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tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"
Joined October 2008
10.2K Following    106.6K Followers
CNBC's David Faber: Leopold Aschenbrenner's Situational Awareness hedge fund has returned to buying and bought call options "hundreds of millions of dollars worth of premium" late last week and early this week. AMD, BE, CRWV, SK Hynix, SNDK. "Call option buying of some significance" "Leo is back!"
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