Velo3D set up a new $100 million at-the-market program to sell stock, which the market seems to like, though announcing it after 4 PM on a Friday is a habit of sketchy companies. Signed May 15, 2026 with Needham, Cantor Fitzgerald and Craig-Hallum at a 3% commission, it replaces the 2023 Needham-only program and funds working capital and general corporate purposes. It is the second important release put out late on a Friday in about a month. x.com 

Velo3D still looks like a good idea, and its move may be starting. A post the author replies to notes the stock fell after every recent positive catalyst, including a US Army partnership, a full-rate production contract from a defense prime, raised guidance with a nearly doubled backlog, and a multi-year defense logistics contract. Reported short interest dropping from 100% to 50% of float is puzzling given the price action. x.com 

Velo3D's $500M shelf for ATM and warrant dilution is predatory relative to its $311M market cap, creating a material overhang for the stock. The company says the money will fund scaling 400 production systems over the next decade plus M&A, and its recent contracts, $32.6M from the Department of War, $11.5M from defense primes and $9.8M from the DLA, are largely positive. Velo3D can be strategically sound but financially much less so. x.com 

Velo3D should eventually play a big role in physical AI, giving it applications broader than space. Its volume has collapsed as it consolidates, the sub-$10 area has been well defended all year, and a break of the latest downtrend should spark a move, a setup similar to AST SpaceMobile and other high-beta stocks. x.com 

Velo3D is not a company with a good future but one that goes big if the future plays out. Per @byRudim, its year-end 2025 backlog was $31 million, up 94%, and its Intelligent Fusion metal printing opens parts that could not be made before. With a market cap of about $200 million and unproven management, it will likely need substantial capital, so expect dilutive raises along the way and invest slowly. x.com  x.com 

KULR Technology is set up for a short squeeze, with short interest above the 20% threshold on a float of 44M shares. It makes batteries for defense, transportation and space, reports earnings tomorrow after the bell and has technical momentum, with $6.00 the next major level. x.com 

Velo3D is the SpaceX-ecosystem supplier worth owning, since SpaceX uses multiple Velo3D Sapphire machines in-house for metal additive manufacturing of engine and rocket components. On the chart, the stock held support, forming a tweezer bottom off $16, and has moved more than 30% since. x.com  x.com 

WhiteFiber is a live short-squeeze candidate, with 57.1% of its float sold short and 3.0 days to cover, and the move has not happened yet. Short interest data settles about a month behind, with new figures due September 1. x.com 

Avis Budget is set up for the short squeeze of the year and can 10x from here. Two hedge funds own a combined 108%, holding 71% of the float plus more through derivatives, while 54% of the float is sold short. It will eventually fall 90%, but likely rises 2-5x first; trading it is risky, with put premiums ultra high. x.com  x.com 

Borealis Foods is set up for a short squeeze continuation. Short interest is about 335%, Fintel and Robinhood show no shares left to borrow, and volume has run about 100x normal, exceeding the entire share count in a day. A break above the high of day at $2.42 would confirm the next leg. x.com  x.com  x.com