Apr. 2 at 4:15 PM
Wanted to ask the gaming hive mind here (
$MSFT $SONY $NTDOY $UBSFY ) for thoughts on a potential gaming SPAC setup.
Been digging into the SPAC:
$ALF / ALFUW a bit and trying to sanity check it. Team actually looks pretty legit on the operator side — ex-Jagex CEO, strong gaming/interactive background across leadership. They also added Thomas Vu to the board in June 2025 (ex-Riot Games, EA, now tied to Jagex), which feels like a pretty intentional move if they’re staying focused on gaming.
That said, timing is getting tight. Deadline is around mid-2026 and still no deal announced. Commons near trust and warrants cheap kind of reflect that “could go either way” setup.
My read: team/network points toward a real gaming or interactive target, but clock risk is real. Curious how people in the gaming space think about this — legit quiet setup or just running out of time?