WLAC Willow Lane Acquisition Corp. Class A Ordinary Shares Loading...

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16:46
May 26
mkfilko
The author criticizes another user's incorrect information while referencing their own bullish analysis of WLAC's S-4 filing, but the tweet itself is a factual rebuttal without a forward-looking trade call.
WLAC
23:43
May 25
mkfilko
Author reflects nostalgically on a past article about WLAC but expresses no forward-looking opinion or trade idea.
WLAC
LOW
14:42
Apr 29
mkfilko
Long $WLAC — speaker's highest conviction name at 25% of portfolio (his self-set maximum) and tempted to add more.
WLAC
HIGH
04:50
Apr 24
mkfilko
Long $WLAC — speaker's favorite portfolio holding; deSPAC merging with BoostRun for bare-metal GPU cloud, just got NVIDIA Exemplar Cloud certification on Blackwell.
WLAC
HIGH
04:58
Apr 16
mkfilko
Long $WLAC — disclosed portfolio holding (AI/HPC/Neo-cloud theme, 53% allocation).
WLAC
HIGH
12:31
Apr 13
mkfilko
Long $WLAC — speaker urges to front-run inevitable re-rating before Goldman/Morgan Stanley issue first price target.
WLAC
MED
02:03
Apr 13
mkfilko
Long $WLAC — speaker says it is being slept on; promotes deep-dive article on the BoostRun deSPAC opportunity.
WLAC
MED
05:01
Apr 11
mkfilko
Long $WLAC — speaker authored formal deep-dive article on the BoostRun deSPAC opportunity ahead of April 30 merger vote.
WLAC
MED
15:03
Apr 10
mkfilko
Long $WLAC — post merger, speaker looking for at least $17.
WLAC
MED
05:09
Apr 10
mkfilko
Long $WLAC — disclosed position; company projecting 89.9% gross margins, 66% EBITDA margins, GAAP profitability, AND 569% revenue growth simultaneously.
WLAC
HIGH
05:09
Apr 10
mkfilko
Long $WLAC — asymmetric setup; conservative fair value at 5x revenue is ~$15, base case at 8x is ~$23, bull case at 12x is ~$35; downside at $10 trust value is limited.
WLAC
MED
05:09
Apr 10
mkfilko
Long $WLAC — even on fully diluted basis (84.2M shares), fair value at 8x revenue is ~$17/share, 10x is $21, 5x is $10.69 (~current trust); shares undervalued.
WLAC
MED
05:09
Apr 10
mkfilko
Long $WLAC — at $180M revenue and 8x P/S, that's $23.45/share vs $10 SPAC trust; buying at 3.4x FY2026E revenue for 66% EBITDA margin business.
WLAC
MED
03:00
Apr 10
mkfilko
Long $WLAC — still one of the most asymmetric opportunities out there; merger vote April 30, not too late to enter.
WLAC
MED
15:10
Apr 06
mkfilko
Long $WLAC — speaker still heavy in $WLAC, being patient with it.
WLAC
HIGH
04:32
Apr 05
mkfilko
Long $WLAC — disclosed position; hasn't closed SPAC merger yet but speaker holds.
WLAC
HIGH
04:32
Apr 05
mkfilko
Long $WLAC — Boost Run deSPAC, NeoCloud bare-metal GPU cloud with audited 85% gross margins, $24.9M operating cash flow on $26.9M revenue; $127M Fluidstack contract, $614M post-money valuation.
WLAC
MED
14:43
Mar 09
mkfilko
Long $WLAC — speaker added to existing position.
WLAC
HIGH
04:45
Mar 05
mkfilko
Long $WLAC — speaker's favorite among list of interesting names ($AAOI, $IBRX, $LWLG, $WLAC).
WLAC
MED
22:57
Mar 04
mkfilko
Long $WLAC — flatlining at $10.60-70 because that's the price a private institutional investor previously paid; speaker provides S4 analysis.
WLAC
MED
22:57
Mar 04
mkfilko
Long $WLAC — warrants at current prices are a steal; just gotta be patient.
WLAC
MED
15:29
Feb 25
mkfilko
Long $WLAC — speaker still holding, waiting (volume dry).
WLAC 1ST
HIGH

About WLAC Analyst Coverage

Buzzberg tracks WLAC (Willow Lane Acquisition Corp. Class A Ordinary Shares) across 1 sources. 20 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (91%). 22 total trade ideas tracked.