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[@kingtutcap](/creator/twitter/kingtutcap)
"$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](https://x.com/kingtutcap/status/1976285407772819601) [@kingtutcap](/creator/x/kingtutcap) 2025-10-09T13:55Z 28.7K followers, 25K 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](https://x.com/kingtutcap/status/1978249118129528852) [@kingtutcap](/creator/x/kingtutcap) 2025-10-14T23:58Z 28.7K followers, 31.3K 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](https://x.com/kingtutcap/status/1976286708078399685) [@kingtutcap](/creator/x/kingtutcap) 2025-10-09T14:00Z 28.7K followers, 4404 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](https://x.com/kingtutcap/status/1978456441569595508) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T13:42Z 28.7K followers, 16.3K engagements


"$ASTS: Abel Avellans shares are worth $7.5B. Seven point five billion U.S. dollars. And hes still holding"  
[X Link](https://x.com/kingtutcap/status/1978952077775622369) [@kingtutcap](/creator/x/kingtutcap) 2025-10-16T22:31Z 28.7K followers, 32.4K engagements


"$MFI: Quiet accumulation in progress"  
[X Link](https://x.com/kingtutcap/status/1973481719128007068) [@kingtutcap](/creator/x/kingtutcap) 2025-10-01T20:14Z 28.7K followers, 9182 engagements


"$MFI: MOOOOAAAR"  
[X Link](https://x.com/kingtutcap/status/1973847272195752041) [@kingtutcap](/creator/x/kingtutcap) 2025-10-02T20:27Z 28.7K followers, 2926 engagements


"$AUR: Its time will come soon"  
[X Link](https://x.com/kingtutcap/status/1975349340869959944) [@kingtutcap](/creator/x/kingtutcap) 2025-10-06T23:55Z 28.7K followers, 16.5K engagements


"$JOBY: Trust the process. Joby will have a blockbuster 2026 with ZERO competition"  
[X Link](https://x.com/kingtutcap/status/1975673974454387137) [@kingtutcap](/creator/x/kingtutcap) 2025-10-07T21:25Z 28.7K followers, 15.2K engagements


"Always remember this"  
[X Link](https://x.com/kingtutcap/status/1976412058687308278) [@kingtutcap](/creator/x/kingtutcap) 2025-10-09T22:18Z 28.7K followers, 10.5K engagements


"$NVX setting up very nicely as one of the only synthetic graphite pure play"  
[X Link](https://x.com/kingtutcap/status/1976663802960924973) [@kingtutcap](/creator/x/kingtutcap) 2025-10-10T14:59Z 28.7K followers, 11.3K engagements


"@hamids @FramedBySky @spacanpanman So fucking objective. Gtfoh"  
[X Link](https://x.com/kingtutcap/status/1976714909455949910) [@kingtutcap](/creator/x/kingtutcap) 2025-10-10T18:22Z 28.7K followers, XXX engagements


"@KevinLMak @ngjesalex Seems like the Nintendo console deal was priced in"  
[X Link](https://x.com/kingtutcap/status/1977535230387896690) [@kingtutcap](/creator/x/kingtutcap) 2025-10-13T00:41Z 28.7K followers, 3297 engagements


"$ABAT +300% since"  
[X Link](https://x.com/kingtutcap/status/1977733088244318593) [@kingtutcap](/creator/x/kingtutcap) 2025-10-13T13:48Z 28.7K followers, 12.8K engagements


"If you thought Uncle Sam dabbling in rare-earth was fun just wait till he starts shopping in the defense aisle"  
[X Link](https://x.com/kingtutcap/status/1978149124726776189) [@kingtutcap](/creator/x/kingtutcap) 2025-10-14T17:21Z 28.7K followers, 22.5K engagements


"$AUR after going up more than X% in one single day"  
[X Link](https://x.com/kingtutcap/status/1978175700524843319) [@kingtutcap](/creator/x/kingtutcap) 2025-10-14T19:06Z 28.7K followers, 6293 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](https://x.com/kingtutcap/status/1978539465342664764) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T19:12Z 28.7K followers, 8449 engagements


""OMG $ASTS is a $35B market cap with no substantial revenue yet." @Figure_robot (founded X years ago): Hold my beer"  
[X Link](https://x.com/kingtutcap/status/1978541441677746589) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T19:20Z 28.7K followers, 19.6K engagements


"$ASTS: Might be my favorite AST post of all time. Everything still applies a year later"  
[X Link](https://x.com/kingtutcap/status/1978592926851530824) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T22:44Z 28.7K followers, 17.3K 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](https://x.com/kingtutcap/status/1974198651707695529) [@kingtutcap](/creator/x/kingtutcap) 2025-10-03T19:43Z 28.7K followers, 9578 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](https://x.com/kingtutcap/status/1977784382397051229) [@kingtutcap](/creator/x/kingtutcap) 2025-10-13T17:11Z 28.7K followers, 19.1K engagements


"$MFI: The biggest sign for @RedotPay preparing to go public. The company just posted a role for a Senior Accountant (US GAAP) - Assist in the preparation of IPO filing documents - Experience with SEC reporting - "Responsible for preparing and reviewing monthly quarterly and annual financial statements" -Mergers and acquisitions accounting"  
[X Link](https://x.com/kingtutcap/status/1979632586944037126) [@kingtutcap](/creator/x/kingtutcap) 2025-10-18T19:36Z 28.7K followers, 9802 engagements


"Every market cycle brings out familiar refrains and nothing is more overused than This feels like 1999 all over again Its an easy comparison but also a lazy one. Thedot-com bubble was largely defined by businesses with flimsy economics and minimal technological depth. Online pet stores book stores coupon sites e-commerce middlemen travel booking platforms and early food delivery experiments. The common thread was distribution without infrastructure. Lofty valuations built on basic websites and little else. Fast-forward to 2025 and the landscape could not be more different. Todays so-called"  
[X Link](https://x.com/kingtutcap/status/1980304479208542712) [@kingtutcap](/creator/x/kingtutcap) 2025-10-20T16:05Z 28.7K followers, 24.5K engagements


"$ASTS is a $250B company in the making"  
[X Link](https://x.com/kingtutcap/status/1980415357358842074) [@kingtutcap](/creator/x/kingtutcap) 2025-10-20T23:26Z 28.7K followers, 32.2K engagements


"$AUR: Legendary investor Peter Lynch on @TheCompoundNews podcast two weeks ago praises autonomous trucking as the future of long-haul transportation and says its more important than AI. Cant get a bigger validation than that"  
[X Link](https://x.com/kingtutcap/status/1980421443013025876) [@kingtutcap](/creator/x/kingtutcap) 2025-10-20T23:50Z 28.7K followers, 12.2K engagements


"$MFI: Huobis founder Li Lin and Dawei bestie making big moves"  
[X Link](https://x.com/kingtutcap/status/1979230118070345885) [@kingtutcap](/creator/x/kingtutcap) 2025-10-17T16:56Z 28.7K followers, 26.9K engagements


"$VELO: From the man himself"  
[X Link](https://x.com/kingtutcap/status/1980442312351314004) [@kingtutcap](/creator/x/kingtutcap) 2025-10-21T01:13Z 28.7K followers, 19.7K 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](https://x.com/kingtutcap/status/1841647117208846418) [@kingtutcap](/creator/x/kingtutcap) 2024-10-03T01:11Z 28.7K followers, 140.8K 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](https://x.com/kingtutcap/status/1864120220954013844) [@kingtutcap](/creator/x/kingtutcap) 2024-12-04T01:31Z 28.7K followers, 87.4K engagements


"$MFI: RedotPay is a Hong Kong-based crypto-fintech startup founded in 2023 with a mission to bridge fiat and cryptocurrency payments for everyday use The company positions itself as an alternative to traditional banking for the unbanked leveraging stablecoin technology to enable users to spend and send digital assets as easily as fiat money. Their core product is a crypto payment platform featuring a stablecoin-based payment card and mobile app that allow users to transact with stablecoins at over XXX million merchants worldwide. RedotPay aims to create a borderless payment ecosystem where"  
[X Link](https://x.com/kingtutcap/status/1965109717274898886) [@kingtutcap](/creator/x/kingtutcap) 2025-09-08T17:47Z 28.7K followers, 2148 engagements


"$MFI: Despite being barely two years old RedotPay has attracted significant venture funding from top global investors. The company announced a Series A funding round of $XX million in March 2025 led by Lightspeed Venture Partners (a prominent global VC). Notably HongShan (HSG) formerly Sequoia Capital China participated in this round alongside Galaxy Ventures DST Global Partners Accel and Vertex Ventures (the Temasek-backed fund). The capital raise is earmarked to accelerate product development expand globally and reinforce compliance and licensing laying groundwork that could support a"  
[X Link](https://x.com/kingtutcap/status/1965109720449974733) [@kingtutcap](/creator/x/kingtutcap) 2025-09-08T17:47Z 28.7K followers, 1843 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](https://x.com/kingtutcap/status/1973768258185842807) [@kingtutcap](/creator/x/kingtutcap) 2025-10-02T15:13Z 28.7K followers, 15.6K 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](https://x.com/kingtutcap/status/1973802515503202612) [@kingtutcap](/creator/x/kingtutcap) 2025-10-02T17:29Z 28.7K followers, 12.2K 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](https://x.com/kingtutcap/status/1974104246761947267) [@kingtutcap](/creator/x/kingtutcap) 2025-10-03T13:28Z 28.7K followers, 16.1K 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](https://x.com/kingtutcap/status/1975221583758188787) [@kingtutcap](/creator/x/kingtutcap) 2025-10-06T15:28Z 28.7K followers, 9831 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](https://x.com/kingtutcap/status/1977748588282143072) [@kingtutcap](/creator/x/kingtutcap) 2025-10-13T14:49Z 28.7K followers, 6596 engagements


"$QS: Know what you own"  
[X Link](https://x.com/kingtutcap/status/1978469044308107497) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T14:32Z 28.7K followers, 11K engagements


"$MFI: Trend Up/Wind continues the hiring spree"  
[X Link](https://x.com/kingtutcap/status/1978502393395364254) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T16:45Z 28.7K followers, 8678 engagements


"@LPM1985 @tb_travis @grok Come on Lee no one goes to Dubai from July-September"  
[X Link](https://x.com/kingtutcap/status/1979649329825824898) [@kingtutcap](/creator/x/kingtutcap) 2025-10-18T20:42Z 28.7K followers, XXX engagements


"$ASTS: Traders gonna trade. Shorter gonna short. Extreme swings and volatility will happen. OG investors will continue to HODL"  
[X Link](https://x.com/kingtutcap/status/1973841008543858933) [@kingtutcap](/creator/x/kingtutcap) 2025-10-02T20:02Z 28.7K followers, 8443 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](https://x.com/kingtutcap/status/1978144271619195214) [@kingtutcap](/creator/x/kingtutcap) 2025-10-14T17:02Z 28.7K followers, 59K 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](https://x.com/kingtutcap/status/1978161635563811154) [@kingtutcap](/creator/x/kingtutcap) 2025-10-14T18:11Z 28.7K followers, 68.5K engagements


"$VELO: New Bloomberg piece on the U.S. Navys transformational efforts to revive + advance domestic shipbuilding and keep up with China"  
[X Link](https://x.com/kingtutcap/status/1978266329359479208) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T01:07Z 28.7K followers, 11.4K 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](https://x.com/kingtutcap/status/1978549965665325420) [@kingtutcap](/creator/x/kingtutcap) 2025-10-15T19:54Z 28.7K followers, 59.4K engagements


"🚨 $MFI: The article now highlights that they are in negotiations with a Nasdaq-listed shell company to facilitate the structure. MFI is listed on Nasdaq + the amount raised almost fits with the shelf registration from September. Li Lin and Yuan Dawei co-founded Huobi together back in 2013"  
[X Link](https://x.com/kingtutcap/status/1979250627772321901) [@kingtutcap](/creator/x/kingtutcap) 2025-10-17T18:18Z 28.7K followers, 17.2K engagements


"Consumers wont know what they are missing on until they try it. And once they try it they will demand it. And then it becomes the norm an expectation part of their daily life"  
[X Link](https://x.com/kingtutcap/status/1979555917860639017) [@kingtutcap](/creator/x/kingtutcap) 2025-10-18T14:31Z 28.7K followers, 6894 engagements


"Trump should SPAC the U.S. Treasury and let retail bid it to infinity until the national debt is zeroed out"  
[X Link](https://x.com/kingtutcap/status/1980406453241545125) [@kingtutcap](/creator/x/kingtutcap) 2025-10-20T22:51Z 28.7K followers, 6047 engagements


"@JulianKlymochko XRP army didnt show up today"  
[X Link](https://x.com/kingtutcap/status/1980455476027617397) [@kingtutcap](/creator/x/kingtutcap) 2025-10-21T02:05Z 28.7K followers, XXX engagements