#  @MNTonX MNT on X MNT on X posts on X about $eth, $pl, ipo, in the the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1266411361669722113/interactions)  - [--] Week [-----] -67% - [--] Month [------] -33% - [--] Months [-------] -27% - [--] Year [---------] +1,085% ### Mentions: [--] [#](/creator/twitter::1266411361669722113/posts_active)  - [--] Week [--] +25% - [--] Month [--] +2.60% - [--] Months [---] +79% - [--] Year [---] +87% ### Followers: [------] [#](/creator/twitter::1266411361669722113/followers)  - [--] Week [-----] +0.21% - [--] Month [-----] +0.91% - [--] Months [-----] +11% - [--] Year [-----] +21% ### CreatorRank: [---------] [#](/creator/twitter::1266411361669722113/influencer_rank)  ### Social Influence **Social category influence** [currencies](/list/currencies) [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [countries](/list/countries) [celebrities](/list/celebrities) [exchanges](/list/exchanges) [social networks](/list/social-networks) **Social topic influence** [$eth](/topic/$eth), [$pl](/topic/$pl), [ipo](/topic/ipo), [in the](/topic/in-the), [$bmnr](/topic/$bmnr), [$fsr](/topic/$fsr), [planet](/topic/planet), [$sofi](/topic/$sofi), [$sbet](/topic/$sbet), [$lcid](/topic/$lcid) **Top accounts mentioned or mentioned by** [@planet](/creator/undefined) [@lucidmotors](/creator/undefined) [@sofi](/creator/undefined) [@bitmnr](/creator/undefined) [@nebiusai](/creator/undefined) [@robinhoodapp](/creator/undefined) [@fundstrat](/creator/undefined) [@fiskerinc](/creator/undefined) [@henrikfisker](/creator/undefined) [@sharplink](/creator/undefined) [@polestarcars](/creator/undefined) [@tesla](/creator/undefined) [@tempusai](/creator/undefined) [@ionqinc](/creator/undefined) [@aurorainno](/creator/undefined) [@figma](/creator/undefined) [@honeywell](/creator/undefined) [@sharplinkgaming](/creator/undefined) [@nvidia](/creator/undefined) [@niccolodemasi](/creator/undefined) **Top assets mentioned** [Ethereum (ETH)](/topic/$eth) [Planet Labs PBC (PL)](/topic/$pl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [RAI Finance (SOFI)](/topic/$sofi) [SBET (SBET)](/topic/$sbet) [Lucid Group Inc (LCID)](/topic/$lcid) [SharpLink Gaming (SBET)](/topic/sharplink) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Heroes of NFT (HON)](/topic/$hon) [Tesla, Inc. (TSLA)](/topic/tesla) [Honeywell International Inc (HON)](/topic/honeywell) [Tempus AI, Inc. (TEM)](/topic/$tem) [Auroracoin (AUR)](/topic/$aur) [IonQ, Inc. (IONQ)](/topic/$ionq) [Gores Guggenheim, Inc. Class A Common Stock (PSNY)](/topic/$psny) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Figma, Inc. (FIG)](/topic/$fig) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Entegris, Inc. (ENTG)](/topic/$entg) [Gemini Space Station, Inc. (GEMI)](/topic/$gemi) [MP Materials Corp. (MP)](/topic/$mp) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Klarna Group plc (KLAR)](/topic/$klar) ### Top Social Posts Top posts by engagements in the last [--] hours "#Fisker is coming back strong after a 3-day weekend. You can usually find subtle hints in Henrik's tweets. I'm confident in an OEM partner update around the time of merger. if not sooner $SPAQ $FSR #EVs" [X Link](https://x.com/MNTonX/status/1303352550582874112) 2020-09-08T15:20Z [----] followers, [--] engagements "@SpacGuru @yatesinvesting @MrDarkghost @FiskerInc @MrKennethPowers @exSPACtations @StockLizardKing @jameshanson87 @canoo Who would of thought. my post about an SEC filing spurred a new friendship. congrats guys" [X Link](https://x.com/MNTonX/status/1307498244071731202) 2020-09-20T01:54Z [----] followers, [--] engagements "Full @FoxBusiness interview with @henrikfisker Was great hearing him explain his vision for @FiskerInc to @TeamCavuto. Link to the full interview below 👇👇 $SPAQ $FSR #Fisker #EVs Fisker CEO: [--] years from now will be tipping point for electric cars https://video.foxbusiness.com/v/6194264673001/ https://video.foxbusiness.com/v/6194264673001/" [X Link](https://x.com/MNTonX/status/1309216770323079169) 2020-09-24T19:42Z [----] followers, [--] engagements "FINAL DEFM14A PROXY FILED WITH SEC FOR $SPAQ ➡ $FSR MERGER❗ 🔹Shareholder Vote: October 28th Exactly what we were waiting for & right on track for the mid-Oct merger close #Fisker #EVs #SPAC LINK TO FILING BELOW 👇 https://www.sec.gov/Archives/edgar/data/1720990/000119312520263851/d61381ddefm14a.htm https://www.sec.gov/Archives/edgar/data/1720990/000119312520263851/d61381ddefm14a.htm" [X Link](https://x.com/MNTonX/status/1313209454637256704) 2020-10-05T20:08Z [----] followers, [--] engagements "Adjusted personal PT for $SPAQ ➡ $FSR merger coming up at the end of October. Still potential for 100% return at current price and OEM/manufacturing partner news could send it even higher IMO. Next few weeks should be interesting #Fisker #EVs #SPAC DD LINKED INTO THREAD 👇 Huge comeback for $SPAQ but the ride is just getting started Even after such a strong week it is still one of the most undervalued #EV plays. Looking to continue this trend until I see $FSR in my portfolio at $50 SEE QUOTE TWEET FOR DD🚘⚡ $TSLA $NKLA $NIO $WKHS $SHLL $DPHC https://t.co/GPxYZkp5rF Huge comeback for $SPAQ but" [X Link](https://x.com/MNTonX/status/1315120280235376640) 2020-10-11T02:41Z [----] followers, [--] engagements "Can't wait to see the Fisker Ocean added to this lineup. Magna is a top notch partner $SPAQ $FSR #Fisker" [X Link](https://x.com/MNTonX/status/1316731801398915073) 2020-10-15T13:24Z [----] followers, [--] engagements "Hell of a week Started putting together my SPAC Christmas list for the next big red day. need to do some new shopping soon 😎 #SPACs $CIIC $INAQ $LGVW $APXT $THCB $NBAC $QELL $NGA $GIK $FIII $STPK $SOAC $SNPR $IPOD $IPOE $IPOF $VGAC $CCAC $JIH $FAII $CRHC $CCIV $BFT $WPF" [X Link](https://x.com/MNTonX/status/1332408776255811588) 2020-11-27T19:39Z [----] followers, [--] engagements "$INAQ - In Q1 [----] @Metromile is expected to complete their #SPAC merger and become a publicly traded company under new ticker $MLE. IMO this is a very intriguing play with big name investors and a lot of growth potential in the next 2-3 years SEE DD THREAD BELOW 👇" [X Link](https://x.com/MNTonX/status/1333986285682298880) 2020-12-02T04:08Z [----] followers, [--] engagements "Putting in some work tonight. will likely post tomorrow morning sometime Any others besides the below 👇 that I should look into❓ 🔹New DD thread for $GIK (@LightningeMtrs Rumor) 🔹Updated DD for $STPK (@stempowered Merger) #SPACs #EVs #Sustainability #Electrification" [X Link](https://x.com/MNTonX/status/1335432316274036738) 2020-12-06T03:54Z [----] followers, [--] engagements "$NGA - Merging with @LionElectricCo which is a medium/ heavy duty #EV company specializing in busses and class 6-8 trucks which is expected to be listed under new ticker $LEV in Q1 [----]. They are valued at roughly $1.5B (EV) with $500M cash post merger. #Sustainability" [X Link](https://x.com/MNTonX/status/1338239406147334150) 2020-12-13T21:48Z [----] followers, [--] engagements "$GHMI / $LAZR https://x.com/StockLooter/status/1313095593712025600s=20 https://x.com/StockLooter/status/1313095593712025600s=20" [X Link](https://x.com/MNTonX/status/1338276130932076546) 2020-12-14T00:14Z [----] followers, [--] engagements "$INAQ / $MLE https://x.com/StockLooter/status/1333986285682298880s=20 $INAQ - In Q1 [----] @Metromile is expected to complete their #SPAC merger and become a publicly traded company under new ticker $MLE. IMO this is a very intriguing play with big name investors and a lot of growth potential in the next 2-3 years SEE DD THREAD BELOW 👇 https://t.co/6m4k1FiH12 https://x.com/StockLooter/status/1333986285682298880s=20 $INAQ - In Q1 [----] @Metromile is expected to complete their #SPAC merger and become a publicly traded company under new ticker $MLE. IMO this is a very intriguing play with big name" [X Link](https://x.com/MNTonX/status/1338276132416860160) 2020-12-14T00:14Z [----] followers, [--] engagements "@eezeemonee @Billtrust Just took a look at $SMMC - definitely think you may be onto something with this play. Going to throw it on my watchlist and may consider getting in should we get some dips. So many to follow at this point 😂. but thanks for putting it on my radar" [X Link](https://x.com/MNTonX/status/1340456327550791680) 2020-12-20T00:37Z [----] followers, [--] engagements "Pre-Deal Watchlist: $ACTC $AGC $APSG $CCV $DGNR $DGNS $FST $GHVI $GRSV $IPOD $IPOE $IPOF $LEAP $PACE $PSTH $QELL $RTP $SNPR $SOAC $SPNV $SPRQ $STWO $SV $TREB $VGAC $XPOA" [X Link](https://x.com/MNTonX/status/1341197062986211328) 2020-12-22T01:41Z [----] followers, [--] engagements "Pre-Merger Watchlist: $ACAM $AMCI $APXT $BFT $CCX $CFII $CGRO $CIIC $DMYD $DMYT $FIII $FSRV $GHIV $GIK $INAQ $IPOC $IPV $JWS $LCA $LGVW $NBAC $NGA $NOVS $NPA $PCPL $RMG $SBE $SMMC $SRAC $SSPK $STIC $STPK $TDAC $THCB $TPGY" [X Link](https://x.com/MNTonX/status/1341197066878529538) 2020-12-22T01:41Z [----] followers, [--] engagements "Pre-Deal Watchlist: $ACTC $AGC $APSG $BTWN $CCV $DGNR $DGNS $FST $FUSE $GHVI $GRSV $IPOD $IPOE $IPOF $LEAP $PACE $PSTH $QELL $RTP $SNPR $SOAC $SPNV $SPRQ $STWO $SV $THCA $TREB $VGAC $XPOA $ZNTE" [X Link](https://x.com/MNTonX/status/1345843237580365825) 2021-01-03T21:23Z [----] followers, [--] engagements "Pre-Merger Watchlist: $ACAM $AMCI $APXT $BFT $CCX $CFII $CGRO $CIIC $DMYD $FIII $FSRV $GHIV $GIK $INAQ $IPOC $IPV $JWS $LGVW $NBAC $NGA $NOVS $NPA $PCPL $SBE $SMMC $SRAC $SSPK $STIC $STPK $TDAC $THBR $THCB $TPGY" [X Link](https://x.com/MNTonX/status/1345843241669844994) 2021-01-03T21:23Z [----] followers, [--] engagements "Quiet morning so far for #SPACs but in other news we got a new President that's all in on clean energy & electric vehicles. let's get the ball rolling on this @JoeBiden $STPK $ACTC $CCIC $FSR $RIDE $NGA $SBE $RMO $FIII $XL $QS $MP" [X Link](https://x.com/MNTonX/status/1351940216303579144) 2021-01-20T17:10Z [----] followers, [--] engagements "So far five #SPAC deals on Merger Monday: $SPRQ with Sunlight (@chamath pipe) $TSIA with @latchaccess (@chamath pipe) $WPF with @AlightSolutions $LCY with Hillman Group $IACA with @taboola" [X Link](https://x.com/MNTonX/status/1353693005367177217) 2021-01-25T13:15Z [----] followers, [--] engagements "$FSR - Fisker is just being Fisker. not really expecting any significant movements anytime soon. Seems to like the $14.50 - $15.50 range with occasional breakouts. This is still a longer term play for me. shares are free with low cost basis but I am still here" [X Link](https://x.com/MNTonX/status/1353808820179529729) 2021-01-25T20:55Z [----] followers, [--] engagements "So who is going to lead $IPOG - $IPOZ if @chamath is CA governor. and will we still have to fight the Chamath premium to get a position close to NAV 👀 Wet your beak California. 0% taxes best paid teachers in the country and a bonanza of climate friendly jobs. https://t.co/gfoPSXziuL https://t.co/3QcqZUfFoI Wet your beak California. 0% taxes best paid teachers in the country and a bonanza of climate friendly jobs. https://t.co/gfoPSXziuL https://t.co/3QcqZUfFoI" [X Link](https://x.com/MNTonX/status/1354107578066862085) 2021-01-26T16:42Z [----] followers, [--] engagements "@Aminebenchamp" [X Link](https://x.com/MNTonX/status/1356664775380504576) 2021-02-02T18:04Z [----] followers, [--] engagements "$SNPR - Add to my position on this dip for the @VoltaCharging merger. #EVs $SNPR - for perspective at $25/share @VoltaCharging would still be 58% cheaper in terms of pro-forma valuation compared to where $SBE @ChargePointnet is currently trading. they're obviously the leader in the US; however I do think Volta would be worth atleast half their value $SNPR - for perspective at $25/share @VoltaCharging would still be 58% cheaper in terms of pro-forma valuation compared to where $SBE @ChargePointnet is currently trading. they're obviously the leader in the US; however I do think Volta would be" [X Link](https://x.com/MNTonX/status/1359175056010657793) 2021-02-09T16:19Z [----] followers, [--] engagements "$NGAC - merger with XOS Trucks is confirmed. The deal places a $1.45B enterprise value on the company and provides them with $515M cash to the balance sheet. It is expected to close in Q2 [----] and trade under new ticker $XOS. $NGAC - Took a starter here for the potential #SPAC merger with @xostrucks. Will continue watching and add more closer to $12 or below should it dip further. #EVs https://t.co/rvhBPFlVWb $NGAC - Took a starter here for the potential #SPAC merger with @xostrucks. Will continue watching and add more closer to $12 or below should it dip further. #EVs https://t.co/rvhBPFlVWb" [X Link](https://x.com/MNTonX/status/1363826648181800962) 2021-02-22T12:23Z [----] followers, [--] engagements "Pre-Deal Watchlist: $ACTD $AGC $AGCB $ALTU $BTAQ $BTWN $CCAC $CCV $CCVI $CVII $DCRC $DCRN $DGNS $FMAC $FPAC $GIIX $GNPK $GSAH $GSEV $HCIC $HZON $IPOD $IPOF $IVAN $LEAP $NGAB $NGC $PIPP $PSAC $PSTH $QELL $SPNV $STPC $STWO $SV $SWBK $THCA $TREB $XPDI $XPOA $ZNTE" [X Link](https://x.com/MNTonX/status/1371478782570283014) 2021-03-15T15:09Z [----] followers, [--] engagements "Pre-Merger Watchlist: $ACEV $ACIC $ACTC $ALUS $AONE $APXT $BFT $CCIV $CCX $CFAC $CGRO $CIIC $CLII $DCRB $DMYD $DMYI $EXPC $FIII $FSRV $GHVI $GIK $HOL $IPOE $NBAC $NGA $NGAC $NPA $PSAC $RTP $SNPR $SPRQ $SRAC $SSPK $STIC $STPK $TDAC $THBR $THCB $TPGY $TSIA $VACQ $VCVC $VGAC $VIH" [X Link](https://x.com/MNTonX/status/1371478786735226881) 2021-03-15T15:09Z [----] followers, [--] engagements "$CIIC / $ARVL - @arrival #EVs Arrival EV Van Startup Will Build Second US Microfactory To Meet UPS Order via @insideevs.com https://insideevs.com/news/495427/arrival-second-microfactory-charlotte-us/ https://insideevs.com/news/495427/arrival-second-microfactory-charlotte-us/" [X Link](https://x.com/MNTonX/status/1372918796336381953) 2021-03-19T14:32Z [----] followers, [--] engagements "According to Barron's analysis of [---] SPACs in the $SPAK ETF on average they're down 33% off highs. Nearly $400B in mkt value wiped out. Is it safe to assume a bottom is pretty close SPAC-ageddon is Here. Or Maybe Not. Either Way Investors Beware. https://www.barrons.com/articles/spac-ageddon-is-here-or-maybe-not-either-way-investors-beware-51618942202 https://www.barrons.com/articles/spac-ageddon-is-here-or-maybe-not-either-way-investors-beware-51618942202" [X Link](https://x.com/MNTonX/status/1384849536489828357) 2021-04-21T12:40Z [----] followers, [--] engagements "The Man With More #SPACs Than Anyone $GHVI $GMII $GRSV $GGPI $GIIX $GSEV $GTPA $GTPB $UWMC $LAZR $PAE $VRRM $TWNK https://www.wsj.com/articles/the-man-with-more-spacs-than-anyone-11620120600reflink=share_mobilewebshare https://www.wsj.com/articles/the-man-with-more-spacs-than-anyone-11620120600reflink=share_mobilewebshare" [X Link](https://x.com/MNTonX/status/1389557544394313730) 2021-05-04T12:28Z [----] followers, [--] engagements "All three #SPACs with deal announcements this morning closed below NAV. currently an unfortunate market environment for SPAC traders but great for arb funds. $HCIC (Agilethought) = $9.90 $STPC (Benson Hill) = $9.93 $LIVK (Plus) = $9.99 Pretty active morning for #SPAC deals. not thrilled with the valuation for Plus. Benson Hill looks interesting but needs more research. Pretty active morning for #SPAC deals. not thrilled with the valuation for Plus. Benson Hill looks interesting but needs more research" [X Link](https://x.com/MNTonX/status/1391847333978062848) 2021-05-10T20:07Z [----] followers, [--] engagements "$SGAM - @redbox going public via #SPAC at roughly a $700M valuation. IMO this is Blockbuster [---] and will be an irrelevant business in 5-10 years as the industry moves more towards digitization and streaming" [X Link](https://x.com/MNTonX/status/1394265445449048068) 2021-05-17T12:16Z [----] followers, [--] engagements "$LEV - @LionElectricCo releases Q1 [----] financial results and business updates. #EVs https://ir.thelionelectric.com/English/news/news-details/2021/Lion-Electric-Announces-First-Quarter-2021-Results-Following-Successful-Public-Listing/default.aspx https://ir.thelionelectric.com/English/news/news-details/2021/Lion-Electric-Announces-First-Quarter-2021-Results-Following-Successful-Public-Listing/default.aspx" [X Link](https://x.com/MNTonX/status/1394281844732989446) 2021-05-17T13:21Z [----] followers, [--] engagements "Off to a pretty strong start today #SPACs $CCIV $FSR $ACTC $LEV $SKLZ $STEM $IPOE + Others" [X Link](https://x.com/MNTonX/status/1394660543500324875) 2021-05-18T14:25Z [----] followers, [--] engagements "$SOFI - @SoFi @SoFiIR Four @chamath #SPACs to allow retail investors to buy into IPOs via SoFi: $DNAA $DNAB $DNAC $DNAD https://www.reuters.com/article/social-capital-suvretta-ipo-sofi/four-palihapitiya-backed-spacs-to-allow-retail-investors-to-buy-into-ipos-via-sofi-idUSL3N2NR2RH https://www.reuters.com/article/social-capital-suvretta-ipo-sofi/four-palihapitiya-backed-spacs-to-allow-retail-investors-to-buy-into-ipos-via-sofi-idUSL3N2NR2RH" [X Link](https://x.com/MNTonX/status/1402607523136425985) 2021-06-09T12:44Z [----] followers, [--] engagements "House highway bill includes $4B for #EV charging alternative fueling stations $CHPT - @ChargePointnet $SNPR - @VoltaCharging $CLII - @evgonetwork $DCRN - @TritiumCharging $KCAC - @wallboxchargers https://www.detroitnews.com/story/news/politics/2021/06/09/highway-bill-includes-4-b-ev-charging-alternative-fueling-stations/7621760002/ https://www.detroitnews.com/story/news/politics/2021/06/09/highway-bill-includes-4-b-ev-charging-alternative-fueling-stations/7621760002/" [X Link](https://x.com/MNTonX/status/1402968145929949186) 2021-06-10T12:37Z [----] followers, [--] engagements "$SOFI - @SoFi @SoFiIR #FinTech SoFi Technologies (SOFI) Gets Another 'Buy' Rating With A $30.00 Price Target 🎯 Following SPAC Merger https://www.streetinsider.com/dr/news.phpid=18563775&gfv=1 https://www.streetinsider.com/dr/news.phpid=18563775&gfv=1" [X Link](https://x.com/MNTonX/status/1405144988376342530) 2021-06-16T12:47Z [----] followers, [--] engagements "$ROCR / $QTEK - @qualtekservices #5G A new #SPAC deal with a profitable company and at a reasonable valuation 👀 #SPAC Deal - $ROCR DA w/ Qualtek a "leading 5G and renewables infrastructure services provider" '21 proj. - $818M rev. / 21% '22 proj. - $975M rev. / 19% $828.7M EV / $66M PIPE / $44M Notes Presentation - https://t.co/CRE84cUPGX Press - https://t.co/wreJSO8IVI https://t.co/gjF3FW9Svy #SPAC Deal - $ROCR DA w/ Qualtek a "leading 5G and renewables infrastructure services provider" '21 proj. - $818M rev. / 21% '22 proj. - $975M rev. / 19% $828.7M EV / $66M PIPE / $44M Notes" [X Link](https://x.com/MNTonX/status/1405152336750821376) 2021-06-16T13:16Z [----] followers, [--] engagements "$CMLF - Andrew Kasarskis joins @sema4 as their Chief Data Officer #Genomics" [X Link](https://x.com/MNTonX/status/1405504994732916746) 2021-06-17T12:37Z [----] followers, [--] engagements "$HCIC / $PLAV - PlusAI signs a two part agreement with @Amazon $AMZN. Agree to a 1000+ unit order including installation training repairs parts performance warranty and after-sales support. Amazon also has the option to purchase up to a 20% ownership stake in PlusAI. Amazon has placed an order & is in talks to buy a stake in Plus (which is going public through Hennessy Capital Investment Corp. V) New w/ @luluyilun 👇 $AMZN $HCIC https://t.co/ThJiCba2Zq Amazon has placed an order & is in talks to buy a stake in Plus (which is going public through Hennessy Capital Investment Corp. V) New w/" [X Link](https://x.com/MNTonX/status/1406971952573698050) 2021-06-21T13:47Z [----] followers, [--] engagements "Strong open for #EVs & clean energy $CCIV $ARVL $FSR $LEV $PTRA $STEM $CHPT $RIDE $NKLA $GOEV $CLII" [X Link](https://x.com/MNTonX/status/1407699356661207042) 2021-06-23T13:57Z [----] followers, [--] engagements "$HCIC / $PLAV - #PlusAi @amazon $AMZN Goes All-In On Truck Safety With Autonomous Driving Company Plus https://www.forbes.com/sites/patrickmoorhead/2021/06/30/amazon-goes-all-in-on-truck-safety-with-autonomous-driving-company-plus/ https://www.forbes.com/sites/patrickmoorhead/2021/06/30/amazon-goes-all-in-on-truck-safety-with-autonomous-driving-company-plus/" [X Link](https://x.com/MNTonX/status/1410578066510954498) 2021-07-01T12:36Z [----] followers, [--] engagements "Pretty rough morning session for a lot of SPAC and de-SPAC names. Below are some tickers I'm watching: $PTRA $ARVL $LEV $CCIV $FSR $GGPI $STEM $CHPT $SOFI $DM $AONE / $MKFG $GENI $CMLF $CMII $TPGY" [X Link](https://x.com/MNTonX/status/1415319907777011716) 2021-07-14T14:38Z [----] followers, [--] engagements "$MKFG - @Markforged is unfortunately getting hit pretty hard after de-SPAC and is down 24% over the last three trading sessions. Other #3DPrinting names like $DM & $SPFR also have not had the best performance as of late. Print the future you imagine ✨ We're excited for @Markforged (NYSE: $MKFG) to ring the Closing Bell 🔔 Just moments away #MKFG https://t.co/ZQLe3wlbYD Print the future you imagine ✨ We're excited for @Markforged (NYSE: $MKFG) to ring the Closing Bell 🔔 Just moments away #MKFG https://t.co/ZQLe3wlbYD" [X Link](https://x.com/MNTonX/status/1415759232411054088) 2021-07-15T19:44Z [----] followers, [--] engagements "Clear view of how the three different #SPACs targeting self-driving technology start-ups stack up from both a valuation & revenue projection standpoint. Don't currently hold a position in any of them but Plus has my attention and think they're the winner here. $HCIC $NGAB $RTPY Autonomous driving Startups going public via SPAC: $HCIC - Plus $NGAB - Embark $RTPY - Aurora https://t.co/N5rSrFaDvs Autonomous driving Startups going public via SPAC: $HCIC - Plus $NGAB - Embark $RTPY - Aurora https://t.co/N5rSrFaDvs" [X Link](https://x.com/MNTonX/status/1415766428725268485) 2021-07-15T20:13Z [----] followers, [--] engagements "@LPM1985 @ev_spacs @LucidMotors Yeah I think getting back to those levels is likely a ways off. need solid production numbers and the launch of their other two businesses (energy storage & technology supplier)" [X Link](https://x.com/MNTonX/status/1422268914747203586) 2021-08-02T18:51Z [----] followers, [--] engagements "$VACQ / $RKLB - @RocketLab Watch Rocket Labs tour of its high-tech space facilities https://www.digitaltrends.com/news/watch-rocket-labs-tour-of-its-high-tech-space-facilities/ https://www.digitaltrends.com/news/watch-rocket-labs-tour-of-its-high-tech-space-facilities/" [X Link](https://x.com/MNTonX/status/1422895456368070657) 2021-08-04T12:21Z [----] followers, [--] engagements "$VACQ / $RKLB - @RocketLab Rocket Lab to Launch Finnish Satellite Developing Next-Generation Space Junk Removal Technologies https://www.rocketlabusa.com/about-us/updates/new-blog-post-6/ https://www.rocketlabusa.com/about-us/updates/new-blog-post-6/" [X Link](https://x.com/MNTonX/status/1427244163020509189) 2021-08-16T12:21Z [----] followers, [--] engagements "$VACQ / $RKLB - This name may see more pull-back tomorrow with the NAV redemption expiring which will occur [--] business days prior to the vote. If that occurs I may take advantage of it by buying Sept 17th Calls for an anticipated merger approval pop then transition to Puts. $VACQ / $RKLB - @RocketLab REMINDER: Eligible shareholders need to cast their vote for the #SPAC merger ahead of the shareholder meeting this Firday August 20th $VACQ / $RKLB - @RocketLab REMINDER: Eligible shareholders need to cast their vote for the #SPAC merger ahead of the shareholder meeting this Firday August 20th" [X Link](https://x.com/MNTonX/status/1427664576728997894) 2021-08-17T16:12Z [----] followers, [--] engagements "Anyone else think $LAZR - @luminartech is still expensive (valuation) compared to the other #LiDAR de-SPACs / SPACs Roughly $4.8B EV with Revenue of $32M (150x) [----] $35M (137x) [----] $124M (39x) [----]. No EBITDA breakeven until [----]. $VLDR $OUST $LIDR $INVZ $GCAC $CCAC EXPENSIVE CHEAP PROPERLY VALUED EXPENSIVE CHEAP PROPERLY VALUED" [X Link](https://x.com/MNTonX/status/1428743514448355332) 2021-08-20T15:39Z [----] followers, [--] engagements "$VACQ ➡ $RKLB - @RocketLab completed their #SPAC merger today and rang the opening bell to welcome their new ticker to the market. This one was trading fairly well after redemption and voting; however it is getting hit decently hard today and down 12% Today Rocket Lab becomes a public company. Space is open for business. $RKLB More here: https://t.co/QIuqsvF7OF https://t.co/jkpvrEgAAD Today Rocket Lab becomes a public company. Space is open for business. $RKLB More here: https://t.co/QIuqsvF7OF https://t.co/jkpvrEgAAD" [X Link](https://x.com/MNTonX/status/1430527846003318788) 2021-08-25T13:49Z [----] followers, [--] engagements "Mood lightener. Happy #NationalDogDay to my trading buddy. usually laying under my desk all day. He's happy to see that $BARK @barkbox is having a decent day" [X Link](https://x.com/MNTonX/status/1430952926810447875) 2021-08-26T17:58Z [----] followers, [--] engagements "$REE - @ReeAutoOfficial The S-1 share registration / PIPE unlock causes another #SPAC to bite the dust Ree is down over 30% after share registration went into effect after yesterday's close The filings to pay attention to and track this catalyst can be found in quoted tweet $OWLT & $UP getting hit hard after their share registration was made effective I will continue to stress. PAY ATTENTION TO THIS CATALYST SEC Share Registration Filing Process: [--] S-1 (shortly after de-SPAC) [--] S-1/A (if needed) [--] 424B3 & EFFECT (usually 1-3 weeks after S-1) $OWLT & $UP getting hit hard after their share" [X Link](https://x.com/MNTonX/status/1432715879880462339) 2021-08-31T14:44Z [----] followers, [--] engagements "IMO in regards to testing and certification this gives $ACIC @ArcherAviation a leg up over $QELL @Lilium with $JOBY @jobyaviation still leading the pack However all three are still a long way from commercialization and have significant challenges they will need to overcome $ACIC - @ArcherAviation #eVTOL Receiving G-1 certification basis approval is a significant step forward for Archer. They also recently signed a flight testing agreement with US Airforce I remain skeptical of the company but impressive developments https://t.co/AZBalETIY1 $ACIC - @ArcherAviation #eVTOL Receiving G-1" [X Link](https://x.com/MNTonX/status/1435229398068695041) 2021-09-07T13:12Z [----] followers, [--] engagements "Next week will be busier with six #SPAC merger votes. Tue Sept 14th: $SRNG - @Ginkgo $ACIC - @ArcherAviation $PACE - @nrdyinc Wed Sept 15th: $DEH - @VicariousSurg $ROT - @Sarcos_Robotics Thur Sept 16th: $CTAC - @KORE_Wireless If you're a shareholder remember to vote Three #SPAC merger votes this week: $SFTW - @BlackSky_Inc Wed Sept 8th $RICE - Archana Energy Thur Sept 9th $QELL - @Lilium Fri Sept 10th Three #SPAC merger votes this week: $SFTW - @BlackSky_Inc Wed Sept 8th $RICE - Archana Energy Thur Sept 9th $QELL - @Lilium Fri Sept 10th" [X Link](https://x.com/MNTonX/status/1435232439371239436) 2021-09-07T13:24Z [----] followers, [--] engagements "$SOAC - Yikes. seems like they are having issues collecting the full $330M in PIPE funding. Who would have thought investors may have second guesses funding a deep sea mining company $SOAC announces $27.2M remaining in trust after redemptions (91%). Also SOAC has only received $110.1M / $330.3 PIPE investment and is working to "enforce the funding obligations". Needs $250M cash to close (currently at $137.3M before fees) https://t.co/0HorfuRy4D $SOAC announces $27.2M remaining in trust after redemptions (91%). Also SOAC has only received $110.1M / $330.3 PIPE investment and is working to" [X Link](https://x.com/MNTonX/status/1435239470861783044) 2021-09-07T13:52Z [----] followers, [--] engagements "$SOAC - Of course this name with their [--] years worth of guidance but no revenue until [----] is now being targeted as a redemption runner lol Make sure to play it smart. I think it can move down as fast as its moving up. FYI - I'm not in the name long or short. just watching $SOAC - Yikes. seems like they are having issues collecting the full $330M in PIPE funding. Who would have thought investors may have second guesses funding a deep sea mining company $SOAC - Yikes. seems like they are having issues collecting the full $330M in PIPE funding. Who would have thought investors may have second" [X Link](https://x.com/MNTonX/status/1435308215445643273) 2021-09-07T18:25Z [----] followers, [--] engagements "$DEH & $ROT both have their #SPAC merger vote tomorrow morning. two names to keep on watch" [X Link](https://x.com/MNTonX/status/1437780482322833414) 2021-09-14T14:09Z [----] followers, [--] engagements "Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $ENSC $SRNG / $DNA $FFIE $MVST $RKLY $TNGX $MIMO $SRZN $ROVR $XOS $AGIL Some de-SPAC names to monitor that have recently filed their S-1 and waiting for the shares to become registered / effective: $DOMA @DomaHQtweets (8/19) $FFIE @FaradayFuture (8/20) $MVST @Microvast (8/20) $CCCS @CCCIntelligent (8/27) $MNTS @momentusspace (9/03) Some de-SPAC names to monitor that have recently filed their S-1 and waiting for the shares to become registered / effective: $DOMA @DomaHQtweets (8/19) $FFIE" [X Link](https://x.com/MNTonX/status/1438184949421645827) 2021-09-15T16:56Z [----] followers, [--] engagements "We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR - @VELO3DMetal $CAHC - @LumiraDx $GLEO - @shapeways $MAAC - @Roivant $STPC - @BensonHillInc $PTK - @ValensAuto" [X Link](https://x.com/MNTonX/status/1442280175740334081) 2021-09-27T00:09Z [----] followers, [--] engagements "Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE $MVST $HLBZ $TNGX $SRZN $AGIL $LIDR $GDEV $SPIR $SMRT $EFTR $IRNT $RKLB $CIFR $OPAD Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $ENSC $SRNG / $DNA $FFIE $MVST $RKLY $TNGX $MIMO $SRZN $ROVR $XOS $AGIL https://t.co/4ZQXqb8Gtv Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $ENSC $SRNG / $DNA $FFIE $MVST $RKLY $TNGX $MIMO $SRZN $ROVR $XOS $AGIL https://t.co/4ZQXqb8Gtv" [X Link](https://x.com/MNTonX/status/1442321734892392448) 2021-09-27T02:54Z [----] followers, [--] engagements "$GGPI - @PolestarCars Investor Presentation: Financials / projections are better than I expected at a $20B enterprise value Polestar will trade at a 12.6x [----] revenue multiple and a 6.3x [----] revenue multiple. EBITDA positive in [----] and FCF in [----]. https://www.datocms-assets.com/11286/1632735805-210927-polestar-investor-presentation-final.pdf $GGPI - It's offical - @PolestarCars the Global Electric Performance Car Company Signs Agreement to be Publicly Listed Through Combination with Gores Guggenheim Inc. $20B enterprise value with up to $1.05B in cash proceeds including a $250M PIPE." [X Link](https://x.com/MNTonX/status/1442455681370664964) 2021-09-27T11:46Z [----] followers, [--] engagements "$SPFR / $VLD - @VELO3DMetal is also doing fairly well today (up 5.5%) ahead of their shareholder meeting tomorrow Nice to see some #SPACs doing well again" [X Link](https://x.com/MNTonX/status/1442503744852275201) 2021-09-27T14:57Z [----] followers, [--] engagements "Several #SPACs with votes tomorrow are peaking people's interests due to the speculated float post redemption. $CAHC $GLEO and $PTK are three with the lowest current public SPAC shares (pre-redemption). $SPFR is also being speculated as a redemption runner. We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR - @VELO3DMetal $CAHC - @LumiraDx $GLEO - @shapeways $MAAC - @Roivant $STPC - @BensonHillInc $PTK - @ValensAuto https://t.co/uP2ALnXjIh We have the 'Super Tuesday' of #SPAC merger votes coming up with" [X Link](https://x.com/MNTonX/status/1442535451496259587) 2021-09-27T17:03Z [----] followers, [--] engagements "$DMYQ ➡ $PL - Keep @planet on the radar @NiccoloDeMasi's track record with #SPACs has so far been excellent: $DMYT ➡ $RSI - @RSInteractive_ $19.40 (94% Return) $DMYD ➡ $GENI - @GeniusSports $18.46 (84.6% Return) $DMYI ➡ $IONQ - @IonQ_Inc $12.05 (20.5% Return) $DMYQ. Last week @planet had the best attended analyst day dMY has had the pleasure to participate in. First research initiation today with well rounded & in depth analysis: https://t.co/3qGJvMMvmR $DMYQ. Last week @planet had the best attended analyst day dMY has had the pleasure to participate in. First research initiation today with" [X Link](https://x.com/MNTonX/status/1442658146204495877) 2021-09-28T01:11Z [----] followers, [--] engagements "$SPFR ➡ $VLD - Shareholders approve the #SPAC merger with @VELO3DMetal. Busy day with more meetings to come. $CAHC meeting already took place but still waiting to hear of the outcome. We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR - @VELO3DMetal $CAHC - @LumiraDx $GLEO - @shapeways $MAAC - @Roivant $STPC - @BensonHillInc $PTK - @ValensAuto https://t.co/uP2ALnXjIh We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR" [X Link](https://x.com/MNTonX/status/1442847258861527051) 2021-09-28T13:42Z [----] followers, [--] engagements "$SPFR / $VLD - SPAC shareholders elected to redeem [--------] shares for the @VELO3DMetal merger which should leave around [--------] public SPAC shares remaining. Of the remaining shares @ARKInvest @CathieDWood is reported as holding [-------] shares in $ARKX / $ARKQ. $SPFR ➡ $VLD - Shareholders approve the #SPAC merger with @VELO3DMetal. Busy day with more meetings to come. $CAHC meeting already took place but still waiting to hear of the outcome. $SPFR ➡ $VLD - Shareholders approve the #SPAC merger with @VELO3DMetal. Busy day with more meetings to come. $CAHC meeting already took place but still" [X Link](https://x.com/MNTonX/status/1442966967959257091) 2021-09-28T21:38Z [----] followers, [--] engagements "$SOFI - This weakness may be a gift for those not yet in including myself My approach will be to see if $15.86 - $15.17 gap gets filled then see if $15 support holds. If it begins to fill the gap I'll likely start to scale in low $15s and save some powder if support breaks. $SOFI - @SoFi @SoFiIR Will be interesting to see how this trades over the coming days / weeks. The offering includes capped call transactions which will help limit future dilution SoFi Announces Proposed Convertible Senior Notes Offering Due [----] https://t.co/ppEFSJoa1p $SOFI - @SoFi @SoFiIR Will be interesting to see how" [X Link](https://x.com/MNTonX/status/1443266681141448708) 2021-09-29T17:29Z [----] followers, [--] engagements "$IONQ - @IonQ_Inc's latest trapped ion system outperformed all other devices during a quantum computing benchmarking activity led by the Quantum Economic Development Consortium (QED-C). New on the blog: we're excited to share some context around our benchmarking work with @The_QEDC and preliminary results on our latest system which outperformed all other systems tested using the new suite of benchmarks https://t.co/NCG6yuH0G8 New on the blog: we're excited to share some context around our benchmarking work with @The_QEDC and preliminary results on our latest system which outperformed all" [X Link](https://x.com/MNTonX/status/1450439793175941120) 2021-10-19T12:32Z [----] followers, [--] engagements "$DWAC - I have no clue what to think about this. Most shorted stock Most pumped meme stock What's the valuation based on (i.e. how/will they make money) What happens if Trump runs for election again Who knows. Could bring a lot of attention back to #SPACs though $DWAC will be merging with "Trump Media and Technology Group" at an $875M valuation according to a press release circulating. The company will be launching a social media platform TRUTH Social. We'll see if DWAC confirms later tonight or tomorrow. https://t.co/RPWqyi5bIy $DWAC will be merging with "Trump Media and Technology Group" at" [X Link](https://x.com/MNTonX/status/1450995569888047106) 2021-10-21T01:21Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno Aurora acquired Uber ATGs team and technology integrating their expertise in engineering safety ride-sharing and more into the companys long-term vision value and plans for autonomous vehicle deployment" [X Link](https://x.com/MNTonX/status/1452635332143456267) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno Active pilot program with FedEx & Aurora-Powered PACCAR trucks involves regularly operating autonomous truck shipments between Dallas and Houston (500 mile round-trip)" [X Link](https://x.com/MNTonX/status/1452635336689999884) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno Partnered with Volvo and developed the trucking leaders first-ever prototype truck for autonomous commercial freight operations in North America the Aurora-powered Volvo VNL" [X Link](https://x.com/MNTonX/status/1452635341471555587) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno Partnered with Toyota and developed the Aurora-powered Toyota Sienna a custom-built vehicle designed specifically for autonomous ride-hailing" [X Link](https://x.com/MNTonX/status/1452635345632337920) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno The additional passenger mobility / ride-hailing and local goods delivery business segments offer some differentiation vs other autonomous driving peers going public via #SPAC while also greatly increasing Aurora's TAM" [X Link](https://x.com/MNTonX/status/1452635349029728259) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno However as I mentioned. the valuation is quite rich at $13B market cap / $10.6B enterprise value while still being years away from significant commercial revenue. Nevertheless private peers Cruise and Waymo are fetching valuations upwards of $30B" [X Link](https://x.com/MNTonX/status/1452635352905273346) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno I have yet to decide if I'm going to take a long-term position or trade it for the merger; however if considering how Reinvent's other #SPAC for Joby traded there may be a run on merger news/hype/coverage then pull-back due to PIPE registration" [X Link](https://x.com/MNTonX/status/1452635354977247235) 2021-10-25T13:57Z [----] followers, [--] engagements "$RTPY / $AUR - @aurora_inno will be in New York City with their Volvo VNL autonomous truck on their anticipated ticker change day Nov 4th. @reidhoffman & @markpinc usually handle the de-SPAC and ticker change well and get their targets plenty of attention and media coverage Were headed to New York on 11/4 As Aurora moves toward our public listing our family of self-driving vehicles is on the move too. Come by Times Square to meet the Volvo VNL which is integrated with the Aurora Driver for safe reliable autonomous driving. #MeetTheFleet https://t.co/3lJc5maNfa Were headed to New York on 11/4" [X Link](https://x.com/MNTonX/status/1453125166981160961) 2021-10-26T22:23Z [----] followers, [--] engagements "$SNII - Seems like the #SPAC taking @rigetti public is getting sympathy moves off of $IONQ @IonQ_Inc's run. Both are upcoming quantum computing companies $SNII / Rigetti Computing flying under the radar and breaking through NAV overhang We all know what that means Disclosure: Long $SNII/U in $ARB.to https://t.co/EOy3Tn8f9b $SNII / Rigetti Computing flying under the radar and breaking through NAV overhang We all know what that means Disclosure: Long $SNII/U in $ARB.to https://t.co/EOy3Tn8f9b" [X Link](https://x.com/MNTonX/status/1453416219525124108) 2021-10-27T17:40Z [----] followers, [--] engagements "$DMYQ / $PL - @planet After seeing how $IONQ @IonQ_Inc is being received I'm even more confident $DMYQ will be found heading into their #SPAC merger with Planet Labs which is being led by the same sponsor @NiccoloDeMasi. His deal track record is one of the best $DMYQ ➡ $PL - Keep @planet on the radar @NiccoloDeMasi's track record with #SPACs has so far been excellent: $DMYT ➡ $RSI - @RSInteractive_ $19.40 (94% Return) $DMYD ➡ $GENI - @GeniusSports $18.46 (84.6% Return) $DMYI ➡ $IONQ - @IonQ_Inc $12.05 (20.5% Return) $DMYQ ➡ $PL - Keep @planet on the radar @NiccoloDeMasi's track record with" [X Link](https://x.com/MNTonX/status/1454076621229539338) 2021-10-29T13:24Z [----] followers, [--] engagements "$DMYQ - @planet Big fan of this play being that it currently only has roughly 1.5% downside risk. With $IONQ - @IonQ_Inc running I knew this would get found. Another #SPAC from @NiccoloDeMasi who has an excellent track record. It also already has analyst coverage with a $15 PT $DMYQ is an amazing asymmetrical bet here if you want to park cash. Risking 1.2% for unlimited upside with a merger with @planet and @NiccoloDeMasi as the sponsor and he does not miss. I am patiently waiting for options to open up on this one but I do have commons and warrants💰 $DMYQ is an amazing asymmetrical bet here" [X Link](https://x.com/MNTonX/status/1454137025569902601) 2021-10-29T17:24Z [----] followers, [--] engagements "The chaos begins with [--] de-SPAC earning releases scheduled for this week $NAUT $HLMN $SKLZ $FSR $MTTR $MPLN $WBX $NKLA $GDYN $OWL $PAE $VLDR $MP $PWP $DKNG $PAYA Also if you're looking for a comprehensive list of all de-SPAC ERs go check out: https://spactrack.net/earnings/ Began tracking de-SPAC Q3 [----] earning release dates which starts getting busy next week. I'm sure I missed some and not all are known yet. If you see one missing please let me know. $NKLA $FSR $MP $DKNG $STEM $ME $OPEN $PTRA $SOFI $SPIR $LEV $UTZ $JOBY $BKKT $BODY $RKLB $SMFR https://t.co/gRAKqkVYkZ" [X Link](https://x.com/MNTonX/status/1454963893181239303) 2021-11-01T00:09Z [----] followers, [--] engagements "Finally getting back around to this. Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE. $MVST $SRZN $ARBE $RCOR $KORE $BKSY $ASTL $MIR $ENJY Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE $MVST $HLBZ $TNGX $SRZN $AGIL $LIDR $GDEV $SPIR $SMRT $EFTR $IRNT $RKLB $CIFR $OPAD https://t.co/PchSXpbzja Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE $MVST $HLBZ $TNGX $SRZN $AGIL $LIDR $GDEV $SPIR $SMRT $EFTR $IRNT" [X Link](https://x.com/MNTonX/status/1455005280530481152) 2021-11-01T02:54Z [----] followers, [--] engagements "These three are all up in pre-market on the $1.2T infrastructure bill passing Friday. They also all release Q3 [----] earnings this week: $ARVL - @arrival November [--] (after close) $PTRA - @Proterra_Inc November [--] (after close) $LEV - @LionElectricCo November [--] (pre market) Spent some time today creating these valuation overviews for the three popular de-SPAC commercial #EV companies: $PTRA - @Proterra_Inc $LEV - @LionElectricCo $ARVL - @arrival Will also try to post a deeper dive this weekend that includes my thoughts / comparisons of each one https://t.co/nUUXvEZxkJ Spent some time today" [X Link](https://x.com/MNTonX/status/1457714214877995010) 2021-11-08T14:18Z [----] followers, [--] engagements "$LEV - @LionElectricCo Lion Electric Announces Third Quarter [----] Results Revenue = $11.9M Gross Profit = ($1.2M) Adj EBITDA = ($8.8M) Cash Balance = $317.8M No updated financial guidance but coming in substantially lower than original projections https://ir.thelionelectric.com/English/news/news-details/2021/Lion-Electric-Announces-Third-Quarter-2021-Results/default.aspx These three are all up in pre-market on the $1.2T infrastructure bill passing Friday. They also all release Q3 [----] earnings this week: $ARVL - @arrival November [--] (after close) $PTRA - @Proterra_Inc November [--] (after close)" [X Link](https://x.com/MNTonX/status/1458908889198604290) 2021-11-11T21:25Z [----] followers, [--] engagements "$GGPI - @PolestarCars Very nice action & volume today for Polestar Glad to see it finally getting some attention compared to the other #EV names. $GGPI - @PolestarCars #EVs Great way to end the week with a nice run of over 25% for Polestar Took a little off the table in after-hours but still hold a nice position. Will buy back on any weakness. Hope everyone has a great weekend $GGPI - @PolestarCars #EVs Great way to end the week with a nice run of over 25% for Polestar Took a little off the table in after-hours but still hold a nice position. Will buy back on any weakness. Hope everyone has a" [X Link](https://x.com/MNTonX/status/1460282899253678089) 2021-11-15T16:25Z [----] followers, [--] engagements "$IONQ - @IonQ_Inc IonQ Announces Third Quarter [----] Financial Results Revenue = $223K Net Loss = ($14.8M) Adj EBITDA = ($7.9M) Cash & Equivalents = $587M TCV Bookings = $151M YTD https://investors.ionq.com/news/news-details/2021/IonQ-Announces-Third-Quarter-2021-Financial-Results/default.aspx Another busy day with [--] de-SPAC Q3 earning releases. Some already out this morning in pre-market. $BFLY $BMTX $BODY $DM $DNMR $FREY $GOEV $IONQ $LCID $LFG $MVST $NRDY $PLBY $RKLB $SEAT $SMFR $WE $ZEV & OTHERS Check out a comprehensive ER schedule at: https://t.co/M8gSvQeTbY https://t.co/qrDOJv0sbw" [X Link](https://x.com/MNTonX/status/1460354439684968449) 2021-11-15T21:10Z [----] followers, [--] engagements "$FSR - @FiskerInc #EVs Very cool interior feature for the Fisker Ocean SUV - center infotainment screen can rotate from portrait to landscape orientation at the click of a button. @henrikfisker Video Credit: @edmunds $FSR - @FiskerInc #EVs @henrikfisker reveals the Fisker Ocean SUV models prices and specifications at the @LAAutoShow https://t.co/xnb1IpCu36 $FSR - @FiskerInc #EVs @henrikfisker reveals the Fisker Ocean SUV models prices and specifications at the @LAAutoShow https://t.co/xnb1IpCu36" [X Link](https://x.com/MNTonX/status/1461074551190822918) 2021-11-17T20:51Z [----] followers, [--] engagements "$BLTS / $MANS - @manscaped It's certainly a niche play. It could be one whose success and returns surprises you in a few years. I'm likely not an investor for now but definitely still a customer" [X Link](https://x.com/MNTonX/status/1463146976657215488) 2021-11-23T14:06Z [----] followers, [--] engagements "A lot of familiar SPAC & de-SPAC names participating in the upcoming Morgan Stanley Space Summit on Dec 7th: $ASTS @AST_SpaceMobile $BKSY @BlackSky_Inc $DMYQ / $PL @planet $MNTS @momentusspace $NGCA / $VORB @VirginOrbit $RDW @RedwireSpace $SPCE @virgingalactic $SPIR @SpireGlobal A preview of the topics for Morgan Stanley's fourth annual space summit happening Dec. [--] in NYC: https://t.co/u6aeZl5P8R A preview of the topics for Morgan Stanley's fourth annual space summit happening Dec. [--] in NYC: https://t.co/u6aeZl5P8R" [X Link](https://x.com/MNTonX/status/1463548309033951245) 2021-11-24T16:41Z [----] followers, [--] engagements "$DMYQ / $PL - @planet Long-term investors include Blackrock Koch Strategic Partners Marc @Benioff's TIME Ventures and $GOOGL @Google Google was also an existing investor/partner which sold Planet their Terra Bella satellite business in [----] for an equity stake (6/10) 🔽" [X Link](https://x.com/MNTonX/status/1465763043913220103) 2021-11-30T19:21Z [----] followers, [--] engagements "$DMYQ / $PL - @planet Planet is being brought public by experienced and highly successful #SPAC sponsors @NiccoloDeMasi and Harry You from @dMYTech which also brought to market: $RSI - @RSInteractive_ $IONQ - @IonQ_Inc $GENI - @GeniusSports (7/10) 🔽" [X Link](https://x.com/MNTonX/status/1465763045372747787) 2021-11-30T19:21Z [----] followers, [--] engagements "Two quality de-SPACs that are getting absolutely crushed in these market conditions that I'm keeping an eye on: $SOFI - @SoFi $STEM - @stempowered" [X Link](https://x.com/MNTonX/status/1466786002870099979) 2021-12-03T15:06Z [----] followers, [--] engagements "Morgan Stanley Space Summit is today. A lot of #SPAC / de-SPAC participants: $ASTS @AST_SpaceMobile $BKSY @BlackSky_Inc $DMYQ / $PL @planet $MNTS @momentusspace $NGCA / $VORB @VirginOrbit $RDW @RedwireSpace $SPCE @virgingalactic $SPIR @SpireGlobal A lot of familiar SPAC & de-SPAC names participating in the upcoming Morgan Stanley Space Summit on Dec 7th: $ASTS @AST_SpaceMobile $BKSY @BlackSky_Inc $DMYQ / $PL @planet $MNTS @momentusspace $NGCA / $VORB @VirginOrbit $RDW @RedwireSpace $SPCE @virgingalactic $SPIR @SpireGlobal A lot of familiar SPAC & de-SPAC names participating in the upcoming" [X Link](https://x.com/MNTonX/status/1468224956928507909) 2021-12-07T14:24Z [----] followers, [--] engagements "$PL - @planet Insider Buys: @Will4Planet CEO & Co-Founder - [-----] shares @ $6.47 = $124418 on 12/22 @kevinweil President of Product & Business - [------] shares @ $6.01 = $995136 on 12/20 @NiccoloDeMasi Sponsor & Board Member - [-----] shares at $6.68 = $245590 on 12/16" [X Link](https://x.com/MNTonX/status/1475236812926894084) 2021-12-26T22:47Z [----] followers, [--] engagements "$SOFI - @SoFi Slowly accumulating more with the anticipated bank charter approval acting as a catalyst in early [----] Recent turbulence with warrant redemption convert offering insider selling and likely delay in more student loan refinancing could have been opportunity IMO $SOFI - @SoFi Another quality de-SPAC name that had a great run on Q3 earnings but has since experienced a significant pull-back At close today SoFi was trading at 10x [----] Revenue and 59x [----] EBITDA; however they could trade at 33x [----] EBITDA with bank charter approval https://t.co/KgO2ScMXOH $SOFI - @SoFi Another" [X Link](https://x.com/MNTonX/status/1475903495802925061) 2021-12-28T18:56Z [----] followers, [--] engagements "$SOFI - @SoFi Trades below $13.00 for the first time since it's SPAC merger announcement last year on January [--] 2021" [X Link](https://x.com/MNTonX/status/1480558495170805768) 2022-01-10T15:13Z [----] followers, [--] engagements "$SOFI - @SoFi Glad to see that SoFi finally received bank charter approval. A bank charter will help decrease SoFi's cost of capital and increase their EBITDA margins. Will also help increase growth in lending products. SoFi's EBITDA projections with a bank charter in blue. Its officialthe @FederalReserve and the @USOCC have approved our #bankcharter 🏦🎉 You read that right were becoming a bank In the coming weeks we have a lot of exciting updates to continue helping more people get their money right. Read more: https://t.co/dvdKvzg1Um https://t.co/RGJ4soyyhq Its officialthe @FederalReserve" [X Link](https://x.com/MNTonX/status/1483596376038678532) 2022-01-19T00:25Z [----] followers, [--] engagements "Some pretty large moves for de-SPACs this morning. Interesting to see some the names that're leading the pack. Still don't think this is a larger reversal $ARVL $EMBK $RMO $RIDE $TLMD $BKKT $MTTR $DNA $CLBT $MNTS $KPLT $SKLZ $TRIT $TMC $VIEW $HYPR $QS $ASTS $SFT $PCT $OPEN $GOEV Seeing some de-SPAC bounces / relief rallies after some names have been seriously beaten down over the last months/weeks. Unfortunately still a lot of recovery still needed & don't think this is necessarily a "reversal" $MNTS $DKNG $LAZR $GENI $ATNF $GNOG $SFT $CLVR & others https://t.co/d70Kh7KU95 Seeing some de-SPAC" [X Link](https://x.com/MNTonX/status/1488195282626097156) 2022-01-31T16:59Z [----] followers, [--] engagements "$GGPI / $PSNY - @PolestarCars Polestar filed their second F-4/A revision this morning. Third & forth revisions have become more common lately prior to the definitive filing. IMO a merger date in early Q2 is becoming more likely rather than late Q1. https://www.sec.gov/Archives/edgar/data/0001884082/000119312522023680/d239003df4a.htm https://www.sec.gov/Archives/edgar/data/0001884082/000119312522023680/d239003df4a.htm" [X Link](https://x.com/MNTonX/status/1488539428238905348) 2022-02-01T15:47Z [----] followers, [--] engagements "$BTAQ - This was a fairly popular name during peak SPAC hype and at one point it traded as high as $11.90 on pure speculation. Unfortunately the $BTAQW (warrants) cannot be redeemed and will become worthless. These traded as high as $3.56 during peak hype. $BTAQ - A SPAC led by Former CEO of HP Leo Apotheker will not consummate a business combination and will redeem all outstanding public shares at a NAV price of $10.05 by close of business on March 1st https://t.co/8HNlrTuFB3 $BTAQ - A SPAC led by Former CEO of HP Leo Apotheker will not consummate a business combination and will redeem all" [X Link](https://x.com/MNTonX/status/1489719337338474498) 2022-02-04T21:55Z [----] followers, [--] engagements "Two de-SPAC ticker changes today: $MCMJ ➡ $LFLY - @Leafly $ENNV ➡ $FSRD - @fastradius $SBEA ➡ $BRCC - @blckriflecoffee merger also expected to close this week & de-SPAC / ticker change is anticipated to occur on 02/10. Redemption request withdrawals allowed until 02/08 5PM" [X Link](https://x.com/MNTonX/status/1490660363263561729) 2022-02-07T12:15Z [----] followers, [--] engagements "Four SPAC merger votes scheduled for this week: Tuesday (02/08) $TVAC ➡ $ISPO - @inspirato Wednesday (02/09) $MBAC ➡ $SYNV - @Syniverse $GCAC ➡ $CPTN - @ceptontech Thursday (02/10) $NXU ➡ $NRGV - @EnergyVaultInc" [X Link](https://x.com/MNTonX/status/1490660866047553536) 2022-02-07T12:17Z [----] followers, [--] engagements "$GCAC ➡ $CPTN - @ceptontech Cepton Technologies files their 8-K for merger approval. They indicate [--------] out of [--------] public SPAC shares have been redeemed (90.4%) Public float is assumably [-------] shares until they file an S-1 and it goes into effect. Four SPAC merger votes scheduled for this week: Tuesday (02/08) $TVAC ➡ $ISPO - @inspirato Wednesday (02/09) $MBAC ➡ $SYNV - @Syniverse $GCAC ➡ $CPTN - @ceptontech Thursday (02/10) $NXU ➡ $NRGV - @EnergyVaultInc Four SPAC merger votes scheduled for this week: Tuesday (02/08) $TVAC ➡ $ISPO - @inspirato Wednesday (02/09) $MBAC ➡ $SYNV -" [X Link](https://x.com/MNTonX/status/1491748406452277250) 2022-02-10T12:18Z [----] followers, [--] engagements "$IONQ - @IonQ_Inc Duke University and IonQ announced the invention of a new quantum computing operation with the potential to accelerate several key quantum computing techniques and contribute to scaling quantum algorithms. https://www.businesswire.com/news/home/20220210005400/en/ https://www.businesswire.com/news/home/20220210005400/en/" [X Link](https://x.com/MNTonX/status/1491765165687283715) 2022-02-10T13:25Z [----] followers, [--] engagements "$SNII ➡ $RGTI - @rigetti 8-K filed for approval of Rigetti's SPAC merger. Ticker change expected to occur on Wednesday March 2nd. $114M in remaining trust funding implies that 23.1M shares were elected for redemption (67%) which leaves a 11.4M public float. New SEC filing: $SNII Spactrax8K Supernova Partners Acquisition Co II Ltd. 8-K - Current report https://t.co/U4To3c9nB9 Timestamp: 2022-02-28 17:29 New SEC filing: $SNII Spactrax8K Supernova Partners Acquisition Co II Ltd. 8-K - Current report https://t.co/U4To3c9nB9 Timestamp: 2022-02-28 17:29" [X Link](https://x.com/MNTonX/status/1498434924554170370) 2022-02-28T23:08Z [----] followers, [--] engagements "$IONQ - @IonQ_Inc IonQ Announces Q4 & FY21 Results Q4: Revenue = $1.6M Net Loss = ($74.1M) Adj EBITDA = ($7.9M) Full Year: Revenue = $2.1M Net Loss = ($106.2M) Adj EBITDA = ($28.3M) [----] Guide: Revenue = $10.2M - $10.7M Adj EBITDA = ($55M) https://investors.ionq.com/news/news-details/2022/IonQ-Announces-Full-Year-2021-Financial-Results-and-Provides-Business-Update/default.aspx https://investors.ionq.com/news/news-details/2022/IonQ-Announces-Full-Year-2021-Financial-Results-and-Provides-Business-Update/default.aspx" [X Link](https://x.com/MNTonX/status/1508537067982184454) 2022-03-28T20:10Z [----] followers, [--] engagements "Social Capital's Annual Letter for [----] is out. no mention of their previous SPACs current SPACs or PIPE Investments. $SOFI $OPEN $CLOV $SPCE $IPOF $IPOD $DNAA $DNAB $DNAC $DNAD $MP $DM $MILE $PTRA $LTCH $SUNL $BGRY $RNW Annual letter drop 💧 [----] edition -- Performance 💰 -- How to be a GOAT founder 🐐 -- Inflation 💸 -- End of US hegemony -- Fixing the human balance sheet 💪 -- Demographic time bomb -- Markets 📈 Link: https://t.co/R0zvvYMWH4 Annual letter drop 💧 [----] edition -- Performance 💰 -- How to be a GOAT founder 🐐 -- Inflation 💸 -- End of US hegemony -- Fixing the human balance" [X Link](https://x.com/MNTonX/status/1518610152106176513) 2022-04-25T15:17Z [----] followers, [--] engagements "I also put in two bids on both $AMZN and $GOOGL. These would not be trades rather added to long term position. Bids on both are at $2250 and $2000" [X Link](https://x.com/MNTonX/status/1521177421583634433) 2022-05-02T17:18Z [----] followers, [--] engagements "$AUR - @aurora_inno Aurora Announces Q1 [----] Results Revenue = $42M Net Loss = ($76.8M) Adj EBITDA = ($108.1M) Cash = $1.5B https://d1io3yog0oux5.cloudfront.net/_616e40ebadeab8aa2cbc798af977d484/aurora/db/880/7528/shareholder_letter/Aurora_1Q22_Shareholder+Letter_Final.pdf https://d1io3yog0oux5.cloudfront.net/_616e40ebadeab8aa2cbc798af977d484/aurora/db/880/7528/shareholder_letter/Aurora_1Q22_Shareholder+Letter_Final.pdf" [X Link](https://x.com/MNTonX/status/1521951254712303620) 2022-05-04T20:33Z [----] followers, [--] engagements "$SOFI - @SoFi Updated look a SoFi's current valuation and revenue / EBITDA multiples based on their Q1 [----] financial results and slight raise in full year [----] guidance. Also to note - their current book value per share sits at $6.04 $SOFI - @SoFi Updated look at SoFi's current valuation and revenue / EBITDA multiples given the recent update to management's guidance for [----] after the student loan moratorium extension. https://t.co/Q9m3qJygJm $SOFI - @SoFi Updated look at SoFi's current valuation and revenue / EBITDA multiples given the recent update to management's guidance for [----] after" [X Link](https://x.com/MNTonX/status/1524104363144364032) 2022-05-10T19:09Z [----] followers, [--] engagements "@Louiep56 @PolestarCars Stands for "Gores Guggenheim Inc" Redemption details are directly from the $PSNY 424B3 prospectus filing: https://www.sec.gov/Archives/edgar/data/0001884082/000119312522159725/d239003d424b3.htm https://www.sec.gov/Archives/edgar/data/0001884082/000119312522159725/d239003d424b3.htm" [X Link](https://x.com/MNTonX/status/1537435095929217025) 2022-06-16T14:01Z [----] followers, [--] engagements "$BRPM / $FAZE - @FaZeClan Another retail favorite SPAC deal will lose NAV protection this week Shareholder vote set for Fri 7/15 @ [--] AM ET Redemption deadline is Wed 7/13 @ [--] PM ET (settlement periods & individual broker requirements should be taken into consideration)" [X Link](https://x.com/MNTonX/status/1546479070241853440) 2022-07-11T12:58Z [----] followers, [--] engagements "$ACTD / $OPAL - @opalfuels ArcLight entered into a FPA agreement with Meteora Capital Partners. Meteora will purchase from redeeming shareholders of ArcLight at least [-------] shares. https://www.sec.gov/ixdoc=/Archives/edgar/data/0001842279/000121390022039824/ea162977-8k_arclight2.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001842279/000121390022039824/ea162977-8k_arclight2.htm" [X Link](https://x.com/MNTonX/status/1549041465308823552) 2022-07-18T14:40Z [----] followers, [--] engagements "$MILE x $LMND - @Lemonade_Inc officially completes their acquisition of @Metromile. Just like that Chamath's Geico ends their [--] months on the market down 89.5% https://www.sec.gov/ixdoc=/Archives/edgar/data/0001819035/000110465922083464/tm2221921d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001819035/000110465922083464/tm2221921d1_8k.htm" [X Link](https://x.com/MNTonX/status/1552648247709241344) 2022-07-28T13:32Z [----] followers, [--] engagements "$AUR - @aurora_inno Aurora Releases Q2 [----] Financial Results Revenue = $21M Net Income/Loss = ($1.2B) Adj EBITDA = ($144.7M) Cash & Equivalents = $1.4B https://d1io3yog0oux5.cloudfront.net/_0d456947caed8b792f329317870cc05c/aurora/db/880/7533/shareholder_letter/Aurora-2Q22-Shareholder_Letter.pdf https://d1io3yog0oux5.cloudfront.net/_0d456947caed8b792f329317870cc05c/aurora/db/880/7533/shareholder_letter/Aurora-2Q22-Shareholder_Letter.pdf" [X Link](https://x.com/MNTonX/status/1554927868525920257) 2022-08-03T20:31Z [----] followers, [--] engagements "The most busy week for de-SPAC financial results with over [---] names reporting throughout the week $BODY $CLOV $DM $FREY $GOEV $LAZR $LEV $ME $QSI $BARK $BOXD $CANO $EVGO $PLBY $SEAT $SES $UWMC $XL $ZEV $BKSY $CTV $MTTR $SMR $WBX $ARVL $MKFG $JOBY $RKLB $SGHC $UTZ $XOS. etc Very busy next few weeks for Q2 [----] earning releases Below schedules are for de-SPACs that have already announced a date. $SOFI $OPEN $LCID $PTRA $FSR $SYM $STEM $RIDE $WE $AUR $NKLA $MP $ARVL $DM $ME $RKLB $SGHC $JOBY $WBX $MTTR $ZEV $SEAT $PLBY $EVGO $CANO $BOXD $LAZR $LEV https://t.co/GwhAGdxNQ2 Very busy next few" [X Link](https://x.com/MNTonX/status/1556429501218885633) 2022-08-07T23:58Z [----] followers, [--] engagements "$HIMS - @wearehims Hims & Hers Health Releases Q2 [----] Financial Results Revenue = $113.6M Gross Profit/Loss = $87.2M Net Income/Loss = ($35.9M) Adj EBITDA = ($13.6M) Cash & Equivalents = $195M Raises full year [----] revenue and adj EBITDA outlook https://www.businesswire.com/news/home/20220808005661/en/Hims-Hers-Health-Inc.-Reports-Second-Quarter-2022-Financial-Results-and-Raises-Full-Year-2022-Outlook https://www.businesswire.com/news/home/20220808005661/en/Hims-Hers-Health-Inc.-Reports-Second-Quarter-2022-Financial-Results-and-Raises-Full-Year-2022-Outlook" [X Link](https://x.com/MNTonX/status/1556736790903590918) 2022-08-08T20:19Z [----] followers, [--] engagements "$IONQ - @IonQ_inc IonQ Releases Q2 [----] Financial Results Revenue = $2.6M Gross Profit/Loss = $1.87M Net Income/Loss = ($1.7M) Adj EBITDA = ($11.6M) Cash & Equivalents = $571.3M Reiterates previous full year [----] revenue guidance of $10.2M - $10.7M https://www.businesswire.com/news/home/20220815005614/en/IonQ-Announces-Second-Quarter-2022-Financial-Results https://www.businesswire.com/news/home/20220815005614/en/IonQ-Announces-Second-Quarter-2022-Financial-Results" [X Link](https://x.com/MNTonX/status/1559275350970060804) 2022-08-15T20:26Z [----] followers, [--] engagements "$FFIE - @FaradayFuture This is a shit show. according to their 10-Q some suppliers have threatened to terminate their relationship due to late / accelerated pmts and other terms / conditions as a result of past pmt history and concerns about the company's financial condition $FFIE - @FaradayFuture Management projects cash burn of $368M in 2H [----] Seeking to raise $325M of incremental capital Will need additional funds by early Sept [----] in order to continue operations Will also need to raise additional capital during remainder of [----] & beyond $FFIE - @FaradayFuture Management projects cash" [X Link](https://x.com/MNTonX/status/1559289487808778242) 2022-08-15T21:22Z [----] followers, [--] engagements "$FFIE - @FaradayFuture Faraday previously stated that additional funds would be needed by early September in order to continue operations. With September starting this week the shot clock is on for management to secure additional funding. $FFIE - @FaradayFuture Faraday also just released a business update. They say the FF [--] is on track for Q4 SOP; however they have experienced delays in closing additional funding which is impacting SOP timelines. They have $47.2M cash remaining. https://t.co/LWnQT6dsp7 https://t.co/PbdUDO43UW $FFIE - @FaradayFuture Faraday also just released a business" [X Link](https://x.com/MNTonX/status/1564393550510424064) 2022-08-29T23:24Z [----] followers, [--] engagements "$DWAC - Truth Social Likely will see some selling pressure tomorrow due to the 1-year extension not securing enough votes However Sponsor has the option to extend the deadline twice without a vote - each extension would be [--] months & require $0.10/share deposited to the trust Deal partner for Trump's Truth Social fails to get backing for SPAC extension -sources https://t.co/1z5BodNADo @sveaherbst $DWAC Deal partner for Trump's Truth Social fails to get backing for SPAC extension -sources https://t.co/1z5BodNADo @sveaherbst $DWAC" [X Link](https://x.com/MNTonX/status/1566995503274917889) 2022-09-06T03:43Z [----] followers, [--] engagements "Two SPAC ETFs Close in One Month Suggesting End to Wall Street Boom SPAC ETFs from Defiance - $SPAK and Morgan Creek - $SPXZ traded less than [--] years https://www.bloomberg.com/news/articles/2022-09-07/two-spac-etfs-wiped-out-in-one-month-signal-boom-is-truly-over https://www.bloomberg.com/news/articles/2022-09-07/two-spac-etfs-wiped-out-in-one-month-signal-boom-is-truly-over" [X Link](https://x.com/MNTonX/status/1567547717303373829) 2022-09-07T16:17Z [----] followers, [--] engagements "$FFIE - @FaradayFuture EV SPAC Faraday Future Breaks the Buck [--] Months after Going Public. https://wolfstreet.com/2022/09/06/ev-spac-faraday-future-breaks-the-buck-14-months-after-going-public-consensual-hallucination-was-so-bad-it-was-funny/ $FFIE - @FaradayFuture More turmoil for Faraday According to Reuters representatives for group of [---] employees alleged in a letter dated Aug [--] that Swenson (Chairperson) had organized attempts to "push the company into bankruptcy & restructuring" They call for her removal" [X Link](https://x.com/MNTonX/status/1567549061565227009) 2022-09-07T16:23Z [----] followers, [--] engagements "$COVA - Ecarx Geely-backed smart car firm Ecarx said to seek Hong Kong listing after US Spac deal Ecarx and Cova are still aiming to complete the merger by the end of this year or early next year pending US regulatory approvals said one of the sources https://www.straitstimes.com/business/companies-markets/geely-backed-smart-car-firm-ecarx-said-to-seek-hong-kong-listing-after-us-spac-deal https://www.straitstimes.com/business/companies-markets/geely-backed-smart-car-firm-ecarx-said-to-seek-hong-kong-listing-after-us-spac-deal" [X Link](https://x.com/MNTonX/status/1572206342105882626) 2022-09-20T12:49Z [----] followers, [--] engagements "$FFIE - @FaradayFuture Up 25% today after resolving disagreements with largest shareholder & securing new funding However still far from out of the woods - even with new funding they still don't have enough capital for [----] & are further delaying start of production for FF91 $FFIE - @FaradayFuture Faraday previously stated that additional funds would be needed by early September in order to continue operations. With September starting this week the shot clock is on for management to secure additional funding. $FFIE - @FaradayFuture Faraday previously stated that additional funds would be" [X Link](https://x.com/MNTonX/status/1574408691994210304) 2022-09-26T14:40Z [----] followers, [--] engagements "$GSQD - Looks like this SPAC also couldn't close the deal. @transfixIO and G Squared Ascend I Inc mutually agree to terminate their merger agreement. https://www.sec.gov/Archives/edgar/data/1837207/000110465922107605/tm2227964d2_425.htm Originally rumored to go public via $THCA back in December @transfixIO finally lands a #SPAC deal with $GSQD at a valuation of $1.05B (3.8x [----] Revenue). https://www.sec.gov/Archives/edgar/data/1837207/000110465922107605/tm2227964d2_425.htm Originally rumored to go public via $THCA back in December @transfixIO finally lands a #SPAC deal with $GSQD at a" [X Link](https://x.com/MNTonX/status/1579851728618655744) 2022-10-11T15:09Z [----] followers, [--] engagements "As Autonomous-Driving SPACs Implode Intel Slashes Mobileye IPO Valuation Target by 60% $EMBK $AUR $VLDR https://wolfstreet.com/2022/10/17/as-autonomous-driving-spacs-implode-intel-slashes-mobileye-ipo-valuation-target-by-60/ https://wolfstreet.com/2022/10/17/as-autonomous-driving-spacs-implode-intel-slashes-mobileye-ipo-valuation-target-by-60/" [X Link](https://x.com/MNTonX/status/1582357017213407235) 2022-10-18T13:04Z [----] followers, [--] engagements "If Klein is appointed CS First Boston's CEO then I would pay close attention to his outstanding SPACs - $CCV $CCVI $CCVII $ALCC. IMO it wouldn't be shocking to see them liquidated before the end of this year to avoid any Excise Tax requirements in [----]. It is anticipated that Klein will be appointed CEO designate of CS First Boston joining in [----] The SPAC world may lose its most prolific sponsor Klein currently has [--] SPACs with nearly $3 billion in trust What's next for $CCV $CCVI $CVII $ALCC https://t.co/Cu6KzwchD4 It is anticipated that Klein will be appointed CEO designate of CS First" [X Link](https://x.com/MNTonX/status/1585611446666133504) 2022-10-27T12:36Z [----] followers, [--] engagements "$GSEV $GTPA $GTPB - Serial SPAC sponsor Alec Gores plans to shut down three blank check firms early as the industry grapples with what he calls a necessary reset. https://www.bloomberg.com/news/articles/2022-11-03/gores-pushes-to-shutter-trio-of-spacs-early-as-industry-resetsutm_content=business&cmpid=socialflow-twitter-business&utm_campaign=socialflow-organic&utm_medium=social&utm_source=twitter&leadSource=uverify%20wall" [X Link](https://x.com/MNTonX/status/1588340132264173571) 2022-11-04T01:19Z [----] followers, [--] engagements "$PLTR - Palantirs SPAC Bets Backfire Hitting Companys Growth Unusual deals boosted growth but are now a risk to software maker $FFIE $LILM $CELU $STRC $ROIV $WEJO $BBLN $BOXD $PEAR $FSRD $BKSY $DCFC https://www.wsj.com/articles/palantirs-spac-bets-backfire-hitting-companys-growth-11671511333 https://www.wsj.com/articles/palantirs-spac-bets-backfire-hitting-companys-growth-11671511333" [X Link](https://x.com/MNTonX/status/1605244467057156096) 2022-12-20T16:51Z [----] followers, [----] engagements "$DMYS - @RainwaterTech Interesting move by @NiccoloDeMasi & DMY Team. the tender offer for all 24.15M outstanding Class A shares will effectively allow shareholders to redeem early prior to a vote and in theory streamline the merger shareholder vote/approval process. $DMYS 💸 dMY Technology Group Inc. VI Announces the Commencement of Tender Offer to Complete Business Combination https://t.co/eMU8Uud1q8 $DMYS 💸 dMY Technology Group Inc. VI Announces the Commencement of Tender Offer to Complete Business Combination https://t.co/eMU8Uud1q8" [X Link](https://x.com/MNTonX/status/1618607177568247811) 2023-01-26T13:49Z [----] followers, [----] engagements "Would be interesting to learn more about Geely's EV strategy. Seems like they purchase/develop and ramp EV brands to then just spin them off as independent companies $PSNY @PolestarCars was first now Lotus Tech is set merge with $LCAA and Zeekr confidentially filed for US IPO Chinese carmaker Zhejiang Geely unveils a new high-end line of electric cars as part of a push to make up lost ground to Tesla and local powerhouse BYD https://t.co/EUC8pIUwpJ Chinese carmaker Zhejiang Geely unveils a new high-end line of electric cars as part of a push to make up lost ground to Tesla and local" [X Link](https://x.com/MNTonX/status/1628800116554358784) 2023-02-23T16:53Z [----] followers, [----] engagements "$KCGI & $ARVL - @arrival IMO this is a downright bad look for SPACs and nothing more than an attempted grift Let's recall. the first time Arrival SPAC'd they projected over $6B in cumulative revenue by now; however they've had $0 $KCGI $ARVL 🤝✅ Official DA: Arrival Advances U.S. Commercialization Plans Through Business Combination with Kensington Capital Acquisition Corp. V https://t.co/lPr9UUr4B8 $KCGI $ARVL 🤝✅ Official DA: Arrival Advances U.S. Commercialization Plans Through Business Combination with Kensington Capital Acquisition Corp. V https://t.co/lPr9UUr4B8" [X Link](https://x.com/MNTonX/status/1644117989938147330) 2023-04-06T23:20Z [----] followers, [----] engagements "$RIDE - @LordstownMotors Another EV deSPAC seems to be going through some drama - On 04/21 Lordstown received notice from it's partner/contract manufacturer Foxconn that they were in breach of their investment agreement. Lordstown suggests Foxconn also breached the agreement" [X Link](https://x.com/MNTonX/status/1653031059515162626) 2023-05-01T13:38Z [----] followers, [----] engagements "$ARVL - @arrival will not be able to file their annual report by the deadline because they let go the personal needed to file the report during their last RIF They will also lose access to remaining financing and have significant doubt over ability to continue as a going concern $KCGI & $ARVL - @arrival IMO this is a downright bad look for SPACs and nothing more than an attempted grift Let's recall. the first time Arrival SPAC'd they projected over $6B in cumulative revenue by now; however they've had $0 https://t.co/Usf6eWTn4t $KCGI & $ARVL - @arrival IMO this is a downright bad look for" [X Link](https://x.com/MNTonX/status/1654178572808880157) 2023-05-04T17:37Z [----] followers, [----] engagements "$ARVL - At what point does $KCGI question the validity of their merger with @arrival Assuming $KCGI see's significant redemptions would Arrival even have the necessary cash to cover closing/merger related costs Not a great situation" [X Link](https://x.com/MNTonX/status/1654178577280008197) 2023-05-04T17:38Z [----] followers, [----] engagements "@JoshMoe7 @Trader_Joe_LPP Dude is a clown that just makes shit up. never acknowledges when the trade goes against him and spins it to make it seem like he consistently hits winners. Ask him how $META to $0 is going lmao" [X Link](https://x.com/MNTonX/status/1662459797835227137) 2023-05-27T14:04Z [----] followers, [---] engagements "$KCGI x $ARVL - There it is. yesterday Kensington and @arrival terminated their merger agreement. This was a trash deal from the start so not shocking in the least. $ARVL - At what point does $KCGI question the validity of their merger with @arrival Assuming $KCGI see's significant redemptions would Arrival even have the necessary cash to cover closing/merger related costs Not a great situation. $ARVL - At what point does $KCGI question the validity of their merger with @arrival Assuming $KCGI see's significant redemptions would Arrival even have the necessary cash to cover closing/merger" [X Link](https://x.com/MNTonX/status/1676262204990005254) 2023-07-04T16:10Z [----] followers, [----] engagements "@The_EVGuy @LucidMotors @JazzyLove_LCID @TheEVuniverse @LetsGoLucid2022 @thePike_1 @Hurley_LCID @EVEDITION @EVStocks_Trader @The_EV_Report Hanging in there. hope all is well with you and the family Yeah they certainly need to increase TAM. and I'm skeptical that the Gravity will do that given it will also be a high price point" [X Link](https://x.com/TheSpacShack/status/1680324274245058560) 2023-07-15T21:11Z [----] followers, [--] engagements "$PTRA - @Proterra_Inc Proterra's bankruptcy could also impact fellow de-SPAC companies $NKLA - @nikolamotor and $ZEV - @LightningeMtrs since Proterra was a battery supplier for both companies" [X Link](https://x.com/TheSpacShack/status/1688702829911740416) 2023-08-08T00:05Z [----] followers, [----] engagements "Gross margins are a critical financial metric for evaluating any company and typically where most OEMs struggle. GMs of several EV de-SPACs: $FSR @FiskerInc $PSNY @PolestarCars $LCID @LucidMotors $NKLA @nikolamotor $LEV @LionElectricCo $ZEV @LightningeMtrs $PTRA @Proterra_Inc" [X Link](https://x.com/MNTonX/status/1688933551834619904) 2023-08-08T15:21Z [----] followers, [----] engagements "@The_EVGuy @FiskerInc @PolestarCars @LucidMotors @nikolamotor @LionElectricCo @LightningeMtrs @Proterra_Inc @SawyerMerritt @klwtts @The_EV_Report @EdLudlow Polestar is doing well. will be interesting to see where they come in at for Q2 I think they need to trim some OPEX fat though. Fisker is also very encouraging. especially if they meet the 8% - 12% GM guidance they provided. The others are very concerning lol" [X Link](https://x.com/TheSpacShack/status/1688936722648662016) 2023-08-08T15:34Z [----] followers, [---] engagements "@ValidGuru @TheEVuniverse @The_EVGuy @Proterra_Inc @TyroneLopez__ @DTfromGB @SawyerMerritt @stockplaymaker1 @BinDaddys @SPAC_zilla @TornikeLaghidze I was thinking the same thing. either bigger players or PE firms will pick apart the business on the cheap" [X Link](https://x.com/TheSpacShack/status/1688941178358505472) 2023-08-08T15:52Z [----] followers, [---] engagements "@carpish @The_EVGuy @FiskerInc @PolestarCars @LucidMotors @nikolamotor @LionElectricCo @LightningeMtrs @Proterra_Inc @SawyerMerritt @klwtts @The_EV_Report @EdLudlow They have the same business model as $PSNY with 3P manufacturing. I still consider both EV companies; however they are consumer and not commercial. If we are only talking commercial then hard to say if y $LEV has long term success. currently better than some others though" [X Link](https://x.com/TheSpacShack/status/1689353056813568000) 2023-08-09T19:08Z [----] followers, [---] engagements "Perhaps $WYNN should have offloaded WynnBET to Bill Foley's $AUS SPAC after all. [----] - "WynnBET's best days lie ahead of us."" [X Link](https://x.com/TheSpacShack/status/1690057723650416645) 2023-08-11T17:48Z [----] followers, [----] engagements "$LCID - @LucidMotors If it takes them another [--] years to get to a $50K EV then I don't see a viable financial path forward as a public company. perhaps PIF takes them private if not then IMO they run out of money" [X Link](https://x.com/TheSpacShack/status/1699113029302931703) 2023-09-05T17:31Z [----] followers, [----] engagements "@ChefStonks_ Couldnt agree more Use mine like a debit card for everything then pay off the balance each month no interest on credit card but get 4.5% from letting the cash sit in the bank all month plus over $1000 in cash back so far this year. Dont understand why more dont do it" [X Link](https://x.com/MNTonX/status/1723327765368168910) 2023-11-11T13:12Z [----] followers, [--] engagements "Finally pulled the trigger and got myself a @Tesla $TSLA New Model [--] looks great and convinced me to pull the trigger after driving around my Dodge Charger for the past six years Hope the Feb - Mar delivery estimate is accurate looking forward to seeing what its all about" [X Link](https://x.com/TheSpacShack/status/1745496647843422474) 2024-01-11T17:23Z [----] followers, [---] engagements "@CornelyTristan Youre suggesting $LCID should be worth over $250 billion" [X Link](https://x.com/TheSpacShack/status/1750902987759689746) 2024-01-26T15:26Z [----] followers, [---] engagements "First $LCID @LucidMotors that Ive seen in the wild If only their business / financials were as nice as their car" [X Link](https://x.com/TheSpacShack/status/1750988120336781400) 2024-01-26T21:04Z [----] followers, [---] engagements "$SOFI - @SoFi Releases Q4 & FY23 Results Q4: Revenue = $594M Net Income/Loss = $48M Adj EBITDA = $181M Full Year: Revenue = $2.07B Net Income/Loss = ($301M) Adj EBITDA = $432M [----] Guide: Net Income/Loss = $95M - $105M Adj EBITDA = $580M - $590M @ChefStonks_ I'm saying they beat estimates. So far they've always outperformed their own guidance. if they don't this time around they may be in big trouble because expectations are high. Who knows about price action. interestingly didn't see a run-up into ER this time around. https://t.co/dGMixHeEi5 @ChefStonks_ I'm saying they beat estimates. So" [X Link](https://x.com/anyuser/status/1751940958801826153) 2024-01-29T12:10Z [--] followers, [----] engagements "Since Im no longer following SPACs too closely and intend to post more about the broader financial markets cool technology and interesting news Ive done a quick rebrand Its been a fun nearly 4-year run as @TheSpacShack. will now be known as @MNTonX" [X Link](https://x.com/MNTonX/status/1754545493126861262) 2024-02-05T16:40Z [----] followers, [---] engagements "If you were looking to relocate from the north eastern U.S. for a warmer climate better cost of living and more things to do (e.g. hiking beaches lakes foods/restaurants etc) which of these cities would be of most interest to you: *couple in their mid to late 20s*" [X Link](https://x.com/MNTonX/status/1754558355064996325) 2024-02-05T17:31Z [----] followers, [---] engagements "$PSNY - @PolestarCars venturing into the smartphone business makes little sense to me. Imo they should be focusing on execution of their core #EV business which needs improved margins and a bolstered balance sheet. Polestar's incoming Phone spotted on Google Play's list of supported devices https://t.co/vQcMjXRfta by @scooterdoll Polestar's incoming Phone spotted on Google Play's list of supported devices https://t.co/vQcMjXRfta by @scooterdoll" [X Link](https://x.com/MNTonX/status/1755261124616839488) 2024-02-07T16:03Z [----] followers, [---] engagements "$RIVN - Saw a @Rivian R1S in the wild yesterday evening IMO an awesome SUV I love the headlights which gives the vehicle its own unique look. Even with the price cuts $74.9k is a little rich for my blood but Im very much looking forward to the R2S reveal NEWS: Rivian has decreased the starting price of both the Rivian R1T and R1S by $3100. R1T: $69900 [---] miles of range (prev $73000) R1S: $74900 [---] miles of range (prev $78000) https://t.co/EXtNXZh6D2 NEWS: Rivian has decreased the starting price of both the Rivian R1T and R1S by $3100. R1T: $69900 [---] miles of range (prev $73000) R1S: $74900" [X Link](https://x.com/MNTonX/status/1755934322933055662) 2024-02-09T12:39Z [----] followers, [---] engagements "VIN assigned ✅ Estimated delivery updated to a one week window of Feb 26th - Mar 4th $TSLA @Tesla #Tesla #Model3 #Model3Highland #Highland New Model [--] delivery date got updated this morning to a two week window anticipation is killing me $TSLA @Tesla https://t.co/JTLg4gRH26 New Model [--] delivery date got updated this morning to a two week window anticipation is killing me $TSLA @Tesla https://t.co/JTLg4gRH26" [X Link](https://x.com/MNTonX/status/1757008765713265085) 2024-02-12T11:48Z [----] followers, [---] engagements "$SOFI - @SoFi has been having a nice recovery after their typical ER sell-off. Id like to see this name build a solid base above $10 over the next quarter with some additional upside potential if management executes according to their guide. $SOFI - @SoFi Releases Q4 & FY23 Results Q4: Revenue = $594M Net Income/Loss = $48M Adj EBITDA = $181M Full Year: Revenue = $2.07B Net Income/Loss = ($301M) Adj EBITDA = $432M [----] Guide: Net Income/Loss = $95M - $105M Adj EBITDA = $580M - $590M https://t.co/zuM6tIDJ3W https://t.co/ovjobD3n9J $SOFI - @SoFi Releases Q4 & FY23 Results Q4: Revenue = $594M" [X Link](https://x.com/MNTonX/status/1757105756099191228) 2024-02-12T18:13Z [----] followers, [---] engagements "$LCID - @LucidMotors This all sounds great and I do legitimately like the car and SUV; however their biggest issue is gross margins of -225% Booked a total gross loss of -$1.34B resulting in a per vehicle loss of -$223K across [----] deliveries This is not sustainable 🧵 $LCID Motors CEO Peter Rawlinson's Speech Summary Financial Performance and Strategy * Lucid AirPure stealth initiative launched with a starting price of $69900 expanding the total addressable market. * Technology advantage enables AirPure to achieve an EPA estimated 🧵 $LCID Motors CEO Peter Rawlinson's Speech Summary" [X Link](https://x.com/MNTonX/status/1760472204829962246) 2024-02-22T01:10Z [----] followers, [---] engagements "@SpecialSitsNews At least theyre not losing over $200K per car (cough couch $LCID) albeit still bad 🤷♂" [X Link](https://x.com/MNTonX/status/1760698016397189218) 2024-02-22T16:08Z [----] followers, [---] engagements "$SOFI - Looks like @anthonynoto did a great job selling @CathieDWood and the @ARKInvest team on @SoFis potential. As of late Ark has been buying SoFi and now holds 4.89M shares in their flagship innovation $ARKK ETF and 3.11M shares in their fintech $ARKF ETF. In our FYI podcast CEO Anthony Noto made a convincing case that SoFi has a good shot at becoming one of the few digital wallets that we believe will dominate the US financial services industry during the next five to ten years. In our FYI podcast CEO Anthony Noto made a convincing case that SoFi has a good shot at becoming one of the" [X Link](https://x.com/MNTonX/status/1760869941694103849) 2024-02-23T03:31Z [----] followers, [---] engagements "$CVNA - As a seller I'm very pleased with my @Carvana experience Offered nearly 16% above the @KelleyBlueBook instant cash offer and never had to even leave my home for the sale. rep came to my house did a quick inspection and loaded up the car. Very painless process" [X Link](https://x.com/MNTonX/status/1761428901643911202) 2024-02-24T16:32Z [----] followers, [---] engagements "Regardless of your political views there's no way you should think it's appropriate for a State AG to be bragging on @X about the amount of interest accruing on a fine from a civil case. especially a case that many believe to be completely bogus and partisan. +$114553.04 +$114553.04" [X Link](https://x.com/MNTonX/status/1761474687152861416) 2024-02-24T19:34Z [----] followers, [---] engagements "What're the chances @elonmusk explores expanding @X into an operating system that could be used for consumer products such as phones laptops and tablets Could seamlessly tie into a larger ecosystem of his other products such as @Starlink for service @grok @Tesla @neuralink But since they now require that you use their services just to use your computer @Microsoft can effectively shut off your computer But since they now require that you use their services just to use your computer @Microsoft can effectively shut off your computer" [X Link](https://x.com/MNTonX/status/1761874604014866515) 2024-02-25T22:03Z [----] followers, [---] engagements "@ChefStonks_ Great stuff man" [X Link](https://x.com/MNTonX/status/1762170416708141301) 2024-02-26T17:39Z [----] followers, [--] engagements "Took delivery of my new @Tesla $TSLA Model [--] today its only been a few hours and Im already convinced Im never going back to an ICE. This car is awesome #Tesla #Model3 #Highland #EV Update The @Tesla $TSLA team was able to reassign my original VIN which is much appreciated and will not require me to redo insurance. Now they just need to figure out if the logistics team will still be able to get the car here by Monday. Fingers crossed 🤞 Update The @Tesla $TSLA team was able to reassign my original VIN which is much appreciated and will not require me to redo insurance. Now they just need to" [X Link](https://x.com/MNTonX/status/1762183857720242319) 2024-02-26T18:32Z [----] followers, [----] engagements "How do we get Roxie in the #FrunkPuppyFriday contest @28delayslater Took delivery of my new @Tesla $TSLA Model [--] today its only been a few hours and Im already convinced Im never going back to an ICE. This car is awesome #Tesla #Model3 #Highland #EV https://t.co/ZwLCrtQRYT Took delivery of my new @Tesla $TSLA Model [--] today its only been a few hours and Im already convinced Im never going back to an ICE. This car is awesome #Tesla #Model3 #Highland #EV https://t.co/ZwLCrtQRYT" [X Link](https://x.com/MNTonX/status/1762569915108651056) 2024-02-27T20:06Z [----] followers, [----] engagements "@scottbuscemi @Tesla Only a 2nd day owner but can certainly see how the numbers add up" [X Link](https://x.com/MNTonX/status/1762574311326404645) 2024-02-27T20:23Z [----] followers, [--] engagements "@28delayslater Nice Thanks" [X Link](https://x.com/MNTonX/status/1762574603312865564) 2024-02-27T20:25Z [----] followers, [--] engagements "@jd_average @28delayslater Sounds good" [X Link](https://x.com/MNTonX/status/1762577313915371608) 2024-02-27T20:35Z [----] followers, [--] engagements "@The_EVGuy @Rivian @RivianTrackr @RJScaringe @RivianUpdates @RivianStockNews @RivianOwners @rivianbros @klwtts @itskyleconner @Hilbe Kind of gives me Ford Bronco mixed with Rivian R1S vibes. which certainly isn't a bad thing" [X Link](https://x.com/MNTonX/status/1762803676194689132) 2024-02-28T11:35Z [----] followers, [---] engagements "$SKGR - @WebullGlobal a Leading Digital Investment Platform to Publicly List via SPAC Proposed transaction represents an implied pro forma enterprise value of $7.3B I dont follow SPACs closely anymore but just caught my interest as a prior user https://www.prnewswire.com/news-releases/webull-corporation-a-leading-digital-investment-platform-to-publicly-list-through-business-combination-with-sk-growth-opportunities-corporation-nasdaq-skgr-302074116.html" [X Link](https://x.com/MNTonX/status/1762845320176701696) 2024-02-28T14:20Z [----] followers, [---] engagements "$CHWY - Trying to wrap my head around @Chewy and the stock's potential. seems to be a Wallstreet darling based on analyst ratings/comments but certainly not reflected in the stock price They provided a deep dive into the business during their December investor day Thoughts" [X Link](https://x.com/MNTonX/status/1767606955625869758) 2024-03-12T17:41Z [----] followers, [---] engagements "@Chewy $CHWY - They are cash flow and EBITDA positive but certainly need to improve their net income margins. Growth and margin potential of their new lines of business have caught my interest but can they execute and will they work out" [X Link](https://x.com/MNTonX/status/1767608989955527127) 2024-03-12T17:49Z [----] followers, [---] engagements "$CHWY - Initial glance @Chewy had a nice Q4 / FY23. With $7.66B mkt cap and on a trailing twelve month (TTM) basis they are being valued at: [----] P/S [------] P/E 20.82x Adj EBITDA [-----] Adj P/E 22.35x FCF Healthy balance sheet with $1.1B cash and no debt What are they worth $CHWY - Trying to wrap my head around @Chewy and the stock's potential. seems to be a Wallstreet darling based on analyst ratings/comments but certainly not reflected in the stock price They provided a deep dive into the business during their December investor day Thoughts https://t.co/orRexiPW61 $CHWY - Trying to wrap my" [X Link](https://x.com/MNTonX/status/1770565099687682245) 2024-03-20T21:36Z [----] followers, [----] engagements "$CHWY - Analyst reactions to @Chewys results: Goldman Sachs - Maintain BUY ($32) Barclays - Maintain BUY ($30) Needham - Maintain BUY ($25) JP Morgan - Maintain BUY ($22) Piper Sandler - Maintain HOLD ($19) Citi - Maintain HOLD ($18) BofA - Maintain SELL ($16.50) $CHWY - Initial glance @Chewy had a nice Q4 / FY23. With $7.66B mkt cap and on a trailing twelve month (TTM) basis they are being valued at: [----] P/S [------] P/E 20.82x Adj EBITDA [-----] Adj P/E 22.35x FCF Healthy balance sheet with $1.1B cash and no debt What are they worth https://t.co/VCieSvZA4m $CHWY - Initial glance @Chewy had a" [X Link](https://x.com/MNTonX/status/1770773272671486250) 2024-03-21T11:23Z [----] followers, [----] engagements "@Chewy $CHWY - Analyst reactions to Chewy's results: Morgan Stanley - Maintain BUY ($27) Wedbush - Maintain BUY ($25) Deutsche Bank - Maintain HOLD ($18) Oppenheimer - Maintain HOLD ($N/A)" [X Link](https://x.com/MNTonX/status/1770800002111078492) 2024-03-21T13:09Z [----] followers, [---] engagements "$RDDT - @Reddit is the first high-profile IPO of [----]. Will be interesting to follow and see if they set the stage for a more active IPO market. Not one that I'm personally interested investing into but looking forwarding to seeing how it goes. $RDDT *REDDIT INDICATED TO OPEN AT $48/$49 IPO PRICED AT $34 $RDDT *REDDIT INDICATED TO OPEN AT $48/$49 IPO PRICED AT $34" [X Link](https://x.com/MNTonX/status/1770862466538348701) 2024-03-21T17:18Z [----] followers, [---] engagements "@LetsGoLucid2022 @The_EVGuy @LucidMotors @PIF_en @TheEVuniverse @JazzyLove_LCID @FinJourney @thePike_1 @spactakular @WholeMarsBlog @SawyerMerritt Yeah I believe you would see it reflected in the fully diluted count of shares outstanding just not actually within the tradable shares outstanding until a conversion from preferred to common is done" [X Link](https://x.com/MNTonX/status/1772310298659004609) 2024-03-25T17:11Z [----] followers, [---] engagements "$DJT / $DWAC - @realDonaldTrump is now $8B richer (on paper and at current prices) with the successful SPAC transaction of Truth Social" [X Link](https://x.com/MNTonX/status/1772665104712044736) 2024-03-26T16:41Z [----] followers, [---] engagements "$FSR - Price cuts to this extreme definitely look like a pre-bankruptcy inventory liquidation sale RIP @FiskerInc 🪦 Fisker Ocean price cuts in the US. Now as low as $25K if you dare 👀 https://t.co/422PuzbgFI Fisker Ocean price cuts in the US. Now as low as $25K if you dare 👀 https://t.co/422PuzbgFI" [X Link](https://x.com/MNTonX/status/1772998579231068638) 2024-03-27T14:46Z [----] followers, [---] engagements "@stepnotonpets @OpenAI @sama $ASTR is being taken private at $0.50/share why is there upside" [X Link](https://x.com/MNTonX/status/1774747337753039228) 2024-04-01T10:35Z [----] followers, [---] engagements "@Babkock18 @DataDInvesting I already bank and have an investment account with SoFi I love their products and also an investor in the company. Just hard to pass up the amount of cash back I get with Capital One" [X Link](https://x.com/MNTonX/status/1774869144988483675) 2024-04-01T18:39Z [----] followers, [--] engagements "@The_EVGuy @Tesla @SawyerMerritt @WholeMarsBlog @DirtyTesLa @teslaownersSV @DriveTeslaca @TroyTeslike @tesla_raj @teslaevangelist @BeardedTesla @Teslaconomics Well said people act like the company is mismanaged or on a downward spiral but completely overlook the larger macro-environment and economic conditions. I could only hope for a larger pullback so I can buy back a long-term position" [X Link](https://x.com/MNTonX/status/1775245161414480270) 2024-04-02T19:33Z [----] followers, [--] engagements "@CornelyTristan @freebankmoney Based on what" [X Link](https://x.com/MNTonX/status/1776921848548053458) 2024-04-07T10:35Z [----] followers, [--] engagements "@CornelyTristan @freebankmoney Are you talking about Wall Street analysts that cover the stock I dont see any Professional Analysts saying thats fair value" [X Link](https://x.com/MNTonX/status/1776926734861918375) 2024-04-07T10:55Z [----] followers, [--] engagements "$SOFI - Citi analyst Ashwin Shirvaikar resumes coverage of @SoFi with buy rating and $11 PT. Their fundamental bullish view is unchanged as biz diversification comes into focus ability to attract deposits continues to be proven and investors focus on forward profitability. $SOFI - @SoFi receives new analyst coverage ahead of their Q1 [----] earnings release on April 29th with Needham initiating coverage with a buy rating and $10 PT. Analyst Kyle Peterson believes SoFi is poised to become a leader in the digital lending and neobank sector. https://t.co/DFmfL2HC4U $SOFI - @SoFi receives new" [X Link](https://x.com/MNTonX/status/1777303329724317869) 2024-04-08T11:51Z [----] followers, [----] engagements "@FoxyFomo @wearehims I agree market has been hot as of late. I see no point in chasing names of interest that Im not already in. Opportunity will likely present itself at some point this year" [X Link](https://x.com/MNTonX/status/1777385637521371365) 2024-04-08T17:18Z [----] followers, [--] engagements "Hey @GerberKawasaki. is @elonmusk also to blame for $VWAGY @VW's 24% drop in EV sales across Europe and 3% drop worldwide I know you also use to follow $PSNY @PolestarCars. is he to blame for their 40% drop in deliveries YoY in Q1 Maybe not a @Tesla $TSLA specific issue Basically tesla cant sell its cars due to Elons behavior. Lets stop blaming the Houthi rebels or German environmental terrorists. Or a recession that never came. Or interest rates. Only one person responsible for this. $TSLA Basically tesla cant sell its cars due to Elons behavior. Lets stop blaming the Houthi rebels or German" [X Link](https://x.com/MNTonX/status/1778438257249784156) 2024-04-11T15:01Z [----] followers, [---] engagements "@The_EVGuy Best of luck and safe travels" [X Link](https://x.com/MNTonX/status/1781132958692200833) 2024-04-19T01:29Z [----] followers, [---] engagements "Ran into a @Rivian R1S while topping off the @Tesla M3 at an @evgonetwork fast charger. I love my M3 but Im also excited to see their new R2 hit the road they make an awesome EV $TSLA $RIVN $EVGO" [X Link](https://x.com/MNTonX/status/1787151890116960611) 2024-05-05T16:06Z [----] followers, [---] engagements "@The_EVGuy @Rivian @Tesla @evgonetwork Cant see myself ever going back to a regular car Haha" [X Link](https://x.com/MNTonX/status/1787152383518085357) 2024-05-05T16:08Z [----] followers, [--] engagements "With @StubHub rumored to IPO as soon as July & looking at valuation of $16.5B (47x TTM EBITDA / 11.69x TTM Revenue) could $SEAT @VividSeats see some action trading at a $1.13B valuation TTM Metrics: Revenue = $743M (1.5x) EBITDA = $138M (8.2x) Net Income = $94M (12.0x) 1/2 StubHub had $350 million in earnings before interest taxes depreciation and amortization for the year ending in March as the ticket platform operator gets ready for an IPO. https://t.co/CY3DKE7amH StubHub had $350 million in earnings before interest taxes depreciation and amortization for the year ending in March as the" [X Link](https://x.com/MNTonX/status/1800238816969588778) 2024-06-10T18:49Z [----] followers, [---] engagements "Precursor to an @xai cell phone that can eventually be supported through a @Starlink cell service 👀 If Apple integrates OpenAI at the OS level then Apple devices will be banned at my companies. That is an unacceptable security violation. If Apple integrates OpenAI at the OS level then Apple devices will be banned at my companies. That is an unacceptable security violation" [X Link](https://x.com/MNTonX/status/1800298957891137815) 2024-06-10T22:48Z [----] followers, [---] engagements "@The_EVGuy @xai @Starlink The Elon ecosystem" [X Link](https://x.com/MNTonX/status/1800329566876995665) 2024-06-11T00:49Z [----] followers, [--] engagements "I think $AMZN @amazon and their ability to significantly undercut pricing is $HIMS @wearehims biggest risk. Amazon Pharmacy is already offering generic Sildenafil and Tadalafil which were Him's original key products at significantly cheaper prices. Report published today on $HIMS & its push into weight loss drugs. Criticized its ease of prescribing & the quality of its GLP-1 supply chain partners. This could easily be noise. This could be material. We shall see. Regardless regulation (& $AMZN) will remain a real risk. https://t.co/xotlmQR60G Report published today on $HIMS & its push into" [X Link](https://x.com/MNTonX/status/1806352235158241634) 2024-06-27T15:41Z [----] followers, [----] engagements "@DanaDonovick @elonmusk He cant run for president. Hes not a natural born citizen" [X Link](https://x.com/MNTonX/status/1816249384738124135) 2024-07-24T23:09Z [----] followers, [--] engagements "Regardless of political beliefs its absolutely insane for large tech / social media companies to push their own narratives that are blatantly false or misleading. Personal results from asking $SNAP @Snapchats AI assistant about the Trump assassination attempt: 🚨OPENAI: TRUMP WAS NEVER SHOT BUT KNOWS KAMALA IS PRESIDENTIAL NOMINEE. ChatGPT Prompt: When was Trump Shot Look up Online. "There is no verified information or credible reports online indicating that Donald Trump has been shot. This event has not occurred. Any https://t.co/9N20OgM58u 🚨OPENAI: TRUMP WAS NEVER SHOT BUT KNOWS KAMALA IS" [X Link](https://x.com/MNTonX/status/1821979442178355416) 2024-08-09T18:38Z [----] followers, [---] engagements "@elonmusk This is a widespread problem @elonmusk @Snapchats AI assistant does the same thing. Regardless of political beliefs its absolutely insane for large tech / social media companies to push their own narratives that are blatantly false or misleading. Personal results from asking $SNAP @Snapchats AI assistant about the Trump assassination attempt: https://t.co/F6rLdZLEPY Regardless of political beliefs its absolutely insane for large tech / social media companies to push their own narratives that are blatantly false or misleading. Personal results from asking $SNAP @Snapchats AI" [X Link](https://x.com/MNTonX/status/1821990338979836318) 2024-08-09T19:22Z [----] followers, [---] engagements "I haven't been as active on here lately but a few weeks ago saw some posts from @OddDiligence and @CorneliaLake about $NBIS - @nebiusai that got my attention then their recent $700M founding round with $NVDA - @nvidia really sparked my interest. Like this company into 2025" [X Link](https://x.com/MNTonX/status/1867304875379544569) 2024-12-12T20:25Z [----] followers, [----] engagements "$NU - @nubank's execution is truly impressive with over [---] million customers $2.9 billion in quarterly revenues (Q3 2024) and an annualized ROE of 30%. The near-term macro-economic headwinds in their key market Brazil isn't likely to materially obstruct this progress IMO. $NU is trading at a FWD PEG of [----]. This is a company that has executed incredibly has amazing management a defensible and expanding moat is seeing margin expansion growing fast and still has a sizable TAM to capture. This seems like a no-brainer to add at these levels. https://t.co/2CJYApjbho $NU is trading at a FWD PEG" [X Link](https://x.com/MNTonX/status/1868699957752164639) 2024-12-16T16:49Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MNTonX MNT on X
MNT on X posts on X about $eth, $pl, ipo, in the the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -67%
- [--] Month [------] -33%
- [--] Months [-------] -27%
- [--] Year [---------] +1,085%
Mentions: [--] #
- [--] Week [--] +25%
- [--] Month [--] +2.60%
- [--] Months [---] +79%
- [--] Year [---] +87%
Followers: [------] #
- [--] Week [-----] +0.21%
- [--] Month [-----] +0.91%
- [--] Months [-----] +11%
- [--] Year [-----] +21%
CreatorRank: [---------] #
Social Influence
Social category influence currencies stocks finance cryptocurrencies automotive brands technology brands countries celebrities exchanges social networks
Social topic influence $eth, $pl, ipo, in the, $bmnr, $fsr, planet, $sofi, $sbet, $lcid
Top accounts mentioned or mentioned by @planet @lucidmotors @sofi @bitmnr @nebiusai @robinhoodapp @fundstrat @fiskerinc @henrikfisker @sharplink @polestarcars @tesla @tempusai @ionqinc @aurorainno @figma @honeywell @sharplinkgaming @nvidia @niccolodemasi
Top assets mentioned Ethereum (ETH) Planet Labs PBC (PL) BITMINE IMMERSION TECH (BMNR) RAI Finance (SOFI) SBET (SBET) Lucid Group Inc (LCID) SharpLink Gaming (SBET) Nebius Group N.V. Class A Ordinary Shares (NBIS) Robinhood Markets, Inc. (HOOD) SOLLENSYS CORP (SOLS) Heroes of NFT (HON) Tesla, Inc. (TSLA) Honeywell International Inc (HON) Tempus AI, Inc. (TEM) Auroracoin (AUR) IonQ, Inc. (IONQ) Gores Guggenheim, Inc. Class A Common Stock (PSNY) NVIDIA Corp. (NVDA) Rocket Lab USA, Inc. Common Stock (RKLB) Joby Aviation, Inc. (JOBY) Figma, Inc. (FIG) Alphabet Inc Class A (GOOGL) Figure Technology Solutions, Inc. (FIGR) SPDR S&P [---] ETF Trust (SPY) Entegris, Inc. (ENTG) Gemini Space Station, Inc. (GEMI) MP Materials Corp. (MP) Amazon.com, Inc. (AMZN) Klarna Group plc (KLAR)
Top Social Posts
Top posts by engagements in the last [--] hours
"#Fisker is coming back strong after a 3-day weekend. You can usually find subtle hints in Henrik's tweets. I'm confident in an OEM partner update around the time of merger. if not sooner $SPAQ $FSR #EVs"
X Link 2020-09-08T15:20Z [----] followers, [--] engagements
"@SpacGuru @yatesinvesting @MrDarkghost @FiskerInc @MrKennethPowers @exSPACtations @StockLizardKing @jameshanson87 @canoo Who would of thought. my post about an SEC filing spurred a new friendship. congrats guys"
X Link 2020-09-20T01:54Z [----] followers, [--] engagements
"Full @FoxBusiness interview with @henrikfisker Was great hearing him explain his vision for @FiskerInc to @TeamCavuto. Link to the full interview below 👇👇 $SPAQ $FSR #Fisker #EVs Fisker CEO: [--] years from now will be tipping point for electric cars https://video.foxbusiness.com/v/6194264673001/ https://video.foxbusiness.com/v/6194264673001/"
X Link 2020-09-24T19:42Z [----] followers, [--] engagements
"FINAL DEFM14A PROXY FILED WITH SEC FOR $SPAQ ➡ $FSR MERGER❗ 🔹Shareholder Vote: October 28th Exactly what we were waiting for & right on track for the mid-Oct merger close #Fisker #EVs #SPAC LINK TO FILING BELOW 👇 https://www.sec.gov/Archives/edgar/data/1720990/000119312520263851/d61381ddefm14a.htm https://www.sec.gov/Archives/edgar/data/1720990/000119312520263851/d61381ddefm14a.htm"
X Link 2020-10-05T20:08Z [----] followers, [--] engagements
"Adjusted personal PT for $SPAQ ➡ $FSR merger coming up at the end of October. Still potential for 100% return at current price and OEM/manufacturing partner news could send it even higher IMO. Next few weeks should be interesting #Fisker #EVs #SPAC DD LINKED INTO THREAD 👇 Huge comeback for $SPAQ but the ride is just getting started Even after such a strong week it is still one of the most undervalued #EV plays. Looking to continue this trend until I see $FSR in my portfolio at $50 SEE QUOTE TWEET FOR DD🚘⚡ $TSLA $NKLA $NIO $WKHS $SHLL $DPHC https://t.co/GPxYZkp5rF Huge comeback for $SPAQ but"
X Link 2020-10-11T02:41Z [----] followers, [--] engagements
"Can't wait to see the Fisker Ocean added to this lineup. Magna is a top notch partner $SPAQ $FSR #Fisker"
X Link 2020-10-15T13:24Z [----] followers, [--] engagements
"Hell of a week Started putting together my SPAC Christmas list for the next big red day. need to do some new shopping soon 😎 #SPACs $CIIC $INAQ $LGVW $APXT $THCB $NBAC $QELL $NGA $GIK $FIII $STPK $SOAC $SNPR $IPOD $IPOE $IPOF $VGAC $CCAC $JIH $FAII $CRHC $CCIV $BFT $WPF"
X Link 2020-11-27T19:39Z [----] followers, [--] engagements
"$INAQ - In Q1 [----] @Metromile is expected to complete their #SPAC merger and become a publicly traded company under new ticker $MLE. IMO this is a very intriguing play with big name investors and a lot of growth potential in the next 2-3 years SEE DD THREAD BELOW 👇"
X Link 2020-12-02T04:08Z [----] followers, [--] engagements
"Putting in some work tonight. will likely post tomorrow morning sometime Any others besides the below 👇 that I should look into❓ 🔹New DD thread for $GIK (@LightningeMtrs Rumor) 🔹Updated DD for $STPK (@stempowered Merger) #SPACs #EVs #Sustainability #Electrification"
X Link 2020-12-06T03:54Z [----] followers, [--] engagements
"$NGA - Merging with @LionElectricCo which is a medium/ heavy duty #EV company specializing in busses and class 6-8 trucks which is expected to be listed under new ticker $LEV in Q1 [----]. They are valued at roughly $1.5B (EV) with $500M cash post merger. #Sustainability"
X Link 2020-12-13T21:48Z [----] followers, [--] engagements
"$GHMI / $LAZR https://x.com/StockLooter/status/1313095593712025600s=20 https://x.com/StockLooter/status/1313095593712025600s=20"
X Link 2020-12-14T00:14Z [----] followers, [--] engagements
"$INAQ / $MLE https://x.com/StockLooter/status/1333986285682298880s=20 $INAQ - In Q1 [----] @Metromile is expected to complete their #SPAC merger and become a publicly traded company under new ticker $MLE. IMO this is a very intriguing play with big name investors and a lot of growth potential in the next 2-3 years SEE DD THREAD BELOW 👇 https://t.co/6m4k1FiH12 https://x.com/StockLooter/status/1333986285682298880s=20 $INAQ - In Q1 [----] @Metromile is expected to complete their #SPAC merger and become a publicly traded company under new ticker $MLE. IMO this is a very intriguing play with big name"
X Link 2020-12-14T00:14Z [----] followers, [--] engagements
"@eezeemonee @Billtrust Just took a look at $SMMC - definitely think you may be onto something with this play. Going to throw it on my watchlist and may consider getting in should we get some dips. So many to follow at this point 😂. but thanks for putting it on my radar"
X Link 2020-12-20T00:37Z [----] followers, [--] engagements
"Pre-Deal Watchlist: $ACTC $AGC $APSG $CCV $DGNR $DGNS $FST $GHVI $GRSV $IPOD $IPOE $IPOF $LEAP $PACE $PSTH $QELL $RTP $SNPR $SOAC $SPNV $SPRQ $STWO $SV $TREB $VGAC $XPOA"
X Link 2020-12-22T01:41Z [----] followers, [--] engagements
"Pre-Merger Watchlist: $ACAM $AMCI $APXT $BFT $CCX $CFII $CGRO $CIIC $DMYD $DMYT $FIII $FSRV $GHIV $GIK $INAQ $IPOC $IPV $JWS $LCA $LGVW $NBAC $NGA $NOVS $NPA $PCPL $RMG $SBE $SMMC $SRAC $SSPK $STIC $STPK $TDAC $THCB $TPGY"
X Link 2020-12-22T01:41Z [----] followers, [--] engagements
"Pre-Deal Watchlist: $ACTC $AGC $APSG $BTWN $CCV $DGNR $DGNS $FST $FUSE $GHVI $GRSV $IPOD $IPOE $IPOF $LEAP $PACE $PSTH $QELL $RTP $SNPR $SOAC $SPNV $SPRQ $STWO $SV $THCA $TREB $VGAC $XPOA $ZNTE"
X Link 2021-01-03T21:23Z [----] followers, [--] engagements
"Pre-Merger Watchlist: $ACAM $AMCI $APXT $BFT $CCX $CFII $CGRO $CIIC $DMYD $FIII $FSRV $GHIV $GIK $INAQ $IPOC $IPV $JWS $LGVW $NBAC $NGA $NOVS $NPA $PCPL $SBE $SMMC $SRAC $SSPK $STIC $STPK $TDAC $THBR $THCB $TPGY"
X Link 2021-01-03T21:23Z [----] followers, [--] engagements
"Quiet morning so far for #SPACs but in other news we got a new President that's all in on clean energy & electric vehicles. let's get the ball rolling on this @JoeBiden $STPK $ACTC $CCIC $FSR $RIDE $NGA $SBE $RMO $FIII $XL $QS $MP"
X Link 2021-01-20T17:10Z [----] followers, [--] engagements
"So far five #SPAC deals on Merger Monday: $SPRQ with Sunlight (@chamath pipe) $TSIA with @latchaccess (@chamath pipe) $WPF with @AlightSolutions $LCY with Hillman Group $IACA with @taboola"
X Link 2021-01-25T13:15Z [----] followers, [--] engagements
"$FSR - Fisker is just being Fisker. not really expecting any significant movements anytime soon. Seems to like the $14.50 - $15.50 range with occasional breakouts. This is still a longer term play for me. shares are free with low cost basis but I am still here"
X Link 2021-01-25T20:55Z [----] followers, [--] engagements
"So who is going to lead $IPOG - $IPOZ if @chamath is CA governor. and will we still have to fight the Chamath premium to get a position close to NAV 👀 Wet your beak California. 0% taxes best paid teachers in the country and a bonanza of climate friendly jobs. https://t.co/gfoPSXziuL https://t.co/3QcqZUfFoI Wet your beak California. 0% taxes best paid teachers in the country and a bonanza of climate friendly jobs. https://t.co/gfoPSXziuL https://t.co/3QcqZUfFoI"
X Link 2021-01-26T16:42Z [----] followers, [--] engagements
"@Aminebenchamp"
X Link 2021-02-02T18:04Z [----] followers, [--] engagements
"$SNPR - Add to my position on this dip for the @VoltaCharging merger. #EVs $SNPR - for perspective at $25/share @VoltaCharging would still be 58% cheaper in terms of pro-forma valuation compared to where $SBE @ChargePointnet is currently trading. they're obviously the leader in the US; however I do think Volta would be worth atleast half their value $SNPR - for perspective at $25/share @VoltaCharging would still be 58% cheaper in terms of pro-forma valuation compared to where $SBE @ChargePointnet is currently trading. they're obviously the leader in the US; however I do think Volta would be"
X Link 2021-02-09T16:19Z [----] followers, [--] engagements
"$NGAC - merger with XOS Trucks is confirmed. The deal places a $1.45B enterprise value on the company and provides them with $515M cash to the balance sheet. It is expected to close in Q2 [----] and trade under new ticker $XOS. $NGAC - Took a starter here for the potential #SPAC merger with @xostrucks. Will continue watching and add more closer to $12 or below should it dip further. #EVs https://t.co/rvhBPFlVWb $NGAC - Took a starter here for the potential #SPAC merger with @xostrucks. Will continue watching and add more closer to $12 or below should it dip further. #EVs https://t.co/rvhBPFlVWb"
X Link 2021-02-22T12:23Z [----] followers, [--] engagements
"Pre-Deal Watchlist: $ACTD $AGC $AGCB $ALTU $BTAQ $BTWN $CCAC $CCV $CCVI $CVII $DCRC $DCRN $DGNS $FMAC $FPAC $GIIX $GNPK $GSAH $GSEV $HCIC $HZON $IPOD $IPOF $IVAN $LEAP $NGAB $NGC $PIPP $PSAC $PSTH $QELL $SPNV $STPC $STWO $SV $SWBK $THCA $TREB $XPDI $XPOA $ZNTE"
X Link 2021-03-15T15:09Z [----] followers, [--] engagements
"Pre-Merger Watchlist: $ACEV $ACIC $ACTC $ALUS $AONE $APXT $BFT $CCIV $CCX $CFAC $CGRO $CIIC $CLII $DCRB $DMYD $DMYI $EXPC $FIII $FSRV $GHVI $GIK $HOL $IPOE $NBAC $NGA $NGAC $NPA $PSAC $RTP $SNPR $SPRQ $SRAC $SSPK $STIC $STPK $TDAC $THBR $THCB $TPGY $TSIA $VACQ $VCVC $VGAC $VIH"
X Link 2021-03-15T15:09Z [----] followers, [--] engagements
"$CIIC / $ARVL - @arrival #EVs Arrival EV Van Startup Will Build Second US Microfactory To Meet UPS Order via @insideevs.com https://insideevs.com/news/495427/arrival-second-microfactory-charlotte-us/ https://insideevs.com/news/495427/arrival-second-microfactory-charlotte-us/"
X Link 2021-03-19T14:32Z [----] followers, [--] engagements
"According to Barron's analysis of [---] SPACs in the $SPAK ETF on average they're down 33% off highs. Nearly $400B in mkt value wiped out. Is it safe to assume a bottom is pretty close SPAC-ageddon is Here. Or Maybe Not. Either Way Investors Beware. https://www.barrons.com/articles/spac-ageddon-is-here-or-maybe-not-either-way-investors-beware-51618942202 https://www.barrons.com/articles/spac-ageddon-is-here-or-maybe-not-either-way-investors-beware-51618942202"
X Link 2021-04-21T12:40Z [----] followers, [--] engagements
"The Man With More #SPACs Than Anyone $GHVI $GMII $GRSV $GGPI $GIIX $GSEV $GTPA $GTPB $UWMC $LAZR $PAE $VRRM $TWNK https://www.wsj.com/articles/the-man-with-more-spacs-than-anyone-11620120600reflink=share_mobilewebshare https://www.wsj.com/articles/the-man-with-more-spacs-than-anyone-11620120600reflink=share_mobilewebshare"
X Link 2021-05-04T12:28Z [----] followers, [--] engagements
"All three #SPACs with deal announcements this morning closed below NAV. currently an unfortunate market environment for SPAC traders but great for arb funds. $HCIC (Agilethought) = $9.90 $STPC (Benson Hill) = $9.93 $LIVK (Plus) = $9.99 Pretty active morning for #SPAC deals. not thrilled with the valuation for Plus. Benson Hill looks interesting but needs more research. Pretty active morning for #SPAC deals. not thrilled with the valuation for Plus. Benson Hill looks interesting but needs more research"
X Link 2021-05-10T20:07Z [----] followers, [--] engagements
"$SGAM - @redbox going public via #SPAC at roughly a $700M valuation. IMO this is Blockbuster [---] and will be an irrelevant business in 5-10 years as the industry moves more towards digitization and streaming"
X Link 2021-05-17T12:16Z [----] followers, [--] engagements
"$LEV - @LionElectricCo releases Q1 [----] financial results and business updates. #EVs https://ir.thelionelectric.com/English/news/news-details/2021/Lion-Electric-Announces-First-Quarter-2021-Results-Following-Successful-Public-Listing/default.aspx https://ir.thelionelectric.com/English/news/news-details/2021/Lion-Electric-Announces-First-Quarter-2021-Results-Following-Successful-Public-Listing/default.aspx"
X Link 2021-05-17T13:21Z [----] followers, [--] engagements
"Off to a pretty strong start today #SPACs $CCIV $FSR $ACTC $LEV $SKLZ $STEM $IPOE + Others"
X Link 2021-05-18T14:25Z [----] followers, [--] engagements
"$SOFI - @SoFi @SoFiIR Four @chamath #SPACs to allow retail investors to buy into IPOs via SoFi: $DNAA $DNAB $DNAC $DNAD https://www.reuters.com/article/social-capital-suvretta-ipo-sofi/four-palihapitiya-backed-spacs-to-allow-retail-investors-to-buy-into-ipos-via-sofi-idUSL3N2NR2RH https://www.reuters.com/article/social-capital-suvretta-ipo-sofi/four-palihapitiya-backed-spacs-to-allow-retail-investors-to-buy-into-ipos-via-sofi-idUSL3N2NR2RH"
X Link 2021-06-09T12:44Z [----] followers, [--] engagements
"House highway bill includes $4B for #EV charging alternative fueling stations $CHPT - @ChargePointnet $SNPR - @VoltaCharging $CLII - @evgonetwork $DCRN - @TritiumCharging $KCAC - @wallboxchargers https://www.detroitnews.com/story/news/politics/2021/06/09/highway-bill-includes-4-b-ev-charging-alternative-fueling-stations/7621760002/ https://www.detroitnews.com/story/news/politics/2021/06/09/highway-bill-includes-4-b-ev-charging-alternative-fueling-stations/7621760002/"
X Link 2021-06-10T12:37Z [----] followers, [--] engagements
"$SOFI - @SoFi @SoFiIR #FinTech SoFi Technologies (SOFI) Gets Another 'Buy' Rating With A $30.00 Price Target 🎯 Following SPAC Merger https://www.streetinsider.com/dr/news.phpid=18563775&gfv=1 https://www.streetinsider.com/dr/news.phpid=18563775&gfv=1"
X Link 2021-06-16T12:47Z [----] followers, [--] engagements
"$ROCR / $QTEK - @qualtekservices #5G A new #SPAC deal with a profitable company and at a reasonable valuation 👀 #SPAC Deal - $ROCR DA w/ Qualtek a "leading 5G and renewables infrastructure services provider" '21 proj. - $818M rev. / 21% '22 proj. - $975M rev. / 19% $828.7M EV / $66M PIPE / $44M Notes Presentation - https://t.co/CRE84cUPGX Press - https://t.co/wreJSO8IVI https://t.co/gjF3FW9Svy #SPAC Deal - $ROCR DA w/ Qualtek a "leading 5G and renewables infrastructure services provider" '21 proj. - $818M rev. / 21% '22 proj. - $975M rev. / 19% $828.7M EV / $66M PIPE / $44M Notes"
X Link 2021-06-16T13:16Z [----] followers, [--] engagements
"$CMLF - Andrew Kasarskis joins @sema4 as their Chief Data Officer #Genomics"
X Link 2021-06-17T12:37Z [----] followers, [--] engagements
"$HCIC / $PLAV - PlusAI signs a two part agreement with @Amazon $AMZN. Agree to a 1000+ unit order including installation training repairs parts performance warranty and after-sales support. Amazon also has the option to purchase up to a 20% ownership stake in PlusAI. Amazon has placed an order & is in talks to buy a stake in Plus (which is going public through Hennessy Capital Investment Corp. V) New w/ @luluyilun 👇 $AMZN $HCIC https://t.co/ThJiCba2Zq Amazon has placed an order & is in talks to buy a stake in Plus (which is going public through Hennessy Capital Investment Corp. V) New w/"
X Link 2021-06-21T13:47Z [----] followers, [--] engagements
"Strong open for #EVs & clean energy $CCIV $ARVL $FSR $LEV $PTRA $STEM $CHPT $RIDE $NKLA $GOEV $CLII"
X Link 2021-06-23T13:57Z [----] followers, [--] engagements
"$HCIC / $PLAV - #PlusAi @amazon $AMZN Goes All-In On Truck Safety With Autonomous Driving Company Plus https://www.forbes.com/sites/patrickmoorhead/2021/06/30/amazon-goes-all-in-on-truck-safety-with-autonomous-driving-company-plus/ https://www.forbes.com/sites/patrickmoorhead/2021/06/30/amazon-goes-all-in-on-truck-safety-with-autonomous-driving-company-plus/"
X Link 2021-07-01T12:36Z [----] followers, [--] engagements
"Pretty rough morning session for a lot of SPAC and de-SPAC names. Below are some tickers I'm watching: $PTRA $ARVL $LEV $CCIV $FSR $GGPI $STEM $CHPT $SOFI $DM $AONE / $MKFG $GENI $CMLF $CMII $TPGY"
X Link 2021-07-14T14:38Z [----] followers, [--] engagements
"$MKFG - @Markforged is unfortunately getting hit pretty hard after de-SPAC and is down 24% over the last three trading sessions. Other #3DPrinting names like $DM & $SPFR also have not had the best performance as of late. Print the future you imagine ✨ We're excited for @Markforged (NYSE: $MKFG) to ring the Closing Bell 🔔 Just moments away #MKFG https://t.co/ZQLe3wlbYD Print the future you imagine ✨ We're excited for @Markforged (NYSE: $MKFG) to ring the Closing Bell 🔔 Just moments away #MKFG https://t.co/ZQLe3wlbYD"
X Link 2021-07-15T19:44Z [----] followers, [--] engagements
"Clear view of how the three different #SPACs targeting self-driving technology start-ups stack up from both a valuation & revenue projection standpoint. Don't currently hold a position in any of them but Plus has my attention and think they're the winner here. $HCIC $NGAB $RTPY Autonomous driving Startups going public via SPAC: $HCIC - Plus $NGAB - Embark $RTPY - Aurora https://t.co/N5rSrFaDvs Autonomous driving Startups going public via SPAC: $HCIC - Plus $NGAB - Embark $RTPY - Aurora https://t.co/N5rSrFaDvs"
X Link 2021-07-15T20:13Z [----] followers, [--] engagements
"@LPM1985 @ev_spacs @LucidMotors Yeah I think getting back to those levels is likely a ways off. need solid production numbers and the launch of their other two businesses (energy storage & technology supplier)"
X Link 2021-08-02T18:51Z [----] followers, [--] engagements
"$VACQ / $RKLB - @RocketLab Watch Rocket Labs tour of its high-tech space facilities https://www.digitaltrends.com/news/watch-rocket-labs-tour-of-its-high-tech-space-facilities/ https://www.digitaltrends.com/news/watch-rocket-labs-tour-of-its-high-tech-space-facilities/"
X Link 2021-08-04T12:21Z [----] followers, [--] engagements
"$VACQ / $RKLB - @RocketLab Rocket Lab to Launch Finnish Satellite Developing Next-Generation Space Junk Removal Technologies https://www.rocketlabusa.com/about-us/updates/new-blog-post-6/ https://www.rocketlabusa.com/about-us/updates/new-blog-post-6/"
X Link 2021-08-16T12:21Z [----] followers, [--] engagements
"$VACQ / $RKLB - This name may see more pull-back tomorrow with the NAV redemption expiring which will occur [--] business days prior to the vote. If that occurs I may take advantage of it by buying Sept 17th Calls for an anticipated merger approval pop then transition to Puts. $VACQ / $RKLB - @RocketLab REMINDER: Eligible shareholders need to cast their vote for the #SPAC merger ahead of the shareholder meeting this Firday August 20th $VACQ / $RKLB - @RocketLab REMINDER: Eligible shareholders need to cast their vote for the #SPAC merger ahead of the shareholder meeting this Firday August 20th"
X Link 2021-08-17T16:12Z [----] followers, [--] engagements
"Anyone else think $LAZR - @luminartech is still expensive (valuation) compared to the other #LiDAR de-SPACs / SPACs Roughly $4.8B EV with Revenue of $32M (150x) [----] $35M (137x) [----] $124M (39x) [----]. No EBITDA breakeven until [----]. $VLDR $OUST $LIDR $INVZ $GCAC $CCAC EXPENSIVE CHEAP PROPERLY VALUED EXPENSIVE CHEAP PROPERLY VALUED"
X Link 2021-08-20T15:39Z [----] followers, [--] engagements
"$VACQ ➡ $RKLB - @RocketLab completed their #SPAC merger today and rang the opening bell to welcome their new ticker to the market. This one was trading fairly well after redemption and voting; however it is getting hit decently hard today and down 12% Today Rocket Lab becomes a public company. Space is open for business. $RKLB More here: https://t.co/QIuqsvF7OF https://t.co/jkpvrEgAAD Today Rocket Lab becomes a public company. Space is open for business. $RKLB More here: https://t.co/QIuqsvF7OF https://t.co/jkpvrEgAAD"
X Link 2021-08-25T13:49Z [----] followers, [--] engagements
"Mood lightener. Happy #NationalDogDay to my trading buddy. usually laying under my desk all day. He's happy to see that $BARK @barkbox is having a decent day"
X Link 2021-08-26T17:58Z [----] followers, [--] engagements
"$REE - @ReeAutoOfficial The S-1 share registration / PIPE unlock causes another #SPAC to bite the dust Ree is down over 30% after share registration went into effect after yesterday's close The filings to pay attention to and track this catalyst can be found in quoted tweet $OWLT & $UP getting hit hard after their share registration was made effective I will continue to stress. PAY ATTENTION TO THIS CATALYST SEC Share Registration Filing Process: [--] S-1 (shortly after de-SPAC) [--] S-1/A (if needed) [--] 424B3 & EFFECT (usually 1-3 weeks after S-1) $OWLT & $UP getting hit hard after their share"
X Link 2021-08-31T14:44Z [----] followers, [--] engagements
"IMO in regards to testing and certification this gives $ACIC @ArcherAviation a leg up over $QELL @Lilium with $JOBY @jobyaviation still leading the pack However all three are still a long way from commercialization and have significant challenges they will need to overcome $ACIC - @ArcherAviation #eVTOL Receiving G-1 certification basis approval is a significant step forward for Archer. They also recently signed a flight testing agreement with US Airforce I remain skeptical of the company but impressive developments https://t.co/AZBalETIY1 $ACIC - @ArcherAviation #eVTOL Receiving G-1"
X Link 2021-09-07T13:12Z [----] followers, [--] engagements
"Next week will be busier with six #SPAC merger votes. Tue Sept 14th: $SRNG - @Ginkgo $ACIC - @ArcherAviation $PACE - @nrdyinc Wed Sept 15th: $DEH - @VicariousSurg $ROT - @Sarcos_Robotics Thur Sept 16th: $CTAC - @KORE_Wireless If you're a shareholder remember to vote Three #SPAC merger votes this week: $SFTW - @BlackSky_Inc Wed Sept 8th $RICE - Archana Energy Thur Sept 9th $QELL - @Lilium Fri Sept 10th Three #SPAC merger votes this week: $SFTW - @BlackSky_Inc Wed Sept 8th $RICE - Archana Energy Thur Sept 9th $QELL - @Lilium Fri Sept 10th"
X Link 2021-09-07T13:24Z [----] followers, [--] engagements
"$SOAC - Yikes. seems like they are having issues collecting the full $330M in PIPE funding. Who would have thought investors may have second guesses funding a deep sea mining company $SOAC announces $27.2M remaining in trust after redemptions (91%). Also SOAC has only received $110.1M / $330.3 PIPE investment and is working to "enforce the funding obligations". Needs $250M cash to close (currently at $137.3M before fees) https://t.co/0HorfuRy4D $SOAC announces $27.2M remaining in trust after redemptions (91%). Also SOAC has only received $110.1M / $330.3 PIPE investment and is working to"
X Link 2021-09-07T13:52Z [----] followers, [--] engagements
"$SOAC - Of course this name with their [--] years worth of guidance but no revenue until [----] is now being targeted as a redemption runner lol Make sure to play it smart. I think it can move down as fast as its moving up. FYI - I'm not in the name long or short. just watching $SOAC - Yikes. seems like they are having issues collecting the full $330M in PIPE funding. Who would have thought investors may have second guesses funding a deep sea mining company $SOAC - Yikes. seems like they are having issues collecting the full $330M in PIPE funding. Who would have thought investors may have second"
X Link 2021-09-07T18:25Z [----] followers, [--] engagements
"$DEH & $ROT both have their #SPAC merger vote tomorrow morning. two names to keep on watch"
X Link 2021-09-14T14:09Z [----] followers, [--] engagements
"Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $ENSC $SRNG / $DNA $FFIE $MVST $RKLY $TNGX $MIMO $SRZN $ROVR $XOS $AGIL Some de-SPAC names to monitor that have recently filed their S-1 and waiting for the shares to become registered / effective: $DOMA @DomaHQtweets (8/19) $FFIE @FaradayFuture (8/20) $MVST @Microvast (8/20) $CCCS @CCCIntelligent (8/27) $MNTS @momentusspace (9/03) Some de-SPAC names to monitor that have recently filed their S-1 and waiting for the shares to become registered / effective: $DOMA @DomaHQtweets (8/19) $FFIE"
X Link 2021-09-15T16:56Z [----] followers, [--] engagements
"We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR - @VELO3DMetal $CAHC - @LumiraDx $GLEO - @shapeways $MAAC - @Roivant $STPC - @BensonHillInc $PTK - @ValensAuto"
X Link 2021-09-27T00:09Z [----] followers, [--] engagements
"Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE $MVST $HLBZ $TNGX $SRZN $AGIL $LIDR $GDEV $SPIR $SMRT $EFTR $IRNT $RKLB $CIFR $OPAD Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $ENSC $SRNG / $DNA $FFIE $MVST $RKLY $TNGX $MIMO $SRZN $ROVR $XOS $AGIL https://t.co/4ZQXqb8Gtv Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $ENSC $SRNG / $DNA $FFIE $MVST $RKLY $TNGX $MIMO $SRZN $ROVR $XOS $AGIL https://t.co/4ZQXqb8Gtv"
X Link 2021-09-27T02:54Z [----] followers, [--] engagements
"$GGPI - @PolestarCars Investor Presentation: Financials / projections are better than I expected at a $20B enterprise value Polestar will trade at a 12.6x [----] revenue multiple and a 6.3x [----] revenue multiple. EBITDA positive in [----] and FCF in [----]. https://www.datocms-assets.com/11286/1632735805-210927-polestar-investor-presentation-final.pdf $GGPI - It's offical - @PolestarCars the Global Electric Performance Car Company Signs Agreement to be Publicly Listed Through Combination with Gores Guggenheim Inc. $20B enterprise value with up to $1.05B in cash proceeds including a $250M PIPE."
X Link 2021-09-27T11:46Z [----] followers, [--] engagements
"$SPFR / $VLD - @VELO3DMetal is also doing fairly well today (up 5.5%) ahead of their shareholder meeting tomorrow Nice to see some #SPACs doing well again"
X Link 2021-09-27T14:57Z [----] followers, [--] engagements
"Several #SPACs with votes tomorrow are peaking people's interests due to the speculated float post redemption. $CAHC $GLEO and $PTK are three with the lowest current public SPAC shares (pre-redemption). $SPFR is also being speculated as a redemption runner. We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR - @VELO3DMetal $CAHC - @LumiraDx $GLEO - @shapeways $MAAC - @Roivant $STPC - @BensonHillInc $PTK - @ValensAuto https://t.co/uP2ALnXjIh We have the 'Super Tuesday' of #SPAC merger votes coming up with"
X Link 2021-09-27T17:03Z [----] followers, [--] engagements
"$DMYQ ➡ $PL - Keep @planet on the radar @NiccoloDeMasi's track record with #SPACs has so far been excellent: $DMYT ➡ $RSI - @RSInteractive_ $19.40 (94% Return) $DMYD ➡ $GENI - @GeniusSports $18.46 (84.6% Return) $DMYI ➡ $IONQ - @IonQ_Inc $12.05 (20.5% Return) $DMYQ. Last week @planet had the best attended analyst day dMY has had the pleasure to participate in. First research initiation today with well rounded & in depth analysis: https://t.co/3qGJvMMvmR $DMYQ. Last week @planet had the best attended analyst day dMY has had the pleasure to participate in. First research initiation today with"
X Link 2021-09-28T01:11Z [----] followers, [--] engagements
"$SPFR ➡ $VLD - Shareholders approve the #SPAC merger with @VELO3DMetal. Busy day with more meetings to come. $CAHC meeting already took place but still waiting to hear of the outcome. We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR - @VELO3DMetal $CAHC - @LumiraDx $GLEO - @shapeways $MAAC - @Roivant $STPC - @BensonHillInc $PTK - @ValensAuto https://t.co/uP2ALnXjIh We have the 'Super Tuesday' of #SPAC merger votes coming up with seven shareholder meetings this week on Sept 28th: $DMYI - @IonQ_Inc $SPFR"
X Link 2021-09-28T13:42Z [----] followers, [--] engagements
"$SPFR / $VLD - SPAC shareholders elected to redeem [--------] shares for the @VELO3DMetal merger which should leave around [--------] public SPAC shares remaining. Of the remaining shares @ARKInvest @CathieDWood is reported as holding [-------] shares in $ARKX / $ARKQ. $SPFR ➡ $VLD - Shareholders approve the #SPAC merger with @VELO3DMetal. Busy day with more meetings to come. $CAHC meeting already took place but still waiting to hear of the outcome. $SPFR ➡ $VLD - Shareholders approve the #SPAC merger with @VELO3DMetal. Busy day with more meetings to come. $CAHC meeting already took place but still"
X Link 2021-09-28T21:38Z [----] followers, [--] engagements
"$SOFI - This weakness may be a gift for those not yet in including myself My approach will be to see if $15.86 - $15.17 gap gets filled then see if $15 support holds. If it begins to fill the gap I'll likely start to scale in low $15s and save some powder if support breaks. $SOFI - @SoFi @SoFiIR Will be interesting to see how this trades over the coming days / weeks. The offering includes capped call transactions which will help limit future dilution SoFi Announces Proposed Convertible Senior Notes Offering Due [----] https://t.co/ppEFSJoa1p $SOFI - @SoFi @SoFiIR Will be interesting to see how"
X Link 2021-09-29T17:29Z [----] followers, [--] engagements
"$IONQ - @IonQ_Inc's latest trapped ion system outperformed all other devices during a quantum computing benchmarking activity led by the Quantum Economic Development Consortium (QED-C). New on the blog: we're excited to share some context around our benchmarking work with @The_QEDC and preliminary results on our latest system which outperformed all other systems tested using the new suite of benchmarks https://t.co/NCG6yuH0G8 New on the blog: we're excited to share some context around our benchmarking work with @The_QEDC and preliminary results on our latest system which outperformed all"
X Link 2021-10-19T12:32Z [----] followers, [--] engagements
"$DWAC - I have no clue what to think about this. Most shorted stock Most pumped meme stock What's the valuation based on (i.e. how/will they make money) What happens if Trump runs for election again Who knows. Could bring a lot of attention back to #SPACs though $DWAC will be merging with "Trump Media and Technology Group" at an $875M valuation according to a press release circulating. The company will be launching a social media platform TRUTH Social. We'll see if DWAC confirms later tonight or tomorrow. https://t.co/RPWqyi5bIy $DWAC will be merging with "Trump Media and Technology Group" at"
X Link 2021-10-21T01:21Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno Aurora acquired Uber ATGs team and technology integrating their expertise in engineering safety ride-sharing and more into the companys long-term vision value and plans for autonomous vehicle deployment"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno Active pilot program with FedEx & Aurora-Powered PACCAR trucks involves regularly operating autonomous truck shipments between Dallas and Houston (500 mile round-trip)"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno Partnered with Volvo and developed the trucking leaders first-ever prototype truck for autonomous commercial freight operations in North America the Aurora-powered Volvo VNL"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno Partnered with Toyota and developed the Aurora-powered Toyota Sienna a custom-built vehicle designed specifically for autonomous ride-hailing"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno The additional passenger mobility / ride-hailing and local goods delivery business segments offer some differentiation vs other autonomous driving peers going public via #SPAC while also greatly increasing Aurora's TAM"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno However as I mentioned. the valuation is quite rich at $13B market cap / $10.6B enterprise value while still being years away from significant commercial revenue. Nevertheless private peers Cruise and Waymo are fetching valuations upwards of $30B"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno I have yet to decide if I'm going to take a long-term position or trade it for the merger; however if considering how Reinvent's other #SPAC for Joby traded there may be a run on merger news/hype/coverage then pull-back due to PIPE registration"
X Link 2021-10-25T13:57Z [----] followers, [--] engagements
"$RTPY / $AUR - @aurora_inno will be in New York City with their Volvo VNL autonomous truck on their anticipated ticker change day Nov 4th. @reidhoffman & @markpinc usually handle the de-SPAC and ticker change well and get their targets plenty of attention and media coverage Were headed to New York on 11/4 As Aurora moves toward our public listing our family of self-driving vehicles is on the move too. Come by Times Square to meet the Volvo VNL which is integrated with the Aurora Driver for safe reliable autonomous driving. #MeetTheFleet https://t.co/3lJc5maNfa Were headed to New York on 11/4"
X Link 2021-10-26T22:23Z [----] followers, [--] engagements
"$SNII - Seems like the #SPAC taking @rigetti public is getting sympathy moves off of $IONQ @IonQ_Inc's run. Both are upcoming quantum computing companies $SNII / Rigetti Computing flying under the radar and breaking through NAV overhang We all know what that means Disclosure: Long $SNII/U in $ARB.to https://t.co/EOy3Tn8f9b $SNII / Rigetti Computing flying under the radar and breaking through NAV overhang We all know what that means Disclosure: Long $SNII/U in $ARB.to https://t.co/EOy3Tn8f9b"
X Link 2021-10-27T17:40Z [----] followers, [--] engagements
"$DMYQ / $PL - @planet After seeing how $IONQ @IonQ_Inc is being received I'm even more confident $DMYQ will be found heading into their #SPAC merger with Planet Labs which is being led by the same sponsor @NiccoloDeMasi. His deal track record is one of the best $DMYQ ➡ $PL - Keep @planet on the radar @NiccoloDeMasi's track record with #SPACs has so far been excellent: $DMYT ➡ $RSI - @RSInteractive_ $19.40 (94% Return) $DMYD ➡ $GENI - @GeniusSports $18.46 (84.6% Return) $DMYI ➡ $IONQ - @IonQ_Inc $12.05 (20.5% Return) $DMYQ ➡ $PL - Keep @planet on the radar @NiccoloDeMasi's track record with"
X Link 2021-10-29T13:24Z [----] followers, [--] engagements
"$DMYQ - @planet Big fan of this play being that it currently only has roughly 1.5% downside risk. With $IONQ - @IonQ_Inc running I knew this would get found. Another #SPAC from @NiccoloDeMasi who has an excellent track record. It also already has analyst coverage with a $15 PT $DMYQ is an amazing asymmetrical bet here if you want to park cash. Risking 1.2% for unlimited upside with a merger with @planet and @NiccoloDeMasi as the sponsor and he does not miss. I am patiently waiting for options to open up on this one but I do have commons and warrants💰 $DMYQ is an amazing asymmetrical bet here"
X Link 2021-10-29T17:24Z [----] followers, [--] engagements
"The chaos begins with [--] de-SPAC earning releases scheduled for this week $NAUT $HLMN $SKLZ $FSR $MTTR $MPLN $WBX $NKLA $GDYN $OWL $PAE $VLDR $MP $PWP $DKNG $PAYA Also if you're looking for a comprehensive list of all de-SPAC ERs go check out: https://spactrack.net/earnings/ Began tracking de-SPAC Q3 [----] earning release dates which starts getting busy next week. I'm sure I missed some and not all are known yet. If you see one missing please let me know. $NKLA $FSR $MP $DKNG $STEM $ME $OPEN $PTRA $SOFI $SPIR $LEV $UTZ $JOBY $BKKT $BODY $RKLB $SMFR https://t.co/gRAKqkVYkZ"
X Link 2021-11-01T00:09Z [----] followers, [--] engagements
"Finally getting back around to this. Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE. $MVST $SRZN $ARBE $RCOR $KORE $BKSY $ASTL $MIR $ENJY Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE $MVST $HLBZ $TNGX $SRZN $AGIL $LIDR $GDEV $SPIR $SMRT $EFTR $IRNT $RKLB $CIFR $OPAD https://t.co/PchSXpbzja Updated list of de-SPAC names that have an outstanding S-1 share registration waiting to go into effect: $FFIE $MVST $HLBZ $TNGX $SRZN $AGIL $LIDR $GDEV $SPIR $SMRT $EFTR $IRNT"
X Link 2021-11-01T02:54Z [----] followers, [--] engagements
"These three are all up in pre-market on the $1.2T infrastructure bill passing Friday. They also all release Q3 [----] earnings this week: $ARVL - @arrival November [--] (after close) $PTRA - @Proterra_Inc November [--] (after close) $LEV - @LionElectricCo November [--] (pre market) Spent some time today creating these valuation overviews for the three popular de-SPAC commercial #EV companies: $PTRA - @Proterra_Inc $LEV - @LionElectricCo $ARVL - @arrival Will also try to post a deeper dive this weekend that includes my thoughts / comparisons of each one https://t.co/nUUXvEZxkJ Spent some time today"
X Link 2021-11-08T14:18Z [----] followers, [--] engagements
"$LEV - @LionElectricCo Lion Electric Announces Third Quarter [----] Results Revenue = $11.9M Gross Profit = ($1.2M) Adj EBITDA = ($8.8M) Cash Balance = $317.8M No updated financial guidance but coming in substantially lower than original projections https://ir.thelionelectric.com/English/news/news-details/2021/Lion-Electric-Announces-Third-Quarter-2021-Results/default.aspx These three are all up in pre-market on the $1.2T infrastructure bill passing Friday. They also all release Q3 [----] earnings this week: $ARVL - @arrival November [--] (after close) $PTRA - @Proterra_Inc November [--] (after close)"
X Link 2021-11-11T21:25Z [----] followers, [--] engagements
"$GGPI - @PolestarCars Very nice action & volume today for Polestar Glad to see it finally getting some attention compared to the other #EV names. $GGPI - @PolestarCars #EVs Great way to end the week with a nice run of over 25% for Polestar Took a little off the table in after-hours but still hold a nice position. Will buy back on any weakness. Hope everyone has a great weekend $GGPI - @PolestarCars #EVs Great way to end the week with a nice run of over 25% for Polestar Took a little off the table in after-hours but still hold a nice position. Will buy back on any weakness. Hope everyone has a"
X Link 2021-11-15T16:25Z [----] followers, [--] engagements
"$IONQ - @IonQ_Inc IonQ Announces Third Quarter [----] Financial Results Revenue = $223K Net Loss = ($14.8M) Adj EBITDA = ($7.9M) Cash & Equivalents = $587M TCV Bookings = $151M YTD https://investors.ionq.com/news/news-details/2021/IonQ-Announces-Third-Quarter-2021-Financial-Results/default.aspx Another busy day with [--] de-SPAC Q3 earning releases. Some already out this morning in pre-market. $BFLY $BMTX $BODY $DM $DNMR $FREY $GOEV $IONQ $LCID $LFG $MVST $NRDY $PLBY $RKLB $SEAT $SMFR $WE $ZEV & OTHERS Check out a comprehensive ER schedule at: https://t.co/M8gSvQeTbY https://t.co/qrDOJv0sbw"
X Link 2021-11-15T21:10Z [----] followers, [--] engagements
"$FSR - @FiskerInc #EVs Very cool interior feature for the Fisker Ocean SUV - center infotainment screen can rotate from portrait to landscape orientation at the click of a button. @henrikfisker Video Credit: @edmunds $FSR - @FiskerInc #EVs @henrikfisker reveals the Fisker Ocean SUV models prices and specifications at the @LAAutoShow https://t.co/xnb1IpCu36 $FSR - @FiskerInc #EVs @henrikfisker reveals the Fisker Ocean SUV models prices and specifications at the @LAAutoShow https://t.co/xnb1IpCu36"
X Link 2021-11-17T20:51Z [----] followers, [--] engagements
"$BLTS / $MANS - @manscaped It's certainly a niche play. It could be one whose success and returns surprises you in a few years. I'm likely not an investor for now but definitely still a customer"
X Link 2021-11-23T14:06Z [----] followers, [--] engagements
"A lot of familiar SPAC & de-SPAC names participating in the upcoming Morgan Stanley Space Summit on Dec 7th: $ASTS @AST_SpaceMobile $BKSY @BlackSky_Inc $DMYQ / $PL @planet $MNTS @momentusspace $NGCA / $VORB @VirginOrbit $RDW @RedwireSpace $SPCE @virgingalactic $SPIR @SpireGlobal A preview of the topics for Morgan Stanley's fourth annual space summit happening Dec. [--] in NYC: https://t.co/u6aeZl5P8R A preview of the topics for Morgan Stanley's fourth annual space summit happening Dec. [--] in NYC: https://t.co/u6aeZl5P8R"
X Link 2021-11-24T16:41Z [----] followers, [--] engagements
"$DMYQ / $PL - @planet Long-term investors include Blackrock Koch Strategic Partners Marc @Benioff's TIME Ventures and $GOOGL @Google Google was also an existing investor/partner which sold Planet their Terra Bella satellite business in [----] for an equity stake (6/10) 🔽"
X Link 2021-11-30T19:21Z [----] followers, [--] engagements
"$DMYQ / $PL - @planet Planet is being brought public by experienced and highly successful #SPAC sponsors @NiccoloDeMasi and Harry You from @dMYTech which also brought to market: $RSI - @RSInteractive_ $IONQ - @IonQ_Inc $GENI - @GeniusSports (7/10) 🔽"
X Link 2021-11-30T19:21Z [----] followers, [--] engagements
"Two quality de-SPACs that are getting absolutely crushed in these market conditions that I'm keeping an eye on: $SOFI - @SoFi $STEM - @stempowered"
X Link 2021-12-03T15:06Z [----] followers, [--] engagements
"Morgan Stanley Space Summit is today. A lot of #SPAC / de-SPAC participants: $ASTS @AST_SpaceMobile $BKSY @BlackSky_Inc $DMYQ / $PL @planet $MNTS @momentusspace $NGCA / $VORB @VirginOrbit $RDW @RedwireSpace $SPCE @virgingalactic $SPIR @SpireGlobal A lot of familiar SPAC & de-SPAC names participating in the upcoming Morgan Stanley Space Summit on Dec 7th: $ASTS @AST_SpaceMobile $BKSY @BlackSky_Inc $DMYQ / $PL @planet $MNTS @momentusspace $NGCA / $VORB @VirginOrbit $RDW @RedwireSpace $SPCE @virgingalactic $SPIR @SpireGlobal A lot of familiar SPAC & de-SPAC names participating in the upcoming"
X Link 2021-12-07T14:24Z [----] followers, [--] engagements
"$PL - @planet Insider Buys: @Will4Planet CEO & Co-Founder - [-----] shares @ $6.47 = $124418 on 12/22 @kevinweil President of Product & Business - [------] shares @ $6.01 = $995136 on 12/20 @NiccoloDeMasi Sponsor & Board Member - [-----] shares at $6.68 = $245590 on 12/16"
X Link 2021-12-26T22:47Z [----] followers, [--] engagements
"$SOFI - @SoFi Slowly accumulating more with the anticipated bank charter approval acting as a catalyst in early [----] Recent turbulence with warrant redemption convert offering insider selling and likely delay in more student loan refinancing could have been opportunity IMO $SOFI - @SoFi Another quality de-SPAC name that had a great run on Q3 earnings but has since experienced a significant pull-back At close today SoFi was trading at 10x [----] Revenue and 59x [----] EBITDA; however they could trade at 33x [----] EBITDA with bank charter approval https://t.co/KgO2ScMXOH $SOFI - @SoFi Another"
X Link 2021-12-28T18:56Z [----] followers, [--] engagements
"$SOFI - @SoFi Trades below $13.00 for the first time since it's SPAC merger announcement last year on January [--] 2021"
X Link 2022-01-10T15:13Z [----] followers, [--] engagements
"$SOFI - @SoFi Glad to see that SoFi finally received bank charter approval. A bank charter will help decrease SoFi's cost of capital and increase their EBITDA margins. Will also help increase growth in lending products. SoFi's EBITDA projections with a bank charter in blue. Its officialthe @FederalReserve and the @USOCC have approved our #bankcharter 🏦🎉 You read that right were becoming a bank In the coming weeks we have a lot of exciting updates to continue helping more people get their money right. Read more: https://t.co/dvdKvzg1Um https://t.co/RGJ4soyyhq Its officialthe @FederalReserve"
X Link 2022-01-19T00:25Z [----] followers, [--] engagements
"Some pretty large moves for de-SPACs this morning. Interesting to see some the names that're leading the pack. Still don't think this is a larger reversal $ARVL $EMBK $RMO $RIDE $TLMD $BKKT $MTTR $DNA $CLBT $MNTS $KPLT $SKLZ $TRIT $TMC $VIEW $HYPR $QS $ASTS $SFT $PCT $OPEN $GOEV Seeing some de-SPAC bounces / relief rallies after some names have been seriously beaten down over the last months/weeks. Unfortunately still a lot of recovery still needed & don't think this is necessarily a "reversal" $MNTS $DKNG $LAZR $GENI $ATNF $GNOG $SFT $CLVR & others https://t.co/d70Kh7KU95 Seeing some de-SPAC"
X Link 2022-01-31T16:59Z [----] followers, [--] engagements
"$GGPI / $PSNY - @PolestarCars Polestar filed their second F-4/A revision this morning. Third & forth revisions have become more common lately prior to the definitive filing. IMO a merger date in early Q2 is becoming more likely rather than late Q1. https://www.sec.gov/Archives/edgar/data/0001884082/000119312522023680/d239003df4a.htm https://www.sec.gov/Archives/edgar/data/0001884082/000119312522023680/d239003df4a.htm"
X Link 2022-02-01T15:47Z [----] followers, [--] engagements
"$BTAQ - This was a fairly popular name during peak SPAC hype and at one point it traded as high as $11.90 on pure speculation. Unfortunately the $BTAQW (warrants) cannot be redeemed and will become worthless. These traded as high as $3.56 during peak hype. $BTAQ - A SPAC led by Former CEO of HP Leo Apotheker will not consummate a business combination and will redeem all outstanding public shares at a NAV price of $10.05 by close of business on March 1st https://t.co/8HNlrTuFB3 $BTAQ - A SPAC led by Former CEO of HP Leo Apotheker will not consummate a business combination and will redeem all"
X Link 2022-02-04T21:55Z [----] followers, [--] engagements
"Two de-SPAC ticker changes today: $MCMJ ➡ $LFLY - @Leafly $ENNV ➡ $FSRD - @fastradius $SBEA ➡ $BRCC - @blckriflecoffee merger also expected to close this week & de-SPAC / ticker change is anticipated to occur on 02/10. Redemption request withdrawals allowed until 02/08 5PM"
X Link 2022-02-07T12:15Z [----] followers, [--] engagements
"Four SPAC merger votes scheduled for this week: Tuesday (02/08) $TVAC ➡ $ISPO - @inspirato Wednesday (02/09) $MBAC ➡ $SYNV - @Syniverse $GCAC ➡ $CPTN - @ceptontech Thursday (02/10) $NXU ➡ $NRGV - @EnergyVaultInc"
X Link 2022-02-07T12:17Z [----] followers, [--] engagements
"$GCAC ➡ $CPTN - @ceptontech Cepton Technologies files their 8-K for merger approval. They indicate [--------] out of [--------] public SPAC shares have been redeemed (90.4%) Public float is assumably [-------] shares until they file an S-1 and it goes into effect. Four SPAC merger votes scheduled for this week: Tuesday (02/08) $TVAC ➡ $ISPO - @inspirato Wednesday (02/09) $MBAC ➡ $SYNV - @Syniverse $GCAC ➡ $CPTN - @ceptontech Thursday (02/10) $NXU ➡ $NRGV - @EnergyVaultInc Four SPAC merger votes scheduled for this week: Tuesday (02/08) $TVAC ➡ $ISPO - @inspirato Wednesday (02/09) $MBAC ➡ $SYNV -"
X Link 2022-02-10T12:18Z [----] followers, [--] engagements
"$IONQ - @IonQ_Inc Duke University and IonQ announced the invention of a new quantum computing operation with the potential to accelerate several key quantum computing techniques and contribute to scaling quantum algorithms. https://www.businesswire.com/news/home/20220210005400/en/ https://www.businesswire.com/news/home/20220210005400/en/"
X Link 2022-02-10T13:25Z [----] followers, [--] engagements
"$SNII ➡ $RGTI - @rigetti 8-K filed for approval of Rigetti's SPAC merger. Ticker change expected to occur on Wednesday March 2nd. $114M in remaining trust funding implies that 23.1M shares were elected for redemption (67%) which leaves a 11.4M public float. New SEC filing: $SNII Spactrax8K Supernova Partners Acquisition Co II Ltd. 8-K - Current report https://t.co/U4To3c9nB9 Timestamp: 2022-02-28 17:29 New SEC filing: $SNII Spactrax8K Supernova Partners Acquisition Co II Ltd. 8-K - Current report https://t.co/U4To3c9nB9 Timestamp: 2022-02-28 17:29"
X Link 2022-02-28T23:08Z [----] followers, [--] engagements
"$IONQ - @IonQ_Inc IonQ Announces Q4 & FY21 Results Q4: Revenue = $1.6M Net Loss = ($74.1M) Adj EBITDA = ($7.9M) Full Year: Revenue = $2.1M Net Loss = ($106.2M) Adj EBITDA = ($28.3M) [----] Guide: Revenue = $10.2M - $10.7M Adj EBITDA = ($55M) https://investors.ionq.com/news/news-details/2022/IonQ-Announces-Full-Year-2021-Financial-Results-and-Provides-Business-Update/default.aspx https://investors.ionq.com/news/news-details/2022/IonQ-Announces-Full-Year-2021-Financial-Results-and-Provides-Business-Update/default.aspx"
X Link 2022-03-28T20:10Z [----] followers, [--] engagements
"Social Capital's Annual Letter for [----] is out. no mention of their previous SPACs current SPACs or PIPE Investments. $SOFI $OPEN $CLOV $SPCE $IPOF $IPOD $DNAA $DNAB $DNAC $DNAD $MP $DM $MILE $PTRA $LTCH $SUNL $BGRY $RNW Annual letter drop 💧 [----] edition -- Performance 💰 -- How to be a GOAT founder 🐐 -- Inflation 💸 -- End of US hegemony -- Fixing the human balance sheet 💪 -- Demographic time bomb -- Markets 📈 Link: https://t.co/R0zvvYMWH4 Annual letter drop 💧 [----] edition -- Performance 💰 -- How to be a GOAT founder 🐐 -- Inflation 💸 -- End of US hegemony -- Fixing the human balance"
X Link 2022-04-25T15:17Z [----] followers, [--] engagements
"I also put in two bids on both $AMZN and $GOOGL. These would not be trades rather added to long term position. Bids on both are at $2250 and $2000"
X Link 2022-05-02T17:18Z [----] followers, [--] engagements
"$AUR - @aurora_inno Aurora Announces Q1 [----] Results Revenue = $42M Net Loss = ($76.8M) Adj EBITDA = ($108.1M) Cash = $1.5B https://d1io3yog0oux5.cloudfront.net/_616e40ebadeab8aa2cbc798af977d484/aurora/db/880/7528/shareholder_letter/Aurora_1Q22_Shareholder+Letter_Final.pdf https://d1io3yog0oux5.cloudfront.net/_616e40ebadeab8aa2cbc798af977d484/aurora/db/880/7528/shareholder_letter/Aurora_1Q22_Shareholder+Letter_Final.pdf"
X Link 2022-05-04T20:33Z [----] followers, [--] engagements
"$SOFI - @SoFi Updated look a SoFi's current valuation and revenue / EBITDA multiples based on their Q1 [----] financial results and slight raise in full year [----] guidance. Also to note - their current book value per share sits at $6.04 $SOFI - @SoFi Updated look at SoFi's current valuation and revenue / EBITDA multiples given the recent update to management's guidance for [----] after the student loan moratorium extension. https://t.co/Q9m3qJygJm $SOFI - @SoFi Updated look at SoFi's current valuation and revenue / EBITDA multiples given the recent update to management's guidance for [----] after"
X Link 2022-05-10T19:09Z [----] followers, [--] engagements
"@Louiep56 @PolestarCars Stands for "Gores Guggenheim Inc" Redemption details are directly from the $PSNY 424B3 prospectus filing: https://www.sec.gov/Archives/edgar/data/0001884082/000119312522159725/d239003d424b3.htm https://www.sec.gov/Archives/edgar/data/0001884082/000119312522159725/d239003d424b3.htm"
X Link 2022-06-16T14:01Z [----] followers, [--] engagements
"$BRPM / $FAZE - @FaZeClan Another retail favorite SPAC deal will lose NAV protection this week Shareholder vote set for Fri 7/15 @ [--] AM ET Redemption deadline is Wed 7/13 @ [--] PM ET (settlement periods & individual broker requirements should be taken into consideration)"
X Link 2022-07-11T12:58Z [----] followers, [--] engagements
"$ACTD / $OPAL - @opalfuels ArcLight entered into a FPA agreement with Meteora Capital Partners. Meteora will purchase from redeeming shareholders of ArcLight at least [-------] shares. https://www.sec.gov/ixdoc=/Archives/edgar/data/0001842279/000121390022039824/ea162977-8k_arclight2.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001842279/000121390022039824/ea162977-8k_arclight2.htm"
X Link 2022-07-18T14:40Z [----] followers, [--] engagements
"$MILE x $LMND - @Lemonade_Inc officially completes their acquisition of @Metromile. Just like that Chamath's Geico ends their [--] months on the market down 89.5% https://www.sec.gov/ixdoc=/Archives/edgar/data/0001819035/000110465922083464/tm2221921d1_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001819035/000110465922083464/tm2221921d1_8k.htm"
X Link 2022-07-28T13:32Z [----] followers, [--] engagements
"$AUR - @aurora_inno Aurora Releases Q2 [----] Financial Results Revenue = $21M Net Income/Loss = ($1.2B) Adj EBITDA = ($144.7M) Cash & Equivalents = $1.4B https://d1io3yog0oux5.cloudfront.net/_0d456947caed8b792f329317870cc05c/aurora/db/880/7533/shareholder_letter/Aurora-2Q22-Shareholder_Letter.pdf https://d1io3yog0oux5.cloudfront.net/_0d456947caed8b792f329317870cc05c/aurora/db/880/7533/shareholder_letter/Aurora-2Q22-Shareholder_Letter.pdf"
X Link 2022-08-03T20:31Z [----] followers, [--] engagements
"The most busy week for de-SPAC financial results with over [---] names reporting throughout the week $BODY $CLOV $DM $FREY $GOEV $LAZR $LEV $ME $QSI $BARK $BOXD $CANO $EVGO $PLBY $SEAT $SES $UWMC $XL $ZEV $BKSY $CTV $MTTR $SMR $WBX $ARVL $MKFG $JOBY $RKLB $SGHC $UTZ $XOS. etc Very busy next few weeks for Q2 [----] earning releases Below schedules are for de-SPACs that have already announced a date. $SOFI $OPEN $LCID $PTRA $FSR $SYM $STEM $RIDE $WE $AUR $NKLA $MP $ARVL $DM $ME $RKLB $SGHC $JOBY $WBX $MTTR $ZEV $SEAT $PLBY $EVGO $CANO $BOXD $LAZR $LEV https://t.co/GwhAGdxNQ2 Very busy next few"
X Link 2022-08-07T23:58Z [----] followers, [--] engagements
"$HIMS - @wearehims Hims & Hers Health Releases Q2 [----] Financial Results Revenue = $113.6M Gross Profit/Loss = $87.2M Net Income/Loss = ($35.9M) Adj EBITDA = ($13.6M) Cash & Equivalents = $195M Raises full year [----] revenue and adj EBITDA outlook https://www.businesswire.com/news/home/20220808005661/en/Hims-Hers-Health-Inc.-Reports-Second-Quarter-2022-Financial-Results-and-Raises-Full-Year-2022-Outlook https://www.businesswire.com/news/home/20220808005661/en/Hims-Hers-Health-Inc.-Reports-Second-Quarter-2022-Financial-Results-and-Raises-Full-Year-2022-Outlook"
X Link 2022-08-08T20:19Z [----] followers, [--] engagements
"$IONQ - @IonQ_inc IonQ Releases Q2 [----] Financial Results Revenue = $2.6M Gross Profit/Loss = $1.87M Net Income/Loss = ($1.7M) Adj EBITDA = ($11.6M) Cash & Equivalents = $571.3M Reiterates previous full year [----] revenue guidance of $10.2M - $10.7M https://www.businesswire.com/news/home/20220815005614/en/IonQ-Announces-Second-Quarter-2022-Financial-Results https://www.businesswire.com/news/home/20220815005614/en/IonQ-Announces-Second-Quarter-2022-Financial-Results"
X Link 2022-08-15T20:26Z [----] followers, [--] engagements
"$FFIE - @FaradayFuture This is a shit show. according to their 10-Q some suppliers have threatened to terminate their relationship due to late / accelerated pmts and other terms / conditions as a result of past pmt history and concerns about the company's financial condition $FFIE - @FaradayFuture Management projects cash burn of $368M in 2H [----] Seeking to raise $325M of incremental capital Will need additional funds by early Sept [----] in order to continue operations Will also need to raise additional capital during remainder of [----] & beyond $FFIE - @FaradayFuture Management projects cash"
X Link 2022-08-15T21:22Z [----] followers, [--] engagements
"$FFIE - @FaradayFuture Faraday previously stated that additional funds would be needed by early September in order to continue operations. With September starting this week the shot clock is on for management to secure additional funding. $FFIE - @FaradayFuture Faraday also just released a business update. They say the FF [--] is on track for Q4 SOP; however they have experienced delays in closing additional funding which is impacting SOP timelines. They have $47.2M cash remaining. https://t.co/LWnQT6dsp7 https://t.co/PbdUDO43UW $FFIE - @FaradayFuture Faraday also just released a business"
X Link 2022-08-29T23:24Z [----] followers, [--] engagements
"$DWAC - Truth Social Likely will see some selling pressure tomorrow due to the 1-year extension not securing enough votes However Sponsor has the option to extend the deadline twice without a vote - each extension would be [--] months & require $0.10/share deposited to the trust Deal partner for Trump's Truth Social fails to get backing for SPAC extension -sources https://t.co/1z5BodNADo @sveaherbst $DWAC Deal partner for Trump's Truth Social fails to get backing for SPAC extension -sources https://t.co/1z5BodNADo @sveaherbst $DWAC"
X Link 2022-09-06T03:43Z [----] followers, [--] engagements
"Two SPAC ETFs Close in One Month Suggesting End to Wall Street Boom SPAC ETFs from Defiance - $SPAK and Morgan Creek - $SPXZ traded less than [--] years https://www.bloomberg.com/news/articles/2022-09-07/two-spac-etfs-wiped-out-in-one-month-signal-boom-is-truly-over https://www.bloomberg.com/news/articles/2022-09-07/two-spac-etfs-wiped-out-in-one-month-signal-boom-is-truly-over"
X Link 2022-09-07T16:17Z [----] followers, [--] engagements
"$FFIE - @FaradayFuture EV SPAC Faraday Future Breaks the Buck [--] Months after Going Public. https://wolfstreet.com/2022/09/06/ev-spac-faraday-future-breaks-the-buck-14-months-after-going-public-consensual-hallucination-was-so-bad-it-was-funny/ $FFIE - @FaradayFuture More turmoil for Faraday According to Reuters representatives for group of [---] employees alleged in a letter dated Aug [--] that Swenson (Chairperson) had organized attempts to "push the company into bankruptcy & restructuring" They call for her removal"
X Link 2022-09-07T16:23Z [----] followers, [--] engagements
"$COVA - Ecarx Geely-backed smart car firm Ecarx said to seek Hong Kong listing after US Spac deal Ecarx and Cova are still aiming to complete the merger by the end of this year or early next year pending US regulatory approvals said one of the sources https://www.straitstimes.com/business/companies-markets/geely-backed-smart-car-firm-ecarx-said-to-seek-hong-kong-listing-after-us-spac-deal https://www.straitstimes.com/business/companies-markets/geely-backed-smart-car-firm-ecarx-said-to-seek-hong-kong-listing-after-us-spac-deal"
X Link 2022-09-20T12:49Z [----] followers, [--] engagements
"$FFIE - @FaradayFuture Up 25% today after resolving disagreements with largest shareholder & securing new funding However still far from out of the woods - even with new funding they still don't have enough capital for [----] & are further delaying start of production for FF91 $FFIE - @FaradayFuture Faraday previously stated that additional funds would be needed by early September in order to continue operations. With September starting this week the shot clock is on for management to secure additional funding. $FFIE - @FaradayFuture Faraday previously stated that additional funds would be"
X Link 2022-09-26T14:40Z [----] followers, [--] engagements
"$GSQD - Looks like this SPAC also couldn't close the deal. @transfixIO and G Squared Ascend I Inc mutually agree to terminate their merger agreement. https://www.sec.gov/Archives/edgar/data/1837207/000110465922107605/tm2227964d2_425.htm Originally rumored to go public via $THCA back in December @transfixIO finally lands a #SPAC deal with $GSQD at a valuation of $1.05B (3.8x [----] Revenue). https://www.sec.gov/Archives/edgar/data/1837207/000110465922107605/tm2227964d2_425.htm Originally rumored to go public via $THCA back in December @transfixIO finally lands a #SPAC deal with $GSQD at a"
X Link 2022-10-11T15:09Z [----] followers, [--] engagements
"As Autonomous-Driving SPACs Implode Intel Slashes Mobileye IPO Valuation Target by 60% $EMBK $AUR $VLDR https://wolfstreet.com/2022/10/17/as-autonomous-driving-spacs-implode-intel-slashes-mobileye-ipo-valuation-target-by-60/ https://wolfstreet.com/2022/10/17/as-autonomous-driving-spacs-implode-intel-slashes-mobileye-ipo-valuation-target-by-60/"
X Link 2022-10-18T13:04Z [----] followers, [--] engagements
"If Klein is appointed CS First Boston's CEO then I would pay close attention to his outstanding SPACs - $CCV $CCVI $CCVII $ALCC. IMO it wouldn't be shocking to see them liquidated before the end of this year to avoid any Excise Tax requirements in [----]. It is anticipated that Klein will be appointed CEO designate of CS First Boston joining in [----] The SPAC world may lose its most prolific sponsor Klein currently has [--] SPACs with nearly $3 billion in trust What's next for $CCV $CCVI $CVII $ALCC https://t.co/Cu6KzwchD4 It is anticipated that Klein will be appointed CEO designate of CS First"
X Link 2022-10-27T12:36Z [----] followers, [--] engagements
"$GSEV $GTPA $GTPB - Serial SPAC sponsor Alec Gores plans to shut down three blank check firms early as the industry grapples with what he calls a necessary reset. https://www.bloomberg.com/news/articles/2022-11-03/gores-pushes-to-shutter-trio-of-spacs-early-as-industry-resetsutm_content=business&cmpid=socialflow-twitter-business&utm_campaign=socialflow-organic&utm_medium=social&utm_source=twitter&leadSource=uverify%20wall"
X Link 2022-11-04T01:19Z [----] followers, [--] engagements
"$PLTR - Palantirs SPAC Bets Backfire Hitting Companys Growth Unusual deals boosted growth but are now a risk to software maker $FFIE $LILM $CELU $STRC $ROIV $WEJO $BBLN $BOXD $PEAR $FSRD $BKSY $DCFC https://www.wsj.com/articles/palantirs-spac-bets-backfire-hitting-companys-growth-11671511333 https://www.wsj.com/articles/palantirs-spac-bets-backfire-hitting-companys-growth-11671511333"
X Link 2022-12-20T16:51Z [----] followers, [----] engagements
"$DMYS - @RainwaterTech Interesting move by @NiccoloDeMasi & DMY Team. the tender offer for all 24.15M outstanding Class A shares will effectively allow shareholders to redeem early prior to a vote and in theory streamline the merger shareholder vote/approval process. $DMYS 💸 dMY Technology Group Inc. VI Announces the Commencement of Tender Offer to Complete Business Combination https://t.co/eMU8Uud1q8 $DMYS 💸 dMY Technology Group Inc. VI Announces the Commencement of Tender Offer to Complete Business Combination https://t.co/eMU8Uud1q8"
X Link 2023-01-26T13:49Z [----] followers, [----] engagements
"Would be interesting to learn more about Geely's EV strategy. Seems like they purchase/develop and ramp EV brands to then just spin them off as independent companies $PSNY @PolestarCars was first now Lotus Tech is set merge with $LCAA and Zeekr confidentially filed for US IPO Chinese carmaker Zhejiang Geely unveils a new high-end line of electric cars as part of a push to make up lost ground to Tesla and local powerhouse BYD https://t.co/EUC8pIUwpJ Chinese carmaker Zhejiang Geely unveils a new high-end line of electric cars as part of a push to make up lost ground to Tesla and local"
X Link 2023-02-23T16:53Z [----] followers, [----] engagements
"$KCGI & $ARVL - @arrival IMO this is a downright bad look for SPACs and nothing more than an attempted grift Let's recall. the first time Arrival SPAC'd they projected over $6B in cumulative revenue by now; however they've had $0 $KCGI $ARVL 🤝✅ Official DA: Arrival Advances U.S. Commercialization Plans Through Business Combination with Kensington Capital Acquisition Corp. V https://t.co/lPr9UUr4B8 $KCGI $ARVL 🤝✅ Official DA: Arrival Advances U.S. Commercialization Plans Through Business Combination with Kensington Capital Acquisition Corp. V https://t.co/lPr9UUr4B8"
X Link 2023-04-06T23:20Z [----] followers, [----] engagements
"$RIDE - @LordstownMotors Another EV deSPAC seems to be going through some drama - On 04/21 Lordstown received notice from it's partner/contract manufacturer Foxconn that they were in breach of their investment agreement. Lordstown suggests Foxconn also breached the agreement"
X Link 2023-05-01T13:38Z [----] followers, [----] engagements
"$ARVL - @arrival will not be able to file their annual report by the deadline because they let go the personal needed to file the report during their last RIF They will also lose access to remaining financing and have significant doubt over ability to continue as a going concern $KCGI & $ARVL - @arrival IMO this is a downright bad look for SPACs and nothing more than an attempted grift Let's recall. the first time Arrival SPAC'd they projected over $6B in cumulative revenue by now; however they've had $0 https://t.co/Usf6eWTn4t $KCGI & $ARVL - @arrival IMO this is a downright bad look for"
X Link 2023-05-04T17:37Z [----] followers, [----] engagements
"$ARVL - At what point does $KCGI question the validity of their merger with @arrival Assuming $KCGI see's significant redemptions would Arrival even have the necessary cash to cover closing/merger related costs Not a great situation"
X Link 2023-05-04T17:38Z [----] followers, [----] engagements
"@JoshMoe7 @Trader_Joe_LPP Dude is a clown that just makes shit up. never acknowledges when the trade goes against him and spins it to make it seem like he consistently hits winners. Ask him how $META to $0 is going lmao"
X Link 2023-05-27T14:04Z [----] followers, [---] engagements
"$KCGI x $ARVL - There it is. yesterday Kensington and @arrival terminated their merger agreement. This was a trash deal from the start so not shocking in the least. $ARVL - At what point does $KCGI question the validity of their merger with @arrival Assuming $KCGI see's significant redemptions would Arrival even have the necessary cash to cover closing/merger related costs Not a great situation. $ARVL - At what point does $KCGI question the validity of their merger with @arrival Assuming $KCGI see's significant redemptions would Arrival even have the necessary cash to cover closing/merger"
X Link 2023-07-04T16:10Z [----] followers, [----] engagements
"@The_EVGuy @LucidMotors @JazzyLove_LCID @TheEVuniverse @LetsGoLucid2022 @thePike_1 @Hurley_LCID @EVEDITION @EVStocks_Trader @The_EV_Report Hanging in there. hope all is well with you and the family Yeah they certainly need to increase TAM. and I'm skeptical that the Gravity will do that given it will also be a high price point"
X Link 2023-07-15T21:11Z [----] followers, [--] engagements
"$PTRA - @Proterra_Inc Proterra's bankruptcy could also impact fellow de-SPAC companies $NKLA - @nikolamotor and $ZEV - @LightningeMtrs since Proterra was a battery supplier for both companies"
X Link 2023-08-08T00:05Z [----] followers, [----] engagements
"Gross margins are a critical financial metric for evaluating any company and typically where most OEMs struggle. GMs of several EV de-SPACs: $FSR @FiskerInc $PSNY @PolestarCars $LCID @LucidMotors $NKLA @nikolamotor $LEV @LionElectricCo $ZEV @LightningeMtrs $PTRA @Proterra_Inc"
X Link 2023-08-08T15:21Z [----] followers, [----] engagements
"@The_EVGuy @FiskerInc @PolestarCars @LucidMotors @nikolamotor @LionElectricCo @LightningeMtrs @Proterra_Inc @SawyerMerritt @klwtts @The_EV_Report @EdLudlow Polestar is doing well. will be interesting to see where they come in at for Q2 I think they need to trim some OPEX fat though. Fisker is also very encouraging. especially if they meet the 8% - 12% GM guidance they provided. The others are very concerning lol"
X Link 2023-08-08T15:34Z [----] followers, [---] engagements
"@ValidGuru @TheEVuniverse @The_EVGuy @Proterra_Inc @TyroneLopez__ @DTfromGB @SawyerMerritt @stockplaymaker1 @BinDaddys @SPAC_zilla @TornikeLaghidze I was thinking the same thing. either bigger players or PE firms will pick apart the business on the cheap"
X Link 2023-08-08T15:52Z [----] followers, [---] engagements
"@carpish @The_EVGuy @FiskerInc @PolestarCars @LucidMotors @nikolamotor @LionElectricCo @LightningeMtrs @Proterra_Inc @SawyerMerritt @klwtts @The_EV_Report @EdLudlow They have the same business model as $PSNY with 3P manufacturing. I still consider both EV companies; however they are consumer and not commercial. If we are only talking commercial then hard to say if y $LEV has long term success. currently better than some others though"
X Link 2023-08-09T19:08Z [----] followers, [---] engagements
"Perhaps $WYNN should have offloaded WynnBET to Bill Foley's $AUS SPAC after all. [----] - "WynnBET's best days lie ahead of us.""
X Link 2023-08-11T17:48Z [----] followers, [----] engagements
"$LCID - @LucidMotors If it takes them another [--] years to get to a $50K EV then I don't see a viable financial path forward as a public company. perhaps PIF takes them private if not then IMO they run out of money"
X Link 2023-09-05T17:31Z [----] followers, [----] engagements
"@ChefStonks_ Couldnt agree more Use mine like a debit card for everything then pay off the balance each month no interest on credit card but get 4.5% from letting the cash sit in the bank all month plus over $1000 in cash back so far this year. Dont understand why more dont do it"
X Link 2023-11-11T13:12Z [----] followers, [--] engagements
"Finally pulled the trigger and got myself a @Tesla $TSLA New Model [--] looks great and convinced me to pull the trigger after driving around my Dodge Charger for the past six years Hope the Feb - Mar delivery estimate is accurate looking forward to seeing what its all about"
X Link 2024-01-11T17:23Z [----] followers, [---] engagements
"@CornelyTristan Youre suggesting $LCID should be worth over $250 billion"
X Link 2024-01-26T15:26Z [----] followers, [---] engagements
"First $LCID @LucidMotors that Ive seen in the wild If only their business / financials were as nice as their car"
X Link 2024-01-26T21:04Z [----] followers, [---] engagements
"$SOFI - @SoFi Releases Q4 & FY23 Results Q4: Revenue = $594M Net Income/Loss = $48M Adj EBITDA = $181M Full Year: Revenue = $2.07B Net Income/Loss = ($301M) Adj EBITDA = $432M [----] Guide: Net Income/Loss = $95M - $105M Adj EBITDA = $580M - $590M @ChefStonks_ I'm saying they beat estimates. So far they've always outperformed their own guidance. if they don't this time around they may be in big trouble because expectations are high. Who knows about price action. interestingly didn't see a run-up into ER this time around. https://t.co/dGMixHeEi5 @ChefStonks_ I'm saying they beat estimates. So"
X Link 2024-01-29T12:10Z [--] followers, [----] engagements
"Since Im no longer following SPACs too closely and intend to post more about the broader financial markets cool technology and interesting news Ive done a quick rebrand Its been a fun nearly 4-year run as @TheSpacShack. will now be known as @MNTonX"
X Link 2024-02-05T16:40Z [----] followers, [---] engagements
"If you were looking to relocate from the north eastern U.S. for a warmer climate better cost of living and more things to do (e.g. hiking beaches lakes foods/restaurants etc) which of these cities would be of most interest to you: couple in their mid to late 20s"
X Link 2024-02-05T17:31Z [----] followers, [---] engagements
"$PSNY - @PolestarCars venturing into the smartphone business makes little sense to me. Imo they should be focusing on execution of their core #EV business which needs improved margins and a bolstered balance sheet. Polestar's incoming Phone spotted on Google Play's list of supported devices https://t.co/vQcMjXRfta by @scooterdoll Polestar's incoming Phone spotted on Google Play's list of supported devices https://t.co/vQcMjXRfta by @scooterdoll"
X Link 2024-02-07T16:03Z [----] followers, [---] engagements
"$RIVN - Saw a @Rivian R1S in the wild yesterday evening IMO an awesome SUV I love the headlights which gives the vehicle its own unique look. Even with the price cuts $74.9k is a little rich for my blood but Im very much looking forward to the R2S reveal NEWS: Rivian has decreased the starting price of both the Rivian R1T and R1S by $3100. R1T: $69900 [---] miles of range (prev $73000) R1S: $74900 [---] miles of range (prev $78000) https://t.co/EXtNXZh6D2 NEWS: Rivian has decreased the starting price of both the Rivian R1T and R1S by $3100. R1T: $69900 [---] miles of range (prev $73000) R1S: $74900"
X Link 2024-02-09T12:39Z [----] followers, [---] engagements
"VIN assigned ✅ Estimated delivery updated to a one week window of Feb 26th - Mar 4th $TSLA @Tesla #Tesla #Model3 #Model3Highland #Highland New Model [--] delivery date got updated this morning to a two week window anticipation is killing me $TSLA @Tesla https://t.co/JTLg4gRH26 New Model [--] delivery date got updated this morning to a two week window anticipation is killing me $TSLA @Tesla https://t.co/JTLg4gRH26"
X Link 2024-02-12T11:48Z [----] followers, [---] engagements
"$SOFI - @SoFi has been having a nice recovery after their typical ER sell-off. Id like to see this name build a solid base above $10 over the next quarter with some additional upside potential if management executes according to their guide. $SOFI - @SoFi Releases Q4 & FY23 Results Q4: Revenue = $594M Net Income/Loss = $48M Adj EBITDA = $181M Full Year: Revenue = $2.07B Net Income/Loss = ($301M) Adj EBITDA = $432M [----] Guide: Net Income/Loss = $95M - $105M Adj EBITDA = $580M - $590M https://t.co/zuM6tIDJ3W https://t.co/ovjobD3n9J $SOFI - @SoFi Releases Q4 & FY23 Results Q4: Revenue = $594M"
X Link 2024-02-12T18:13Z [----] followers, [---] engagements
"$LCID - @LucidMotors This all sounds great and I do legitimately like the car and SUV; however their biggest issue is gross margins of -225% Booked a total gross loss of -$1.34B resulting in a per vehicle loss of -$223K across [----] deliveries This is not sustainable 🧵 $LCID Motors CEO Peter Rawlinson's Speech Summary Financial Performance and Strategy * Lucid AirPure stealth initiative launched with a starting price of $69900 expanding the total addressable market. * Technology advantage enables AirPure to achieve an EPA estimated 🧵 $LCID Motors CEO Peter Rawlinson's Speech Summary"
X Link 2024-02-22T01:10Z [----] followers, [---] engagements
"@SpecialSitsNews At least theyre not losing over $200K per car (cough couch $LCID) albeit still bad 🤷♂"
X Link 2024-02-22T16:08Z [----] followers, [---] engagements
"$SOFI - Looks like @anthonynoto did a great job selling @CathieDWood and the @ARKInvest team on @SoFis potential. As of late Ark has been buying SoFi and now holds 4.89M shares in their flagship innovation $ARKK ETF and 3.11M shares in their fintech $ARKF ETF. In our FYI podcast CEO Anthony Noto made a convincing case that SoFi has a good shot at becoming one of the few digital wallets that we believe will dominate the US financial services industry during the next five to ten years. In our FYI podcast CEO Anthony Noto made a convincing case that SoFi has a good shot at becoming one of the"
X Link 2024-02-23T03:31Z [----] followers, [---] engagements
"$CVNA - As a seller I'm very pleased with my @Carvana experience Offered nearly 16% above the @KelleyBlueBook instant cash offer and never had to even leave my home for the sale. rep came to my house did a quick inspection and loaded up the car. Very painless process"
X Link 2024-02-24T16:32Z [----] followers, [---] engagements
"Regardless of your political views there's no way you should think it's appropriate for a State AG to be bragging on @X about the amount of interest accruing on a fine from a civil case. especially a case that many believe to be completely bogus and partisan. +$114553.04 +$114553.04"
X Link 2024-02-24T19:34Z [----] followers, [---] engagements
"What're the chances @elonmusk explores expanding @X into an operating system that could be used for consumer products such as phones laptops and tablets Could seamlessly tie into a larger ecosystem of his other products such as @Starlink for service @grok @Tesla @neuralink But since they now require that you use their services just to use your computer @Microsoft can effectively shut off your computer But since they now require that you use their services just to use your computer @Microsoft can effectively shut off your computer"
X Link 2024-02-25T22:03Z [----] followers, [---] engagements
"@ChefStonks_ Great stuff man"
X Link 2024-02-26T17:39Z [----] followers, [--] engagements
"Took delivery of my new @Tesla $TSLA Model [--] today its only been a few hours and Im already convinced Im never going back to an ICE. This car is awesome #Tesla #Model3 #Highland #EV Update The @Tesla $TSLA team was able to reassign my original VIN which is much appreciated and will not require me to redo insurance. Now they just need to figure out if the logistics team will still be able to get the car here by Monday. Fingers crossed 🤞 Update The @Tesla $TSLA team was able to reassign my original VIN which is much appreciated and will not require me to redo insurance. Now they just need to"
X Link 2024-02-26T18:32Z [----] followers, [----] engagements
"How do we get Roxie in the #FrunkPuppyFriday contest @28delayslater Took delivery of my new @Tesla $TSLA Model [--] today its only been a few hours and Im already convinced Im never going back to an ICE. This car is awesome #Tesla #Model3 #Highland #EV https://t.co/ZwLCrtQRYT Took delivery of my new @Tesla $TSLA Model [--] today its only been a few hours and Im already convinced Im never going back to an ICE. This car is awesome #Tesla #Model3 #Highland #EV https://t.co/ZwLCrtQRYT"
X Link 2024-02-27T20:06Z [----] followers, [----] engagements
"@scottbuscemi @Tesla Only a 2nd day owner but can certainly see how the numbers add up"
X Link 2024-02-27T20:23Z [----] followers, [--] engagements
"@28delayslater Nice Thanks"
X Link 2024-02-27T20:25Z [----] followers, [--] engagements
"@jd_average @28delayslater Sounds good"
X Link 2024-02-27T20:35Z [----] followers, [--] engagements
"@The_EVGuy @Rivian @RivianTrackr @RJScaringe @RivianUpdates @RivianStockNews @RivianOwners @rivianbros @klwtts @itskyleconner @Hilbe Kind of gives me Ford Bronco mixed with Rivian R1S vibes. which certainly isn't a bad thing"
X Link 2024-02-28T11:35Z [----] followers, [---] engagements
"$SKGR - @WebullGlobal a Leading Digital Investment Platform to Publicly List via SPAC Proposed transaction represents an implied pro forma enterprise value of $7.3B I dont follow SPACs closely anymore but just caught my interest as a prior user https://www.prnewswire.com/news-releases/webull-corporation-a-leading-digital-investment-platform-to-publicly-list-through-business-combination-with-sk-growth-opportunities-corporation-nasdaq-skgr-302074116.html"
X Link 2024-02-28T14:20Z [----] followers, [---] engagements
"$CHWY - Trying to wrap my head around @Chewy and the stock's potential. seems to be a Wallstreet darling based on analyst ratings/comments but certainly not reflected in the stock price They provided a deep dive into the business during their December investor day Thoughts"
X Link 2024-03-12T17:41Z [----] followers, [---] engagements
"@Chewy $CHWY - They are cash flow and EBITDA positive but certainly need to improve their net income margins. Growth and margin potential of their new lines of business have caught my interest but can they execute and will they work out"
X Link 2024-03-12T17:49Z [----] followers, [---] engagements
"$CHWY - Initial glance @Chewy had a nice Q4 / FY23. With $7.66B mkt cap and on a trailing twelve month (TTM) basis they are being valued at: [----] P/S [------] P/E 20.82x Adj EBITDA [-----] Adj P/E 22.35x FCF Healthy balance sheet with $1.1B cash and no debt What are they worth $CHWY - Trying to wrap my head around @Chewy and the stock's potential. seems to be a Wallstreet darling based on analyst ratings/comments but certainly not reflected in the stock price They provided a deep dive into the business during their December investor day Thoughts https://t.co/orRexiPW61 $CHWY - Trying to wrap my"
X Link 2024-03-20T21:36Z [----] followers, [----] engagements
"$CHWY - Analyst reactions to @Chewys results: Goldman Sachs - Maintain BUY ($32) Barclays - Maintain BUY ($30) Needham - Maintain BUY ($25) JP Morgan - Maintain BUY ($22) Piper Sandler - Maintain HOLD ($19) Citi - Maintain HOLD ($18) BofA - Maintain SELL ($16.50) $CHWY - Initial glance @Chewy had a nice Q4 / FY23. With $7.66B mkt cap and on a trailing twelve month (TTM) basis they are being valued at: [----] P/S [------] P/E 20.82x Adj EBITDA [-----] Adj P/E 22.35x FCF Healthy balance sheet with $1.1B cash and no debt What are they worth https://t.co/VCieSvZA4m $CHWY - Initial glance @Chewy had a"
X Link 2024-03-21T11:23Z [----] followers, [----] engagements
"@Chewy $CHWY - Analyst reactions to Chewy's results: Morgan Stanley - Maintain BUY ($27) Wedbush - Maintain BUY ($25) Deutsche Bank - Maintain HOLD ($18) Oppenheimer - Maintain HOLD ($N/A)"
X Link 2024-03-21T13:09Z [----] followers, [---] engagements
"$RDDT - @Reddit is the first high-profile IPO of [----]. Will be interesting to follow and see if they set the stage for a more active IPO market. Not one that I'm personally interested investing into but looking forwarding to seeing how it goes. $RDDT *REDDIT INDICATED TO OPEN AT $48/$49 IPO PRICED AT $34 $RDDT *REDDIT INDICATED TO OPEN AT $48/$49 IPO PRICED AT $34"
X Link 2024-03-21T17:18Z [----] followers, [---] engagements
"@LetsGoLucid2022 @The_EVGuy @LucidMotors @PIF_en @TheEVuniverse @JazzyLove_LCID @FinJourney @thePike_1 @spactakular @WholeMarsBlog @SawyerMerritt Yeah I believe you would see it reflected in the fully diluted count of shares outstanding just not actually within the tradable shares outstanding until a conversion from preferred to common is done"
X Link 2024-03-25T17:11Z [----] followers, [---] engagements
"$DJT / $DWAC - @realDonaldTrump is now $8B richer (on paper and at current prices) with the successful SPAC transaction of Truth Social"
X Link 2024-03-26T16:41Z [----] followers, [---] engagements
"$FSR - Price cuts to this extreme definitely look like a pre-bankruptcy inventory liquidation sale RIP @FiskerInc 🪦 Fisker Ocean price cuts in the US. Now as low as $25K if you dare 👀 https://t.co/422PuzbgFI Fisker Ocean price cuts in the US. Now as low as $25K if you dare 👀 https://t.co/422PuzbgFI"
X Link 2024-03-27T14:46Z [----] followers, [---] engagements
"@stepnotonpets @OpenAI @sama $ASTR is being taken private at $0.50/share why is there upside"
X Link 2024-04-01T10:35Z [----] followers, [---] engagements
"@Babkock18 @DataDInvesting I already bank and have an investment account with SoFi I love their products and also an investor in the company. Just hard to pass up the amount of cash back I get with Capital One"
X Link 2024-04-01T18:39Z [----] followers, [--] engagements
"@The_EVGuy @Tesla @SawyerMerritt @WholeMarsBlog @DirtyTesLa @teslaownersSV @DriveTeslaca @TroyTeslike @tesla_raj @teslaevangelist @BeardedTesla @Teslaconomics Well said people act like the company is mismanaged or on a downward spiral but completely overlook the larger macro-environment and economic conditions. I could only hope for a larger pullback so I can buy back a long-term position"
X Link 2024-04-02T19:33Z [----] followers, [--] engagements
"@CornelyTristan @freebankmoney Based on what"
X Link 2024-04-07T10:35Z [----] followers, [--] engagements
"@CornelyTristan @freebankmoney Are you talking about Wall Street analysts that cover the stock I dont see any Professional Analysts saying thats fair value"
X Link 2024-04-07T10:55Z [----] followers, [--] engagements
"$SOFI - Citi analyst Ashwin Shirvaikar resumes coverage of @SoFi with buy rating and $11 PT. Their fundamental bullish view is unchanged as biz diversification comes into focus ability to attract deposits continues to be proven and investors focus on forward profitability. $SOFI - @SoFi receives new analyst coverage ahead of their Q1 [----] earnings release on April 29th with Needham initiating coverage with a buy rating and $10 PT. Analyst Kyle Peterson believes SoFi is poised to become a leader in the digital lending and neobank sector. https://t.co/DFmfL2HC4U $SOFI - @SoFi receives new"
X Link 2024-04-08T11:51Z [----] followers, [----] engagements
"@FoxyFomo @wearehims I agree market has been hot as of late. I see no point in chasing names of interest that Im not already in. Opportunity will likely present itself at some point this year"
X Link 2024-04-08T17:18Z [----] followers, [--] engagements
"Hey @GerberKawasaki. is @elonmusk also to blame for $VWAGY @VW's 24% drop in EV sales across Europe and 3% drop worldwide I know you also use to follow $PSNY @PolestarCars. is he to blame for their 40% drop in deliveries YoY in Q1 Maybe not a @Tesla $TSLA specific issue Basically tesla cant sell its cars due to Elons behavior. Lets stop blaming the Houthi rebels or German environmental terrorists. Or a recession that never came. Or interest rates. Only one person responsible for this. $TSLA Basically tesla cant sell its cars due to Elons behavior. Lets stop blaming the Houthi rebels or German"
X Link 2024-04-11T15:01Z [----] followers, [---] engagements
"@The_EVGuy Best of luck and safe travels"
X Link 2024-04-19T01:29Z [----] followers, [---] engagements
"Ran into a @Rivian R1S while topping off the @Tesla M3 at an @evgonetwork fast charger. I love my M3 but Im also excited to see their new R2 hit the road they make an awesome EV $TSLA $RIVN $EVGO"
X Link 2024-05-05T16:06Z [----] followers, [---] engagements
"@The_EVGuy @Rivian @Tesla @evgonetwork Cant see myself ever going back to a regular car Haha"
X Link 2024-05-05T16:08Z [----] followers, [--] engagements
"With @StubHub rumored to IPO as soon as July & looking at valuation of $16.5B (47x TTM EBITDA / 11.69x TTM Revenue) could $SEAT @VividSeats see some action trading at a $1.13B valuation TTM Metrics: Revenue = $743M (1.5x) EBITDA = $138M (8.2x) Net Income = $94M (12.0x) 1/2 StubHub had $350 million in earnings before interest taxes depreciation and amortization for the year ending in March as the ticket platform operator gets ready for an IPO. https://t.co/CY3DKE7amH StubHub had $350 million in earnings before interest taxes depreciation and amortization for the year ending in March as the"
X Link 2024-06-10T18:49Z [----] followers, [---] engagements
"Precursor to an @xai cell phone that can eventually be supported through a @Starlink cell service 👀 If Apple integrates OpenAI at the OS level then Apple devices will be banned at my companies. That is an unacceptable security violation. If Apple integrates OpenAI at the OS level then Apple devices will be banned at my companies. That is an unacceptable security violation"
X Link 2024-06-10T22:48Z [----] followers, [---] engagements
"@The_EVGuy @xai @Starlink The Elon ecosystem"
X Link 2024-06-11T00:49Z [----] followers, [--] engagements
"I think $AMZN @amazon and their ability to significantly undercut pricing is $HIMS @wearehims biggest risk. Amazon Pharmacy is already offering generic Sildenafil and Tadalafil which were Him's original key products at significantly cheaper prices. Report published today on $HIMS & its push into weight loss drugs. Criticized its ease of prescribing & the quality of its GLP-1 supply chain partners. This could easily be noise. This could be material. We shall see. Regardless regulation (& $AMZN) will remain a real risk. https://t.co/xotlmQR60G Report published today on $HIMS & its push into"
X Link 2024-06-27T15:41Z [----] followers, [----] engagements
"@DanaDonovick @elonmusk He cant run for president. Hes not a natural born citizen"
X Link 2024-07-24T23:09Z [----] followers, [--] engagements
"Regardless of political beliefs its absolutely insane for large tech / social media companies to push their own narratives that are blatantly false or misleading. Personal results from asking $SNAP @Snapchats AI assistant about the Trump assassination attempt: 🚨OPENAI: TRUMP WAS NEVER SHOT BUT KNOWS KAMALA IS PRESIDENTIAL NOMINEE. ChatGPT Prompt: When was Trump Shot Look up Online. "There is no verified information or credible reports online indicating that Donald Trump has been shot. This event has not occurred. Any https://t.co/9N20OgM58u 🚨OPENAI: TRUMP WAS NEVER SHOT BUT KNOWS KAMALA IS"
X Link 2024-08-09T18:38Z [----] followers, [---] engagements
"@elonmusk This is a widespread problem @elonmusk @Snapchats AI assistant does the same thing. Regardless of political beliefs its absolutely insane for large tech / social media companies to push their own narratives that are blatantly false or misleading. Personal results from asking $SNAP @Snapchats AI assistant about the Trump assassination attempt: https://t.co/F6rLdZLEPY Regardless of political beliefs its absolutely insane for large tech / social media companies to push their own narratives that are blatantly false or misleading. Personal results from asking $SNAP @Snapchats AI"
X Link 2024-08-09T19:22Z [----] followers, [---] engagements
"I haven't been as active on here lately but a few weeks ago saw some posts from @OddDiligence and @CorneliaLake about $NBIS - @nebiusai that got my attention then their recent $700M founding round with $NVDA - @nvidia really sparked my interest. Like this company into 2025"
X Link 2024-12-12T20:25Z [----] followers, [----] engagements
"$NU - @nubank's execution is truly impressive with over [---] million customers $2.9 billion in quarterly revenues (Q3 2024) and an annualized ROE of 30%. The near-term macro-economic headwinds in their key market Brazil isn't likely to materially obstruct this progress IMO. $NU is trading at a FWD PEG of [----]. This is a company that has executed incredibly has amazing management a defensible and expanding moat is seeing margin expansion growing fast and still has a sizable TAM to capture. This seems like a no-brainer to add at these levels. https://t.co/2CJYApjbho $NU is trading at a FWD PEG"
X Link 2024-12-16T16:49Z [----] followers, [----] engagements
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