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Started By
Message
re: VELO - Low Float turnaround opportunity
Posted on 3/24/26 at 4:17 pm to igoringa
Posted on 3/24/26 at 4:17 pm to igoringa
I'm OUT of this one with no harm done.
I expected a quicker turnaround and lower capex.
Missing on timing of EBITDA profitability was too much for me.
This could be good in a year or two, but there are more exciting places to put money right now.
Best of luck to everyone
I expected a quicker turnaround and lower capex.
Missing on timing of EBITDA profitability was too much for me.
This could be good in a year or two, but there are more exciting places to put money right now.
Best of luck to everyone
0
Posted on 3/24/26 at 4:19 pm to igoringa
quote:I thought we'd see more fireworks and better guidance along with a quicker path to profitability.
I have to be honest - not the quarter I was expecting - although wasnt investing for the quarter
Quite frankly would rather put money in MU than VELO right now. Among others.
Posted on 3/24/26 at 4:22 pm to bayoubengals88
A little frustrate - when it ran this morning to mid 14's - I put a limit order at 14.50 to liquidate and take the easy 20%. Missed it by a minute and well - pulling out now with a 2% win. Oh well
Posted on 3/24/26 at 4:42 pm to igoringa
Why is someone paying you almost 10% of the price of the stock to buy it at such a high price in such a short period of time?
Posted on 3/24/26 at 4:49 pm to Wilson
quote:
Why is someone paying you almost 10% of the price of the stock to buy it at such a high price in such a short period of time?
Crazy volatility is an advantage to the seller.
Follow it and see what happens!
Posted on 3/24/26 at 4:49 pm to bayoubengals88
I realize these are different sectors of AI datacenter industry but NBIS, ICHR, LITE and COHR have been on an absolute tear. I need MU to get back on track
Posted on 3/24/26 at 4:51 pm to igoringa
quote:Precisely!
A little frustrate - when it ran this morning to mid 14's - I put a limit order at 14.50 to liquidate and take the easy 20%. Missed it by a minute and well - pulling out now with a 2% win. Oh well
We move on.
Posted on 3/24/26 at 6:11 pm to bayoubengals88
Glad I didn’t split between this and MRLN today
Posted on 3/25/26 at 7:47 am to The Boat
Ugh. Cooked.
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