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This reel discusses the liquidation of Leopold Aschenbrenner's $20 billion Situational Awareness fund due t...

Jul 30, 2026

This reel discusses the liquidation of Leopold Aschenbrenner's $20 billion Situational Awareness fund due to 4x leveraged positions. It highlights the significant gains and subsequent losses, with Citadel buying the remaining portfolio. The reel then showcases several AI-related stocks (IREN, NBIS, CRWV, MU, SNDK) that experienced substantial gains, contrasting this with Aschenbrenner's liquidation at the bottom.

Linked Mentions

Tickers discussed in this post

SNDKNeutralLow ConvictionResearch Only

Sandisk Corporation is mentioned as having a significant price increase of 26.04% today.

MUNeutralLow ConvictionResearch Only

Micron Technology is shown to have gained 18.39% today.

CRWVNeutralLow ConvictionResearch Only

CoreWeave experienced a 21.47% price increase today, as shown on its stock chart.

NBISNeutralLow ConvictionResearch Only

Nebius Group is highlighted for its significant price jump, increasing by 27.13% today.

IRENNeutralLow ConvictionResearch Only

IREN Limited is mentioned as one of the stocks that saw a significant price increase, up over 30%.

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