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@spactrack Avatar @spactrack SPAC Track

Several SPACs and de-SPACs are experiencing significant trading activity and volatility. Some companies, such as ESS Tech ($GWH) and Velo3D ($VELO), are being highlighted for their potential to recover from being beaten down. Meanwhile, trading statistics show that risk appetite is rotating between growth and micro-cap de-SPACs, with some experiencing large squeezes and volume surges.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance stocks cryptocurrencies #3446 social networks vc firms

Social topic influence $gwh #3, listing #85, $hond #8, $7846t #715, $oklo #76, $cep #33, $open #481, $rtac #2, $atmv #1, $cccx #31

Top assets mentioned Oklo Inc. (OKLO) CEREAL (CEP) Open Custody Protocol (OPEN) Velo (VELO) IonQ, Inc. (IONQ) Vertiv Holdings Co (VRT) MP Materials Corp. (MP) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Symbotic Inc. Class A Common Stock (SYM) NuScale Power Corporation (SMR) Rigetti Computing, Inc. Common Stock (RGTI) D-Wave Quantum Inc. (QBTS) DraftKings Inc. Class A Common Stock (DKNG) NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS) USA Rare Earth, Inc. Class A Common Stock (USAR) Magnolia Oil & Gas Corporation Class A Common Stock (MGY) Verra Mobility Corporation Class A Common Stock (VRRM) The Simply Good Foods Company Common Stock (SMPL) Mirror Protocol (MIR) Rocket Lab USA, Inc. Common Stock (RKLB) Hims & Hers Health, Inc. (HIMS) RAI Finance (SOFI)

Top Social Posts #

Top posts by engagements in the last XX hours

"NuScale is the leader among SMR companies with full NRC approval for its upgraded XX MWe reactor though DOEs pilot program (Oklo and Terrestrial selected among others) focuses on smaller fast-to-build test reactors. After NuScales Idaho project was canceled in 2023 DOE shifted to support these faster demo projects. So NuScale is ahead in licensing but not the focus of current DOE funding"
X Link @spactrack 2025-10-15T01:30Z 3775 followers, XX engagements

"This is the first in our series on beaten-down De-SPACs that may have a potential shot of climbing back. ESS Tech $GWH Listing Date: 10/8/2021 Background ESS was founded in 2011 to build iron-flow batteries for long-duration storage seen as a non-flammable longer-duration answer to lithium-ion. In 2019 it raised a Series C including investments from SB Energy (SoftBank's energy and infrastructure arm) and Bill Gates' Breakthrough Energy Ventures ('BEV'). As part of those investments an SB Energy rep Rich Hossfeld and a Breakthrough Energy Ventures rep joined the ESS board. In September 2021"
X Link @spactrack 2025-10-06T16:21Z 3776 followers, 44.2K engagements

"Update from $GWH today: 'SRP and ESS Announce New XX MWh Long Duration Energy Storage Pilot Project'"
X Link @spactrack 2025-10-09T21:23Z 3769 followers, 1972 engagements

"Update: $GWH was just halted up at $10.60"
X Link @spactrack 2025-10-13T16:32Z 3769 followers, 1029 engagements

"SPAC & De-SPAC Trading Stats (09/26/25) Mixed tape: selective bids in SPACs ($CEP) while several DA names faded. Micro-cap de-SPACs squeezed ($DFLI $NUAI). $OPEN churned 165M shares and drifted lower. SPACs (DA partner): $CEP (Twenty One Capital) +3.8% to $XXXXX $BLZRU +2.5% to $XXXXX $TVACU +2.0% to $XXXXX $RTAC +1.8% to $11.03; $GSRT led SPAC volume at 2.33M De-SPACs: $DFLI +38.5% to $XXXX $NUAI +33.3% to $XXXX $GDEV +27.2% to $XXXXX $CYCU -XXXX% to $XXXX All tickers: $CEP $BLZRU $TVACU $RTAC $CCCX $GSRT $HOND $DMIIU $DFLI $NUAI $GDEV $VEEA $SPRU $AIIO $AERT $HFFG $AMBI $CYCU $OPEN $CJET"
X Link @spactrack 2025-09-27T00:20Z 3779 followers, 1384 engagements

"SPAC & De-SPAC Trading Stats (10/14/25) Momentum day: SPACs ripped ($HOND +19% on 4.4M; $ATMV +11%) while De-SPACs squeezed ($COOT $SDST) even as $GWH slid. SPACs (DA partner): $HOND (Terrestrial Energy) +19.0% to $XXXXX on 4.43M shares $ATMV (AMC Corporation) +10.9% to $XXXXX $GIG (Hadron Energy) +6.5% to $XXXXX on 3.84M shares $DMYY (Horizon Quantum) +5.9% to $13.77; $CCCX -XXX% to $XXXXX De-SPACs: $COOT +46.2% to $XXXX $SDST +37.9% to $XXXX $NUAI +30.6% to $XXXX $STI +29.5% to $28.00; $BURU traded 226M shares $GWH -XXXX% to $XXXX All tickers: $HOND $ATMV $GIG $DMYY $CCCX $COOT $SDST $NUAI"
X Link @spactrack 2025-10-14T23:48Z 3781 followers, 1737 engagements

"@LF94Trades We have coordinated a response for $AFAR on behalf of 25+ individual investors. Thanks to generous folks on discord @LF94Trades and others who assisted. Hopefully we can at least get some clarity and a timeline for redemption"
X Link @spactrack 2025-08-13T19:23Z 3780 followers, XXX engagements

"$AFAR DEF has finally hit Extension meeting is set for October 6"
X Link @spactrack 2025-09-11T21:19Z 3780 followers, 1780 engagements

"Update: $GWH just hit $XX 🤯"
X Link @spactrack 2025-10-13T16:57Z 3773 followers, 3597 engagements

"$VELO having a nice day today. Did a write-up on this one as the 2nd in our series of beaten down De-SPACs that could mount a comeback"
X Link @spactrack 2025-10-14T14:49Z 3780 followers, 5359 engagements

"Top XX listed De-SPACs by return from SPAC IPO price. $VRT $OKLO $IONQ $MP $ASTS $SYM $RKLB $HIMS $SMR $RGTI $QBTS $DKNG $NAMS $SOFI $USAR $MGY $VRRM $SMPL $IGIC $MIR"
X Link @spactrack 2025-10-07T10:59Z 3770 followers, 4499 engagements

"Deep Dive on Merlin Labs $BACQ Listing Date: Pending (Merger expected to close early 2026) Background Merlin Labs was founded in 2018 to develop autonomous flight systems that enable fixed-wing aircraft to fly without human pilots powered by its drop-in Merlin Pilot AI kit. The company focuses on defense-grade autonomy for existing aircraft rather than new drones aiming to retrofit both military and commercial fleets. Early investors include GV (Google Ventures) First Round Capital Baillie Gifford and Snowpoint Ventures bringing total venture funding to roughly $XXX million. Merlin has"
X Link @spactrack 2025-10-08T21:03Z 3773 followers, 17.6K engagements

"#2 Velo3D $VELO Listing Date: 9/30/2021 Background Velo3D was founded in 2015 to develop advanced metal 3D printers used to produce mission-critical components for aerospace defense and industrial applications. Early backers included SpaceX (its largest customer and strategic investor) Bessemer Venture Partners and Khosla Ventures. In Sep 2021 Velo3D went public via a SPAC merger with JAWS Spitfire Acquisition Corp $SPFR (backed by Barry Sternlicht) with a $155M PIPE at a $XXX billion valuation under the symbol $VLD. At the time the company promoted its Sapphire printers as allowing complex"
X Link @spactrack 2025-10-07T16:06Z 3785 followers, 18.8K engagements

"SPAC & De-SPAC Trading Stats (09/30/25) Risk-on skew: SPACs climbed ($ATMC $HOND $CEP) while De-SPACs saw micro-cap squeezes $BENF exploded +160% on 587M shares. SPACs (DA partner): $ATMC (AMC Corporation) +8.3% to $XXXXX $HOND (Terrestrial Energy) +7.4% to $XXXXX on 3.47M shares $CEP (Twenty One Capital) +6.8% to $22.38; $BDCIU led volume at 8.18M De-SPACs: $BENF +160.0% to $XXXX on 587M shares $ZURA +44.8% to $XXXX $BKKT +31.7% to $XXXXX $NVNI -XXXX% to $XXXX All tickers: $ATMC $HOND $CEP $BDCIU $BENF $ZURA $BKKT $NVNI #SPACs #DeSPACs"
X Link @spactrack 2025-10-01T04:23Z 3779 followers, XXX engagements

"It's pretty wild that after $HOND/ Terrestrial Energy's run up to $XX its implied market cap is $2.8B compared to $OKLO at around $27B. Both Oklo and Terrestrial were selected for the DOE's nuclear reactor pilot program. Certainly not saying HOND will come up and meet Oklo or that it should - the valuation is something else but it will be interesting to see what the market prices Terrestrial at when it becomes $IMSR"
X Link @spactrack 2025-10-14T18:30Z 3773 followers, 6828 engagements

"SPAC & De-SPAC Trading Stats (10/10/25) Risk-on tilt: $CEPT broke out while $HOND stayed hot; De-SPACs squeezed as $GWH exploded +142% and $STAI churned 225M shares. SPACs (DA partner): $CEPT +12.7% to $XXXXX on 4.16M shares $HOND (Terrestrial Energy) +4.4% to $XXXXX on 3.41M shares $ATMV (AMC Corporation) +4.2% to $XXXXX $CCCX (Infleqtion) +3.8% to $XXXXX De-SPACs: $GWH +141.9% to $XXXX on 278M shares $STAI +39.5% to $XXXX on 225M shares $ONMD +17.6% to $XXXX $ECDA -XXXX% to $XXXX All tickers: $CEPT $HOND $ATMV $CCCX $GWH $STAI $ONMD $ECDA #SPACs #DeSPACs"
X Link @spactrack 2025-10-11T03:40Z 3773 followers, 2013 engagements

"$GWH again this morning. Jeeze"
X Link @spactrack 2025-10-13T09:44Z 3773 followers, 1941 engagements

"SPAC & De-SPAC Trading Stats (09/16/25) Choppy tape: SPACs firmed ($CEP +5.2%) while De-SPAC moves clustered in micro-caps ($LVRO +45.5% $APLM +31.1%). $OPEN traded 250.4M shares and slipped 6.1%. SPACs (DA partner): $CEP (Twenty One Capital) +5.2% to $XXXXX $RTAC +2.7% to $XXXXX $HOND (Terrestrial Energy) +2.2% to $XXXXX $SPKL +1.8% to $XXXXX $CHECU led SPAC volume at 9.21M De-SPACs: $LVRO +45.5% to $XXXX $APLM +31.1% to $XXXXX $CCG +27.1% to $XXXX $SNAX -XXXX% to $XXXX All tickers: $CEP $RTAC $HOND $SPKL $CHECU $LVRO $APLM $CCG $SNAX $OPEN $BBAI $SOFI $SOUN $GRAB $JOBY #SPACs #DeSPACs"
X Link @spactrack 2025-09-17T00:55Z 3779 followers, 1047 engagements