@SPAC_zilla

I sometimes comment on SPACs.

Joined January 2021
  • Tweets15.9K
  • Following100
  • Followers4.5K
5.1KMedia
Replying to @SPAC_zilla
Going forward, it’s pretty clear that retail piling into these is a terrible idea. I’ll be finding more of the $WLAC quiet plays and commenting here and there but to be successful, the winners need to be kept as quiet as possible.
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$CCXI Could be seeing a modest rally today and into next week if the market cooperates but instead everyone shit on it so hard that people dumped millions of shares below NAV to arbs. How about next time we stay positive and leave the emotions at the door.
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$CCXI / @agilityrobotics Breaking my rule and posting a little early here… Things obv look terrible, but there is a path where even if it dips to $9 or so and then moons SPACs could still survive. If another humanoid SPACs and has options, it will get bought I think.
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I’m out of my position and took the L on this last trade of it. Still a great winner overall and I’m up about 29% YTD in the IRAs that I trade. After a few months of Fidelity Money Market that should get me to 30% on the year and I can sleep happily.
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I pull out the investment calculator and say “If I can just do 10% for the next 20 years…”
strictrope
@strictropeOct 22
Down so bad I'm asking chat what the average net worth of people my age is to feel better 😭😭
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Although $BRUN (formerly $WLAC) is suffering the same fate as many right now, it’s worth congratulating @TheLukeWeil on absolute perfect timing with this SPAC. Zero redemptions and it mooned to $40+. Literal perfection by the Willow Lane team.
Luke Weil
@TheLukeWeilMay 8
Replying to @BoostRunGPUs
@BoostRunGPUs Completes Business Combination with Willow Lane and is Approved to List on Nasdaq with Ticker Symbol $BRUN prnewswire.com/news-releases…

Boost Run Completes Business Combination with Willow Lane and is Approved to List on Nasdaq with...

/PRNewswire/ -- Boost Run, Inc. ("Boost Run" or the "Company"), a provider of AI cloud infrastructure and high performance compute ("HPC"), today announced the...

prnewswire.com
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$CCXI / @agilityrobotics Doing no good talking about it everyday so this will be my last post on it till the day before ticker change. I am long into ticker change. Good luck y’all!
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$CCXI Looks like everyone is gonna get their dream to load in mid $10. Gonna be an interesting month or so heading into deSPAC.
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$BOT Nope back to the shitter.
SPACzilla@SPAC_zillaOct 5
Is $BOT gonna give us another head fake or is it finally breaking out? $CCXI / @agilityrobotics is about to go public with $BOT trading at almost 3x its NAV price of $11.35.
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$CCXI Looks like half are waiting for mid $10 to buy.
SPACzilla@SPAC_zillaOct 7
$CCXI Are you waiting for mid $10 range to buy?
50%Yes
50%No
282 votes • Final results
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$CCXI / @agilityrobotics @OddDiligence with another great find. As I said, I will not be mid-curving this.
Odd Diligence
@OddDiligenceOct 8
$CCXI nice endorsement from Nvidia Head of Robotics Ecosystem and Edge AI Product today: “Now the robot is literally unchained—the safety goes with the robot wherever it goes,” Goel told Ars. “Now they can operate everywhere in a factory or a warehouse without having to set up a brand new infrastructure every time they want to do a new task.” arstechnica.com/ai/2026/10/n…
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$CCXI / @agilityrobotics I still would be shocked to see this go to NAV and just sit there heading into deSPAC although that possibility is certainly closer than it was a few days ago. I will not be mid-curving this. First U.S. pure-play humanoid. $NVDA $AMZN Foxconn.
SPACzilla@SPAC_zillaOct 1
$CCXI / @agilityrobotics My current thoughts... I was not shocked to see $CCCX sell off into vote date before it became $INFQ. I was not shocked to see $WLAC moon into its vote date. I would be shocked to see $CCXI go to NAV and sit there at $2.5B going into deSPAC.
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$CCXI Are you waiting for mid $10 range to buy?
50%Yes
50%No
282 votes • Final results
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$CCXI / @agilityrobotics
Chris Paxton
@chris_j_paxtonOct 7
There really are very few heavy-industry humanoids. For all that people talk about figure and optimus neither is strong enough to do much of the work humans actually do every day, which requires ~50 lb payload. The gap between 40 and 50 lb payload is way bigger than it sounds -- on the robot side, it makes control harder and the robot heavier. On the practical side, 50 lbs is the standard OSHA limit for manual material handling. And as a note for all the "china is ahead in robotics" folks-- there are essentially no Chinese companies on this list. The only one is Agibot with their new a2 max. No europeans either. Maybe this too will change but right now it's really clear how focused american companies have been on industry. And again, the jump from controlling a lower- to a higher-payload robot is actually very big! The problem is quite meaningfully harder with larger robots that have higher masses and take more damage from falls. This image is from chatgpt, dont take it too seriously.
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I’m guessing that’s the “And growing!” part of the slide until the dot all the i’s and cross all the t’s on the contract. No way they bring them on today if there wasn’t a long term commitment. Little birdies saying $AMZN is the $300m and it sure sounded like $AMZN from that guy
𝗧𝗵𝗲 𝗨𝗺𝗽𝗶𝗿𝗲
@EricTheUmpireOct 6
Replying to @SPAC_zilla @agilityrobotics
Don't you think if it was Schaeffler they would have said so?
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$CCXI / @agilityrobotics Free bit of advice, when you see these that’s when you buy.
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$CCXI / @agilityrobotics 30+ potential customers in active pipeline discussions.
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If you’re not buying $CCXI here at $11.30 you’re bad at stock trading.
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Doing great guys, ALLLL the way down to about $10.30 please.
SPACzilla@SPAC_zillaOct 6
Make sure you all dump it straight to NAV as soon as this starts.
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$CCXI / @agilityrobotics $300M order customer is still unknown although I thought they were just about to announce it…I imagine they’re saving it for right before deSPAC. 1K robots for the $300m order over a 3 year period.
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