Nick at ListingTrack

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Nick at ListingTrack

Nick at ListingTrack

@listingtrack

Event-driven intel. Covering market themes, IPOs, public M&A, SPACs, and additional special situations at https://t.co/LaXQH41kM0

Katılım Temmuz 2020
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Nick at ListingTrack
Nick at ListingTrack@listingtrack·
I started SPAC Track and then ListingTrack to make event-driven market data more accessible for retail investors. Today, we're going back to that original goal. Core access is now free. Free accounts now include all data (no data point or result limit), including: • IPO, SPAC, M&A, and Pre-IPO datasets • Thematic coverage - AI, Defense, Nuclear, Crypto, and more • Watchlists for companies, SPACs, and mergers We have also streamlined our premium plans into one Professional plan that includes: • Advanced table filters • Data exports and saved screens • Curated event-driven updates feed • Daily SPAC newsletter • SPAC merger and sponsor tracking • LTSheets (live Google Sheet for several of our core datasets) If the platform’s been useful to you, feel free to share. We’ll keep building. Thanks for all your support over the years! - Nick @ listingtrack.io
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Nick at ListingTrack
Nick at ListingTrack@listingtrack·
Nuclear – Daily Gainers & Losers (03/23/26) Nuclear traded higher today as uranium miners and safety‑systems suppliers rallied on fuel‑supply and advanced‑reactor optimism, while Eagle Nuclear and a few defense‑linked names lagged on profit‑taking and SPAC‑related volatility.​ – ASP Isotopes (ASPI) jumped 14.59% to $4.83 after its Quantum Leap Energy unit advanced a non‑binding MOU with a major U.S. nuclear utility to explore domestic HALEU and LEU+ fuel production, and the company announced Phase 1 drilling completion at the Renergen Helium Project ahead of schedule, reinforcing its positioning in strategic isotope and nuclear‑fuel supply chains despite ongoing legal and financing risks.​ – Jaguar Uranium (JAGU) rose 9.68% to $1.70 as investors reacted to its 2026 exploration plan across Argentina and Colombia, where it will advance the Laguna Salada and Huemul projects following recent environmental approvals and highlighted strong cash resources to fund work for roughly two years. – Ampco‑Pittsburgh (AP) gained 6.27% to $7.29, rounding out the top three gainers as nuclear‑safety‑and‑control‑systems suppliers continued to benefit from rising SMR and fuel‑cycle investment. On the downside, Eagle Nuclear Energy (NUCL) fell 11.25% to $5.13, leading losers as the newly listed uranium developer gave back recent gains tied to its Nasdaq debut and upcoming Opening‑Bell ceremony, with shares trading below their 200‑day moving average despite owning what it describes as the largest conventional measured‑and‑indicated uranium deposit in the U.S. Terra Innovatum Global (NKLR) slipped 4.70% to $4.87 as its SMR developer stock cooled after a strong multi‑session advance. Lockheed Martin (LMT) declined 1.78% to $616.25, completing the three largest losers as nuclear‑defense applications names eased alongside broader defense‑contractor weakness. #Nuclear $ASPI $JAGU $AP $UUUU $SKBL $GHM $MIR $FLR $NNE $OKLO $NUCL $NKLR $LMT $RTX $PTC $GIG $HVII $SO $KULR $DUK listingtrack.io/theme/nuclear
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Nick at ListingTrack
Nick at ListingTrack@listingtrack·
New Space – Daily Gainers & Losers (03/23/26) New Space ripped higher today, led by Satellogic’s massive move on Merlin‑constellation excitement, while launch names like Starfighters drifted lower as traders locked in gains after a strong rebound. – Satellogic (SATL) surged 38.16% to $4.96 after investors piled into the geospatial‑data name on the back of its Merlin Constellation announcement, which targets daily 1‑meter global remapping, Q4 2025 results showing 94% revenue growth to $6.2 million, and fresh analyst commentary reiterating bullish ratings tied to its AI‑first Earth‑observation strategy. – Intuitive Machines (LUNR) climbed 13.91% to $20.31 as the lunar‑mission and in‑space‑services company extended its recent rebound, with technical signals flipping the stock back to a short‑term “buy” setup and prior analyst notes highlighting upside to a roughly 25‑dollar target and a market cap above 3 billion dollars. – York Space Systems (YSS) gained 10.11% to $23.20, rounding out the top three gainers as investors continued to reward its strong 2025 revenue growth, 2026 backlog‑backed guidance, and role as a vertically integrated defense‑space “modern prime.” On the downside, Starfighters Space (FJET) slipped 2.75% to $6.73, leading losers as the air‑launch developer digested prior gains following its CEO transition and recent microgravity‑mission partnership announcements, with shares still up sharply from early‑year lows but showing mixed momentum signals. AST SpaceMobile (ASTS) eased 1.68% to $88.42 as satellite‑to‑phone investors took a breather after earlier strength. Momentus (MNTS) fell 1.40% to $4.22, completing the three largest decliners as in‑orbit‑services names lagged the broader space rally. #SpaceStocks $SATL $LUNR $YSS $VOYG $SIDU $BKSY $IONQ $SPIR $FLY $RDW $FJET $ASTS $MNTS $SPCE $PL $RKLB listingtrack.io/theme/space
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Nick at ListingTrack@listingtrack·
Nuclear – Daily Gainers & Losers (03/19/26) Nuclear traded broadly firmer today, with safety‑systems and construction names gaining on strong order trends and new project awards even as uranium‑focused explorers and SMR developers saw another round of profit‑taking. – Ampco‑Pittsburgh (AP) rose 8.66% to $6.90 after the company reported a 38% year‑over‑year surge in order activity for the first two months of 2026, driven in part by exceptionally strong demand from nuclear, military, pharmaceutical, and data‑center customers in its Air and Liquid Processing segment, reinforcing management’s view that recent portfolio pruning is setting up better profitability. – Fluor (FLR) gained 4.89% to $47.87 as investors continued to position around its expanding nuclear‑construction backlog, including early engineering work tied to a U.S. uranium‑enrichment‑plant expansion in Ohio and a new European office in Bucharest to support advanced‑nuclear projects, alongside analyst upgrades citing a second‑half 2026 backlog inflection and higher price targets. – Eagle Energy Metals (NUCL) added 4.44% to $5.18, rounding out the top three gainers as traders sought leveraged exposure to SMR‑linked uranium developers amid growing discussion of Westinghouse and other OEM plans that could accelerate long‑term nuclear‑fuel demand.​ On the downside, Atlas Critical Minerals (ATCX) fell 8.13% to $5.20, leading uranium names lower even as the newly listed company highlighted a diversified Brazilian portfolio spanning rare earths, nuclear‑grade graphite, and 143,725 hectares of uranium mineral rights positioned near restricted high‑potential zones, leaving shares volatile around recent equity‑financing headlines. ASP Isotopes (ASPI) slipped 5.92% to $4.37 as investors took profits following earlier gains tied to its HALEU and specialist‑isotope ambitions. Terrestrial Energy (IMSR) declined 4.52% to $6.12, rounding out the three main losers as SMR developers cooled after a strong run, despite continued optimism that next‑generation reactors will play a key role in data‑center and grid‑decarbonization plans. #Nuclear $AP $FLR $NUCL $ATCX $ASPI $IMSR listingtrack.io/theme/nuclear
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Nick at ListingTrack@listingtrack·
Logistics – Daily Gainers & Losers (03/02/26) Logistics names showed selective strength across 3PL, LTL, and logistics software, while smaller-cap freight and cold chain operators lagged. Gains were concentrated in asset-light platforms and transportation services, with several trucking and LogTech names advancing. Weakness was more pronounced among micro-cap freight forwarders and select cold storage exposure. Notable movers: – Universal Logistics $ULH rose 6.79% to $17.76 ($457M), leading 3PL providers higher. – Callan JMB $CJMB gained 4.52% to $1.62 ($7.49M), advancing within cold chain and niche logistics services. – ArcBest $ARCB climbed 3.79% to $106.55 ($2.38B), participating in strength across LTL carriers. – Manhattan Associates $MANH added 3.35% to $139.97 ($8.38B), extending gains in logistics software (LogTech). On the downside, Smart Logistics Global $SLGB fell 5.77% to $1.23 ($50.22M), Arrive AI $ARAI dropped 3.64% to $1.06 ($38.62M), and The GrowHub $TGHL declined 2.92% to $0.40 ($10.19M), with losses concentrated in smaller-cap freight and LogTech names. #Logistics #ULH #CJMB #ARCB #MANH #MATX #PAL #TFIN #RLGT #ODFL #TRMB #SLGB #ARAI #TGHL #COLD #JYD #CYRX #NCEW #WERN #UPS #DAIC listingtrack.io/theme/logistics
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NextGen Defense – Daily Gainers & Losers (03/02/26) NextGen Defense names traded mixed, with sharp divergence between advanced sensing and drone exposure versus broader legacy defense contractors. Several AI-enabled command, space defense, and UAV platforms moved higher, while select sensing and advisory names pulled back. Price action showed strength concentrated in defense space technologies and autonomous systems. Notable movers: – BlackSky $BKSY surged 14.64% to $21.61 ($778M), leading defense space and surveillance platforms higher. – AIRO Group $AIRO gained 9.18% to $10.70 ($335M), advancing among drone and UAV names. – Northrop Grumman $NOC rose 6.02% to $768.02 ($109.00B), extending gains across large-cap legacy defense. – Palantir $PLTR climbed 5.82% to $145.17 ($347.20B), with AI decision-support and command systems exposure participating in the move. On the downside, AeroVironment $AVAV fell 17.42% to $208.32 ($10.40B), marking the session’s steepest decline, followed by BT Brands $BTBD, down 3.10% to $1.25, and Booz Allen Hamilton $BAH, which slipped 1.29% to $77.81. #DefenseStocks #AVAV #BTBD #BAH #BACQ #IONQ #PMTR #BA #GE #TDG #OSK #BKSY #AIRO #NOC #PLTR #KRMN #AXON #VOYG #KTOS #BWXT #RTX listingtrack.io/theme/defense
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New Space – Daily Gainers & Losers (03/02/26) New Space names traded firmly higher, with strength concentrated in satellite systems, Earth observation, and launch services. Several mid-cap operators posted high single-digit gains, while only a handful of names closed lower. The session reflected broad upside participation across satellite platforms and space infrastructure developers. Notable movers: – BlackSky $BKSY jumped 14.64% to $21.61 ($778M), leading Earth observation and satellite systems names higher. – AST SpaceMobile $ASTS gained 9.76% to $86.92 ($31.93B), advancing among satellite communications platforms. – Planet Labs $PL rose 9.20% to $26.36 ($8.93B), continuing strength in Earth data and analytics exposure. – Intuitive Machines $LUNR climbed 9.16% to $17.99 ($3.66B), with space exploration names participating in the move. On the downside, losses were limited — Momentus $MNTS fell 8.00% to $4.14, while IonQ $IONQ edged lower by 0.08% to $38.34 and Virgin Galactic $SPCE slipped 1.96% to $2.60. #SpaceStocks #BKSY #ASTS #PL #LUNR #FLY #SATL #VOYG #RDW #SIDU #SPIR #MNTS #IONQ #SPCE #RKLB listingtrack.io/theme/space
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Nuclear – Daily Gainers & Losers (03/02/26) Nuclear names pushed higher, with strength concentrated in uranium miners, SMR technology, and nuclear defense applications. Mining and fuel-cycle exposure led the advance, while several regulated utilities and power generators trended lower. Price action showed clear divergence between commodity-linked names and traditional generation operators. Notable movers: – Eagle Energy Metals $NUCL surged 21.08% to $5.83, a uranium and SMR-linked name, marking the session’s largest percentage gain. – Energy Fuels $UUUU rose 9.62% to $23.37 ($5.15B), advancing among uranium mining and processing peers. – Graham Corp $GHM gained 7.26% to $87.12 ($965M), a nuclear safety and control systems provider participating in the broader move higher. – Cameco $CCJ climbed 6.20% to $125.74 ($54.75B), extending strength across large-cap uranium producers. On the downside, utilities lagged — Talen Energy $TLN fell 4.78% to $353.24 ($16.14B), Vistra $VST dropped 4.54% to $165.99 ($58.59B), and Fluor $FLR declined 2.68% to $50.91 ($7.46B). #Nuclear #NUCL #UUUU #GHM #CCJ #BWXT #URNM #RTX #KULR #URA #CW #TLN #VST #FLR #ARE #SKBL #NEE #CEG #EXC #ETR #BOE listingtrack.io/theme/nuclear
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Next Wave – Daily Gainers & Losers (03/02/26) Next Wave names skewed higher, with strength concentrated in defense-linked physical AI and enterprise software providers. Large-cap defense contractors advanced alongside smaller robotics and humanoid platforms, while several autonomous and adjacent names diverged to the downside. Drivers varied by name, with gains led by security, simulation, and AI-enabled service exposure. Notable movers: – CURRENC Group $CURR rose 9.09% to $2.28 ($175M), an AI-enabled enterprise software provider, leading smaller-cap software names higher. – ZenaTech $ZENA gained 8.33% to $2.86 ($126M), with exposure to physical AI in defense and security systems. – Northrop Grumman $NOC advanced 6.02% to $768.02 ($109.00B), extending strength across large-cap defense platforms tied to autonomous systems. – RTX $RTX climbed 4.71% to $212.16 ($284.78B), participating in the broader move across defense-oriented AI exposure. On the downside, losses were led by AeroVironment $AVAV, which fell 17.42% to $208.32, followed by Artelo Biosciences $ARTL, down 4.20% to $1.14, and Stem $STEM, which declined 4.19% to $10.07. #AIStocks #CURR #ZENA #NOC #RTX #KVYO #BSY #RR #DOCN #NOTE #LMND #AVAV #ARTL #STEM #WRD #XPEV #NIO #ARBE #KLAR #RIVN #MBLY listingtrack.io/theme/next-wav…
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Core AI – Daily Gainers & Losers (03/02/26) Core AI trading skewed toward software and application-layer strength, with multiple enterprise and industrial AI names advancing while several data center and storage infrastructure players pulled back. Gains were concentrated in platform and analytics exposure, while hardware-adjacent storage names lagged. Drivers varied by name, with several software stocks extending recent upside momentum. Notable movers: – C3.ai $AI rose 8.80% to $8.65 ($1.19B), a general AI application platform, leading software names higher. – Palladyne AI $PDYN gained 6.26% to $7.47 ($314M), an industrial AI solutions provider, outperforming within specialized software. – Palantir $PLTR climbed 5.82% to $145.17 ($347.20B), extending strength in large-cap industrial AI platforms. – GlobalFoundries $GFS advanced 4.88% to $49.87 ($27.71B), with chip manufacturing exposure participating in the broader upside move. On the downside, storage and data center infrastructure lagged — Seagate $STX fell 6.94% to $379.52 ($82.76B), while Western Digital $WDC dropped 3.44% to $270.08 ($94.83B). Smaller-cap infra names including SharonAI $SHAZ (-17.41%) and Core Scientific $CORZ (-2.83%) also declined. #AIStocks #AI #PDYN #PLTR #GFS #OSS #UPST #DELL #AISP #BBAI #LHAI #SHAZ #BZAI #STX #WDC #AIXI #ANET #DCOY #CORZ #TSSI #SNDK listingtrack.io/theme/hub
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NextGen Defense – Weekly Gainers & Losers (02/23/26 - 02/27/26) NextGen Defense leadership was concentrated in AI-enabled command systems and anti-drone platforms, while several drone, sensing, and space-exposed names pulled back. Strength skewed toward large-cap platforms with software and security exposure, while tactical UAV and advanced sensing names saw profit-taking after prior momentum. Legacy primes were broadly stable, with modest gains across shipbuilding and armored vehicle exposure. Drivers varied across the week, with upside narrow and downside broader across mid-cap defense technology. Notable movers: – Axon Enterprise $AXON gained 25.00% this week to $542.40 ($43.61B), an airspace security and anti-drone platform provider, leading the theme with a decisive multi-session breakout. – IonQ $IONQ rose 20.28% to $38.37 ($14.07B), a quantum software and next-gen computing platform with defense exposure, extending strong upside momentum. – Karman Holdings $KRMN added 7.95% to $88.11 ($11.66B), focused on defense space technologies, continuing steady gains. – AIRO Group $AIRO advanced 5.26% to $9.80 ($307M), a drones and UAV platform, participating in selective UAV strength. On the downside, pressure was most visible in tactical and sensing names — Kratos $KTOS fell 10.30% to $86.18 ($14.68B), BlackSky $BKSY declined 5.18% to $18.85 ($678M), and AeroVironment $AVAV dropped 4.68% to $252.25 ($12.59B) as UAV and advanced surveillance exposure underperformed larger platform providers. $AXON $IONQ $KRMN $AIRO $LHX $BAH $GD $HII $PLTR $LDOS $KTOS $BKSY $AVAV $AMTM $OSK $TDG $VOYG $RKLB $BTBD $BA #NextGenDefense listingtrack.io/theme/defense
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New Space – Weekly Gainers & Losers (02/23/26 - 02/27/26) Performance skewed sharply toward a handful of satellite and space infrastructure names, while much of the broader launch and small-cap space complex pulled back. Strength was concentrated in satellite systems and space technology developers, with several names extending multi-week momentum despite daily volatility. In contrast, launch providers and early-stage operators saw continued pressure, reflecting risk-off behavior in smaller-cap space equities. Drivers varied across the week, with leadership narrow and downside breadth broader across exploration and launch. Notable movers: – IonQ $IONQ gained 20.28% this week to $38.37 ($14.07B), a satellite systems and Earth observation technology company, leading the theme with a strong multi-session advance. – Redwire $RDW rose 13.52% to $9.07 ($1.50B), a space technology development firm, extending upside momentum across infrastructure exposure. – Virgin Galactic $SPCE added 3.66% to $2.55 ($186M), the space tourism operator, finishing higher despite intraday volatility. On the downside, weakness was pronounced in smaller-cap and exploration names — Satellogic $SATL fell 16.85% to $3.00 ($429M), Momentus $MNTS declined 9.46% to $4.50 ($6.29M), and Intuitive Machines $LUNR dropped 6.10% to $16.48 ($3.35B) as launch-adjacent and lunar exploration exposure underperformed. $IONQ $RDW $SPCE $PL $ASTS $RKLB $VOYG $FLY $SPIR $BKSY $SATL $MNTS $LUNR $SIDU #NewSpace listingtrack.io/theme/space
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Nuclear Energy – Weekly Gainers & Losers (02/23/26 - 02/27/26) Nuclear utilities and established generators defined the week, with regulated power producers driving performance as large-cap names extended multi-session strength. SMR developers showed divergent behavior, with several early-stage reactor names pulling back intraday despite positive theme flow earlier in the week. Uranium mining and fuel-cycle exposure lagged on rotation toward operating scale and stable cash flow profiles. Drivers varied across the week, with strength concentrated in operating nuclear generators and infrastructure. Notable movers: – Constellation Energy $CEG gained 11.88% this week to $329.88 ($119.41B), a major U.S. nuclear power generator, leading utilities on sustained bid. – Terrestrial Energy $IMSR rose 9.00% to $6.90 ($564M), an advanced SMR developer, extending its multi-week rally. – Nano Nuclear Energy $NNE added 8.09% to $26.59 ($1.38B), an SMR-focused technology company, participating in small-cap reactor gains. – GE Vernova $GEV climbed 5.21% to $873.60 ($235.46B), with nuclear tech and fuel exposure supporting gains in heavy infrastructure. On the downside, certain names underperformed — Brookfield Asset Management $BAM fell 7.54% to $46.75 ($76.57B), Enpro Industries $NPO declined 6.07% to $258.65 ($5.50B), and Uranium Energy $UEC slipped 5.66% to $15.33 ($7.41B) as uranium and industrial exposure lagged utilities. $CEG $IMSR $NNE $GEV $BAM $NPO $UEC #NuclearEnergy listingtrack.io/theme/nuclear
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Core AI – Weekly Gainers & Losers (02/23/26 - 02/27/26) AI infrastructure and specialized software names led the week, with several small and mid-cap data center and enterprise platforms extending multi-week rallies. Strength was concentrated in data center infrastructure and AI server exposure, while broader application-layer platforms came under pressure following high expectations around marquee AI earnings. Dell’s AI server momentum underscored ongoing capex commitments, even as some pure-play AI software and chips saw profit-taking. Drivers varied across the week, with technical follow-through in recent winners and selective derating in higher-multiple names.​ Notable Movers – Brand Engagement Network (BNAI) gained 87.79% this week to $35.68 (~$208M), a specialized AI software and solutions provider for enterprise use cases.​ – TSS, Inc. (TSSI) rose 32.61% to $10.33 (~$298M), an AI infrastructure and data centers name, as investors rotated into capacity and build-out plays.​ – Dell Technologies Inc. (DELL) advanced 21.11% to $148.08 (~$98.13B), an AI hardware and servers leader, after strong AI-driven server demand headlines.​​ – Hyperscale Data, Inc. (GPUS) climbed 17.25% to $0.18 (~$68.88M), an AI infrastructure and data centers operator, continuing a multi-week rebound.​ On the downside, application-layer and platform AI names lagged — C3.ai, Inc. (AI) fell 23.41% to $7.95 (~$1.09B), while SharonAI Holdings, Inc. (SHAZ) declined 19.34% to $24.82 (~$308M) and One Stop Systems Inc. (OSS) slipped 15.02% to $8.26 (~$202M) as investors favored core infrastructure over generalized platforms.​ $BNAI $TSSI $DELL $GPUS $CAI $AISP $SOUN $FRMI $BFRG $WULF $AI $SHAZ $OSS $LHAI $AMBA $CRWV $CRDO $AIXI $TEM $DCOY #CoreAI listingtrack.io/theme/ai
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Nick at ListingTrack@listingtrack·
@pennycheck Thanks, @pennycheck !! And stoked to report we're in the process of building our next gen platform. 100x more useful/powerful. Targeting beta release March 1!
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TheUndefinedMystic
TheUndefinedMystic@pennycheck·
$CCCX Interview with the @infleqtion CEO Matt Kinsella is recorded below I strongly suggest you give it a listen. I really want to thank Nick @listingtrack for putting this together and to @QuantumDom for lending his unique insight. Above all a huge thanks to Matt for taking the time to clearly answer our questions with great detail and color about the company. The way valuable investment information is disseminated is undergoing a seismic shift More and more true alpha is being generated by sharp retail investors who commit serious time and resources to deep research, and I’ve seen first-hand how these insights increasingly flow all the way to leading institutional investors. Still early days on this but this interview is a great case study of how this is going to work....
Nick at ListingTrack@listingtrack

Today at 7 pm EST, join me, @pennycheck, and @QuantumDom for a live interview with Infleqtion CEO Matt Kinsella ahead of the company’s public listing via SPAC merger with Churchill Capital Corp X. $CCCX $INFQ x.com/i/spaces/1OyKA…

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Nick at ListingTrack@listingtrack·
Appreciate you laying these out. They’re thoughtful questions and clearly coming from a place of advocating for retail. A couple of the technical points around neutral atoms and scaling (1 and 2) are fair game, and I think @pennycheck may have answered a couple of these already? If not, feel free to take a stab at 1, 2? On valuation, insider selling, and lock-ups (3 and 4): while those are valid areas of investor focus, I intentionally structured this Space as a high-level discussion around the business and technology. Topics like valuation assumptions, lock-up mechanics, and insider behavior are governed by formal disclosure standards and are better addressed through filings and official disclosures rather than asking a CEO on a live Twitter conversation. That being said, understand where you're coming from and appreciate your advocacy for retail investors.
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Common Sense Investor (CSI)
Common Sense Investor (CSI)@commonsenseplay·
@listingtrack @pennycheck @QuantumDom I requested to speak here on $CCX and ask questions - would like to address some of Retails key concerns around 1. post selection atom loss and scaling, 2. valuation and 3. Post lock up share dilution concerns unfortunately not given an opportunity!
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