BRUH 🤣🤣🤣🤣🤣 Why the fuck do people think that these are silicon panels?? Go read about panel-level packaging before writing shit like this The big square panel is glass

Süss microtec

Ahhh oh well $CGEH

Welp it was bound to happen

Planoptik AG, schmid group, Süss microtec, lpkf laser and electronics

It's no wonder that $VELO is down 10% AH. Matter of fact, I'm surprised its not down more: Positive EBITDA projections got postponed by half a year. Velo reported $46M for 2025 with expectations for $60-70M in 2026. They’ll have to hit the upper end of that range in order for their prior 50% annual growth projections to hold true. Implicit in such guidance is a tacit admission in the form of them invalidating their prior 50% growth target due to the vast majority of that range not being sufficient in attaining 50% growth. In prior public engagements he said 400 hosted printers in 5 years, now he’s saying a decade. He noted that RPS gross margins are 40-60% versus prior statements of 50-60%, which is relevant due to making RPS look more profitable by juxtaposing it to 35%-40% for the machines. Now the delta doesn’t look to be so much. He threw in somewhat of a curve ball regarding M&A which sounds like Jeldi intends to leverage $VELO's public status and capital-raising ability to bring in one of his private magnesium companies (most logically Crown for feedstock control) (i.e., public buyout of a privately owned entity via an insider transaction). They called for “Gross margin: >30% exiting 2025”. Instead they delivered a gross margin of negative 73%. Even if you adjust for the $7M obsolete inventory write-down it was still only 0.3%. Etc.

$velo YES

$VELO correct good sir!

$VELO 3druck.com/en/industry-2/web…