data

if everyone cared and we were all on the same team

[Shawarma Capital @ShawarmaCapital]

I built a video game for a stock.

Not a chart. Not a dashboard. A walkable, life-size 3D hangar of the entire $MRLN fleet that you fly out of, over real terrain, through storms that roll in on their own.

The same ADS-B tracker behind our research feeds it live. Real tails on a 3D globe. A 24-hour flight log on a console you walk up to. Other Merlin aircraft flying the pattern around you with radio chatter on the wire. Other subscribers walking the floor with you in real time.

Then take off. Day to a 2,000-star night. Contrails at altitude. Vortices off your wingtips in a hard bank. An autonomy demo that flies itself from takeoff to touchdown.

Press P. Photo mode. Shoot the fleet like a unit photographer.

I have never seen another research desk do anything close to this.

[SPAC Spin @SPACspin]

$QRED 🤝✅ OFFICIAL DA:
Robseek Intelligence Inc. Announces Entering into an Agreement and Plan of Merger with QuasarEdge Acquisition Corporation
https://t.co/oPFtkps13Q

[Massimo @Rainmaker1973]

What a 7.2 magnitude earthquake looks like underwater.

[Nick at ListingTrack @listingtrack]

Nuclear – Weekly Gainers & Losers (05/25/26 - 05/29/26)

Nuclear posted a strong week led by uranium mining and SMR developers, while larger diversified SMR platforms and integrated technology players slipped. ASP Isotopes and Jaguar Uranium drove the upside in higher‑beta uranium exposure, supported by solid moves from Terrestrial Energy and Nano Nuclear in SMR technology. NuScale Power also advanced, helping extend recent momentum around next‑generation reactors, and safety‑systems suppliers such as Ampco‑Pittsburgh and Graham Corporation participated as investment rotated into equipment and engineering names. In contrast, Eagle Nuclear Energy, GE Vernova and X‑Energy traded lower, signaling some de‑risking in diversified SMR platforms and large‑cap nuclear technology complexes after prior strength. Drivers varied across the week, but flows clearly favored focused uranium and SMR names over larger integrated nuclear platforms and utilities.

– ASP Isotopes Inc. (ASPI) gained 50.48% this week to $7.78 (980M), a uranium mining and processing name, as traders added exposure to enriched‑isotope and uranium supply plays.
– Terrestrial Energy Inc. (IMSR) rose 31.75% to $9.13 (967M), a nuclear technology SMR developer, benefitting from renewed interest in advanced reactor designs.
– KULR Technology Group (KULR) advanced 22.74% to $4.78 (221M), a nuclear technology SMR and thermal‑management company, as investors looked for enabling technologies tied to next‑gen nuclear systems.
– Quantum X Labs Inc. (QXL) climbed 19.27% to $4.89 (65.21M), a specialized software and solutions provider for nuclear and advanced‑tech applications, participating in the broader SMR‑and‑innovation bid.

On the downside, diversified SMR and large integrated technology platforms underperformed. Eagle Nuclear Energy Co. (NUCL) fell 10.40% to $10.08 (298M), a nuclear and SMR‑linked uranium platform, giving back part of its recent rally. GE Vernova Inc. (GEV) declined 7.23% to $968.32 (260.21B), a large nuclear technology, SMR and fuel‑technology operator, while X‑Energy, Inc. (XE) slipped 7.21% to $26.91 (10.67B) as investors trimmed exposure to capital‑intensive SMR projects after strong prior performance.
#ASPI #IMSR #KULR #QXL #NNE #SMR #AP #JAGU #GHM #TLN #NUCL #PTC #GEV #XE #BWXT #NEE #ETR #D #DUK #SO #Nuclear
https://t.co/bWY4D5LxXT

[Julian Klymochko @JulianKlymochko]

My latest memo on the SPAC market:

The Coiled Spring?

https://t.co/hcgmhyZOIr

[DataTrack @DataTracker87]

Good read. "What Separates Successful SPAC Transactions from the Rest"
https://t.co/FSrEhjBl4g

[Shawarma Capital @ShawarmaCapital]

$MRLN — my longest and most comprehensive update ever. 25 sections, 12 appendices, 100+ GB of flight data, contracts and filings parsed into one piece.

Anduril just printed $14B. Shield AI $2.7B. Saronic $9.25B. The whole autonomous defense category is re-rating in front of everyone, and there's exactly one crewed-aircraft autonomy pure-play you can buy on a US exchange.

$674M company. Free float of maybe 3.6 to 5 million shares. IBKR borrow hit 99.93% in April. Almost nothing to short, almost nothing to buy.

A pre-revenue defense name doesn't tell you much through earnings, so you read it three other ways: the org chart, the airframes, and the contract trail. All three moved this month.

Org chart: a former Secretary of the Navy on the board whose other seats are Fincantieri, Saronic and Kongsberg. An SVP Engineering out of the X-47B and MQ-25 carrier autonomy programs. Three customer-facing P&L lanes, plus five DC capture roles posted in nine days.

Contract trail: a first-ever Missile Defense Agency award showing up on USAspending. A GE Aerospace co-development deal putting Merlin's stack on a flight management system installed across 14,000 aircraft. A KC-135 program drawing engagement from active-duty Air Mobility Command officers and a retired four-star.

Then the calendar. Six catalysts I'd rate top priority in the 111 days between now and the Sept 16 lockup. HONA Investor Day. Farnborough. Q2 earnings. The lockup itself. A KC-135 demo window. Most front-loaded quarter this stock has had since it went public.

Full breakdown covers capital structure and the conversion-date-reset math, the contract pipeline vehicle by vehicle, four scenario valuations, the bear case written honestly, the full risk register, and a 20-item watchlist with exact tripwires.

Free for all. Read it before the calendar starts firing.

https://t.co/HYbRPtC79E

Long $MRLN. Research synthesis, not investment advice.

[Julian Klymochko @JulianKlymochko]

newcleo / NewHold Investment III deal overview

Advanced modular reactor (“AMR”) technology and nuclear fuel manufacturing
$2.3 billion valuation
$220 million IPO
Symbol $NWCL
Closing H2 2026

PR: https://t.co/cc7RFoVifG
IR deck: https://t.co/eACCX5UFF3

Long $NHIC in $ARB.to

[unusual_whales @unusual_whales]

BREAKING: Marjorie Taylor Greene said the eight-week government shutdown was orchestrated by Donald Trump to prevent the release of Epstein files.

[Flow Board @MarketFlowBoard]

@unusual_whales

[RossRadio @cqcqcqdx]

Matrix effect with LIDAR, Unity, and ARKit

[unusual_whales @unusual_whales]

Fidelity will now require thousands of its US employees to come into the office five days a week, per Bloomberg

[unusual_whales @unusual_whales]

BREAKING: Kevin Hassett: Before the war, the US received warnings of Iran possessing 11 nuclear weapons.

[unusual_whales @unusual_whales]

BREAKING: The BBC has reported that there appears to be "insider trading consistently happening in the Trump administration before announcements."

[SPAC Spin @SPACspin]

$CRAC 🤝✅ OFFICIAL DA:
Crown Reserve Acquisition Corp. I and Carvix, Inc. Announce Definitive Business Combination Agreement
https://t.co/S9BBZGqwpE

[data @Nu2KeyboardMous]

@valwithcatalyst @Spac__Trader Thank you for this info. I learned something today

[Julian Klymochko @JulianKlymochko]

A SPAC CEO was caught with her hand in the cookie jar, taking money from the working capital account that she was not authorized to.

When the board requested she repay the funds, she refused.

While the stolen funds are a fraction of 1% of the trust account, an orange jumpsuit may be in her future.

$DMII $DMAA

[data @Nu2KeyboardMous]

$BACQ not much discussion on this stock. But I can see it's potential if it does well. Merging with Merlin Labs. I did see that post about how Jane street is thinking about shorting it after merger. I missed holding onto $OKLO through merger ... I won't on this new company.

[Top stock Alert @Martinperiu6]

$BACQ Jane Street has their dirty hands in this. Possible post SPAC merger manipulation to the downside. In a bear market. Spacs are dangerous.