ACEV is one I like. Still decently close to NAV and they make specialized semiconductors for applications like driverless and 5G. Best to get into the equipment than try to guess on an overall winner in these future technologies imo. It’s like selling shovels during the gold rush.

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Good analogy and agree. I think there's no shortage of good options but imo it's about timing them right, which is hard to do. I don't want to get in when it's too high but also don't want to just have $ sitting there when I could be cashing in on things happening now

Very true. Sometimes the opportunity cost of sitting in a spac for 2 months and waiting for the pop is just too high.

Thanks for the tip op

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