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Valuation
2 of 2 reports
VELO
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VELO Velo3D, Inc.
Velo3D: How A Physical Therapist With A Bogus Resume Parlayed A Failed SPAC And A Sham Relationship With SpaceX Into A $390 Million Dollar Fortune – Morpheus Research
Morpheus Research says Velo3D sold SpaceX its IP, overstated contracts, and faces valuation and governance risks.
MNDY
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MNDY monday.com Ltd.
Ragnarok Research: Monday.com’s 70% Crash Prices In Near-Certain Extinction — the Bull Case Is That Agentic AI Needs an Orchestration Layer, and MNDY Already Is One
At ~2x EV/Sales versus a typical 4x SaaS multiple, the market implies roughly 90% probability of terminal decline — Ragnarok puts that at 30%, arguing switching costs are underappreciated and AI agents need exactly wh...