Author

@IPODave IPODave

IPO/SPAC lifecycle trader posting live tickered add levels with valuation and catalyst reasoning

Trades and tracks recent IPOs, SPACs and new issues, posting

trader score
+1.63
hit rate
45%
mean α
+1.82%
signals 14d
54

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 45% hit rate, +1.82% mean alpha, trader score +1.63. Their last-14d mentions, direction-adjusted, have moved +2.5% since posting (mean over 22 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NVDA@IPODave+0.55Will look to buy NVDA calls if the stock falls about another 5%. — States a conditional forward plan to buy NVDA calls after a further decline.
2026-08-27OKTA@IPODave+0.65Will concentrate on OKTA next quarter because it is cheaper than RBRK. — Explicitly plans to focus future trades on cheaper OKTA while rejecting RBRK valuation.-3.9%
2026-08-27RBRK@IPODave-0.30Will concentrate on OKTA next quarter because it is cheaper than RBRK. — Explicitly plans to focus future trades on cheaper OKTA while rejecting RBRK valuation.-13.1%
2026-08-27OKTA@IPODave+0.45Calls RBRK a favored security play but notes it is at resistance and asks whether it can break out.-3.9%
2026-08-27RBRK@IPODave+0.20Calls RBRK a favored security play but notes it is at resistance and asks whether it can break out.-13.1%
2026-08-27SNOW@IPODave+0.25Notes SNOW price strength and that earnings are scheduled next week.-0.3%
2026-08-27OKTA@IPODave+0.75Calls earnings impressive and says OKTA looks poised to move higher on valuation support.-3.9%
2026-08-26JTTT@IPODave+0.40Discloses buying a small after-hours position below the planned $10.50 area for a long-term merger thesis.·
2026-08-26HOWL@IPODave+0.15Hold and trade HOWL between $0.75 and $1.25 into the merger. — Plans to hold and trade the expected $0.75-$1.25 range into the merger.·
2026-08-26WYFI@IPODave-0.55Criticizes WYFI's prior speculative run and notes it has surrendered its gains.-11.3%
2026-08-26FCX@IPODave+0.60Keep buying FCX on pullbacks and do not chase strength. — Explicit forward plan to buy FCX pullbacks rather than chase.-3.2%
2026-08-26APMD@IPODave+0.50Added APMD for a possible delayed move following positive analyst targets. — Reports a current add intended to capture a delayed response to favorable analyst targets.·
2026-08-26IOND@IPODave-0.20Calls the uplisting setup messy, identifies $70 resistance, and says the company needs deals.·
2026-08-26FRNM@IPODave+0.25Discloses a long-held FRNM position and plans to keep holding while awaiting news.·
2026-08-26LIFE@IPODave+0.30Expects consolidation after a rapid run to $40 but remains positive on operating results.-1.2%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.