backyardfarmer @backyardfamer

@LuoshengPeng Love both. On IPV, they seems ahead of everyone on silicon photonics integration on LiDAR. SiPh technology is essential on miniature size and low power consumption.

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng $ACEV, rumored about a merget with Achronix, FPGA company. It is an interesting SPAC target as Xlinx is about acquired by AMD.

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng Thanks for sharing. Great list. One question, I remember that you were not very keen on IPOC/CLOV initially. What factor has changed your view? Many thanks.

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng Yes, you are correct. It is only Letter Of Intent right now.

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng This link shows 62%, 113 institution ownership of IPOB already. I am not sure if this is normal for SPAC. fintel.io/so/us/ipob

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng Let's $OPEN the Santa rally!

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng Very excited. Can not wait for "OPEN" opening!

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng @8anjay He did correct it in his tweet.

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@LuoshengPeng You raised a very good point on potential risks. The SPAC IPOs offer more potential gain with reduced risk. It is almost too good to be true. Just feel so hard to take a cautious approach while the party is on.🤣

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng RMG, Romeo power, another battery module company.

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng @SilbergleitJr @RDubya187 @silberschmelzer @Opendoor Really like IPOB/Open. It is still only 42% of MC of $ZG. It should have huge room to run as the voting date is Dec 17. Peng, how do you think about their business hit due to Covid-19 this year? But similar damage to Zillow and their share is up 400%.

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backyardfarmer @backyardfamer

6 years ago

@LuoshengPeng It is quite cool to see these Niu scooters running around Wall Street. Revel bought 1000 of them for New York city only last year.

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backyardfarmer @backyardfamer

6 years ago

@briankchiou @LuoshengPeng Yes, with the new ev scooter regulation in China, there are three years grace period for the upgrade cycle. There will be a demand surge for the next a few years. Niu is still a relatively small but promising game changing player challenging the incumbents.