Street Notes Daily

New starter long - $AIRS - Airsculpt Technologies - Insider buying - ~65% short interest - Hearing rumors of a bidding war - Weird call flow - Unusual strength in a tough market - Can squeeze very quick - Will add more on weakness - Worth a shot here around $2.80

$DOW

USA attacked China oil supply (Iran). China probably responds with more critical mineral and rare earth restrictions. $USAR $CRML

$FPS is a designer and manufacturer of mission-critical electrical distribution equipment (i.e., switchgear, transformers, transfer switches, etc.) mainly serving data centers, the power grid, and energy-intensive industrial facilities.

$ECPG in a "Cyclical Sweet Spot"

$LPTH want a +20% day

$LPTH PT raised to $15 at H.C. Wainwright

$KXIN pure squeeze plays are dead now. Stop out.

$KXIN Supernova squeeze setup. Float = 976,447 clearly illustrated in the latest Form 6K. Short Interest = 1,041,717. No dilution before next meeting scheduled on Feb 21st. No shares available for shorts. This shit is crazy. @GoldmanBanker @be4_the_h3rd

$CE upgraded from Hold to Buy with a price target of $86.00 (from $43.00).

@OracleNYSE @capybaraReborn check it here beyondtestkitchen.com/collections/dr…

$BYND new product sold out Beyond Meat's new immerse product is already sold out Verge

$BYND new product sold out ... 30%SI waiting for the reddit squeeze army @GoldmanBanker @be4_the_h3rd @Maximus_Holla

Long $VELO - Velo3D Inc. - Works with SpaceX — and has for years. SpaceX is one of Velo3D's longest-standing and most prominent customers/partners in the aerospace sector. - Significant use in Raptor engines — SpaceX leverages Velo3D's technology heavily in manufacturing components for its Raptor engines (e.g., advanced alloys like those suited for high-heat propulsion). Elon Musk has credited advanced metal AM for major design/consolidation improvements in engine iterations. - Velo3D's core technology enables high-precision metal 3D printing (via Sapphire printers and Intelligent Fusion process) without supports, targeting aerospace, defense, space, and energy sectors where traditional methods fall short. - Potential SpaceX ipo this year would send it imo. Key bullish drivers: - Strong defense & government momentum — Recent wins include a $32.6M DIU Project FORGE contract, U.S. Army CRADA for ground vehicle parts, U.S. Navy copper-nickel alloy development, and partnerships like Momentus for space fuel tanks. These validate the tech in high-barrier, mission-critical applications and open doors to recurring revenue. - Pivot to high-margin Rapid Production Services (RPS) — Shift from hardware sales to service-based model driving bookings growth (e.g., 79% QoQ surges in prior periods), with focus on recurring, resilient supply chains. Targeting gross margins >30% by late 2025 and EBITDA profitability in H1 2026.

@CitronResearch $PELI Greenland oil SPAC

$CEPT — Besides Greenland, tokenization was THE buzzword at Davos and there's only one pure-play way to invest in it. Securitize. Larry Fink isn't a stock promoter, he's a client. BUIDL 7x'd in a year. BitGo just IPO'd at $2.2B for custody, a commodity business with margins going one direction: down. Securitize owns the picks and shovels. Can't even put a price target on a TAM this big and a market this blue sky. LFG

$PELI $CRML GREENLAND PRIME MINISTER: LET'S TALK ABOUT HOW TO STRENGTHEN PARTNERSHIP ALSO IN TERMS OF MINERAL RESOURCES

@CitronResearch when $PELI?

$VPG This was another quiet double for Citron Proud of the work...no position now. #google_vignette" target="_blank" rel="nofollow noopener">wallstreetpit.com/125740-vishay-…

$FCEL $BLDP $PLUG loading

$PENG

$UAA another monster insider buy. Looking for a double here on commons.