Coin has dog. Lauren Sánchez is a black swan
Australia
Joined March 2019
- Tweets9K
- Following676
- Followers15.7K
- Likes68.6K
Kenneth Dredd retweeted
Leopold Aschenbrenner's biggest positions are getting hit again
Here's what his top holdings done since October highs:
• SanDisk $SNDK: down 19%
• Bloom Energy $BE: down 6%
• Nebius $NBIS: down 11%
• CoreWeave $CRWV: down 13%
• Micron $MU: down 14%
• SharonAI $SHAZ: down 30%
SanDisk and Micron are 55% of the fund, per Q2 13F
In July, a drawdown like this triggered a forced sale of his book to Citadel
Kenneth Dredd retweeted
ANTHROPIC MORONS JUST GAVE UP INCREDIBLE INTELLIGENCE CHANNEL RATHER THAN QUIETLY INFORMING U.S. GOV.
THEY MIGHT BE EVEN DUMBER THAN THE IRANIANS.
Kenneth Dredd retweeted
I resigned from Chipotle today. I spent the last three years doing burrito assembly research at both Chipotle and Qdoba. Neither company is acting responsibly. They are racing straight towards tortafication of all latinas and gambling with our lives. More thoughts below.
Kenneth Dredd retweeted
This is easy to address by just thinking of all the tech people using it endlessly for the past two years and how little most of them have to show for it except psychosis and other personality defects
Kenneth Dredd retweeted
Now that I've turned 40, scheduling my colonoscopy and doing it fully awake & without drugs to see if I could make it at Founders Fund.
Kenneth Dredd retweeted
The only crime you can be investigated for in Trump’s America is losing money
BREAKING:
The SEC has launched an investigation into the trading of Leopold Aschenbrenner's Situational Awareness fund, per NYT.
The SEC sent subpoenas to multiple banks that gave Situational Awareness money to trade with, asking for details about the timing of trades and how Situational Awareness communicated with lenders.
