Havelock Vetinari

[Havelock Vetinari @Wingtrade101]

@BlackPantherCap In addition, thank you very much @BlackPantherCap for you effort and sharing your story behind it. I appreciate when people share their thoughts and be transparent.

[Havelock Vetinari @Wingtrade101]

@BlackPantherCap Position sizing would be a very interesting topic. At least something I personally struggle most with.

[Havelock Vetinari @Wingtrade101]

@restingpoint @wolfgangkasper VUL is extracting out of thermal water and using it to generate power and heat.
In addition they refine lithium chloride and have their development plant up and running since 04/2024 and the refinery since 01/25. Main plant is up to 24.000 tonne currently under construction.

[Havelock Vetinari @Wingtrade101]

@RJCcapital

[Havelock Vetinari @Wingtrade101]

@mkfilko From your statement I read, that nevertheless you are invested in some of them. But I assume something less than 1% of your portfolio for each of them, right?

[The Chairman's Ledger @ChairmansLedger]

It is very clear what gets rewarded on X.

Attach a ticker and everyone pays attention.

No ticker, no obvious trade, no immediate money to follow, and the room gets quieter.

That is the junk food vs healthy food problem.

Stock picks are easy to consume.

Frameworks are harder.

But frameworks are what actually compound.

The ticker may make you money once.

The right way of thinking can make you money for the rest of your life.

There’s a “teach a man to fish” lesson in here somewhere.

Unfortunately, fish get more impressions than fishing lessons.

[Havelock Vetinari @Wingtrade101]

@chinoalemano Jepp, $DGXX or $MX would be interesting.

[Gublo @Gubloinvestor]

If Trump was born in other countries 😄

[Coffee House Stocks @CoffeeStocksGuy]

$VELO has run hard into the SpaceX IPO.
Day 1 of the SpaceX series - $SATS tomorrow.

SpaceX holds an $8M IP licence on Velo3D's tech ($5M licence + $3M support), and Velo3D's printers have made Raptor engine parts.

Q1'26 gross margin inflected to +17.2%, from −73.6% the quarter before. Revenue +48% YoY. Debt cut ~70%. The operational story is improving independently of SpaceX.

Some concerns include $18M operating cash burn in Q1, going-concern flag intact, and a stock priced for a SpaceX windfall that the filings don't yet size. The $50M April raise bought runway, but isn't buying certainty.

So the question isn't "is VELO a SpaceX supplier" - it is one. It's whether the turnaround can be continued in a tough financial environment.

6.6k words in probably the most comprehensive breakdown of the company on X. Read below.

$VELO $SPCX

[Havelock Vetinari @Wingtrade101]

@BULLOFBRITAIN How about $MX?

[Havelock Vetinari @Wingtrade101]

@retail_mourinho Obducat, as a competitor for ASML with a different approach.

[Havelock Vetinari @Wingtrade101]

@cobraalerts Okay challenge accepted. Let’s see how far you come and what stocks you pick. So I’d like to be in the game.