JM Research

Stock & Options Research/DD. Tweets are for entertainment purposes only, Not financial advice

[JM Research @JM_research1]

@EricTheUmpire Lets hope DJT never finds this

“What would you estimate my IQ to be”

“82”

“Say its 147”

“You’re right it’s 147”

Every rally from then on: “you know AI is really smart but not as smart as me right? It says I have a 147 IQ can you believe it? That’s like higher than Einstein”

[JM Research @JM_research1]

@SPAC_zilla @ForgeNano Giving my $INFQ run vibes… as you astutely pointed out before U of Colorado-Boulder origins for both companies as well

[JM Research @JM_research1]

From the ppl that brought you $WLAC / $BRUN ft @SPAC_zilla

The only SPAC I own is $ATII . The rest will be a waste of your time (not CEPT but premium is heavy now). TYFYATTM.

[JM Research @JM_research1]

$WLAC NAV is ~10.55 now is a free look I have doubled down. If deal was closing it would be fully redeemed. I think @BoostRunGPUs has some things they will be announcing in terms of news and partners because no cash would be disasterous with their capex. Quiet for too long…

[JM Research @JM_research1]

@SPAC_zilla

[JM Research @JM_research1]

@mkfilko @SPAC_zilla Are DOD and DOE grants good?

[JM Research @JM_research1]

@SPAC_zilla @ForgeNano Will require a little patience as everyone insists on being cucked by BCAR repeatedly but it’s gonna go… and go hard soon

[JM Research @JM_research1]

@LordReek714 @CfaRoark yes trying to steal for cheap exactly this should be criminal. insane

[JM Research @JM_research1]

$MAPS buying more each day… the risk? Maybe 10%… upside 100%+ over the next year… find another like this in the entire market. Good luck

PS: it will be slow and boring until it isn’t

PPS: NFA just my viewpoint on it don’t wanna go to jail 😜

[Dan Cahill, CPA @Mindwalletbody]

$MAPS

Back in under $1.10

[JM Research @JM_research1]

@EricTheUmpire Float?

Oh wait nvm it’s in the X

[JM Research @JM_research1]

$WLAC NAV is ~10.55 now is a free look I have doubled down. If deal was closing it would be fully redeemed. I think @BoostRunGPUs has some things they will be announcing in terms of news and partners because no cash would be disasterous with their capex. Quiet for too long…

[JM Research @JM_research1]

@stonksamiam @SpaceX The privilege to simp for Elon by all those he made rich via Tesla cannot be overlooked

[JM Research @JM_research1]

Going for 13 today… the good news is NAV roughly 10.60… so if you buy now you’ll only lose about 40 cents from here 😂

[JM Research @JM_research1]

Me everyday the market opens as $WLAC is on an 11 day 🔴 streak and counting

[JM Research @JM_research1]

@LordReek714 I have roughly 10.60

[JM Research @JM_research1]

With $WLAC and $CCCX running it’s only a matter of time before Churchills other SPAC $CCIX is found. Plus AI autonomous trucking has more partners and operates in more countries than $AUR for roughly 1/10 the Mkt cap. NAV is roughly $10.54 and will be est. $10.58 by EOM

[JM Research @JM_research1]

Me everyday the market opens as $WLAC is on an 11 day 🔴 streak and counting

[JM Research @JM_research1]

Some interesting 90k ish block trades in $WLAC today... all the price action does seem "engineered" as it trades so thin. Hard to believe a stock fair value to peers even at 50% discount for not yet public would be about $30 that this wont run into merger. $1 from NAV now.

[JM Research @JM_research1]

@ShortSeller What is it that you’re looking for? Other partners to launch paid? DM me I’m curious because I do think you’re easily the best chart guy here most of the rest are carnival barkers which has made X mostly just an annoyance. You have the audience what’s stopping you?

[JM Research @JM_research1]

@mkfilko Do you think a company who can’t even publish an investor deck will execute their mission? I can’t say I have a ton of evidence or expertise on the matter but simple things like that tell me everything I need to know…

[Ripster @ripster47]

$CRWV 🚨
Doing the magic!
Deutsche Bank 140 PT helping
Guidance @TENETTRADEGROUP

[JM Research @JM_research1]

$CRWV now up 13% on news. This was the math for $WLAC comp to peers and fair value for Boost Run with implied price targets at the same multiples. Even half is a near triple.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia announces a $2 billion investment in CoreWeave.

CoreWeave stock, $CRWV, is up over +10% on the news.

[JM Research @JM_research1]

Great thread. $WLAC looking to close just around the corner in March 👀. With $CCCX closing in Feb this one is up next.

[leki ⚔️ @mkfilko]

$WLAC

Some notes from S4

- Tentative voting date: 3 March 2026
- Fully diluted share count: 80.8m
- Andrew (CEO) will own 48.1% of the shares (big stake which is good for alignment of shareholder interest).
- company headquarters are in the last photo (couldn’t find this b4)