon — $VELO +10%. 👀
Almost +100% since my first buy. https://t.co/exd55iiahN↗
Apr 22
BMSInvests — @JuansBrain Nice man. Was looking at $VELO before its big move.
Will look at $GLND.↗
Apr 22
PhotonBull — I think this is the popular opinion
Everyone I spoke to thinks this is an expensive IPO that is going to suck up liquidity and drop straight away
The obvious trade here is not to…↗
Apr 22
InvestmentGuru — $VELO popped today — here’s why
- VELO3D partners with Andretti Performance as official sponsor & additive manufacturing tech provider for the 2026 IMSA Michelin Pilot Challenge…↗
Apr 21
mon — What a day.
- $VELO smashed it. 🤯 +31%.
- $OUST & $SATL had a great day.
- $IBRX Now Available in Saudi Arabia.
- for Bladder and Lung Cancer Patients.
- no idea why it's down. Th…↗
Apr 21
mon — $VELO is now up 68% since this post.
I have a feeling this stock is going to be the next retail favourite. 🧐
Absolutely incredible.↗
mon — My current portfolio:
$IREN - Currently over 50% of my portfolio.
$HIMS - Incredible week +48%. Peptides new AI.
$ONDS - Reduced greatly, but will revisit later.
$KRKNF - Recently…↗
Apr 18
mon — My favourite stocks by sector:
- Robotics: $OUST
- Rare Earth: $UAMY
- Healthcare: $HIMS
- Copper Ticker: $COPX
- Space: $SATL & $VELO
- AI Infrastructure: $IREN
- Drone: $ONDS…↗
Apr 14
mon — What a great day.
- $IREN +9%, $NBIS +4% while $NUAI -6%.
- $OUST smashed it +7%.
- Space sector took a hit today.
- $VELO also had an amazing recovery.
- $SATL was down by almost…↗
Apr 11
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 5
Kevin Maro — @PepInvestStocks Did you see the dilution on $VELO…↗
Apr 4
Serenity — Just a heads up to $VELO.
There was a $500M shelf for an ATM / Warrants dilution, which is structurally large relative to its $311m MC.
This was a popular retail X stock for spec…↗
Apr 4
Space Investor — $VELO: Velo3D files a shelf prospectus to potentially issue up to $500 million in various securities, such as common stock, debt, or warrants. (April 3rd)
h/t WaterJunkieCat↗
Apr 3
InvestmentGuru — NASA just launched Artemis II — and the moonbase era has officially begun.
Here’s what’s actually happening right now:
🌕 Artemis II launched April 1, 2026
→ First crewed mission b…↗
Apr 3
InvestmentGuru — $VELO
is the most misunderstood name in the space/defense manufacturing stack. The market still prices it like a failed 3D printing company. The reality is it’s quietly becoming a…↗
Apr 3
InvestmentGuru — Space Sector Ignites: The Next Big Wave Is Already Underway
$VELO
→ Metal 3D printing for rocket engines & defense — key SpaceX supply chain play
→ Strong contract exposure with…↗
InvestmentGuru — $VELO Is an Aerospace & Defense Innovation Story Worth Watching↗
Apr 2
mon — $VELO +23.62%
One thing a lot of new investors may not be aware of is that Musk/SpaceX were interested in acquiring Velo3D back in 2021, but the company chose not to sell.
The CE…↗
Apr 2
mon — Great day.
- My two newest position smashed it today.
- $VELO +23% 🤯 & $SATL +18%.
- Note VELO is SpaceX supplier.
+ SpaceX is targetting more than $2tn valuation.
- Very ple…↗
Apr 2
mon — 🚨: Iran Is Drafting a Protocol With Oman to Oversee Strait of Hormuz - Bloomberg.
Market: 🟢
$IREN +1.38%
$SATL +17.86%
$VELO +5.93%
$IBRX +1.54%
$KRKNF +1.68%
$ONDS +4.77%
$OUS…↗
InvestmentGuru — $VELO Is an Aerospace & Defense Innovation Story Worth Watching
Velo3D is quietly transforming the future of industrial manufacturing with cutting-edge metal additive technology…↗
Mar 27
mon — $VELO has 25 machines inside SpaceX, is qualified on the Raptor 4 engine, and is actively working with Anduril.
The Sapphire printer can produce metal parts that most manufacturi…↗
Mar 27
mon — $VELO – New stock, holding for medium-term.
The U.S. defense industrial base has a manufacturing problem. It was built for a Cold War‑era pace of production, not for speed or flex…↗
Mar 26
Kevin Maro — @pennycheck @kingtutcap mr. penny are you long $VELO?↗
Mar 25
Daniel Koss — @jrouldz Fundamentals on $VELO look good. It is a turnaround that seems to work but still work to do. New CEO has 50% shares. High conviction. Also: customers include SpaceX and An…↗
Mar 25
Daniel Koss — I made a very long and detailed $VELO Q4 earnings breakdown.
Put 3h into it. Scheduled it. Aaaand it's gone? What...
Short version:
1) I'm disappointed. The numbers were signifi…↗
Mar 24
Space Investor — $MNTS: Transporter-16 is currently scheduled to lift off this Sunday, carrying Vigoride-7 bus from Momentus.
This is arguably the most complex mission Momentus has attempted to da…↗
Mar 24
Daniel Koss — $VELO CEO Arun Jeldi currently owns ~50% of the company. Earnings today.
Companies where the CEO owns 6%+ deliver nearly 2x the annualized median return of companies where the CEO…↗
Mar 19
Daniel Koss — $VELO orders are filling.
I won't pretend to call the bottom. This could look painful in the near term. But three things have my attention:
1. Customer momentum is real. Multiple…↗
Mar 17
Tradable Astronaut — While $SPY was chopping the last two weeks the smart money was rotating.
The two hottest sectors on @AionAnalytics right now:
Space: 9/9 bullish. 3-day 94%. 20-day 92%. Construc…↗
Mar 16
Tradable Astronaut — I am not saying this goes to $25.
I am saying someone with size clearly thinks it can.
And the data behind it is starting to agree.
Clean close above the 200 day MA is the trigg…↗
Mar 16
Tradable Astronaut — And today liquidity flipped supportive on the weekly trend.
The Space sector leaders are already emerging.
$VELO, $SPIR, $TSAT showing up at the top of the relative strength rank…↗
Mar 16
mon — What a great day.
- $NBIS secured a mega deal with $META.
- Lifted the whole sector. $IREN +8%, $CIFR +7%.
- Great day for $NUAI +20%, then ended +10%.
- $UAMY had one of its bes…↗
Mar 14
mon — my current portfolio.
LONG-TERM: $HIMS, $IREN, $ONDS & $KRKNF
MEDIUM-TERM: $OUST, $UAMY, $TE, $VELO & $OSS
SHORT-TERM HOLD: $NUAI & $ALMU
YTD: +11.10%
S&P 500: -3…↗
Mar 13
Daniel Koss — Simple Velo3D Investment Thesis 🚀
Disclosure: I hold a long position in $VELO with a $7.60 cost basis, currently weighted at 5% of my total portfolio. This is not financial advic…↗
Mar 13
Daniel Koss — I'm up 19% since operation "Epic Fury" began.
My strategy consists of buying stocks that will go up and selling stocks that will go down.
Portfolio & full thesis for each pick:
$…↗
Mar 13
Daniel Koss — @PepInvestStocks Yesss. $VELO is such an easy buy. You don't need to run any numbers, just look at the market cap and pay attention to what's happening and look at insider ownershi…↗
Mar 13
Daniel Koss — I will say this: bullish for $VELO!
Why? $FLY is a $VELO customer :)↗
Mar 12
Tradable Astronaut — @DeepInference @KASM_Capital father is flexing on me his 50% $velo gains with a better entry then me lmao https://t.co/g9wwpm7QEm↗
Mar 12
Tradable Astronaut — This is the time to find stocks you have been wanting to own for a while and start sizing in.
Not all at once. Use the volatility to your advantage.
Be prepared to stomach some v…↗
Daniel Koss — $VELO Damn! What a baller move from @AJeldi2 !!
Today is a great day. First $NBIS and now $VELO trying to steal the show? https://t.co/ZFewSnjTIe↗
Mar 11
Space Investor — $VELO
Velo3D today announced that Dr. Arun Jeldi, the Company's Chief Executive Officer, acquired a $5 million promissory note from an existing debt holder and converted it into s…↗
Mar 10
Daniel Koss — Current portfolio.
Not a bad day. $KRKNF should also wake up soon after @spacanpanman and @michaelsikand pump uuuuh I mean talk about it in their space (in 10min don't miss it!) :…↗
Mar 10
Gaetano — It's hard to comprehend the significance of this
$LASR $LMT $RTX $NOC
If $LASR can successfully build this, it would completely change the landscape of future global conflict
If…↗
Mar 9
Daniel Koss — If only 10% of Iranians support the current regime, that is still around 9 million people.
That is one of the main reasons I am skeptical of anyone confidently saying this conflic…↗
Mar 7
Daniel Koss — @DrTomsLens Yes, my picks are $OUST $KRKNF $VELO
But all 3 did not do great last 2 days for different reasons for each. But the businesses themselves definitely are profiting (all…↗
Mar 4
Serenity — @BrokeDadCapital Sure, I do see Space as probably the next big catalyst play, and now is probably best time to frontrun since it's only 3M from now.
I know there were some people…↗
Mar 2
Daniel Koss — Defense stocks are so sexy right now.
Growth investors should like them because you can hedge against geopolitical escalations (Ukraine, Iran, Taiwan, etc.) while still betting on…↗
Mar 2
Tradable Astronaut — Top 10 accelerating & decelerating stocks today
Note: this is different from our leaderboard
Top 5 accelerating: $ONDS $RCAT $GCT $VELO $DELL
Top 5 decelerating: $RUN $CRWV $…↗
Gaetano — $VELO This was the entry I was waiting for https://t.co/OPlHFeeQVQ↗
Feb 18
Gaetano — $VELO (~$220 mkt cap) just secured a $11.5M multi-year production contract from a major U.S. defense contractor for critical national security components.
A small-cap like this su…↗
Feb 18
Gaetano — Took a position in $VELO $8.8
Will write my thesis later
Lots of great coverage on here if anyone wants to drop some thoughts in the meantime!
NFA, do your own diligence of cour…↗
Feb 18
Space Investor — $VELO is getting absolutely destroyed this week, heading back close to the $8.25 per share level from the latest private placement
Opportunity? https://t.co/hXSpfZ7wy9↗
Feb 17
Space Investor — $VELO
Velo3D has been awarded a multi-year full rate production contract from a key U.S. defense contractor, valued at $11.5 million in support of a high-profile national security…↗
Feb 14
Space Investor — MOMENTUS VIGORIDE-7 MISSION PROFILE
$MNTS orbital service vehicle is fully booked and scheduled for launch no earlier than March 2026 via a SpaceX Transporter 16 mission.
A key p…↗
Feb 12
Space Investor — Momentus sits at $9M market cap, reflecting a severe financial situation despite a potential revenue path reaching up to $160M in FY2026, contingent on mission execution.
Everythi…↗
Feb 10
Space Investor — $MNTS
Momentus is building in-space transportation and hosting ecosystem, teaming up with innovative small-cap space players:
$ASTI: Momentus and Ascent Solar Technologies are te…↗
Feb 10
Space Investor — $VELO
Velo3D today announced it has been selected as the first qualified additive manufacturing (AM) vendor to support the U.S. Army's Ground Vehicle Systems Center's (GVSC) campa…↗
Feb 7
Space Investor — NEW PORTFOLIO ALLOCATION
As of today, here’s my updated allocation (rounded for simplicity):
25% $RDW
15% $LUNR
15% ETH
10% $RKLB
10% $AMPG
5% Dopamine basket: $ASTI, $MNTS, $SYP…↗
Feb 1
Space Investor — @AmheShay @livermore1923 $VELO also have a stake in $MNTS and their 3D printed tank will fly on Vigoride-7. https://t.co/a7kLJWhNgr↗
— FinX feels 80% dominated by the US, both politically and philosophically. I don’t think that is a bad thing, as US Tech dominates most portfolios. However, this creates blindspots.…
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Jan 20
Daniel Koss — I feel very confident owning names like $TE, $EOSE, and $VELO 🇺🇸
Mostly U.S. supply chains, and consistently increasing their U.S. exposure, in a climate of rising global geopol…↗
Jan 14
Daniel Koss — My current portfolio themes and exposure:
🇺🇸 US Supply Chain (50.0%)
$TE + $EOSE + $VLD + $GCU + $IE
⚡️ Energy (40.0%)
$TE + $EOSE + $GCU + $IE
🛡️ Defense (40.0%)
$PNG.V / $K…↗
Jan 13
Daniel Koss — $VELO is up +176% since my tweet in just 34 days!! 😬🤯↗
Jan 13
Daniel Koss — @pepemoonboy totally under the radar $velo↗
Jan 9
Daniel Koss — Your top 3 picks for best performing stock of 2026?
As of today I'd nominate
$VELO
$TE
$KRKNF↗
Jan 7
MicroCapClub — Congrats to the members that produced the top profiles/re-profiles of 2025!
$DBO.TO $ESPR $AUUA.V $VELO $LPTH $G2M.ST $NURS.V $LIB.V $PPIH $CNRD $GRID.TO $5CF.SGX $RMB.V $WYY $FOR…↗
Jan 6
Daniel Koss — I am almost never the first to discover names like $NBIS, $TE, $VELO, $KRKNF, or $ASTS.
I leave that work to true domain experts and specialists who are exceptional at digging dee…↗
Jan 2
Daniel Koss — What do you think will be the best performing investment themes of 2026?
Yes, obviously AI, but at this point that's like saying "the Economy". Which parts of AI? Robotics also to…↗