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Shit, been eyeing kcac for a while now and hadnt pulled the trigger. This will be big I think

Were you in on this one McK? I’m so deep into Canoo and building positions in IPOC and JWS that i had no room for it despite being high on my list. SOAC likely to start building up momentum soon i would expect

Agreed - same here based on timeline for battery to hit market

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Additional Posts in SPACs

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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Anyone holding $APXT?

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

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

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

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Reallocated some of my WPF position to PSFE. They are post SPAC merger but both will be long term holds for me.

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Spacs to this point have been the easiest money you could make. Beware of 2021 As i feel even the top spacs get some pressure. Stick with good management and companies.

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

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

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I am selling into these pops on psth. 50/50 chance the target disappoints the stripe crew and it dips hard. I’ll be buying a bunch of that is the case. Beware- 2/9th warrants are still attached to these shares so there is some premium in the price

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

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