Tut C🅰️pital
@kingtutcap • 32,036 subscribers
Critical and sarcastic thinker. Graduate from the school of life. Always learning. Never financial or investment advice.
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$VELO Q&A Audio: - Defense contracts have been a big driver - Secured over 70 different space programs this year - Expected to close only 10% of the deals but closing over 40%; closing really fast - We are in contact for SpaceX (for Raptor 4); they are increasing their fleet and also sending us parts to print. We are on good terms with SpaceX - Anduril is a customer of Velo. We are already working with many programs together and they are increasing their parts. We are also combining our forces to bid for other programs - We are in talks with SpaceX for them to buy more machines. Can't disclose more details but most likely they will. - We are already seeing the massive increase in drone demand in our allocation with Anduril and SpaceX together. Velo3D is the choice for a lot of these programs due to the US manufacturing large metal size.
Tut C🅰️pital54,170 görüntüleme • 5 ay önce
Initiated a starter position in $VPG this morning. After further diligence, the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated the following: "We've been working with leading form-factor developer now for the last year and a half. That company has publicly stated that they want to see thousands of these robots in their factory by end of 2025. We are in the final stages of discussing the final arrangement, and we've already generated upwards $1.5M just from prototypes. We think that's an indicator of the seriousness of the investment put into these robots. We are also actively engaged with other humanoid robot developers. We think this could be an opportunity that generates millions of dollars for VPG. This could be a gamechanger". In $TSLA's Q1 earnings call, Elon Musk stated: “The normal internal plan calls for roughly 10,000 Optimus robots to be built this year. Will we succeed in building 10,000 exactly by the end of December this year? Probably not, but will we succeed in making several thousand? Yes, I think we will. Will those several thousand Optimus robots be doing useful things by the end of the year? Yes, I’m confident they will do useful things.”
Tut C🅰️pital63,595 görüntüleme • 1 yıl önce
$ASTS: Verizon promotional video of AST SpaceMobile service with Test Man and Buzz Aldrin!
Tut C🅰️pital45,116 görüntüleme • 1 yıl önce
$ASTS: Vodafone's Margherita Della Valle and British astronaut Tim Peake discuss the world’s first space video call, made using normal 4G/5G smartphones and satellites that will allow multiple users in areas of no mobile coverage to make and receive video calls, access the Internet and use online messaging services.
Tut C🅰️pital42,608 görüntüleme • 1 yıl önce
Charles Lemonides (ValueWorks founder) nails the $JOBY vs $ACHR debate on CNBC. “One of them has done a better job in getting the aircrafts in production. Archer has been built with the U.S. stock market in mind. Joby was built with the prospect of having a business in mind”. 🔥
Tut C🅰️pital27,764 görüntüleme • 11 ay önce
Daha fazla içerik yok.