Why is Chamath Palihapitiya trending now?

He published a new essay on AI-era national security risk and reappeared in SPAC discussions, including attention on AEXA stock. His profile can sway retail interest in growth themes. This raises activity in AI, EVs, and data infrastructure, even as fundamentals and liquidity still decide which trades sustain.

Should Indian investors chase AEXA stock and SPAC comeback trades?

Chasing can be risky. Start with small sizes, near trust value when possible, and verify sponsor record, PIPE quality, and audited numbers. Map exit levels before entry. Access via LRS accounts, factor FX and fees, and confirm tax treatment. Treat warrants as risky instruments, not free upside.

How do SPAC redemptions affect returns?

Redemptions let holders take back cash from the trust, often near $10 per share. Heavy redemptions shrink float and can lift volatility. Prices may spike on news, then fade if fundamentals or financing disappoint. Always review the cap table, warrant overhang, and post-merger cash runway before holding through a vote.

How does AI national security risk change investment themes?

Controls on chips, compute, and sensitive data can redirect capital to secure cloud, edge, and energy. We see support for semiconductors, cybersecurity, and power infrastructure. In India, data center growth and grid upgrades may benefit select firms. Focus on cash flow, long contracts, and proven execution over story-only narratives.

Global Market Insights

February 28: Chamath Palihapitiya’s SPAC Return Puts Risk Back On

ByDanny Kontos February 28, 2026

Chamath Palihapitiya is back in headlines with a new essay on AI-era national security risk and fresh attention on a SPAC comeback, including chatter around AEXA stock. For Indian investors, his profile can tilt sentiment toward speculative deals and early-stage tech. We break down what his return means for risk appetite, how SPACs work today, and practical steps to access US deals from India. We also map his AI policy views to investable themes across semiconductors, power, and cybersecurity.