Joined May 2020
294 Photos and videos
$IPFX surprised with a quick deal. Only had 1/4 of the warrant position I wanted. They had an existing relationship with @KamGhaffarian after doing the $LUNR deal. Kam still has Axiom Space private, which would be an incredible SPAC target. Big raise recently, but they’ll need a ton of capital.
May 22
Replying to @BillyTheKid_59
$SAAQ is my favorite that nobody is talking about. $IPFX pretty new so likely no deal imminent, but they did $LUNR and $USAR. $TACO Harry You looking for AI target, hopefully not a long wait. $KRSP and $SVIV strong energy teams. Agree $CLBR could do a much better deal than their first two.
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$SVIV unfortunately didn’t give cheap warrants. Filed S-1 for their next SPAC so maybe we see something soon here.
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Paging @fundstrat
Apr 15
$FCRS - good time for a DA
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Jun 8
Intuitive Machines $LUNR ✅ X-Energy $XE ✅ Quantum Space $IPFX ✅ Axiom Space
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Arb retweeted
PODCAST: Inside IQM’s $1.7B Quantum Computing Deal with Real Asset Acquisition Corp. $RAAQ We spoke with IQM CEO and Co-Founder Jan Goetz, and Peter Ort, CEO and Co-Chairman of Real Asset Acquisition Corp. $RAAQ about their $1.7 bn deal, announced in February. As more quantum computing companies go public via SPACs, the industry is going global. Jan explains why IQM has based its own business model on selling quantum computing hardware and why he believes this enhances the company’s pipeline over time. Peter lays out the Real Asset’s team long engagement in the quantum computing space and why it chose IQM as the next big play in this emerging technology. Give it a listen. #quantum spacinsider.com/news/intel/p…
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Jun 10
$AVAC - Another Trump SPAC, with several members from $NWAX. sec.gov/ix?doc=/Archives/edg…

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EPISODE 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance @JTLonsdale sits down with @ScottNolan Lessons from SpaceX early days; building @GeneralMatter; why we rely on Russia; how we fell behind China; nuclear power in space; and more! (00:00) Episode intro (01:20) Boeing vs SpaceX / lessons on speed & performance (05:20) What made SpaceX unique?  (09:05) General Matter / how to make nuclear fuel (16:45) Disarmament and relying on Russia (19:50) The AI energy crisis / falling behind China (24:30) Founders Fund & energy investing (27:15) How to scale nuclear energy (32:00) How to fund the nuclear buildout (36:15) Nuclear in space & new possibilities
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Arb retweeted
My latest memo on the SPAC market: The Coiled Spring? medium.com/p/a6cfcd9e455c
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Apr 28
Curious to see what kind of deal $SAAQ can land. Led by Peter Ort who already has deals for $DAAQ and $RAAQ. @RaphaelE2MC is Chairman for this one and should provide some useful guidance.
Apr 21
Replying to @SPAC_zilla
Have you looked into this team’s Space SPAC $SAAQ? Same CEO (PEO). @RaphaelE2MC Chairman e2mc.space I’m just finishing his book “To Infinity”.
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May 20
I guess Kevin McGurn got anxious only have two pre-deal SPACs after resigning from $TVA. He's still the CEO of $NWAX and $BLUW.
SPAC Yorkville International Capital files for a $200 million IPO, targeting businesses in Latin America $YICCU $IPO #IPO zpr.io/JZcnbB79NCw7
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May 20
$CLBR Probably a lot more interest from targets for their third SPAC compared to the first two. Also not as dilutive with 1/8 wt.
May 20
Trump Jr.-linked 1789 Capital surges from $200M to $3.5B on ‘America-First’ investment push: Report livemint.com/news/us-news/tr…
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I thought we should throw a space-themed dinner (on space investing). The dinner:
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Apr 28
"@Axiom_Space is an astronaut program, we're a space station company, and we're developing the suit for the Artemis program." Jonathan Cirtain of @Axiom_Space sets the scene as Space Summit kicks off at NYSE. Watch to hear more about the future of the company and how it sets apart from competitors ⤵️ youtu.be/40kZ4zeLtME
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Trump Media & Technology Group $DJT may-or may not-spin off Truth Social before, during or after a merger with the fusion firm TAE Technologies, per Kevin McGurn, who helped spark the fusion deal, in his first interview as interim CEO.
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Apr 26
Nunes and Swider of $RTAC resign from TMTG. McGurn becomes interim-CEO of TMTG. Now McGurn resigns from $MCGA and $TVA, but still CEO of $NWAX and $BLUW. Let's get this over with. sec.gov/ix?doc=/Archives/edg… sec.gov/ix?doc=/Archives/edg…

$TVA 🤝⁉️ DEAL DISCUSSION: Trump Media & Technology Group, TAE Technologies, and Texas Ventures Acquisition III Announce Discussions Regarding Spin-Off of Truth Social globenewswire.com/news-relea…
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Apr 22
$TACO "On October 24, 2025, we entered into a non-binding letter of intent (the “LOI”) with OnMed LLC,...for a potential business combination. We did not enter into a definitive agreement with OnMed and on March 23, 2026, the LOI expired in accordance with its terms."
Mar 20
$TACO shareholders hearing “I’m hustling and would like to represent another deSpac as soon as I possibly can in the AI area, because that’s just incredible”

ALT Watching You Eating GIF

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Apr 22
Missed this in the 10-K recently filed. They did the right thing and Harry out there looking for AI targets. sec.gov/ix?doc=/Archives/edg…

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