BCAR

D. Boral ARC Acquisition I (Nasdaq: BCAR), merging with Exascale Labs. AI infrastructure SPAC. First write-up May 2026.

$632M EV With ~4% Downside

Trust floor at ~$10.25 caps the downside at ~4%. Upside depends on conversion of a $300M qualified pipeline across GPU cloud, modular data centers, and HVDC power

by Fajasy

May 8, 2026