$CMLF $CPSR $CPUHU $HAAC $HIGA $LUXA $MAAC $MTAC In my portfolio, I've almost 80 SPACs (primarily, warrants) and I've no intention to reduce any. Always replace someone with someone else. Almost 90% of these are ones searching for a merger. Eight of these 80 are healthcare + tech

There are currently 67 healthcare centric SPACs. The moment people in the SPAC community see healthcare as a keyword, they (most of them NOT all) feel that the ROI gonna be low which is absolutely not true. Look at the current rally of $CMLF. Is this anomaly? Absolutely NOT

There was a very good possibility that $CMLF was going to find a good merger (powerhouse team). In my portfolio, I've 8 SPACs including $CMLF into medical tech. Whether all of these will find a great merger? I don't know, no body knows.

However, there is a good probability that they will. These eight SPACs in my "healthcare-centric" target focus is my net. I am just trying to find next $LVGO $OTRK $NARI $MDT $NVTA $SYK $ISRG If the merger gonna be crappy, I'll be out in the blink of an eye but...

if it's good/great (which I hope) then it will be my long term hold. Being in warrants, these can be easy 10x or higher upon great merger. My $CMLFW cost avg. is $2.81 and if post merger commons will settle down to $40 then warrants will be $28 (that will translate to $10B cap).

Even if $CMLF will hold the current price post merger then warrants will be ~$14, that will be 5x. That being said, when there is so much potential for quality SPAC warrants then why should I care about consolidation.

I diversified my portfolio in a way that I cover almost every possible sector, that way if one goes down then also I will make $$$. There are reasons why @CathieDWood investment is doing great, its diversified, into sexy/emerging markets, picking quality (and disruptive) stocks.

Whether all of her picks gonna do well? Definitely NOT but even 40-50% will be multi-bagger then also it will give a huge return, and then compounding can simply magnify the portfolio size. Similar to healthcare (above 8), I've my set of SPAC for each sector.

Summing up, if you have patience then SPACs searching for a merger can give you an amazing ROI. There are so many SPACs coming up every day and sometimes its overwhelming. There is a very good possibility that in future there will be many SPACs who cannot find a merger OR.

upon merger, stock price will dip. That's why its even more important now (than past) to pick quality SPACs. I'm happy that we are having more and more SPACs because now we have choices AND put more pressure on the SPAC owners to find a good merger. There won't be any free pass..

Competition is always good for consumers. If Chamath will bring a good merger to $IPOD $IPOF then it will rally else it will dip, simple. Moreover, all these random rally of SPACs prior to any news won't happen for commons.

Warrants are penny stocks and they will always be traded like penny stocks. Only thing we (as a retailer) can do is early entry into quality SPACs, and sit tight. I'm not recommending any of the above-mentioned SPACs. I've no plans to trim any, will wait for in-talks/DA news..