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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes weak sales, steep fiscal outlook and ongoing struggles in China have intensified concerns about a prolonged turnaround, prompting analyst target cuts and a sharp share decline. Traders are divided between viewing the selloff as an oversold buying opportunity with squeeze potential and expecting further downside as sales and the recovery remain uncertain.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are under pressure after reports that Toshiba plans to double its HDD production capacity, raising concerns about future competition and pressure on storage pricing. Traders are divided: some see the expansion as a medium-term risk to WDCs pricing power, while others call the selloff an overreaction given the time needed to add capacity and continued AI-driven storage demand.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

COIN is drawing attention for sharp, frustrating swings and persistent underperformance relative to Bitcoin, with traders debating whether the weakness reflects crypto-market pressure and rising yields or stock-specific selling. Sentiment is split between short-side calls and dip-buying, with some expecting COIN to catch up if Bitcoin strengthens.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths shareholder-approved business combination with Armada and planned Nasdaq listing are driving XRPNs sharp rally, with traders focused on its planned XRP treasury and speculating that redemptions could leave a tight public float. Bulls are touting further momentum and warrant upside, while skeptics question the valuation and warn the SPAC-fueled surge could reverse.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians record Q3 deliveries topped analyst expectations, but the company reaffirmed rather than raised its full-year delivery outlook, and shares fell despite the operational milestone. Traders are split between viewing the results and R2 ramp as signs of growth and arguing that an in-line company outlook offers little reason for a stronger stock reaction.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals delivery of another 75 MW at Polaris Forge 1, completing Building 2 and bringing operational capacity there to 250 MW, is drawing attention ahead of the companys earnings report. Traders view the milestone as evidence of execution and future revenue growth, while others question why the shares have struggled and point to financing costs, debt, dilution concerns, and sensitivity to Treasury yields.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate shares are under pressure after reports that Toshiba plans to expand HDD production, raising concerns that additional competition could weaken the tight supply and pricing power that have benefited Seagate and Western Digital amid AI data-center demand. Traders debate whether the selloff overstates a medium-term risk, with some viewing the pullback as an opportunity while others remain concerned about future supply.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Traders are tying APPs sharp selloff to Wells Fargos doubts about the quality of its e-commerce pixel rollout and to the courts denial of an emergency order in its dispute with Unity, adding to concerns about growth and competition. The conversation is largely frustrated and bearish, though some traders view the drop as an oversold buying opportunity and point to the companys strong fundamentals.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Microns strong earnings and outlook, backed by AI-driven memory demand and tight supply, are fueling bullish discussion and analyst upgrades. Traders are debating the choppy post-earnings reaction, with some blaming options positioning and Toshibas hard-drive expansion news for weighing on the broader storage trade, while others question whether the memory boom can persist.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Starships orbital flight and satellite deployment, alongside a cluster of successful launches, are driving attention. Many traders are celebrating SpaceXs execution, while others question whether the milestones justify the valuation and point to repeated resistance in the share price.

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$MPLN $SKLZ.DL0626 $QS $GOEV $FVAC 

“Lock-up period vs PIPE shares” 
 
What an emotional week and absolutely dominated by drama! 
Two highly anticipated merger/IPOs, VLDR and HYLN, surely disappoint the whole SPAC universe.
 
All started with VLDR….“This sell-off was b/c PIPE shares dumping”, which was the theory behind this fiasco. Moreover, James Graf fell from stardom and became the biggest scapegoat because the PIPE shares were allowed tradable at IPO.
 
I have so many questions, but in reality, it may be impossible to find out whether this sell-off were from PIPE unless we see the Form 4 (or some stock guru could pinpoint it). 
 
After painstakingly reading through many SEC filings, my main conclusion (maybe controversial) is: 
 
PIPE shares are not typically subjected to any substantial lock-up (not my original belief either); in contrast to the shares held by SPAC sponsors &amp; Company mgmts.
(see attached table)
 
Here&#39;s to a quiet Saturday night. Hope all is well! And GLTA next week!

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MultiPlan Corp - Ordinary Shares - Class A

Fortress Value Acquisition Corp - Ordinary Shares - Class A

QuantumScape Corp

 

“Lock-up period vs PIPE shares” 
 
What an emotional week and absolutely dominated by drama! 
Two highly anticipated merger/IPOs, VLDR and HYLN, surely disappoint the whole SPAC universe.
 
All started with VLDR….“This sell-off was b/c PIPE shares dumping”, which was the theory behind this fiasco. Moreover, James Graf fell from stardom and became the biggest scapegoat because the PIPE shares were allowed tradable at IPO.
 
I have so many questions, but in reality, it may be impossible to find out whether this sell-off were from PIPE unless we see the Form 4 (or some stock guru could pinpoint it). 
 
After painstakingly reading through many SEC filings, my main conclusion (maybe controversial) is: 
 
PIPE shares are not typically subjected to any substantial lock-up (not my original belief either); in contrast to the shares held by SPAC sponsors & Company mgmts.
(see attached table)
 
Here's to a quiet Saturday night. Hope all is well! And GLTA next week!

Incurable Optimist

@DreamingOwl this is awesome - thank you!  Btw, based on this info, would you have some concern about INSU as well?

StockTwits Web

 this is awesome - thank you!  Btw, based on this info, would you have some concern about INSU as well?

@SS44SS no. I don’t think there is any reason for them to sell.

 no. I don’t think there is any reason for them to sell.

@DreamingOwl I got my butt handed to me last week. I was heavy in GRAF. Still not fully understanding PIPE stuff.. I&#39;m heavy in CCXX and hope they get better as the merger is coming up.. what is your take on CCXX?

StockTwits For Android 

 I got my butt handed to me last week. I was heavy in GRAF. Still not fully understanding PIPE stuff.. I'm heavy in CCXX and hope they get better as the merger is coming up.. what is your take on CCXX?

Turdy Bits

@DreamingOwl since commons are not too far above $10?  in that case it does make sense

Parallel

 since commons are not too far above $10?  in that case it does make sense

@CandyTurdMan to me, personally,
You shouldn’t worry about CCXX at all with PIPE. They bought at $10, which is higher than current SP.
Why would they sell to lose money??

 to me, personally,
You shouldn’t worry about CCXX at all with PIPE. They bought at $10, which is higher than current SP.
Why would they sell to lose money??

@DreamingOwl 
I&#39;m just afraid of a FREE repeat.

@SS44SS personally I don’t think most PIPE investors are only to invest in days or weeks.
Mostly are tutes who only invest after extensive DD, not trying to squeeze out profit with swing play (maybe most of us are though)

And yes. Why sell $12 per share now.

 personally I don’t think most PIPE investors are only to invest in days or weeks.
Mostly are tutes who only invest after extensive DD, not trying to squeeze out profit with swing play (maybe most of us are though)

And yes. Why sell $12 per share now.

@CandyTurdMan what I know is many tutes buying in CCXX.
Not tracking DMS or FREE, so I don’t know their institutional hold.

 what I know is many tutes buying in CCXX.
Not tracking DMS or FREE, so I don’t know their institutional hold.

@DreamingOwl Agreed and thank you for your feedback.  I am also bullish on INSU and hoping volume picks up as we get closer to the vote date.  Price action on this one hasn&#39;t been too encouraging to date, however.

 Agreed and thank you for your feedback.  I am also bullish on INSU and hoping volume picks up as we get closer to the vote date.  Price action on this one hasn't been too encouraging to date, however.

@DreamingOwl  That doesn&#39;t sound right to me.   The PIPE investor are &quot;investors&quot; not retail traders .  They can not sell unit well after merger and why would they want to?  Where are you getting this information?

  That doesn't sound right to me.   The PIPE investor are "investors" not retail traders .  They can not sell unit well after merger and why would they want to?  Where are you getting this information?

@Parallel I never say they would sell or want to sell, but once their PIPE shares are registered for resales, they are freely tradable.

All these info are from SEC filings.

 I never say they would sell or want to sell, but once their PIPE shares are registered for resales, they are freely tradable.

All these info are from SEC filings.

@DreamingOwl Thank you for your extensive dd! You are greatly appreciated!!

 Thank you for your extensive dd! You are greatly appreciated!!

@DreamingOwl Thanks for your work on this fantastic chart.  I can confirm the Canoo unlock period is correct. 
 
I shared this on the SPAC subreddit and credited you.  I also made a link to this.  Hope you don&#39;t mind.  If you do, let me know and I will delete the posting.  
 
https://www.reddit.com/r/SPACs/comments/j5097z/pipe_shares_unlock_chart/

DreamingOwl from Stocktwits (see link below) created this chart for the pipe shares unlocking. He says to do your own DD just in case he made an error and double check his work. Make share to thank him on Stocktwits or if he is on here on reddit b/c it's a fantastic chart.

reddit

PIPE Shares Unlock Chart

 Thanks for your work on this fantastic chart.  I can confirm the Canoo unlock period is correct. 
 
I shared this on the SPAC subreddit and credited you.  I also made a link to this.  Hope you don't mind.  If you do, let me know and I will delete the posting.  
 


@123_holden 
Totally appreciate your kind words. It was meant to be shared.
And thanks for confirming the canoo data. 
We are all in this together.

danny

 
Totally appreciate your kind words. It was meant to be shared.
And thanks for confirming the canoo data. 
We are all in this together.

@DreamingOwl I have scoured FEAC filings and couldn&#39;t find the info you posted. Can you direct me where you found this please. TY

 I have scoured FEAC filings and couldn't find the info you posted. Can you direct me where you found this please. TY

Fred L

@FLA81935 which info you are looking for in FEAC?

@DreamingOwl @FLA81935 I found the info on the pipe and the 15 MM shares. Where did you find the time frames they are available to be sold with respect to merger? TIA

 I found the info on the pipe and the 15 MM shares. Where did you find the time frames they are available to be sold with respect to merger? TIA

@FLA81935 
In the S-4 filed on 9/8
Page D-8
Registration of Subscribed shares
(A) the company agreed that “prior to the closing date”.....

Sorry somehow I missed your message.

 
In the S-4 filed on 9/8
Page D-8
Registration of Subscribed shares
(A) the company agreed that “prior to the closing date”.....

Sorry somehow I missed your message.

@DreamingOwl thanks so much for this. Do you also have the closing dates for any of these so that we can work out the exact unlocking dates?

 thanks so much for this. Do you also have the closing dates for any of these so that we can work out the exact unlocking dates?

Simone

@simoneheather some already closed the merger, so you gotta check them out. I don’t have a specific list of past SPAC mergers. 
However I regularly update SEC filing process for upcoming SPACs.

 some already closed the merger, so you gotta check them out. I don’t have a specific list of past SPAC mergers. 
However I regularly update SEC filing process for upcoming SPACs.

@DreamingOwl How about the blank one like LCA/GNOG, does it mean they don&#39;t have PIPE shares?

 How about the blank one like LCA/GNOG, does it mean they don't have PIPE shares?

@DreamingOwl thanks! By the way,  thanks for your effort for uploading this data and DEC SPAC merger calendar everytime. It helps us a lot.

 thanks! By the way,  thanks for your effort for uploading this data and DEC SPAC merger calendar everytime. It helps us a lot.