Tut C🅰️pital

$ASTS $JOBY $AUR $QS Own them, don’t trade them.

@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 $VELO clients are publicly announcing new deals and orders. Revenue recognition is a matter of when, not if. 2. Insider conviction • CEO Arun Jeldi acquired a $5M promissory note from an existing holder and immediately converted into common stock at $16.38/share. That's a ~56% premium to where the stock was trading at the time. • Director Ken Thieneman converted a $10M note into equity at $10.50/share. • Net effect: ~60% of total outstanding debt eliminated, leaving only ~$10M on the balance sheet. 3. At ~$12.30, you can now buy $VELO at a 25% discount to where the CEO (and the company's largest shareholder) just priced his own conversion. Earnings on March 24th. When insiders are converting debt into equity at a premium and customers are stacking orders, the signal-to-noise ratio improves considerably. NFA, this stock is volatile and risky.

lmao

@steve2bacon Did we win?

@kingtutcap look again

Indices down, gold down, crypto down, oil down, VIX down, morale down.

@pennycheck @FD_coop_NY What’s greenland

@FD_coop_NY @kingtutcap feels like 20 years ago when we were gonna invade greenland i dropped it when trump did

$LUNR On todays call they say they believe the LTV contract decision has been made and a announcment is imminent but they did not forecast it in their $955M backlog... tic tok...

$VELO: Another all time high…

@traderjoe2869 Everything looks pretty good imo. And they've raised guidance due to demand. Market is ass unfortunately...

@kingtutcap Earnings seemed good . Stock did well after. Not so much today . Any opinions on the earnings ? Anything you didn’t like ?

$EQPT: “Looking to 2026, we see a supportive industry backdrop as infrastructure, data center, manufacturing, and energy projects continue to drive larger and more complex jobsites.” 2026 guidance raised to $5-5.4B.

$VELO: There's probably a connection here... Velo3D already has a research agreement with DEVCOM Army Research Laboratory (the exact same lab that built SPARTA). SPARTA is currently 3D-printed on standard FDM printers. But as the Army scales this to mass production with more demanding materials (metals, high-performance composites), that's where Velo would come in.. army.mil/article-amp/29…

@steve2bacon Real

when you realize gold and silver going parabolic means we’re fucked

“It organizes your files” “It prioritizes your emails” “It tells you insights about your calendar” These are not real things. They are not making you more productive. It is making you an idiot Yes, AI is great. But this is fake productivity. This is dumb. You are being dumb

A year after introducing the QS Strategic Blueprint, CEO Dr. Siva Sivaram shares an update on our progress—and what’s next. From expanding our partner ecosystem to demonstrating products and processes, we remain focused on driving innovation. Watch here: youtu.be/v6vULQ4u07w

Kook bottom?

The stock market over the last couple months

Will never financially recover from this

On Thursday 3/19, watch Aurora and Axios live in Washington, D.C. for a conversation on how autonomous vehicles could impact the U.S. economy and everyday life. We'll discuss the latest policy and tech developments, explore its potential benefits to users, and consider possible solutions to questions about jobs, safety, and infrastructure. Watch live here ➡️ x.com/i/broadcasts/1…

@U5sigma2 Powell can’t wait to get tf outta there

Market doesn’t seem to be pricing much volatility for the Fed meeting. We’ve got a shit job market and an oil shock that kills the economy if it lasts long enough. On the other hand we’ve got a smoking hot PPI pre war, and high short term inflation coming with the oil shock. Pick Powell’s mood for today, I could see the presser messaging go in any direction.

$PURR $PURR $PURR

@Globalflows Here for the memes

The best way to connect with other high-quality people on here is by giving, not lurking - Add value to other people's posts - Start a Substack/newsletter - Provide Claude code models and dashboards - Poast memes All of these are free call options on life

Autonomous trucks are here. @nytimes breaks down the technology, the economics, and the companies moving the industry forward. Aurora is proud to be at the forefront. Full story: nyti.ms/4skoFjQ