Anyone holding $APXT?

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Additional Posts in SPACs

Woooo esketit. Personally I’m just hoping to ride HCAC to the moon

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Trying to grow this bowl. Not a lot of contributors but huge room for big pays coming. Good luck all. IBM it’s about to get fun

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Anyone following $APXT and have some insights to share, will be greatly appreciated

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Do we think this market is just like oct / november with tons of opportunities? Or would realistic valuations returning crush the easy money in the SPAC world

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Pretty new to investing. Can someone please explain what a SPAC is? And the difference b/w a SPAC and a VC?

Thoughts on the CCIV run up? Do you think it’ll hold post merger announcement?

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IPOB is up 133% on the year. Would you buy IPOC right now as it’s only up 5%?

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Trimmed some psth this morning. I don’t like that stripe did a $100b raise without needing ackman. I think this merges with a long term winner but will be able to add back at lower prices before merger and still receive the 2/9 warrants

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Bought a larger amount of FTOC warrants. 750mm checkbook fintech play with great mgmt.

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SPAC bubbles are popping everywhere. Premiums being pulled out here pre deals. Becareful out there. None are safe. I will be selling puts in psth if it opens below 28

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Well TSIA already up 100%. I’ll pass on this one

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Tax Senior Manager and Bowl Creator have thrown out WPF, SVOK, and AVAN recently. With these all barely above $10 (and SVOK actually temporarily below), what’s the downside to investing in these? Am I missing something? Don’t they offer you the opportunity to sell back the shares at $10 around the merge date? So max loss would be $0.12 per share on WPF (at current pricing) and $0.19 per share on AVAN?

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I’ll be taking a look at all the recent SPACs that had huge runs. The plan is to watch for momentum to start fading and play some puts at or around merger votes. A lot of these plays are priced to perfection on revenues 5+ years away. Will some make it big? Yes. Will some fail, yes. Also starting to watch the warrant exercise requirements. All of these have huge supply coming to market and I plan to be on the other side of the retail suckers

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Here is difference of thinking. I trimmed a lot of my adds from yesterday and this morning. These things. Ounces too fast too strong. I always sell into strength and buy weakness

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In chamath we trust. This guy prints money. The wave will end eventually but damn it has been good.

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