Jun. 3 at 2:37 PM
Watched
$WLAC back in the SPAC days and completely lost track after it rolled into
$BRUN… definitely one of those “looked away too long” moments that ends up costing you
Now I’ve started a small position in
$BCAR /
$BCARW ahead of the Exascale deal. The setup is interesting: Asia Pacific focused GPU infrastructure and early stage “GPU as a service” angle, riding the same AI compute theme we’re seeing everywhere.
Deal was originally expected Q2 but now slipping closer to Q3, so it’s more of a patience trade than a quick flip. SPAC timing risk is always there, but the narrative around AI infra is what keeps me watching this one closely.
