Special Situations ๐ Research Newsletter (Jay)
@SpecialSitsNews
Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team:
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Interview with @davidlin_TV is live describing the current market situation $NVDA $MSFT $AMZN
Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs:
- Axebrook
- Walleye
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn
Letter from Walleye closing internal funds below
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Some recovery in $MU perpetuals. Many were linking the selloff to the latest DeepSeek model release.
China's DeepSeek releases V4.1-Flash-1017, claiming itโs faster, more efficient, better at reasoning, coding, & agentic tasks.
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This is not AI, it is Super Intelligence $NVDA
Most successful cousins in history $NVDA $AMD
Great interview with David Lin on earnings, risks, gold, and special situations while I was traveling to a credit conference this week. Will have a more detailed called with individual picks next week in our discord. @davidlin_TV
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