Not a financial advisor. Do your own DD and trade at your own risk. My posts are never buy or sell recommendations and are for informational purposes only.
Joined February 2021
- Tweets 1,085
- Following 50
- Followers 2,662
- Likes 1,948
475 Photos and videos
Jun 12
$ADAC with an over $800K spend increase last quarter. Trading $0.15 below its ~$10.16 NAV. Their mentioned target sectors include US AI and aerospace/defense. Risk capital funded by Cantor/sponsor with $1.50 warrants, which is better than most sponsors lately with shares/units.
9
845
Jun 11
Congrats to those who still had $SPKL coming into today it was well deserved considering the wait. It didn’t end up being Kneron, but the market seems to like the new target since it’s still AI-related.
16 Sep 2025
$SPKL NAV is ~$11.03 now. $DMYY showed us what a 2.3M float can do, and $WLAC is showing us what a 12M float AI deal can do. Now can we put the two together, @phil_hellmuth? kneron.com/
2
16
2,550
Jun 11
$COLA is back near its ~$10.63 NAV, which is still increasing ~$0.05 monthly. Low-float SpaceX launch partner satellite play for the SpaceX IPO tomorrow. $SPKL is showing the upside potential of a 2M float today.
Jan 21
$COLA 2.5M public shares remain after extension. The only current pure space SPAC merger (DA with Wisesat Space) is now also a relatively low float. They have already launched 22 satellites with the latest aboard a SpaceX Falcon 9. NAV is ~$10.40 increasing ~$0.05 monthly.
10
1,545
SPAC Trader retweeted
Jun 11
$BCAR $BCARW S-4/A Filed this morning, it looks close
Primary changes are updated for 3/31 financials. I would estimate effectiveness late this or early July with the caveat that predicting the SEC review process is always challenging
Re: options, we continue to push!
sec.gov/ix?doc=/Archives/edg…
May 14
$BCAR / Exascale Labs S-4 Filed
sec.gov/Archives/edgar/data/…
Re: options, waiting for exchanges to process current number of shareholders. That's the gating item for most of these SPAC option requests
5
12
5,710
Jun 9
$LEGT ➡️ $ENRD The business combination with Einride is expected to close today, with the ticker changing to ENRD tomorrow. globenewswire.com/news-relea…
3
7
1,762
Jun 8
$VACI back near ~$10.23 NAV. Low-risk space play leading into the SpaceX IPO on Friday. NorthStar is the first commercial service to monitor space, from space, via a constellation of satellites with dedicated optical sensors. NATO DIANA innovator, DARPA & Space Force partnerships
May 8
$VACI with the space theme heating up and SpaceX IPO this summer, it seems like a great RR here (~$10.20 NAV). DA w/ @NorthStarEandS which is backed by the Canadian and European governments. One of two companies selected for the DARPA Space-WATCH program to detect active threats.
6
1,755
Jun 4
$BLUW is trading $0.09 below ~$10.38 NAV. It’s the only Trump SPAC still below NAV, with the others trading $0.03-$0.25 above NAV. Yorkville filed for another SPAC last month. Usually a good indicator of a DA soon for a team’s current SPAC(s). Devin Nunes is still a board member.
7
848
Jun 3
$PCSC is back within 3% of ~$10.81 NAV. Impressive list of current investors including, Microsoft, BainCapital, Quest, Roche, ARK, etc. SimpleScreen CRC is under FDA review with approval anticipated in mid 2026. Competitor $GH is up ~45% in the past month. ~8M float. S4/A Monday.
May 28
1
1
9
5,571
Jun 3
The last SPAC to trade $14 and then trade near NAV was $WLAC ($BRUN), another smaller-sized SPAC. Latest investor presentation filed a couple weeks ago. sec.gov/Archives/edgar/data/…
5
678
Jun 3
$CUB could get the first Venezuela oil DA. NAV ~$10.87. $1.5B backing from clear street. financialpost.com/pmn/busine…
1
1
6
1,083
Jun 1
$BBCQ 4% since DA was announced in March with a $2B valuation, meanwhile some other quantum companies ~ returns during the same period and ~ current valuations.
$IONQ 99% $27B
$QBTS 64% $11B
$INFQ 64% $4B
$XNDU 57% $5B
$RGTI 54% $9B
Quantinuum $14B upsized IPO Thursday.
May 20
$BBCQ Pasqal’s partners include IBM, Nvidia, Google, Aramco & Microsoft. 4 of the top 8 companies by market cap in the world are investors/partners. A low risk quantum play with under 2% risk (~$10.13) NAV. Aramco & Pasqal this week launched Saudi Arabia’s first quantum computer.
1
1
9
2,316
May 28
Starting to look for cheap warrants targeting the right sectors with recent large spend. $APXTW is the first one I’ve found. Targets include AI, crypto, data services, and renewable energy. Deadlines 10/28/27. $200K spend increase last quarter. High RR. apextreasurycorp.com/
2
12
1,116
May 28
$APXT commons are $0.17 below ~$10.21 NAV for those that don’t want to risk warrants. Cohen UW.
2
640
May 28
The $BCAR team’s next SPAC is $DBCA. It currently trades $0.15 below its ~$10.11 NAV. Given their current AI deal trading well above NAV and Trump ties, it seems like a great RR below NAV.
2 Oct 2025
$BCAR $BCARW David Boral is the Chairman/CEO. His bank advised $DWAC on the $DJT deal. He may still have connections to Trump, given his bank is co-manager of $MCGA and co-book runner/advisor for the upcoming Donald Trump Jr. & Eric Trump SPAC. $BCAR is ~$0.13 below ~$10.07 NAV.
1
17
3,768
May 27
$AXINR US Air Force contract announced this month. Nvidia collaboration to build hybrid quantum-classical applications. Partnerships with BBVA, Siemens, Unilever, and VW. If the deal closes, 10 $0.35 rights would give a $3.50 average on commons & an ~$1.2B valuation.
4
9
1,928
May 27
$NHIC did end up being a nuclear deal (newcleo DA). Congrats to anyone who owned it coming into today!
24 Oct 2025
$NHIC CEO Kevin Charlton spoke at the Roadmap to Nuclear Conference in Paris last month. He was the president and COO of the Hennessy SPAC that merged with $BLBD. They are targeting industrial technology, including but not limited to grid resiliency and robotics. NAV is ~$10.31.
11
1,855