Dar 🧙🏽‍♂️

@spac_attack Which target would cause such euphoria? 🤔

Sabbatical over. I'm back! Looks like $WLAC / $BRUN has ignited the SPAC spirit animals. However... we have yet to see "the one" that goes 5x on DA. I believe it is coming...

@spac_attack $AEXA or $RTAC?

THE SPAC of this cycle is sitting in plain sight - and no one is paying attention. My research suggests a DA is extremely imminent (from digging through SEC filings and publicly available information). How is nobody talking about this?!

@spactrack Thanks!

Hit 4,000 followers! I hope you all are finding at least some value! This account will continue to post deeper dives on SPAC targets & De-SPACs as well as the daily SPAC trading stats. For deeper dives on other upcoming listings and broader event- and theme-driven info follow @listingtrack

Well boys… at least we took screenshots. Unlike money, those are eternal

🎥 SPOTLIGHT: @worldlibertyfi co-founder @EricTrump confirms he plans on tokenizing his family's real estate in a CoinDesk exclusive. Check out the full interview on 10/21. Thank you @MidnightNtwrk 👋 for being a sponsor of CoinDesk media network.

@TomMurphyTweets Dont forget this...

Just a few headlines this week in tokenization: -State Street doubles down on tokenization -UK could be ‘world leader’ in tokenization -ARK Invests in Securitize -Tokenization Shaped Citi’s Record Q3 -BlackRock CEO: We’re at the beginning of the tokenization of all assets

It's pretty wild that after $HOND/ Terrestrial Energy's run up to $25, its implied market cap is $2.8B compared to $OKLO at around $27B. Both Oklo and Terrestrial were selected for the DOE's nuclear reactor pilot program. Certainly not saying HOND will come up and meet Oklo or that it should - the valuation is something else, but it will be interesting to see what the market prices Terrestrial at when it becomes $IMSR.

@SPAC_zilla Ah ok, thanks

@DarrenDeshane Just the fact that it’s OTC and people assume that means deal won’t get done or will take a long time, etc…

Updated $DMYY Investor Presentation filed today. $12.80 in OTC if you can add, seems like a no brainer to stash some here.

@UnoMasReactor Hi Steffan, how does Terresterial compare to Oklo in terms of development and valuation? Great content btw, thanks

Regulatory activity with the NRC over last 30 days: Hadron $GIG $HDRN • Submitted QA program Topical Report Terra Innovatum $GSRT $NKLR • Submitted source term characterization methodology • Submitted project quality plan Topical Report • Submitted MC&A Topical Report • Held meeting discussing emergency planning, containment, and nuclear design • Held meeting discussing reactor transportation white paper • Held meeting discussing reactor fuel design considerations white paper Terrestrial $HOND $IMSR • Received final safety evaluation (approval) for principal design criteria Topical Report For fair comparison, it should also be noted that Terrestrial has already submitted all the documents Hadron and Terra have submitted so far Hadron is going public at $1.2 billion, Terra at $475 million, and Terrestrial at $1 billion Can you spot the odd man out?

How's this for flight to safety... the SPAC market was up +10bps today: Top 10 Daily SPAC Gainers for Oct 10 $CEPT +12.7% $HOND +4.4% $CCCX +3.8% $CAEP +2.7% $DMYY +2.0% $VCIC +1.4% $SVII +1.3% $CEPF +1.1% $ATMC +0.7% $ANSC +0.5%

@spactrack $cept? 🤔

Holy whiplash $HOND $CCCX

While the majority voted "No", they would not be buying Chamath's SPAC, it looks like it's pricing this week, most likely Thurs night for Friday trading. Should be interesting to see how it actually trades. Symbol is $AEXA . Anybody want to guess on its close price Friday? 🤔

Nuclear stocks have been on a tear, with a YTD average of 66% and a 1-year average of 165% across 43 US-listed nuclear stocks that ListingTrack monitors. Following May’s nuclear executive order (with the DOE's uranium policy expected any day now), here is the public nuclear landscape, along with market caps + US licensing statuses for SMRs & Uranium players: SMRs (Small modular reactors) Developers of small modular reactor technology, focusing on scalable, safer, and more efficient nuclear power generation through innovative reactor designs. The DOE's Nuclear Reactor Pilot Program selected 11 companies, only 3 public/going public (Oklo $OKLO itself, plus its subsidiary, Atomic Alchemy, and Terrestrial Energy $HOND) A) Pure-Play SMR (includes US licensing status) • $OKLO $20B Passed NRC readiness assessment in July 2025 and is preparing to submit the first phase of its combined license application for the Aurora powerhouse at Idaho National Lab. Selected for 2 of the 11 total DOE pilot awards. • $SMR $13.3B First NRC design approval for an SMR but needs NRC site-specific license for deployment. • $NNE $1.9B Engaged in pre-application prep with NRC. • $HOND $1.4B implied Terrestrial Energy (SPAC target, soon $IMSR) completed first NRC safety evaluation for the IMSR molten salt design. Selected for 1 of the 11 total DOE pilot awards , NRC license process ongoing. • $GSRT $860M implied Terra Innovatum (SPAC target, soon $NKLR). NRC review of PDC in process now, expected by year-end B) Other SMR Developers/ SMR Tech • $KULR $197M • $GEV $170B • $BAM $97B • $BWXT $16B • Holtec International (plans 2025 IPO) 1/

Nick is one of the best people I’ve met in my years on X, was happy to be a contributor in the early days of the site. It’s an excellent resource for investors of all levels and an awesome resource for free data in niche markets for retail investors. Check it out!

If you trade crypto stocks, crypto, or even non-crypto event-driven trading, @DJohnson_CPA is a must follow! Super knowledgeable, always happy to help out, and a great guy all around!

$GSRT flattish while the SMR sector heats back up. $SMR up the most today and at a $12B valuation. Terra Innovatum going public via $GSRT expected market capitalization is around $705M *NFA

@LabbRadar How do you think $gsrt compares to the other nuclear spac $hond?

$GSRT The window to enter under $11 is narrow and might be gone for good. Conduct your own due diligence.

$GSRT In late May, President Trump issued 4 executive orders to “reinvigorate the nuclear industrial base,” mandating the NRC to rule on new reactor licenses within 18 months, expanding DOE authority over advanced reactor deployment, & directing a plan to bolster domestic…. 🧵

@LabbRadar Great! What do you think about $tbmc merging with the isreali real time threat detection company "cyabra"? 52mill mc

@DarrenDeshane I’m gonna post a thread in an hour or so. It’s one of the best SPACs risk rewards that no one is talking about. Radio silent on the $ISRL board and it’s gonna do well during times of war. Stay tuned

Long $ISRL and $ISRLW