Raymond Tsui

I was thinking about something a little wild but it's not crazy yet: SpaceX acquiring $VELO Hear me out. → Locks in a critical supplier for Raptor engines and Starship components → Expands their defense vertical at exactly the moment $54.6B DAWG and $17.5B Golden Dome flow through the industrial base → Gives them direct exposure to advanced metal AM at scale → Allows rapid experimentation on next-gen propulsion or other other projects/components without going through procurement cycles → Opens a path to in-space and lunar manufacturing as Starship cargo capacity comes online VELO is already the only US supplier that can print complex Raptor grade parts. SpaceX is already the largest customer. The strategic chokepoint is real. Yet... Full acquisition is unlikely. SpaceX rarely buys. They build in-house. But a strategic stake post IPO? A multi-year supply lock-in? An exclusive program partnership? That's where this gets interesting. What do you guys think?

$VELO + $SPCX IPO SpaceX IPO is June 12. Biggest IPO in history. VELO3D prints the metal parts for Raptor engines and just turned gross margin positive. When the tide lifts the sector, the parts supplier rises with it.

@Starbeardx It’s not crazy at all. The money we are talking about is just petty cash for Musk or SpaceX . He can immediately scale production, stops the competition and perhaps can make actuators for Optimus as well ….

@Starbeardx S1 filing on May 20 . Investors will be combing through the prospectus and see the supplier list $VELO

@_JaxCapital Go… this is the time!

$VELO: Defense Tailwinds Just Got Stronger — Bullish Setup for 2026 Ramp Velo3D’s CEO reposting the U.S. Army’s Low-Cost Interceptors RFI is a clear signal. This isn’t just another defense opportunity — it’s a direct call for exactly what VELO delivers: complex, high-reliability metal parts via additive manufacturing that slash costs, compress lead times, and enable surge production for missile defense and affordable munitions. • Near-term revenue catalyst: Successful response (or via primes) could drive new printer orders, RPS contract manufacturing, and qualified parts. Demos targeted for Q4 FY26 line up perfectly with VELO’s surge-capacity playbook. • Strategic expansion: Deepens footprint in high-priority Army programs (missile defense + mass munitions) beyond existing ground vehicle and sustainment wins — aligning with DoD’s push for resilient, domestic AM supply chains. • Strong market signal: CEO visibility underscores confidence in VELO’s qualified DoD position to capture the next wave of modernization spend. This comes right after VELO’s solid Q1 beat and reaffirmed full-year guidance: $60–70M revenue for 2026, with >30% gross margins and positive EBITDA in 2H as RPS scales. Defense momentum + execution on the plan = asymmetric upside from here. Positioned for growth in a multi-year DoD AM cycle. $VELO remains a top conviction name. What are your thoughts on the setup? 🚀

@OpenOutcrier The CEO

@OpenOutcrier Whose selling?

$VELO (-3.9% pre) Velo3D (VELO) files for 3M share offering by selling stockholders ooc.bz/l/102536

@kingtutcap @jrouldz @steve2bacon lol

@jrouldz @steve2bacon All time high is $195k so still has room to grow

Seeing a lot of accounts lately using my comment section as ad space for their own content If your content was good, it would speak for itself on the algo. You wouldn’t need to spam my page with it Anyone doing this gets blocked 😆

@SylasYi Probably consolidating in fairly relaxed. Prepare for the coming months hope they land a major contract

$VELO 今天的表现比预期中的弱势一些 能在昨天那么大的涨幅下保持盘整也还可以 突破新高，上方就是一片巨大的空间

@kingtutcap Excellent work well done

$VELO: Nothing more satisfying than laying out the thesis more than 6 months ago when the stock was at ~$3 and seeing it all play out in real time

@AJeldi2 @_JaxCapital @kingtutcap Congrats and appreciate

@kingtutcap Yes .. Velo will make it possible the digital manufacturing everyone thought of in theory .

$VELO: Let's keep building America 🇺🇸🇺🇸🇺🇸

@SylasYi Oh yea congrats to you bro. Maybe we should start reach out to some YouTubers

@RaymondTsu99191 Thank you bro let’s make money together

#velo Velo3d #velo 今天起飞了 中文区博主没有几个推荐velo的吧 这么宝藏的中文区美股博主有互关的吗？ 有关注必回 #蓝v互关 #互fo #互相关注

@SylasYi What price target?

$VELO velo3d #蓝v互关 Velo是成是败就看今明两天了，今明两天稳得住能进上升通道，后面就会有不错的行情 最好打到22左右的位置再横盘，或者一直冲上去 #蓝v互关

@Starbeardx Congratulations great work ✌️

Thesis getting validated 🔥🚀

@BryanBerg2000 Yes investors want to see less of the flashy cars but something of substance lol

@RaymondTsu99191 And Arun's investor calls aren't exactly inspirational, either. Oh well. Happy diversified into $SSYS, $DDD, $LOAR, $KRMN, and $PRLB. Could be the year for the sector, but that's been said for a while now.

Looks like no one is expecting a miracle tonight for Velo3D $VELO I know the wild promises of H1 profitability were put to bed awhile ago, but I had hoped for some optimism. Nice gain on $KRMN

@LaceyPresley $VELO takes care of the most complicated parts on the Raptor

SpaceX prints Raptor parts only where casting or machining cannot deliver the internal channels and complex geometry. For everything else, traditional methods win on speed, cost, and scale. The real edge is not adopting every new tool but ruthlessly choosing the process that minimizes time and mass to orbit. That discipline compounds. It is how you turn advanced manufacturing into actual flight rate instead of expensive prototypes.

@SylasYi I wouldn’t expect big announcements on 5.12 and even some disappointment in the earnings . Just my guess . All the ingredients are there for $VELO but it depends if management can execute it .

@RaymondTsu99191 Yes,i agree with you,5.12 also will be a big day,take advantage of the Sapcex motion,squeeze the short🚀🚀

Velo3d $velo 十倍股潜力 Ten times stock potential 优势：RPS商业模式改变，技术领先，合作伙伴为Spacex Rklb Andurial Pltr等企业，随着航天国防领域进阶，订单提升 劣势：未来4.5亿股权增发稀释问题，现金流问题，RPS占比问题