Still bullish on both dkng and LCA.
Dkng can't get going now with uncertainty on sports. But they are the clear leader in this space, I'm looking ahead to more states legalizing and sports actually coming back to life
LCA isn't just sports betting, it's an online casino mostly which grew rapidly during covid. Tilman Fertitta is a dikk but I still feel it makes a GAN type run on merger.
These SPACs run the same route. They catch some initial hype and take off. Then they sell off some and then they take off again after the merger is completed provided it's a good company