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@kingtutcap
"@KirkSpano @StocksOnSpaces Wrong. I lost respect because you are spreading FUD right after you sold. The entire preach about risk managamenr is a given. Nothing new. Risk management still applied it was at $20B market cap (and you were saying it will go to $50-100B"
X Link @kingtutcap 2025-10-15T22:28Z 28.6K followers, XXX engagements
"$QS: Know what you own"
X Link @kingtutcap 2025-10-15T14:32Z 28.6K followers, 9369 engagements
"$VELO: Well guess who was at the AUSA conference and also met with the U.S. Navy around key programs for national security + maybe Pete Hegseth 👀"
X Link @kingtutcap 2025-10-15T13:17Z 28.6K followers, 16.8K engagements
"$NVX setting up very nicely as one of the only synthetic graphite pure play"
X Link @kingtutcap 2025-10-10T14:59Z 28.6K followers, 11.3K engagements
"$MFI: Zacks Research provides coverage on the stock in leu of todays filing. We are raising our price target to $XX implying meaningful upside potential from the stocks current price. Our revision primarily reflects a lower risk profile in light of MFIs recent change-of-control. Despite ongoing uncertainty around the strategic/financial implications related to the recent ownership/management transition we expect Mr. Yuan to increasingly leverage his considerable background/expertise particularly as it relates to digital assets to enhance MFIs business model growth opportunities revenue"
X Link @kingtutcap 2025-10-03T19:43Z 28.6K followers, 9314 engagements
"It's also worth noting that SpaceX saved $VELO from bankruptcy last year"
X Link @kingtutcap 2025-10-06T16:09Z 28.6K followers, 5857 engagements
"@stocktalkweekly I spoke to my good friend Xi any moment now"
X Link @kingtutcap 2025-10-12T02:49Z 28.6K followers, 40.4K engagements
"$VELO: Why Velo3D matters for U.S. national security Excerpts from Arun Jeldi (CEO) interview with @TheTCTMagazine: - Jeldi argues the U.S. is lagging quite a bit on the manufacturing side because we dont have the ecosystem while adversaries (China) are rapidly scaling. He frames additive as the fastest way to rebuild capacity for aerospace defense and semiconductors. - Velos low-angle high-precision metal printing targets high complex parts and high value parts enabling mission-critical components for rockets hypersonics and defense systems that none other companies have. - The company is"
X Link @kingtutcap 2025-10-13T17:11Z 28.6K followers, 18.7K engagements
"@JoeStocksss Much appreciated. Few people realize how hard it is to dig up anything public on Dawei (even in Mandarin) when the guy basically has zero online footprint. Whatever $MFI ends up becoming Ill always take pride in the countless hours poured into researching it"
X Link @kingtutcap 2025-09-25T16:50Z 28.6K followers, XXX engagements
"$MFI: Hmmm. Rabbit7 (the BVI Holding Co for RedotPay) also registered a Delaware Corp on August XX . same day as Red Dot Payment"
X Link @kingtutcap 2025-10-01T14:33Z 28.6K followers, 2394 engagements
"$ASTS: Nearly every satellite company that tried to do what AST is doing from Teledesic in the 90s to Iridium OneWeb and even Intelsat shared one fatal flaw. They ran out of money before the world was ready for their vision. Teledesic never launched a single operational satellite before it folded. Iridium went bankrupt months after launch because the network couldnt fund its own runway. OneWeb had to be rescued out of Chapter XX by the U.K. government. Intelsat drowned in leverage. $ASTS isnt in that category. Not even close. The company now sits on nearly $2B in cash; a margin of safety most"
X Link @kingtutcap 2025-10-11T20:49Z 28.6K followers, 58.2K engagements
"$VELO: Velo3D and iRocket Strengthen U.S. Aerospace & Defense Supply Chains Through Expanded Additive Manufacturing Partnership iRocket invests in Velo3D Sapphire printers and Rapid Production Solutions to scale U.S.-based production of reusable launch vehicle and defense hardware"
X Link @kingtutcap 2025-10-15T13:04Z 28.6K followers, 9037 engagements
"$ASTS: My spidey senses are tingling on a partnership announcement completely out of left field the kind no one saw coming or expected"
X Link @kingtutcap 2025-10-15T19:54Z 28.6K followers, 43.4K engagements
"@SPACLiquidity Some more than the other but this one is right in your face. If people pump (which is happening) it will open the door for even more fraudulent actors to jump in. Their entire exec team is coming from the toilet"
X Link @kingtutcap 2025-10-09T18:17Z 28.6K followers, 1675 engagements
"$VELO CEO last month on defense applications"
X Link @kingtutcap 2025-10-07T13:56Z 28.6K followers, 7972 engagements
"$MFI: MOOOOAAAR"
X Link @kingtutcap 2025-10-02T20:27Z 28.6K followers, 2882 engagements
"$ABAT +300% since"
X Link @kingtutcap 2025-10-13T13:48Z 28.6K followers, 12.8K engagements
"$MFI: One interesting nugget from the last filing is the co has officially changed its principal address to that of Yuan Dawei's Fire Lucky"
X Link @kingtutcap 2025-10-06T15:28Z 28.6K followers, 9597 engagements
"Shaking the weak + cleansing the over leveraged hands. The next rally will be even more hated than the one before"
X Link @kingtutcap 2025-10-12T15:45Z 28.6K followers, 25.8K engagements
"$QS: 52-week highs and blue skies"
X Link @kingtutcap 2025-10-08T13:32Z 28.6K followers, 6809 engagements
"$VELO: When zero-revenue companies trade at multi-billion valuations with no path to profit for years yet Velo3D is generating real revenue and sits at the intersection of the three hottest themes in the market: X. Defense tech (extensive partnership with US Army and US Navy deemed as critical for national security) X. Aerospace (SpaceX biggest customer FireFly Lockheed Martin Raytheon Kratos and more) X. Onshoring manufacturing (100% made in USA) At just a $150M market cap"
X Link @kingtutcap 2025-10-15T13:42Z 28.6K followers, 14K engagements
"$VELO: The U.S. Department of Defenses $X trillion FY 2026 budget request allocates $XXX billion to projects involving additive manufacturing an XX% increase from the $XXX billion approved in FY 2025"
X Link @kingtutcap 2025-10-06T14:14Z 28.6K followers, 5849 engagements
"$MFI: RedotPay has now registered as a Money Services Business (MSB) with FinCEN (U.S. Treasurys Financial Crimes Enforcement Network) which regulates and monitors money transmitters for money-laundering and compliance"
X Link @kingtutcap 2025-10-02T15:13Z 28.6K followers, 15.4K engagements
"Share a piece of $ASTS lore about yourself"
X Link @kingtutcap 2025-07-30T00:22Z 28.6K followers, 46K engagements
"$ASTS: I know the below sounds crazy (it is) but hypothetically speaking what if ALL the following happens in the next X months: - 3-4 launches - Verizon DA - FirstNet DA - ExIm loan - Golden Dome award - 3-4 MNO DAs globally - Wildcard: Apple or Amazon Is all of that priced in Well find out"
X Link @kingtutcap 2025-10-06T20:18Z 28.5K followers, 42.5K engagements
"The craziest thing about $ASTS is that insider selling is virtually nonexistent for a stock that did a 50x in XX months"
X Link @kingtutcap 2025-10-14T18:11Z 28.6K followers, 67.2K engagements
"$JOBY: Trust the process. Joby will have a blockbuster 2026 with ZERO competition"
X Link @kingtutcap 2025-10-07T21:25Z 28.6K followers, 15.1K engagements
"Always remember this"
X Link @kingtutcap 2025-10-09T22:18Z 28.6K followers, 10.5K engagements
"@KirkSpano Congrats on the win No need to poopoo on the stock though"
X Link @kingtutcap 2025-10-15T14:28Z 28.6K followers, 1150 engagements
"$ASTS: BLUEBIRD X too"
X Link @kingtutcap 2025-10-10T14:49Z 28.6K followers, 19.2K engagements
"$VELO: "These capabilities contribute to reduced lead times minimized labor costs and enhanced readiness while ensuring secure domestic manufacturing free of foreign technology dependencies.""
X Link @kingtutcap 2025-10-13T14:49Z 28.6K followers, 6537 engagements
"$VELO: While everyone has been trying to find a SpaceX sympathy or a co that owns some secondary shares virtually no one knows that SpaceX is the biggest customer of Velo3D and $VELO is likely the biggest public beneficiary of SpaceX's explosive growth. "Revenue trends from our largest customer SpaceX have historically been driven by the timing of its major orders for 3D Printers and the timing of the shipments under those orders. We expect our largest customer to remain an important relationship going forward.""
X Link @kingtutcap 2025-10-09T13:55Z 28.6K followers, 24.5K engagements
"$MFI: Full circle. Ogier (the same legal counsel for MFI and Fire Lucky) served as the legal advisor for RedotPay in the $47M strategic raise"
X Link @kingtutcap 2025-10-01T15:34Z 28.6K followers, 11.3K engagements
"$VELO: Dan Driscoll @SecArmy (U.S. Secretary of the Army) appeared on the @ShawnRyan762 podcast last week and spoke in length about the importance of additive manufacturing for the army"
X Link @kingtutcap 2025-10-08T13:11Z 28.6K followers, 7232 engagements
"$VELO clients include Firefly $FLY Vaya Space Avio Raytheon $RTX Lockheed Martin $LMT Kratos $KTOS as well as the US Airforce and US Navy. Velo3D is also working with a top semiconducter equipment manufacturer to produce next generation semiconductor devices. $ASML $AMAT or $LRCX"
X Link @kingtutcap 2025-10-09T14:00Z 28.6K followers, 4224 engagements
"$ASTS: No one is bullish enough"
X Link @kingtutcap 2025-10-13T19:25Z 28.6K followers, 14.2K engagements
"$VELO: New Bloomberg piece on the U.S. Navys transformational efforts to revive + advance domestic shipbuilding and keep up with China"
X Link @kingtutcap 2025-10-15T01:07Z 28.6K followers, 11K engagements
"$VELO: When the biggest SPAC account on FinTwit speaks you listen"
X Link @kingtutcap 2025-10-15T14:42Z 28.6K followers, 8334 engagements
"$MFI: Another interesting find. RedotPay had a job posting in August for a Venture Counsel with explicit experience in U.S. securities law SEC filings + exemptions under Reg D. The job posting also highlights that RedotPay has unicorn status ($1B+ valuation) which hasnt been explicitly stated before. Maybe something maybe nothing"
X Link @kingtutcap 2025-09-24T01:18Z 28.6K followers, 13.6K engagements
"$MFI: And there you go RedotPay does another $47M raise backed by Coinbase Galaxy Digital and Vertex. Officially unicorn status 🦄"
X Link @kingtutcap 2025-09-25T18:56Z 28.6K followers, 14.1K engagements
"$ASTS: Im tired of all the first first-evers"
X Link @kingtutcap 2025-10-02T11:51Z 28.4K followers, 11.5K engagements
"$MCRP: Micropolis robots in action by @DubaiPoliceHQ I continue to keep an eye on it when/if robotics theme catches up after seeing what other comps like $RR and $SERV did"
X Link @kingtutcap 2025-10-15T19:12Z 28.6K followers, 7339 engagements
"$VELO: Army Secretary Dan Driscoll yesterday during the opening ceremony of the Association of the U.S. Armys 2025 Annual Meeting and Exposition: We pay unbelievable cost markups and can wait years for parts we could 3D print ourselves immediately. This may sound trivial but simply being able to make or repair our own parts can save millions of dollars and save lives and ensure that million-dollar pieces of equipment dont sit idle waiting for parts he said. Once we have the schematics private industry can help surge production if demand surpasses what the Army can produce itself. For certain"
X Link @kingtutcap 2025-10-14T17:02Z 28.6K followers, 36.5K engagements
"$MFI: Quiet accumulation in progress"
X Link @kingtutcap 2025-10-01T20:14Z 28.6K followers, 9115 engagements
"$ASTS: The best part about Verizon's DA is AST can fully tap the ATM today and raise $800M more in the war-chest for just 8-9M shares diluted. FLUSHED IN CASH"
X Link @kingtutcap 2025-10-08T13:40Z 28.6K followers, 10.5K engagements
"$AUR: Its time will come soon"
X Link @kingtutcap 2025-10-06T23:55Z 28.6K followers, 16.4K engagements
"$JOBY: People will wake up one day in the next 1824 months see Joby eVTOLs flying overhead and ask themselves: when and how did this even happen Ive been bullish on Joby and the eVTOL space since 2021 back when most people laughed it off. Itll never get approved itll never scale its a fantasy. Fast forward to today FAA certifications have stacked up continuous funding from strategic investors like Toyota (the biggest automaker in the world) partnerships with global airline giants smart acquisitions like Xwing (autonomy isnt even priced in yet lol) and Blade expanding military applications"
X Link @kingtutcap 2025-10-14T23:58Z 28.6K followers, 30K engagements
"@KevinLMak @ngjesalex Seems like the Nintendo console deal was priced in"
X Link @kingtutcap 2025-10-13T00:41Z 28.6K followers, 3292 engagements
"In its latest FCC filing SpaceX is saying $ASTS is a meme-stock and their investors are spreading misinformation ☠Foreign investors and partners in ASTs meme-stock are stopping at nothing to slow progress. AST and its investors continue their scorched-Earth campaign to hamstring competing direct-to-cellular operations even if their efforts mean that Americans cannot reliably connect during emergencies and American satellite systems stand at a competitive disadvantage in international markets. Apparently not content with solely harming competition in America AST is now taking its"
X Link @kingtutcap 2024-10-03T01:11Z 28.6K followers, 140.8K engagements
"@DefinitionsNew But to answer your question I wouldnt go after the usual suspects ie Anduril Databricks etc. Id love for Skydio (as an example) to go public"
X Link @kingtutcap 2025-10-06T17:23Z 28.6K followers, 1495 engagements
"$MFI: No matter how deep you dig into Yuan Dawei youll rarely find anything. But the deeper you go into the trenches the clearer it becomes that hes a silent operator whose deeply embedded across the Chinese crypto ecosystem. In 2020 Chaindigg played a key role in helping the Chinese government liquidate 190000 BTC 830000 ETH and 27.24M EOS seized in the PlusToken ponzi scandal. And whos Chaindiggs second-largest shareholder Yuan Dawei"
X Link @kingtutcap 2025-09-21T19:53Z 28.5K followers, 11K engagements
"@corey407woc DA with Shopify to power the merch store go cray cray"
X Link @kingtutcap 2025-10-15T19:59Z 28.6K followers, 2519 engagements
"If you thought Uncle Sam dabbling in rare-earth was fun just wait till he starts shopping in the defense aisle"
X Link @kingtutcap 2025-10-14T17:21Z 28.6K followers, 22.2K engagements
"$VELO: The Department of Defense sleeper stock"
X Link @kingtutcap 2025-10-06T14:09Z 28.6K followers, 21.6K engagements
"$MFI: Trend Up/Wind continues the hiring spree"
X Link @kingtutcap 2025-10-15T16:45Z 28.6K followers, 7055 engagements
"$MFI: New 6k filing. The company provided financials for the six months ended June 2025 (numbers that werent in the original shelf filing) and likely acts as an addendum to keep the shelf current. The nugget in the filing is the establishment of two subsidiaries: - Master Info Limited (BVI): Serves as an investment holding vehicle to facilitate and manage the company's investment activities - CAT Strategy Limited (HK): Serves as the company's operational hub for day-to-day business"
X Link @kingtutcap 2025-10-03T13:28Z 28.6K followers, 15.8K engagements
"$AUR after going up more than X% in one single day"
X Link @kingtutcap 2025-10-14T19:06Z 28.6K followers, 5810 engagements
"$ASTS: Traders gonna trade. Shorter gonna short. Extreme swings and volatility will happen. OG investors will continue to HODL"
X Link @kingtutcap 2025-10-02T20:02Z 28.6K followers, 8433 engagements
"Some $ASTS reflections: AST has come an incredibly long way since exactly a year ago. Back then the company was navigating a brutal cash crunch seeking strategic funding from investors and facing relentless skepticism due to repeated delays in the Block X launch. Excitement dwindled and doubts about the feasibility of this science project took hold. By April many long-term investors capitulated as the stock plummeted to the low $X range. Checking the price every day felt like a masochistic ritual watching my portfolio take double-digit hits like clockwork. I would joke with a friend that"
X Link @kingtutcap 2024-12-04T01:31Z 28.6K followers, 78.6K engagements
""OMG $ASTS is a $35B market cap with no substantial revenue yet." @Figure_robot (founded X years ago): Hold my beer"
X Link @kingtutcap 2025-10-15T19:20Z 28.6K followers, 14.5K engagements
"You are missing the point (as always). The comparison is based on historical context of who can survive long enough to get there. If your benchmark is SpaceX then every company on earth "lacks liquidity" in comparison. The point isn't that AST outspends SpaceX its that it outspends every other satellite company that tried this before. Every other satellite biz with great tech like Teledesic OneWeb Globalstar Iridium either died or riddled in debt because the market punished capital scarcity harder than technical delay. As I've said before it would be 'sincere' if you also provide contrarian"
X Link @kingtutcap 2025-10-12T16:13Z 28.6K followers, 4016 engagements
"@MaiusPartners Additionally after going through the filing again. its the first time $MFI has mentioned cryptocurrency in any filing"
X Link @kingtutcap 2025-09-21T23:18Z 28.5K followers, 1936 engagements
"$MFI: RedotPay updated their T&Cs on Sep XX to include a new U.S. entity in Montana. Upon checking the Montana biz registry a Red Dot Payment Inc was registered on July XX and lists Yuan Dawei as director. That led to Delaware where another Red Dot Payment entity was set up on Aug XX. And then on Sep X RedotPay filed a trademark for their logo in the U.S. No idea if this confirms anything as it could simply be for US expansion purposes but the timing is interesting"
X Link @kingtutcap 2025-09-29T01:04Z 28.6K followers, 19.3K engagements
"@pennycheck @MerlinAero + Northrop Grumman in July"
X Link @kingtutcap 2025-10-06T15:17Z 28.6K followers, 1237 engagements
"$MFI: Two weeks ago Cooley (MFI/Dawei's U.S. legal counsel) published a detailed blog piece on how crypto companies can access public markets with an emphasis on reverse mergers into shells. The setup mirrors the exact sequence/clean-up Dawei has executed so far and reads almost like a public-facing playbook for whats next"
X Link @kingtutcap 2025-10-02T17:29Z 28.6K followers, 11.9K engagements