勃勃OC
@bboczeng
美股投资日报： Financial Advice
参加 November 2010
759 フォロー中 224.2K ファン
7月份清仓，将会被证明是我们这辈子最明智的决策
俗话说，聪明反被聪明误
那些觉得我情绪化，还在用各种内部数据、专业名词看好半导体
喊多，甚至做多的
我不想说太难听的话
好自为之吧
如果最终破产，那必然也是天意
It’s the God’s will
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Leopold is about to get finished off for good
Jul 29: Situational Awareness gets margin called after 4x leveraged AI bets blow up
Jul 30: Citadel acquires his entire public portfolio in a fire sale
Jul 31: Leopold gives up all leverage, closes every short, tells investors "we let you down"
Sep 11: News outlets announce he's back. Buying options on AI and memory stocks
Sep 12: Anthropic CEO Dario Amodei publishes an essay calling for the entire AI industry to slow down
Markets open today and Leopold's option holdings plummet 5.7% to 9.0%
• $AMD: -5.7%
• $BE: -7.3%
• $CRWV: -9.0%
• $SKHY: -7.5%
• $SNDK: -6.2%
• $DRAM: -6.8%
Higher ups don't want him winning
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