Started By
Message

re: VELO - Low Float turnaround opportunity

Posted on 3/24/26 at 4:17 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 3/24/26 at 4:17 pm to
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
Posted by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 3/24/26 at 4:19 pm to
quote:

I have to be honest - not the quarter I was expecting - although wasnt investing for the quarter

I thought we'd see more fireworks and better guidance along with a quicker path to profitability.

Quite frankly would rather put money in MU than VELO right now. Among others.
Posted by igoringa
South Mississippi
Member since Jun 2007
12398 posts
Posted on 3/24/26 at 4:22 pm to
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 by Wilson
Metairie
Member since Jul 2011
367 posts
Posted on 3/24/26 at 4:42 pm to
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 by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 3/24/26 at 4:49 pm to
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 by Naked Bootleg
Premium Plus® Member
Member since Jul 2021
3647 posts
Posted on 3/24/26 at 4:49 pm to
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 by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 3/24/26 at 4:51 pm to
quote:

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
Precisely!
We move on.
Posted by The Boat
Member since Oct 2008
177353 posts
Posted on 3/24/26 at 6:11 pm to
Glad I didn’t split between this and MRLN today
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9282 posts
Posted on 3/25/26 at 7:47 am to
Ugh. Cooked.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
4028 posts
Posted on 3/27/26 at 2:51 pm to
8.90, time to reload?
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9282 posts
Posted on 3/27/26 at 10:00 pm to
Glad I dumped and avoided another 12% loss on top of my 20% loss.
Posted by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 3/30/26 at 8:46 am to
quote:

Velo3D Awarded $9.8 Million Multi-year Department of War Contract Supporting the Defense Logistics Agency

LINK
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9282 posts
Posted on 3/30/26 at 1:53 pm to
Down another 5% today
Posted by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 4/4/26 at 11:44 am to
I was getting interested again, but yikes for this. Will revisit in a year or two.

Loading Twitter/X Embed...
If tweet fails to load, click here.
Posted by The Egg
Houston, TX
Member since Dec 2004
83734 posts
Posted on 4/21/26 at 10:13 am to
15+
Posted by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 4/21/26 at 10:15 am to
Yeah man. They freaking crushed it with the Andretti sponsorship/partnership.

The chart is now one massive breakout with no ceiling in sight.
I own 0 shares.

Financial Times

This post was edited on 4/21/26 at 10:16 am
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
4028 posts
Posted on 4/21/26 at 10:39 am to
Tossed in for 112 @ 12.59 after the heads up and a bit of DD, I considered it a gamble but prepared to let it ride.
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
4028 posts
Posted on 4/24/26 at 4:01 pm to
up 38% on this one, thanks for the heads up.
Posted by bayoubengals88
LA
Member since Sep 2007
24743 posts
Posted on 5/13/26 at 7:00 pm to
Trying to get back in this name or at least make some money trying…

Sold a $17.5 put expiring 6/18 for 1.8
So premium paid was upwards of 10%

Insane!
Posted by RJSambola
Member since Jun 2012
407 posts
Posted on 5/13/26 at 7:09 pm to
Sold a 5/15 $20 covered call for $1.70, looks like they're going to be exercised, but I'm in at 13, so not a bad trade I guess
first pageprev pagePage 3 of 4Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram