Stockholders holding 18,664 shares of the Company’s Class A common stock, par value $0.0001 per share (the “Common Stock”), exercised their right to redeem their shares for cash at an approximate price of $11.16 per share of the funds in the Trust Account. As a result, approximately $208,306.01 will be removed from the Trust Account to pay such holders. This amount is subject to change to account for the payment of tax withdrawals.

Excerpts:

"The next major milestone is deployment. The 1st Prime system is heading to the EU for deployment at the Net Zero Innovation Hub, where it will be used in a pilot/demonstration project for data center operators. The likely outcome is an influx of orders, as AirJoule technology is a win-win for the data center and other industries. The product not only uses excess heat, a bottleneck for data centers and AI, but also generates clean water for drinking or to fill liquid-cooled GPU cooling systems.

The revenue roadmap includes three primary triggers, the first of which is the initial deployment of commercial Prime systems and scaling of Prime production. The second is the launch of AirJoule Core technology. The Core system is a smaller unit that comes in two configurations. The first is targeted specifically at water generation for defense, industrial, and community applications, while the second is optimized for humidity control. Humidity control is a critical element for numerous industries, including data centers, and AirJoule does it at a lower cost."

"The company’s biggest risk is execution delays. While it is well-capitalized for 2026, delays, specifically with the UL certification of Core technology, will be reflected in the stock’s price. Delays raise the risk of dilution, as capital needs will quickly exceed current liquidity if spending isn’t offset by revenue. Additionally, bears suggest unit economics will be a hurdle to adoption as traditional desalination costs significantly less.

What the bears get wrong about AIRJ is that it is not a traditional water producer but an AI enabler. Without heat and humidity control, and water for the cooling systems, datacenters and AI are dead in the water. Achieving UL certification is likely to trigger institutional flows and short-covering, as it will instantly clear the path to commercialization and enable industrial-scale orders. Likewise, UL certification will enable partners such as GE Vernova and Carrier Global to incorporate AIRJ technology into their product lines."

2. Rezolve AI (RZLV): The Agentic Commerce Software Sitting on Top of the Cloud

Rezolve AI (NASDAQ:RZLV) is the application layer riding directly on the AI cloud build-out. Its Brain Suite platform turns retailer catalogs into agentic commerce workflows, the exact use case Oracle, Google, and AWS are pitching to enterprise CIOs. Rezolve gets paid every time an enterprise decides agentic AI is real.

The Q1 fiscal 2026 numbers, filed on June 30, 2026, are eye-watering. Quarterly revenue hit $60.00 million, up 1,800% year over year, meaning a single quarter exceeded the entire fiscal 2025 baseline of roughly $46.8 million. Management reaffirmed fiscal 2026 revenue guidance of approximately $360 million and is targeting a minimum $500 million ARR exit rate for 2026. Shareholders also authorized a $300 million share repurchase at the AGM. CEO Daniel Wagner put it plainly: “Rezolve Ai is operating at a pace, scale and level of commercial momentum that we believe places us among the most exciting AI growth companies in the public markets.”