$VELO — FinTwit mentions on Surfaced

Last 12mo stats

180

mentions

18

voices

$VELO

Velo3D

$VELO

Velo3D

Past 12mo:180mentions18voices

All voices180 mentions since Dec 2025calls only

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About this stock

$VELO has garnered 178 mentions from 18 distinct FinTwit voices over the past 12 months, with discussion concentrated among a small group of active contributors. @spaceinvestor_d leads with 34 mentions, followed by @moninvestor with 28 mentions and @daniel_koss with 27 mentions. The long research category represents the dominant discussion pattern. The first mention in the archive appeared on 2025-12-12, while the most recent mention occurred on 2026-07-07. Other notable voices including @vulturetrades and @investmentguru_ contributed 15 and 14 mentions respectively.

Recent discussion centers on Velo3D's product adoption and commercial momentum. @spaceinvestor_d highlighted Mears Machine Corporation's order for its fifth Sapphire XC metal additive manufacturing system on 2026-07-07, positioning the purchase within broader industry trends around domestic supply chain resilience. Earlier in June, @spaceinvestor_d identified $VELO among potential acquisition targets within the space sector, while @moninvestor included $VELO in a curated list of space-sector holdings within a broader thematic investment framework spanning nuclear, robotics, rare earth elements, and other growth domains.

AI-generated from tracked posts · updated Jul 8, 2026

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Recent mentions

latest 100 of 180

@spaceinvestor_dJul 11, 2026 · 5:13 PM

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% $RDW 13% $VOYG 12% $MDA 10% $RKLB 7% $MNTS 5% $FLY 1% $LUNR -10% $SPCX -10% $ASTS -12% $VELO -20% $SPCE -22% $HAWK -41% $YSS -42% $SIDU -50% It certainly looks like there are some compelling opportunities starting to emerge for long term investors.

@spaceinvestor_dJul 9, 2026 · 11:22 AM

$VELO: Cantor Fitzgerald's analyst Troy D Jensen initiate Velo3D with an Overweight rating and a $17 price target. https://t.co/ZUsTYQCsr3

@spaceinvestor_dJul 7, 2026 · 7:16 PM

$VELO: Velo3D today announced that Mears Machine Corporation ("Mears") has ordered its fifth Velo3D Sapphire® XC metal additive manufacturing system, with options for two additional Sapphire XC systems. The investment reflects Mears' long-term commitment to supporting customers across the aviation, defense, energy, and space industries with engineering expertise, scalable manufacturing capacity, and resilient domestic supply chains.

@spaceinvestor_dJun 24, 2026 · 2:26 PM

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 players to strengthen their vertical integration. The second half of the year could be very active M&A-wise. My favorite acquisition targets in Space are $BKSY, $MNTS, $VELO, $SATL, $SIDU.

@moninvestorJun 23, 2026 · 11:03 PM

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 Memory: $DRAM ETF Solar: $CSIQ, $TE & $ENPH Drones: $ONDS & $KRKNF (UUVs) Space: $SATL, $RKLB, $ASTS & $VELO Health/Bio: $HIMS, $IBRX, $ABCL & $PRME AI Infrastructure: $IREN, $NUAI, $NBIS & $KEEL *Not the full list. I've spent countless hours researching these sectors one by one, building positions only after developing strong conviction. Some ideas came from X, such as UAMY, but the majority were discovered through my own research long before they became widely discussed on X. Of all the names here, IREN, HIMS, and ONDS remain my highest-conviction positions this year (currently trading HIMS/ONDS). I currently see the most attractive combination of execution, market opportunity, and long-term upside for these 3 stocks. This list is a snapshot of where my research has led me today and the sectors I believe could benefit from some of the most powerful technological and industrial shifts taking place over the next decade. Because I run a concentrated portfolio, I can't own every stock I like. Every position has to earn its place. Currently own 8 stocks out of that list. NFA.

@tradableastroJun 21, 2026 · 10:26 PM

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 MEMORY. Weakest: PL, SOXS, ACN, GWRE (Space + Software) https://t.co/08tc8tLzug

@spaceinvestor_dJun 20, 2026 · 2:10 PM

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 performing year-to-date: $SATL 207% $AMPG 174% $IRDM 151% $SPIR 143% $MNTS 80% $VELO 80% $VSAT 70% $RDW 59% $RKLB 41% $BKSY 39% $PL 38% $VOYG 35% $FLY 30% $LUNR 28% $MDA 28% $SPCX 15% $SPCE 8% $ASTS -3% $YSS -8% $SIDU -25% $HAWK -33% Short-term volatility. Long-term opportunity.

@moninvestorJun 20, 2026 · 7:45 AM

My favourite stocks in each sector: Nuclear: $SMR Robotics: $OUST Rare Earth: $UAMY Copper: $COPX ETF Memory: $DRAM ETF Solar: $CSIQ, $TE & $ENPH Space: $SATL. $ASTS & $VELO Drones: $ONDS & $KRKNF (UUVs) Health/Bio Tech: $HIMS, $IBRX, $PRME AI Infrastructure: $IREN, $NUAI & $KEEL > I do my own research, sector by sector. > I'm consistent and rely on my own work. > IREN, HIMS, and ONDS remain my top three picks for 2026. > Aside from KRKNF and IBRX, I bought every stock on this list before it became popular on X. > I found few names on X (for example, UAMY). > Aside from DRAM, I've owned every stock on this list at some point. > My approach is high risk, with a focus on small-cap opportunities. > I can't own them all because I run a very concentrated portfolio. > That means position sizing and conviction matter more to me than diversification.

@spaceinvestor_dJun 15, 2026 · 1:12 PM

$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 today can be reprinted to the same spec months or years from now, on any Velo3D machine." https://t.co/vUoZELS0av

@itsmichaelluuJun 15, 2026 · 11:15 AM

$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 globally. $RKLB 9% Rocket Lab — builds Electron rockets and Neutron, launches small satellites to orbit. $MDA 7% MDA Space — Canadian satellite manufacturer, builds Canadarm robotics and LEO constellations. $SPCX 7% SpaceX — Starship, Falcon 9 launch vehicles, and Starlink global satellite internet constellation. $ASTS 5% AST SpaceMobile — building space-based cellular broadband connecting standard smartphones directly. $LUNR 5% Intuitive Machines — lunar landers delivering NASA payloads to the Moon's surface. $PL 5% Planet Labs — daily Earth imaging constellation; sells satellite imagery and geospatial analytics.Mid holdings (3–4%) $VSAT 4% Viasat — satellite broadband networks for commercial aviation, maritime, and government users. $FLY 4% Firefly Aerospace — Alpha rocket launches, Blue Ghost Moon lander, lunar logistics provider. $VNP 4% 5N Plus — produces space-grade high-purity semiconductor materials for satellite solar cells. $VOYG 4% Voyager Technologies — space systems integrator serving NASA and defense satellite programs. $YSS 4% York Space Systems — manufactures standardized S-class satellite platforms for government constellations. 3491 TTTW 3% Win Semiconductors (3105/3491) — GaAs compound semiconductor foundry supplying RF chips for satellites. $IRDM 3% Iridium — global LEO satellite constellation providing voice and data coverage everywhere on Earth. $BKSY 3% BlackSky Technology — real-time Earth intelligence platform using electro-optical satellite imagery. 186A JPJP 3% Astroscale — Japan's on-orbit space debris removal and satellite life-extension services pioneer.Small holdings (1–2%) $VPG 2% Vishay Precision Group — precision sensors and resistors used in satellite and aerospace systems. $LASR 2% LIGHT — high-power fiber and semiconductor lasers for directed energy weapons and satellites. $FTC LNU 2% Filtronic — UK RF component maker supplying mmWave amplifiers for Starlink and satellite comms. 464A JPJP 2% QPS Holdings — Japanese SAR satellite constellation for high-frequency Earth observation imaging. $LPTH 2% LightPath Technologies — infrared optics and assemblies for space imaging and defense sensors. 9412 JPJP 1% SKY Perfect JSAT — Japan's leading satellite operator for broadcasting and communications. $VELO 1% Velo3D — metal additive manufacturing for rocket engines and complex aerospace flight hardware. 3105 TTTW 1% Win Semiconductors — world's largest GaAs foundry; RF chips enabling satellite phased-array antennas. $AVIO 1% Avio — Italian rocket maker; builds Vega launcher and propulsion systems for European space missions. 290A JPJP 1% Synspective — Japanese SAR satellite operator providing all-weather Earth observation and analytics. $NN 1% NN Inc — precision machined components and assemblies for aerospace and defense satellite programs. $RDW 1% Redwire — space infrastructure maker; solar arrays, deployable structures, and in-space manufacturing. $OHB 1% OHB SE — German space group building satellites, navigation systems, and launcher components.

@spaceinvestor_dJun 13, 2026 · 1:57 PM

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% $IRDM 166% $AMPG 159% $SPIR 133% $MNTS 108% $VSAT 86% $RDW 67% $BKSY 56% $VELO 54% $PL 52% $LUNR 49% $VOYG 48% $RKLB 35% $FLY 34% $MDA 21% $SPCX 19% $SPCE 19% $ASTS -1% $SIDU -13% $YSS -18% $HAWK -30% What's your favourite pick from now on?

@moninvestorJun 12, 2026 · 3:13 PM

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 companies that's going to define the next decade.

@photonbullJun 12, 2026 · 12:26 AM

There is no stopping this one $VELO https://t.co/P9id6crdXX

@wliangJun 11, 2026 · 9:56 PM

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 multi-thesis plays. We're getting a taste of what happens when the stars are aligned... https://t.co/Kvapffd8bL

@vulturetradesJun 11, 2026 · 8:07 PM

$VELO paid so hard today wow 500%+ on these contracts https://t.co/KC5bCMIdBJ

@photonbullJun 11, 2026 · 7:17 PM

$VELO might be the ultimate SpaceX proxy trade? Up another 40% today as we speak Incredible

@spaceinvestor_dJun 11, 2026 · 4:12 PM

$VELO: Another big win for subs. June 9. $15 June 11. $30 Thanks for playing 🤝 https://t.co/ri2vv4QRif

@photonbullJun 11, 2026 · 3:47 PM

Not bad for a SpaceX proxy $VELO up 30% today https://t.co/IaOLbLvwxW

@wliangJun 11, 2026 · 3:32 PM

@tvbforever88 $VELO has had 3 double digit days in a row… absolutely wild. Very solid outlook for the entire sector. Definitely good for $MNTS.

@vulturetradesJun 11, 2026 · 2:14 PM

$VELO 250% WOW https://t.co/rpOdZh4NqB

@vulturetradesJun 11, 2026 · 1:46 PM

$VELO 30 Call is up 180% here 🚀 0.90 to 2.40

@vulturetradesJun 11, 2026 · 1:45 PM

$VELO Up 80% at 4.05 from 2.25 🔥 https://t.co/vRGWNp1StC

@cobraalertsJun 11, 2026 · 1:44 PM

$VELO UP 100%+ OMG https://t.co/04onxK2j2I

@investmentguru_Jun 11, 2026 · 10:26 AM

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

@photonbullJun 10, 2026 · 7:07 PM

I guess $VELO remembered that the SpaceX IPO was around the corner Great performance in this stock lately https://t.co/RJ3jxaNmUg

@midascabalJun 10, 2026 · 6:39 PM

$STM $VELO $FTC $SATS If this helped you out, follow me for more.

@wliangJun 10, 2026 · 6:04 PM

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 already operates $VELO machines > Dept. of War Contract > U.S. Defense Contract > Partnership with Anduril This is a bullish outlook for the entire sector, and even more so for companies that have multi-thesis exposure in defense, aerospace, etc. Beautiful day for $AMPG as well, up more than 2x since I got you guys in. Great to see $SIDU and $CPSH climbing as well!

@spaceinvestor_dJun 10, 2026 · 4:09 PM

$VELO: That escalated quickly. https://t.co/wi90V8u9gs

@spaceinvestor_dJun 9, 2026 · 6:43 PM

$VELO : Did you buy Velo3D on the juicy dip to $15 earlier today? We did. 🫡

@spaceinvestor_dJun 9, 2026 · 1:03 PM

$VELO: Velo3D and Aurelia Technologies Announce Strategic Partnership to Advance Additive Manufacturing for Next‑Generation Gas Turbine Systems The partnership supports Aurelia's broader continuous‑improvement strategy, one centered on design consolidation, faster iteration, supply chain resilience, and long‑term cost reduction. The collaboration is important for Velo3D as it underscores the expanding role of additive manufacturing in advanced energy and propulsion systems. By partnering with an innovative turbine developer like Aurelia Technologies, Velo3D further demonstrates how its technology can accelerate product development, unlock greater design freedom, overcome traditional manufacturing constraints and strengthen resilient domestic supply chains.

@spaceinvestor_dJun 8, 2026 · 12:46 PM

$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, being operated under a contract with the Defense Advanced Research Projects Agency (DARPA), was produced by Caltech and is called ASTRA. This hosted payload was successfully commissioned and has started its in-space assembly mission. ASTRA has started using robotic arms and precision mechanisms to autonomously assemble a lightweight truss structure in orbit, a meaningful step toward scalable in-space structures to increase cost-efficiency and enable new space-based operations for manufacturing, communications, and energy systems. Another hosted payload, the innovative titanium pressure tank that Momentus designed that was manufactured using $VELO advanced 3D metal printing technology, is successfully meeting its current mission objectives, demonstrating stable pressure retention throughout on-orbit operations. The pressure tank is designed to carry propellant for satellite propulsion systems. The tank represents a significant step forward in the adoption of additive manufacturing for mission-critical spacecraft components. Several other customer payloads have begun commissioning and operations, and the remaining payloads are scheduled to begin operations in the coming months as the mission plan progresses, such as release of a NASA satellite and the conduct of a rendezvous and proximity operations demonstration under a contract with SpaceWERX, the innovation organization of the U.S. Space Force. "Vigoride’s achievements underscore the maturity of the platform, which can operate as a satellite bus or Orbital Service Vehicle to support complex hosted payload missions," said Tom Malko, Momentus’ Senior Vice President for Engineering and Operations.

@spaceinvestor_dJun 6, 2026 · 2:38 PM

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: 64% $PL: 58% $AMPG: 58% $FLY: 52% $VOYG: 50% $RKLB: 45% $SPCE: 33% $MDA: 24% $ASTS: 12% $SIDU: -3% $VELO: -4% $YSS: -13% $HAWK: -26%

@jasonl_capitalJun 4, 2026 · 9:13 PM

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 Velo3D machines with talks for more. Revenue up 48% YoY. As Starship scales and Raptor production ramps, so does Velo3D's order book.

@moninvestorJun 3, 2026 · 10:23 AM

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 & $ENPH Drones: $ONDS & $KRKNF (UUVs) Neoclouds: $IREN, $NUAI & $KEEL Health/Bio Tech: $HIMS, $IBRX, $PRME

@midascabalJun 2, 2026 · 5:28 AM

$STM $VELO $FTC $SATS Follow me for the analysis on each company.

@moninvestorMay 30, 2026 · 8:06 PM

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 types of investors and analysts you should be following if your goal is to become a better investor. I would split them into four categories. ----------------------------- 1 - Technical analysts A lot of investors dismiss technical analysis, but I think that’s a mistake. Charts can tell you a lot about market psychology, momentum and where support and resistance actually sit. A great company can still be a poor investment if you buy it at the wrong time. Technical analysts help with timing and give you a clearer read on what the market is actually doing, rather than what you think it should be doing. Great TA: @jrouldz @Mr_Derivatives @nanotitan28 @MarketMaestro1 + Many more. 2 - Industry experts These are people with deep knowledge of a specific industry. They might be engineers, doctors, researchers, consultants, or investors who have spent years researching a specific field. They could also be investors who run a very concentrated portfolio. The downside is that they can become too attached to what they know. It’s easy to become “married” to a stock/company/sector. $IREN: @Agrippa_Inv @FransBakker9812 @jiahanjimliu @litigious_dulce + Many more $ASTS: @CatSE___ApeX___ @thekookreport @kingtutcap (+ $VELO) @Defiantclient2 @spacanpanman + Many more + Check the whole AAIG group @MarkosAAIG 3 - Great stock pickers They are probably the most valuable to follow, not because they are always right, nobody is, but because they clearly explain their thinking. They do their own work and build independent investment theses rather than repeating what others are saying. The key is finding stock pickers who understand the business, are transparent and have a great track record. There are plenty of people online sharing popular ideas, but far fewer who can take information from multiple sources and explain why a company is actually undervalued. There are far too many great accounts in this category. I will need to do a separate post. 4 - The skeptics This is the group most people ignore, which is exactly why it matters. These are the bears, short sellers and critical thinkers who focus on what can go wrong when everyone else is focused on what can go right. ----------------------------- In short: > Technical analysts understand price action but not always the underlying business. > Industry experts understand the business deeply but can become too attached to it. > Stock pickers are not always right. What works in a bull market can fail in a bear market and vice versa. > The skeptics are the ones highlight the risks of your investment, but they may have a reason to "hate" a particular stock. That’s why I think you need a mix of all four.

@spaceinvestor_dMay 30, 2026 · 1:06 PM

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% $LUNR 145% $BKSY 133% $VSAT 114% $FLY 96% $RKLB 89% $SPCE 88% $VOYG 78% $MDA 45% $VELO 45% $ASTS 36% $AMPG 35% $SIDU 13% $YSS -3% $HAWK -3% Which one is your top pick for the rest of the year?

@daniel_kossMay 29, 2026 · 2:00 PM

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 micro caps. No margin. No options. From $0 to $5.8M AUM. My style is extremely concentrated. 30% to 80% in one position is normal for me. I make a lot of high-conviction tactical trades, earnings bets, and portfolio rotations. When I sell, it usually does not mean I am bearish on the stock. It usually means I see better near-term risk/reward somewhere else. The track record is not limited to tiny stocks or names I talk about publicly. It has worked across large caps, unmentioned positions, swing trades, and earnings bets. The proof for that is all logged publicly. Yes, bull markets help. High-beta portfolios obviously benefit when risk is on. But that argument is incredibly lazy. It ignores the periods where I protected capital better than most people, raised cash early, timed major drawdowns like Liberation Day and the Iran conflict well, and then outperformed aggressively when risk came back on. Some of the criticism I get is clearly not good-faith criticism. On transparency: I believe there are very few people on X who are more transparent than me. ‐ I share trades before I make them. ‐ I log them publicly. ‐ I share sells, not just buys. ‐ I share losses and bad calls. ‐ I explain the reasoning behind every trade. - I do my stuff with my real name and face. Most people only show buys. They rarely show what they sold to fund them. Ever wondered where the magic money is coming from? When I took a big loss on $EOSE, around -40%, I shared it. When I sold $VELO too early, I shared that too. Many accounts post vague hints like “interesting,” then only claim the winners later. When the stock goes up, they claim the call. When it dumps, they never mention it again. Do that with 100 tickers and you look like a genius. On market caps: Maybe ~5 of my 300+ trades over the last 2 years were small market-cap companies. The small-cap names I shared have done really well since I first mentioned them, with $EOSE being the single exception. Meanwhile, many people on X exclusively and aggressively push tiny, illiquid companies with $50M to $300M market caps. On blocking: I block rude people quickly, even if they are subscribers. I do not block people for disagreeing with me. I block people who misrepresent me, insult me, or spam the same bad-faith claims repeatedly. I also block people who are honestly just annoying and cynical or constantly post stuff I consider very, very stupid. If someone constantly posts dumb takes, promotes their own Substack or subscription service, or spams my comments with tickers they own, I block that too. Otherwise the comment section becomes unusable. I will not spend my time litigating bad-faith attacks from people trying to farm engagement. Please compare the publicly verifiable performance of the accounts you follow and form your own conclusion about who makes good or bad calls. P.S. A lot of accounts on X with the loudest voices have terrible performance and are simply bad at picking stocks. Sorry if this sounds elitist or rude, but I believe when you follow people on FinX, performance simply matters.

@microcapclubMay 27, 2026 · 10:26 AM

Congrats to member Charanrajt on $VELO +375% in 8 months! 👏👏👏 https://t.co/OXHeKvqvkX

@moninvestorMay 26, 2026 · 11:11 PM

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 losers. $SNDK +477% $SATL +447% $MU +184% $NBIS +131% $RKLB +88% $OUST +82% $VELO +51% $IREN +40%

@cobraalertsMay 26, 2026 · 1:41 PM

$VELO UP 100%+ 🐍🚨 https://t.co/Ccemo3Q5Tw

@moninvestorMay 25, 2026 · 10:55 AM

My favourite stocks/ETF by sector: - Nuclear: $SMR - Robotics: $OUST - Rare Earth: $UAMY - Copper ETF: $COPX - Memory ETF: $DRAM - Health: $HIMS & $IBRX - AI Infrastructure: $IREN - Drones: $ONDS & $KRKNF - Solar: $CSIQ, $ENPH & $TE - Space: $ASTS, $RKLB, $SATL & $VELO

@photonbullMay 24, 2026 · 5:57 PM

$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 Sapphire printers and software stack that print complex flight hardware without the support structures that slow conventional metal printing. That edge matters most in propulsion, where parts are intricate and tolerances are unforgiving, which is why it has quietly become an entrenched supplier across the new space and defense complex. The customer base guarantees the quality: • SpaceX, qualified on five current Raptor parts and now the next gen Raptor 4 • Anduril • Lockheed Martin, General Dynamics and Kratos Defense • Honeywell, Aerojet Rocketdyne and Avio • iRocket, Momentus and Launcher • US Navy, Army and Air Force Then came the SpaceX IPO filing, and this is the part that matters. SpaceX is the anchor account, and a public listing means a wave of fresh capital sitting on top of multibillion dollar NASA and Space Force contracts. As SpaceX scales production, that spend flows down the chain to whoever prints the engines, and Velo3D sits right at that layer. Fundamentally bullish, and the momentum follows the headline.

@tradableastroMay 24, 2026 · 3:23 PM

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. Ranked #7. Up 90.1% since added. EV/Autonomy profile. That is not a typo. The index has been holding this name for over three weeks and it keeps climbing. $AMPG takes the #1 spot today. Quantum profile. 5-day streak. +36.2% since added. Quantum is making a serious push into the rankings this week. Speaking of Quantum 4 names just entered or held the top 20. $AMPG at #1. $RGTI at #11. $QBTS at #16. $INFQ at #19. That kind of sector concentration in the top 20 is a signal worth paying attention to. Space is still dominant. $RDW at #6 with a 7-day streak and +25%. $VELO at #8. $SIDU at #9. $VOYG at #12 with +16.3%. $SATL at #15 with +7.8%. Five Space names in the top 20 the sector rotation we've been calling all month is still fully intact. Solar is back. $ENPH just entered the top 20 at #3 with a 6-day streak and +21.1%. $SEDG holding at #20. Something to watch as the sector heats back up. EV/Autonomy is also showing up. $FCEL at #2 with +23.7%. $AEVA at #4 with +19.9%. $WOLF at #7 with +90.1%. The weakest names right now are almost entirely China. $FUTU, $TIGR, $BILI, $GDS, $HUYA, $LU, and $YINN all sitting in the bottom 20 with scores of 0. China is where the model is saying stay away. Metals laggards continuing $JNUG and $NUGT both in the bottom 20. Crypto laggards $CONL, $CAN, $SBET, $MSTY all scoring near zero. The strongest ticker globally: $AMPG. The weakest: $FUTU. Three themes leading: Quantum. Space. EV/Autonomy. Three themes to avoid: China. Metals. Crypto laggards. 1190 tickers. 31 profiles. Updated daily. This is the edge. (Annual plans are now availble, link in bio)

@spaceinvestor_dMay 23, 2026 · 3:35 PM

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% $VSAT 98% $RDW 94% $RKLB 79% $VOYG 61% $AMPG 54% $MDA 40% $VELO 39% $ASTI 32% $ASTS 27% $MNTS 29% $SIDU 18% RECENT IPOs $HAWK -10% $YSS -14% We can see that despite strong momentum in the sector, recent IPOs like HAWK & YSS are underperforming the broader space names. Buying at peak hype is rarely the best move, patience and selective entry points tend to work better.

@tradableastroMay 22, 2026 · 11:39 PM

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. $ASTS #6. Score 85/99. $RKLB #9. Score 80/99. $FLY #10. Score 76/99. The whole sector is in motion.

@photonbullMay 22, 2026 · 7:29 PM

$ASTS $VELO and $RKLB have done pretty well since this post $SATS underperforming, but think it will catch up next week

@cobraalertsMay 22, 2026 · 4:36 PM

$VELO WERE RICH OMG https://t.co/OM9fRWjMzh

@tradableastroMay 21, 2026 · 8:15 PM

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. EV, Solar, Space, AI Infra, and Defense dominating the top 20. $WOLF on a 15 day streak up 88.3%. $DGXX on a 13 day streak up 48%. $RKLB on a 10 day streak up 17.6%. The market is telling you exactly where it wants to go. Follow the leaderboard not the headlines.

@vulturetradesMay 21, 2026 · 2:56 PM

$VELO original call up 66% at 1.50 from 0.90 LFG https://t.co/Lrt40OOdKy

@cobraalertsMay 21, 2026 · 2:55 PM

$VELO 30 CALL @ 1.45 from .90 🐍🚨

@cobraalertsMay 21, 2026 · 2:48 PM

IM IN BIG $VELO 25 CALL 6/18 2.25 🐍🚨

@vulturetradesMay 21, 2026 · 2:48 PM

$VELO added heavy don’t miss it

@cobraalertsMay 21, 2026 · 2:47 PM

$VELO 25 CALL 6/18 2.25 🐍🚨🐍

@vulturetradesMay 21, 2026 · 2:47 PM

Squeeze idea 🚨 $VELO 25 Call 6/18 at 2.25

@cobraalertsMay 21, 2026 · 2:47 PM

$VELO 25 CALL 6/18 2.25 🐍🚨🚨🚨

@vulturetradesMay 21, 2026 · 2:47 PM

High Confidence 🚨 $VELO 25 Call 6/18 at 2.25

@cobraalertsMay 21, 2026 · 2:47 PM

$VELO 25 CALL 6/18 2.25 🐍🚨

@vulturetradesMay 21, 2026 · 2:47 PM

$VELO 25 Call 6/18 at 2.25 🚨

@vulturetradesMay 21, 2026 · 2:03 PM

OMG $VELO UP 40% IN 5 MINUTES 0.90 > 1.25 ARE YOU LISTENING? https://t.co/AJvJO0nlJs

@cobraalertsMay 21, 2026 · 1:59 PM

$VELO over 20+ goes parabolic

@vulturetradesMay 21, 2026 · 1:59 PM

$VELO ripping face

@vulturetradesMay 21, 2026 · 1:57 PM

$VELO squeeze trade. $20+ incoming

@cobraalertsMay 21, 2026 · 1:57 PM

$VELO 30 CALL 6/18 @ here 🐍🚨

@vulturetradesMay 21, 2026 · 1:57 PM

$VELO 30 Call 6/18 here 🚨

@vulturetradesMay 21, 2026 · 1:56 PM

High Confidence 🚨 $VELO 30 Call 6/18 at 0.90

@vulturetradesMay 21, 2026 · 1:56 PM

$VELO 30 Call 6/18 at 0.90 🚨

@cobraalertsMay 21, 2026 · 1:56 PM

$VELO 30 CALL 6/18 @ .90 🐍🚨

@jasonl_capitalMay 19, 2026 · 12:27 PM

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 engines. Now producing components for next-gen Raptor 4. SpaceX operates 25 Velo3D machines.

@photonbullMay 16, 2026 · 7:54 PM

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 most direct to most asymmetric. $SATS, the under NAV play. EchoStar holds ~2.2% of SpaceX (52M shares from the $17B spectrum swap). At a $1.75T IPO that stake alone is worth ~$38B against a $36B market cap. You are paying nothing for $33B of contracted cash from the AT&T and SpaceX spectrum deals, plus the operating businesses. New Street just initiated at $161. $ASTS, the biggest competitor at a 60x valuation gap. SpaceX gets a $1.75T mark because Starlink prints 63% EBITDA margins on $11.4B of revenue. Starlink is the high margin profit engine, the entire bull case. AST SpaceMobile, the only credible direct to device competitor going after the exact same opportunity, trades at $31B. That is a 56x to 65x valuation gap on a similar end market. On tech, ASTS just deployed BlueBird 6, the largest commercial communications array ever flown to LEO, hitting 120+ Mbps to standard unmodified smartphones. Direct to Cell still needs a modified network path and underperforms on bandwidth per beam. On commercial traction, ASTS has nearly 60 MNO partners covering over 3 billion subscribers, including AT&T, Verizon, Vodafone, Rakuten, Orange, Telefonica, Bell, TELUS, STC. The carriers picked ASTS. They did not pick Starlink. That is the leading indicator. $RKLB, next best public rocket launcher. $72B market cap. $2.2B backlog. Q1 2026 revenue $200M, up 64% YoY. Neutron is the only credible medium lift reusable competitor to Falcon 9 in development. Confidential customer just booked the largest multi launch Neutron contract in company history. First flight targeted later this year. Selected with Raytheon for the Golden Dome space based interceptor program. $VELO, the manufacturing pick. Tiny at $364M market cap. Qualified for five parts on the Raptor engine including the next gen Raptor 4. SpaceX runs 25 Velo3D Sapphire machines on site, with management indicating expansion in 2026. Defense pipeline 88% of Q1 bookings, $32.6M DIU contract in hand, positive EBITDA guided H2 2026. High torque, high risk. The trade: SATS for direct ownership near NAV, ASTS for the obvious competitor on the high margin segment of SpaceX, RKLB for the launch comp rerate, VELO for asymmetric small cap exposure to the SpaceX supply chain.

@spaceinvestor_dMay 16, 2026 · 4:35 PM

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% $SPIR 156% $IRDM 134% $PL 104% $LUNR 90% $BKSY 86% $VSAT 85% $FLY 70% $RKLB 64% $RDW 56% $VOYG 24% $MDA 23% $VELO 12% $ASTS 1% $HAWK -5% $SIDU -7% $YSS -29% This is wild...

@investmentguru_May 16, 2026 · 2:58 PM

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 $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

@spaceinvestor_dMay 15, 2026 · 8:00 PM

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 weekend Conviction Pays 🫡

@microcapclubMay 15, 2026 · 10:55 AM

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 so far: $SNWV $ACFN $AUUA.V $IEHC $MPTI $PDEX $GRID.TO $AMNF $CYBT.CN $LIB.V $FTK $KLNG $PPSI $MAMA $PALS.V $VELO

@moninvestorMay 14, 2026 · 6:00 AM

My favourite stocks for: Long-term - $IREN, $HIMS, $ASTS & $KRKNF. Mid/Long-Term - $NRGV, $OUST, $SATL & $VELO.

@investmentguru_May 13, 2026 · 10:50 AM

$VELO — Q1 2026 Earnings → Revenue: $13.8M (+48% YoY, +46% QoQ) 🔥 → Gross Margin: 17.2% (vs. -73.6% last quarter) 📈 → Adj. EBITDA: -$3.6M (vs. -$6.9M YoY) → GAAP Net Loss: $7M (vs. $25M YoY) — rapidly improving → Opex: $9.3M (down from $12.2M YoY) — cost discipline ✅ → Backlog: $30M → Cash: $16.6M | Debt slashed 70% to $9M → Post-quarter: raised ~$50M in gross proceeds 💰 Massive turnaround trajectory. Revenue nearly doubled YoY, margins flipped from deeply negative, losses shrinking fast. $50M raise buys the runway to execute. Not financial advice.

@daniel_kossMay 13, 2026 · 6:14 AM

@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 also see on my profile that I share Ls I took for example on a $VELO and a $EOSE trade publicly. 2. I was not paid by them. I would legally be required to say that. 3. Stock was below $10 when I shared it, so it's currently UP since then, not 30% down. Stay mad.

@moninvestorMay 11, 2026 · 7:53 PM

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% led the space sector. - $RKLB +12%, $ASTS +11% & $VELO +8% Good luck to all $HIMS +2% investor.

@moninvestorMay 10, 2026 · 4:25 PM

The key earnings reports I'm watching next week: Monday: $ASTS AST SpaceMobile $HIMS Hims & Hers $PLUG Plug Power $RGTI Rigetti Computing $ACHR Archer Aviation Inc $CLSK Cleans Spark Tuesday: $SE Sea Limited $QBTS D-Wave Quantum $SATL Satellogic $OKLO Oklo $VELO Velo3D Wednesday: $BABA Alibaba $NBIS Nebius $EOSE Eos Energy Enterprises Inc $USAR USA Rare Earth $NUAI New Era Energy $POET POET Technologies Thursday: $ONDS Ondas $AMAT Applied Materials $TE T1 Energy $QUBT Quantum Computing

@spaceinvestor_dMay 9, 2026 · 12:56 PM

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% $SPIR 137% $IRDM 133% $PL 91% $BKSY 89% $VSAT 86% $FLY 67% $LUNR 62% $RKLB 39% $RDW 23% $MDA 12% $VOYG 7% $YSS 4% $ASTS -10% $VELO -19% What’s your top picks right now?

@moninvestorMay 7, 2026 · 7:02 PM

> 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% $OUST -15%

@spaceinvestor_dMay 5, 2026 · 12:16 PM

$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 manufacturing. The tank incorporates optimized features that we believe would be difficult or impossible to achieve through traditional manufacturing. This test represents a step toward Momentus becoming a qualified supplier of space-rated fuel tanks, typically high-cost components that require long lead times to obtain. This capability directly supports national defense supply chain resilience, and our aim is to add this product area as a new revenue stream."

@daniel_kossMay 4, 2026 · 5:16 AM

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 course some of them will do insanely well 😂 Vague posters should not get ANY credit, because they just spin the narrative to make themselves look like geniuses independent of outcome! How am I any different / what do the good accounts do differently? 1. I tell you exactly which stocks I'm buying. 2. I tell you when I'm buying. 3. I tell you why I'm buying. 4. I even tell you how big the position is. For example on April 30 I shared that I bought SK Square and I shared with Subs that it's a massive 30% position. If the stock does well, I deserve credit for it and if it doesn't do well, you guys will correctly hold me accountable for it. That's the way I think it should be! If you want to get credit, you need to first be transparent about your investing, so that your followers can give you credit for both the good and bad trades! Sorry, little rant. But this really bothers me. If you have a 0.1% allocation in an absolute shitco, you should not get credit when it pumps, because you probably don't mention the 20 other names that have crashed 50%. I have such names too, but I share the fails and when I sell and why! Many examples on my account ($VELO $EOSE $TE). I always shared all my fails, sometimes I told you: "shit, down 40% selling, because of XYZ". Have you ever wondered why the accounts on X that transparently share their portfolios have so much lower returns than the accounts who don't? Something to think about 😉

@spaceinvestor_dMay 2, 2026 · 2:38 PM

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 -19% What’s your top pick right now?

@daniel_kossApr 28, 2026 · 11:52 AM

@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 buy back in if I see execution is following or it was a one-time hiccup) or when I feel like management overpromised like with $EOSE last Q and $VELO last Q. In the case of $VELO I then missed a massive following pump, but in most cases, even when I take a 30-40% drawdown 1) I sleep better, reallocating to companies who have a clean track record I can trust and 2) Very often over 6-12 months the ones overpromising repeat the pattern and the other positions massively overperform. Long story short: good for your sanity and your bank account imho.

@spaceinvestor_dApr 27, 2026 · 12:22 PM

$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 gross proceeds of approximately $50 million. All of the shares of common stock to be sold in the Offering will be sold by the Company.

@spaceinvestor_dApr 26, 2026 · 1:24 PM

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 +5% $VOYG +3% $YSS -7% $ASTS -8%

@microcapclubApr 25, 2026 · 9:14 PM

🔥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 $CNRD $ESPR $LTC.V $CODI $PLBY $V5Q.SI $GG.V $AP $EONR $THTX $AXL.V $MCE.AX $BILD.V $PALS.V $BORR $WYY https://t.co/H7GMQWpntW

@moninvestorApr 24, 2026 · 7:59 PM

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. - $HIMS had a great week, up 13%. - $OUST also smashed it. I hope everyone has a great weekend. https://t.co/m0aSoNYG0q

@moninvestorApr 23, 2026 · 3:27 PM

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 disappointed with $HIMS. - HIMS should have been up 10% on LLY news. Let's see how things end. 👀

@investmentguru_Apr 23, 2026 · 3:24 PM

$VELO also in a list of most shorted stocks.

@acinvestorblogApr 23, 2026 · 3:15 PM

$VELO more than 50% of the float is sold short. Source: Fintel https://t.co/Qg0OEvRmYC

@acinvestorblogApr 23, 2026 · 3:13 PM

$VELO Nice breakout. Huge short interest https://t.co/draOv5hcVl

@daniel_kossApr 23, 2026 · 2:16 PM

@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 product / technical risk (we KNOW it works 100% as the quality bar of SpaceX is obviously insanely high). The one thing I just can't get my head around is why the margins are so freaking bad, if the moat is real. I just can't make sense of it. I understand they are in a turnaround, but the numbers were moved too much for my liking and too many times and I see so much dilution risk. I just liked other stocks more. But right now everything looks a lil too hot to me.. anyway congrats and sry for the rant lol

@moninvestorApr 23, 2026 · 1:59 PM

$VELO +10%. 👀 Almost +100% since my first buy. https://t.co/exd55iiahN

@bmsinvestsApr 22, 2026 · 8:04 PM

@JuansBrain Nice man. Was looking at $VELO before its big move. Will look at $GLND.

@photonbullApr 22, 2026 · 4:51 PM

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 wait and buy SpaceX but to long their supply chain or the space sector going into the IPO Plenty of space etfs out there now, but $SATS is probably the most direct exposure to SpaceX. Suppliers like $VELO should do well going into it too, along with popular space names such as $RKLB $ASTS $MDA $FLY $LUNR etc

@investmentguru_Apr 22, 2026 · 12:59 AM

$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 - Velo3D branding on the No. 43 Andretti Porsche at: → WeatherTech Raceway Laguna Seca → Indianapolis Motor Speedway - Real-world deployment of performance-critical components built via metal additive manufacturing — this isn’t just marketing, it’s live proof-of-concept in motorsport Why it matters: → Andretti = elite motorsport credibility → Metal 3D printing in high-stress race conditions = best possible validation → Aerospace + defense + space customers watching closely → $VELO already in the space sector playbook — this adds another use case - Metal additive manufacturing is quietly becoming critical infrastructure for next-gen aerospace, defense & performance engineering

@moninvestorApr 21, 2026 · 8:01 PM

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. This is huge news. - $HIMS shrugged off the recycled AMZN news. - if this happened last year, stock will be -30%. - Data center stocks are taking a hit today. - $IREN down significantly -7%. - Unfortunately people selling due to SemiAnalysis report. Know what you own, folks.

@moninvestorApr 21, 2026 · 2:59 PM

$VELO is now up 68% since this post. I have a feeling this stock is going to be the next retail favourite. 🧐 Absolutely incredible.

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