July: Leopold gets margin called, Citadel buys his portfolio in a fire sale, he tells investors "we let you down."
September 11: he's back, buying AI and memory options.
September 12: Amodei calls for the industry to slow down.
Today: every position down 5.7% to 9%.
July’s ballooning U.S. trade deficit (widest since March 2025) was driven primarily by a surge in imports of capital goods, a category which houses AI-related products such as computers, computer accessories and semiconductors … 11.4% m/m jump was largest increase since 1993