Michael Sikand(@michaelsikand):JUST IN: FT confirms Leopold Aschenbrenner is in trouble after a historic tech drawdown. FT reports SALP has been in talks with existing investors and lenders to raise fresh capital after heavy losses in the AI rout. It also floated letting some investors buy assets straight out of the portfolio. His stated catalyst for the recovery is an Anthropic IPO. I don't know why a bunch of you were saying that "he hedged" with a small sleeve of puts you saw on the recent 13F. One of us.

Michael Sikand

@michaelsikand

Investor & Entrepreneur || $50M+ AUM @joinautopilot || Not Financial Advice || Prev Exit To @MorningBrew || Forbes 30u30

参加 February 2015

739 フォロー中 124.7K ファン

Michael Sikand@michaelsikand

2026.07.30 03:51

JUST IN: FT confirms Leopold Aschenbrenner is in trouble after a historic tech drawdown. FT reports SALP has been in talks with existing investors and lenders to raise fresh capital after heavy losses in the AI rout. It also floated letting some investors buy assets straight out of the portfolio. His stated catalyst for the recovery is an Anthropic IPO. I don't know why a bunch of you were saying that "he hedged" with a small sleeve of puts you saw on the recent 13F. One of us.