🚨🚨🚨 CITADEL JUST BOUGHT SITUATION AWARENESS' STOCK PORTFOLIO
Ken Griffin’s firm bought a large portion of Leopold Aschenbrenner's Situational Awareness’s $16 BILLION public-equity portfolio in a rushed deal.
On the same day, several of the fund's positions exploded:
Nebius $NBIS +$29%
Bloom Energy $BE +27%
CoreWeave $CRWV +24%
Sandisk $SNDK +24%
Micron $MU +16%
AMD $AMD +13%
T1 Energy $TE +12%
Coincidence?
The timeline is getting more insane:
1. Aschenbrenner raises billions on the AI supercycle thesis.
2. The portfolio gets hit hard.
3. The fund rushes to sell.
4. Ken Griffin buys.
5. AI stocks immediately post one of their strongest days in months.
Ken Griffin made hundreds of millions in just a few heartbeats.