Arb

Full time trader since 2003.

I trade pairs, special situations, Cdn stocks, but mostly Tweet about SPACs for now.

[Arb @ArbProfit]

@Roth_Overlord I only took a starter at 0.65 because it seemed a bit rich with the common soft and so early.

[Arb @ArbProfit]

$IPFX surprised with a quick deal. Only had 1/4 of the warrant position I wanted. They had an existing relationship with @KamGhaffarian after doing the $LUNR deal. Kam still has Axiom Space private, which would be an incredible SPAC target. Big raise recently, but they’ll need a ton of capital.

[Arb @ArbProfit]

$SAAQ is my favorite that nobody is talking about.

$IPFX pretty new so likely no deal imminent, but they did $LUNR and $USAR.

$TACO Harry You looking for AI target, hopefully not a long wait.

$KRSP and $SVIV strong energy teams.

Agree $CLBR could do a much better deal than their first two.

[Arb @ArbProfit]

Paging @fundstrat

[Arb @ArbProfit]

@fundstrat @FundstratDirect $FCRS - good time for a DA

[Arb @ArbProfit]

@RaphaelE2MC

[SPACInsider @spac_insider]

PODCAST: Inside IQM’s $1.7B Quantum Computing Deal with Real Asset Acquisition Corp. $RAAQ

We spoke with IQM CEO and Co-Founder Jan Goetz, and Peter Ort, CEO and Co-Chairman of Real Asset Acquisition Corp. $RAAQ about their $1.7 bn deal, announced in February.

As more quantum computing companies go public via SPACs, the industry is going global.

Jan explains why IQM has based its own business model on selling quantum computing hardware and why he believes this enhances the company’s pipeline over time.

Peter lays out the Real Asset’s team long engagement in the quantum computing space and why it chose IQM as the next big play in this emerging technology.

Give it a listen. #quantum

https://t.co/5BbD6LpWKd

[VikMittal @vik_mittal]

Episode page: https://t.co/rhXib1IOAn
Apple Podcasts: https://t.co/UZyA3u9pGQ
Spotify: https://t.co/4dxIvw4RMc

https://t.co/bdViXZOJo4

[Arb @ArbProfit]

@CallsPuts1 @SPACuity If Ackman did $20 to show he's better than everyone, what does $5 mean?

[Arb @ArbProfit]

@SPACuity Hayes/Kutcher/Devall just had 97% redemptions on their other SPAC, $SIMA.

[Arb @ArbProfit]

$AVAC - Another Trump SPAC, with several members from $NWAX.

https://t.co/0SaG6XZMio

[Arb @ArbProfit]

@SPAC_zilla Webcast replay is here https://t.co/lePTErPCOq

[Arb @ArbProfit]

@Falcon7_Trader @fundmyfund Argument against is that they just did a huge funding round. But with a SPAC deal they wouldn’t see the cash for 6-9 months so it’s possible.

[Arb @ArbProfit]

Intuitive Machines $LUNR ✅
X-Energy $XE ✅
Quantum Space $IPFX ✅
Axiom Space

[Arb @ArbProfit]

@bennettheitjan @BillyTheKid_59

[Arb @ArbProfit]

@DumbInvestorGuy https://t.co/MM7TPGpmKM

[American Optimist @AmOptimistShow]

EPISODE 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance

@JTLonsdale sits down with @ScottNolan

Lessons from SpaceX early days; building @GeneralMatter; why we rely on Russia; how we fell behind China; nuclear power in space; and more!

(00:00) Episode intro

(01:20) Boeing vs SpaceX / lessons on speed & performance

(05:20) What made SpaceX unique? 

(09:05) General Matter / how to make nuclear fuel

(16:45) Disarmament and relying on Russia

(19:50) The AI energy crisis / falling behind China

(24:30) Founders Fund & energy investing

(27:15) How to scale nuclear energy

(32:00) How to fund the nuclear buildout

(36:15) Nuclear in space & new possibilities

[Arb @ArbProfit]

@EricTheUmpire Shocking with that cap table.

[Julian Klymochko @JulianKlymochko]

My latest memo on the SPAC market:

The Coiled Spring?

https://t.co/hcgmhyZOIr

[Arb @ArbProfit]

Curious to see what kind of deal $SAAQ can land. Led by Peter Ort who already has deals for $DAAQ and $RAAQ. @RaphaelE2MC is Chairman for this one and should provide some useful guidance.