Boston Terrier Capital

Fintwit whines more than the clucking hens on The View. Change my mind.

@aleabitoreddit Flavor of the month + massive bots

wtf. why does it feel like everyone on X is reading my posts now?

@PurpleDrink_LLC Yeah buying below $6 is kind of free money

Am I reading right that $POET has 40ish % of current market cap in cash pro forms for latest raises?

@David_Tracey @PurpleDrink_LLC 8 handle on $SPX potentially

@PurpleDrink_LLC This could really run!

My work agrees with this passionately Just need some flags now on the leaders, they always come x.com/David_Tracey/s…

@spacanpanman $CMTL honorable mention!

$ASTS $RKLB $BKSY $SPACE: SPACE IS THE PLACE! Institutional $ and focus is coming and Morgan Stanley just put out a big research piece on investing in Space. The Space 60: Picks & Shovels for the Final Frontier As investor interest in the space economy continues to rise, we harnessed the views of Morgan Stanley's global research team across the sector stack to assemble a range of expressions to play the theme across metals, industrial gases, semis, components, spacecraft/launch and satellite providers. Space is back in a big way. A combination of scientific advancements, geopolitics and economics have rekindled investor attention on the Space theme to the highest levels we have seen since launching the Morgan Stanley Space Team nearly a decade ago. On April 1st, Artemis II lifted off from NASA's Kennedy Space Center on a 10 day mission to send 4 astronauts on a flyby of the Moon. By 2028, the agency plans to put humans on the Moon, and eventually build a 'Moon base' for sustained lunar operations. The Trump Administration recently released a FY27 budget proposal calling for $1.5tn in defense spending (highest nominal request in history), and boosting the US Space Force budget by +77% vs. 2026 ($71bn vs. ~$40bn). All at the same time, Project Hail Mary (a recreation of the 2021 Andy Weir space sci-fi novel) sits as the top grossing film YTD in theaters. Zooming out (2020-2025), the cumulative number of objects launched to space is compounding at a ~20% annual rate and successful space launches at a ~25% rate. From our discussions, investors are looking for derivative expressions on the theme at sub-stratospheric valuations. Introducing the Morgan Stanley Space 60. The Space 60 is a comprehensive list of publicly-traded space enablers across the value chain, from raw materials producers, components manufacturers, and the operators themselves. Given the very large number of companies that are involved, the vast majority of the list is limited to primarily companies with a heavy US presence. We also limited the number of companies in any given sub-category to create a list with broader representation across disciplines. We divide the list into 7 primary categories: Within this note, we also include a short primer within each category's section outlining key developments and technologies that enable the space economy. • Raw Materials & Mining: Companies that extract the critical inputs from the ground to make space hardware possible. • Specialty Materials & Alloys: Companies that engineer the high performance materials built to withstand extreme heat, stress, and radiation. • Propulsion & Fuels: Suppliers of important gases or liquid fuels to power launch systems or in-space propulsion. • Electronics & Semiconductors: Companies producing space-grade semiconductors and electronics that enable compute, communication, and control in harsh orbital environments. • Components & Subsystems: Companies manufacturing critical components (anything from sensor suites to fluid valves/pumps to structures) that keep spacecraft operational. • Spacecraft & Launch Systems: Companies that design, build, and/or launch complete spacecraft. • Satellite Operators & Services: Operators of satellite constellations and ground infrastructure that monetize data, connectivity, and communications between space and Earth.

No I'm too busy bleeding money, MORON

@Stockspy1 I blew it on this one!

$SKYQ insanity I first brought you this thing on March 12th (you may either love me or hate me for that)

@MartinShkreli @link_2_the_past @ericswalwell @RepSwalwell Ya of course you’d say 3 is very wrong lmao

@link_2_the_past @ericswalwell @RepSwalwell wrong wrong and very wrong

here is the @ericswalwell video. my source says it was taken in his home and the woman is a sex worker. @RepSwalwell

@SmallCapKing2 It’s quite fascinating how terrible they are

I'm pissed at my performance this week. Very pissed. I need to pull others down with me. So $PLCE mgmt, you screwed everyone over again. Yes, I still hold a grudge re your crooked purchase of the company. Now, your stock is down 20% aftermarket on another Fri afternoon massacre.

*REUTERS: $TTD CEO JEFF GREEN FILES PAPERWORK TO CHANGE NAME TO JEFF RED

@BSacamanoV @anidesh7 $PLCE investment confirmed money laundering/tax incentives for these idiots

Congrats @anidesh7 the shitco board & chairman of $plce definitely follows you lmaooo

@blondesnmoney Best investment ever

$SPX headed to 8000 by EOY.

$PSKY degen 50k sept 15C

This is going to be horrible $PLCE

@endless_frank Lmao

$ASTS Dear Market Makers and Regulators, We are watching and we are lawyering up and getting ready to blow a case bigger than anything you’ve ever had to deal with. We are tired of the targeting and fraud happening every day in markets. 30 billion dollar companies move 5-10% in hours and sometimes minutes for no reasons at all. If the fraud doesn’t stop specifically on @AST_SpaceMobile get ready for a war. Or you can just do your jobs by making fair markets and regulating them. AST is a prime U.S defense contractor being shorted to the ground daily in our own markets. Who wants to see an American company fail so badly that is being allowed to trade OUR OWN markets and manipulate the stock with ever increasing short interest? This is a MATTER OF NATIONAL SECURITY and I thank you for your attention to this matter. @POTUS @DHSgov @SECGov @BrendanCarrFCC @FCC @NYSE @NasdaqExchange @AbelAvellan @scottwisniews @AST_SpaceMobile

@planert41 Waste of time

Seriously what is up with that hand movement Like imagine if a dude held and rocked around a fist the whole time talking

@kingtutcap “Company files vague paperwork confirming what we already knew; fintwit in shambles. FILM AT 11!”

$VELO: My two cents. At first glance, freak out. At second glance, this was more or less telegraphed during the Q4 earnings. "This is a practical, demand-driven buildout: as contracts grow and new programs come online, each drives incremental capacity requirements, creating a compounding growth profile. To support this expansion, we expect to raise additional capital in the near term. Any equity capital raised would be targeted toward workforce expansion and operational infrastructure rather than equipment, keeping dilution low relative to the significant long-term value this growth is expected to generate." So ask yourself — why does a CEO who owns ~49% of the company, just converted debt to equity at a massive premium to market, and tied his comp to market cap, file a $500M shelf? The same CEO who tied his compensation plan to the company's market cap: x.com/kingtutcap/sta… The key word here is demand-driven. The shelf isn't dilution. It's authorization. You don't pull the trigger on a $500M shelf if you don't see massive demand coming at you. This is a company sitting at the intersection of a generational defense bottleneck with a $1.5T 2027 defense budget ask behind it. What happens when a $50-100M order lands and you don't have the capital to fulfill it? You lose the contract. People are still looking at the 5-year chart and seeing the old VELO. That company is gone. This is a defense-first hypergrowth turnaround with $59M in bookings, a CEO with massive skin in the game, and demand the company is struggling to keep up with. Look at the 10-K risk factors. The biggest one isn't competition. It isn't balance sheet. It's being unable to meet demand. They literally flagged that incoming defense orders around munitions replenishment, hypersonic propulsion, and thermal management systems could overwhelm their capacity. Think about what the DoD needs to replenish after Iran. Think about who makes the parts. Demand from defense, aerospace and government-related customers may increase, but we may be unable to timely and effectively satisfy such demand, and any failure to do so could expose us to operational, contractual, regulatory and reputational risks. As a supplier of metal additive manufacturing solutions used in defense, aerospace and other highly regulated industrial applications, we may experience increased demand for our products and services as government agencies, prime contractors and other participants in the defense industrial base seek to expand domestic manufacturing capacity, accelerate qualification of advanced components and support programs involving munitions and munition support components, hypersonic propulsion and thermal management systems, aerospace propulsion and other mission-critical applications. While increased participation in these markets create opportunities for growth, such demand may also place significant strain on our operations, including our production capacity, supply chain, engineering resources, installation and support capabilities, and our ability to satisfy stringent customer specifications, qualification requirements and delivery schedules. That shelf says we have access to capital markets if we need it, which changes the risk profile for the company for every stakeholder (customers, partners, and investors) removing the going concern discount that's keeping institutions out, making customers nervous about long-term contracts, and creating an existential risk premium that isn't justified by the actual demand picture. Capital access at improving prices, deployed into RPS capacity and defense contract execution, changes that narrative from survival to growth. Right now institutional ownership is effectively zero. Going concern language is a hard stop for most funds. Once the going concern question shifts from "will they survive" to "at what dilution will they grow," a whole category of institutional investors who couldn't touch this stock suddenly can. As I've said a couple weeks ago, dilution for growth purposes to meet structural demand + management that has massive skin in the game is okay to me! x.com/kingtutcap/sta… Most people will miss the forest for the trees. They'll focus on the chart and the shelf size and miss the fact that the demand pulling this company forward is structural, durable, and accelerating.

People pay this moron for this?

@PurpleDrink_LLC These comments

Market -8% Monday, everything is fucked here comes the crash

$DJI $SPY