Watchlists

Long term:

• PLTR - Potential here is endless. Good stock to start loading up on with either long calls or shares. No doubt this will be a $100+ stock in 1-2 years as they get more govt and international contracts. If they have the rumored Project Maven this will make them one of the strongest data analytics companies out there.

• APPS - Great growth stock.

• IEA - Will do well under Biden, as with any infrastructure company really.

• ERIC - Load up on 2023 OTM calls. This is a 5g play that we will be holding for the next 1.5-2 years and will hopefully be deep ITM by then. Very strong 5G company with a lot of contracts. They even are doing research into 6G capabilities for the future.

• CDXS - Shares or long options ($25-35 strike). Genomic revolution is coming and these companies will be very hot. Cathie Woods from ARK Investment has been loading up on these shares.

• EEM 2022 OTM calls. Entire sector should rally under Biden.

• ARKX - Cathie's ETF that gets space exposure.

• BIGZ - Blackrock closed-end fund (CEF) that captures innovation (think of it as their version of ARKK). This will be a very good long hold and will have 25% of its position in private companies. This latter part is what sets it apart from the competition.

• AACQ - Should do well with net zero companies getting a lot of attention in the coming future. Their purpose is to turn sludge into usable plastic. They already have partnerships with some big names, like Nestle, and are currently looking into doing something with tire manufacturing.

Swings:

• PLTR - short term swings should be good.

Crypto (these are short swings to long term):

• Safemoon - likely 5-7 figure return in the next 1-2 years depending on when you got in. Strong team and great vision.

• Ravencoin (RVN)

• DOT

• ALGO

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SRAC/Momentus Space (Hot)

• In space transportation and infrastructure company, including satellite manufacturing, contracts with SpaceX and NASA

• Will be first public space infrastructure company, merger scheduled for Q1 2021

• Space economy LOT of room to grow (estimated ~1.4T by 2050)

• Expendable products now but plans to make rockets reusable in the future, breakthrough technology

• $230M in proposals submitted and / or under late-stage negotiation and ~$880M in ongoing conversations

• Estimated consistent revenue growth + gross profit (6% to 71% by 2024), no free cash flow until 2023

LGVW / Butterfly Network

• major in the emerging field of semiconductor-based point-of-care ultrasound (“POCUS”) devices and related imaging and workflow software

• Device connects to person’s phone, utilizes AI integration

• Merging Q1 2021

• Estimated ~60% revenue growth YoY

• Backed by Bill Gates, shares already purchased by Cathie Woods

• Currently has 500M in cash

AACQ / Origin Materials

• Trust value is huge at ~$724M with an almost $1B market cap.

• The CEO, Charles Drucker, was the former CEO of Worldpay (used to be called Vantiv) which was a payment processing company (think Paypal but only for businesses). He combined his company in a $10.4B deal a few years ago. Looks like he could be trying to bring a similar company public (kinda like BFT).

• The co-founder, Boon Sim, has a VERY STRONG history of successful M&As.

• John Bissell of Origin Materials is a powerhouse in his field. Has a lot of experience.

• Source.