Story thread · 2 reports / 2 sources
New SEC filing reveals how deep Situational Awareness' memory chip bet was before it blew up
qz.com · 2h
How the coverage leans
Across 2 sources · syndicated copies counted once
The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed
First report: Investor dubbed ‘AI stock god’ had 56% of his funds in these two stocks before it blew up — marketwatch.com, 1d
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