Trader of unique situations
Joined June 2020
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- Followers 18,471
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May 19
Every cycle has that “one”
• QuantumScape ($QS) → 1300%
• Lucid Motors ($LCID) → 500%
• IonQ ($IONQ) → 400%
All started out as a random SPAC no one cares about.
My pick?
$SPKL
IMO... this could be the sexiest SPAC deal we have seen in many many years (if they can get the deal finalized).
Fact pattern:
• Publicly stated they are targeting Kneron (edge AI chips = next huge narrative imo)
• Mgmt explicitly said in latest 10-Q “we have moved to the next phase of actively negotiating the terms of a binding business combination agreement with Kneron”
• Hired CFO w/ $45B M&A experience (not random hire)
• Board upgrades (BioLegend founder)
• First ever GlobeNewswire investor-style PR last week
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$SPKL Strongly recommend checking out the investor presentation from the management team.
These executives know what they're doing, and there are several catalysts on the horizon that could meaningfully move the stock higher:
1) Hyperscaler cylindrical cell qualification: Their new high-power cylindrical cells are currently being "tested and qualified at a major hyperscaler." A qualification announcement or commercial order from that customer would be the mother of all catalyst.
2) BC2-AI product ramp: The BC2-AI (their first AI dynamic power load product) launched in Q4 2025 and is entering production ramp in 2026. First meaningful revenue from this product line is a key inflection signal
3) "Product #3" launch (lead-acid replacement): They explicitly stated a 2026 release for their drop-in lead acid replacement module. Success here opens one of the largest existing battery segments in data centers.
4) US manufacturing facility announcement: They're targeting a US facility to be sited and equipped in 2026. A formal site announcement or government incentive/grant tied to domestic battery production would be a major catalyst.
5) AI Dynamic Power Platform product release: Beyond the BC2-AI, they're developing a full AI Power Platform. Any product launch announcement or pilot deployment with a named customer would be significant.
6) Recurring revenue model launch: Mgmt flagged potential for a recurring revenue model in the AI Power segment. Announcing any subscription or service contract structure would probably re-rate the valuation.
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Jun 12
Jack gets it.
Jun 12
This thing is gonna rip to like $60 on a random PR headline about a datacenter partnership
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$SPKL How ZincFive’s Batteries Are Powering the Future of AI
datacentremagazine.com/compa…
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Jun 12
$SPKL Common almost $13 and warrants ~$2 now. Once again, I don't think either of these prices last long.
Its the classic chewing through of the "arb" funds with mandates to sell above NAV. This creates opportunity to buy before real price discovery on the legitimate businesses.
Usually this takes a few weeks, but we have already traded ~1.3m shares since DA of the ~2.2m float.
See $BRUN which you could buy barely above NAV all day and now is 300% higher.
Jun 11
$SPKL ~2.5m float and a much higher NAV than usual (has been accruing interest for awhile) makes for some very interesting trading dynamics.
Common at ~$12 and warrants sub $1? Don't think that lasts with a DA in hand..
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Jun 12
$IMSR 7.48 $IMSRW 3.3
$HQ 10.73 $HQW 2.73
$BBCQ 10.4 $BBCQW 2.4
$ATII 10.96 $ATIIW 2.1
$SPKL 12.83 $SPKLW 1.90 🤔🤔🤔🤔🤔
“Our new, high-power cylindrical cells are being tested and qualified at a major hyperscaler, and these are the building blocks for our future AI pulsing products, which we will discuss later.”
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Jun 11
$SPKL: More bits from the transcript re $NVDA:
"In addition, a large, new opportunity has emerged due to the challenges that AI-based data centers face, shown in the bottom-half of this slide. The AI chips from Nvidia and others are implemented in large clusters that require constant synching. When this happens, very short-duration, high-power transient pulses are required from the energy system. Our nickel-zinc technology was designed specifically for this type of challenge, and we have the capability to charge and discharge at extremely high rates to enable the dynamic power required for AI."
"Now for the exciting AI story: the current and future AI chips from Nvidia and others are increasing the power density and requirements by almost 10x over the next five (5) years. This is a major industry challenge, and the next several generations of data center designs will need to be developed to address a completely new paradigm. Imagine overloading the grid with 50% more power on top of what is being used for 50 milliseconds, every single second—like adding half of another town “on and off” all day, 24 hours per day—that is how AI chips operate at high-performance. This creates several challenges and opportunities, including thermal management, reliability, safety and complexity."
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SPAC Attack retweeted
Jun 11
$SPKL: More bits from the transcript re $NVDA:
"In addition, a large, new opportunity has emerged due to the challenges that AI-based data centers face, shown in the bottom-half of this slide. The AI chips from Nvidia and others are implemented in large clusters that require constant synching. When this happens, very short-duration, high-power transient pulses are required from the energy system. Our nickel-zinc technology was designed specifically for this type of challenge, and we have the capability to charge and discharge at extremely high rates to enable the dynamic power required for AI."
"Now for the exciting AI story: the current and future AI chips from Nvidia and others are increasing the power density and requirements by almost 10x over the next five (5) years. This is a major industry challenge, and the next several generations of data center designs will need to be developed to address a completely new paradigm. Imagine overloading the grid with 50% more power on top of what is being used for 50 milliseconds, every single second—like adding half of another town “on and off” all day, 24 hours per day—that is how AI chips operate at high-performance. This creates several challenges and opportunities, including thermal management, reliability, safety and complexity."
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$SPKL
If any other SPAC goes $13 the warrants are usually well over $3 or $4.
Classic warrant lag which i believe is due to them closing so low prior to DA. They have some catching up to do 👀
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SPAC Attack retweeted
Jun 11
$SPKL: Some excerpts from management transcript today.
“$81M in backlog of contracted purchase orders with some of the most recognized global companies in the data center industry”
“Our new, high-power cylindrical cells are being tested and qualified at a major hyperscaler, and these are the building blocks for our future AI pulsing products, which we will discuss later.”
“We have commercialized relationships with some of the largest companies in the data center market like Vertiv, ABB, and others as well as some of the largest hyperscalers in the world.”
sec.gov/Archives/edgar/data/…
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Jun 11
Yeah these $SPKL warrants are still absurdly cheap at $1.55 and i am expecting a steady grind up.
Home run is one PR away IMO where you get a $BRUN run and warrants $20
Jun 11
$SPKL: ZincFive product highlighted on ABB's website. Another $186B co that is heavily involved in data center buildout.
Real company, generating revenue, big backlog, reasonable valuation compared to all the quantum bs going public at $2-3B .
A lot to like...
new.abb.com/news/detail/1156…
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SPAC Attack retweeted
Jun 11
$SPKL: Vertiv $VERT ($112B MC) and one of the key players in the nationwide data center buildout lists ZincFive product on their website...
vertiv.com/en-us/products-ca…
Jun 11
$SPKL: This looks interesting…
Reasonable valuation, revenue doubled, and working with Corscale, ABB, and Vertiv potential hyperscaler for data center solutions.
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Jun 11
You can buy these $1.7B bloated deals or.... occasionally you get a $BRUN / $SPKL. Real company, real revenue, already in the commercialization phase at a reasonable valuation.
$SPKL ~$750m pro forma enterprise value, revenue doubling YoY, and already plugged into $VRT, Corscale, ABB.
Oh.... and it's a ~2.5m float in a historic bull market
Jun 11
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 11
ZincFive is an interesting data center infrastructure play that just announced it's going public via $SPKL. The public float is tiny at 2.24M shares due to redemptions. There's only 5M $SPKLW public warrants which look undervalued.
I bought some commons and warrants this AM. I'm slowly getting back into SPACs. Details from Listingtrack below.
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SPAC Attack retweeted
Jun 11
Actually think this is better than Kneron. Kneron is focused on edge AI compute. Thats like a 5 year investment horizon. This is today.
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Jun 11
Also very relevant is the fact that $SPKL sponsor affiliate ecosystem is not random.
SparkLabs has backed / been connected to OpenAI, Anthropic, Groq, and xAI.
Think they are pretty “in-the-know” on the AI datacenter build out and power solution needs.
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SPAC Attack retweeted
Jun 11
And the $SPKL float is small at 2.24M shares. I just bought some commons and $SPKLW warrants per @listingtrack
Phil Hellmuth is one of the sponsors as well lol
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