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Leopold Aschenbrenner’s complete Q2 performance before his newest trades release Monday Top tier: • SanDisk $SNDK: -62% • Micron $MU: -34% Second tier: • Bloom Energy $BE: -38% • Taiwan Semiconductor $TSM: -18% • Nebius $NBIS: -59% Third tier: • CoreWeave $CRWV: -49% • Core Scientific $CORZ: -45% • STMicroelectronics $STM: -39% • Applied Digital $APLD: -49% • Riot Platforms $RIOT: -37% • SharonAI $SHAZ: -74% • IREN $IREN: -61% Smaller positions: • T1 Energy $TE: -82% • WhiteFiber $WYFI: -76% • Babcock & Wilcox $BW: -69% • Keel Infrastructure $KEEL: -69% • Bitdeer $BTDR: -66% • HIVE Digital $HIVE: -58% • CleanSpark $CLSK: -56% • Cerebras $CBRS: -53% • Vishay $VSH: -52% • ProPetro $PUMP: -49% • Solaris Energy $SEI: -23% Options: • Bloom Energy $BE [Calls]: $44,100,000 • Taiwan Semiconductor $TSM [Calls]: $23,900,000 • Infosys $INFY [Puts]: $5,200,000 Summary: Every common stock position is red. His entire portfolio is down 46.8% from Q2 release to present day. His newest trades release Monday, November 16th, showing what he owned on September 30th, after he sold most of this to Citadel in late July

I’m 63 years old and retired from BlackRock. My annual income is 1.2 million dollars. My November advice 13th: $CRWV (CoreWeave) - Don't buy $SNDK (SanDisk) — Don’t buy $TSLA (Tesla) — Don’t buy $SPCX (SpaceX) — Buy at $139–$142 $NVDA (NVIDIA) — Buy at $163 –$168 $NBIS (NEBIUS) — Buy at $127–$131 $INTC (inrel) — Buy at $59–$62 $MU (Micron Technology) — Buy at $798–$815 People ask, Why don't you charge? I've made enough. Sharing is my passion, that's why I post for free.

Breaking: Renaissance Technologies just filed its Q3 2026 13F They sold 99.7% of their Nvidia $NVDA, weeks before the Jensen Huang scandal Here’s everything you need to know about its recent 13F Top 10 positions: 1. Micron $MU: $1.62B 2. Advanced Micro Devices $AMD: $1.21B 3. United Therapeutics $UTHR: $908M 4. Intel $INTC: $835M 5. Alphabet $GOOGL: $828M 6. UnitedHealth $UNH: $817M 7. Exelixis $EXEL: $747M 8. VeriSign $VRSN: $649M 9. SpaceX $SPCX: $621M 10. Corcept Therapeutics $CORT: $559M New positions: • SpaceX $SPCX: $621M • Bank of America $BAC: $351M • Goldman Sachs $GS: $245M • VanEck Semiconductor ETF $SMH: $186M • Booking Holdings $BKNG: $183M Biggest adds: • SanDisk $SNDK: +5,451% shares • Micron $MU: +619% shares • UnitedHealth $UNH: +507% shares • Advanced Micro Devices $AMD: +140% shares Biggest trims: • Nvidia $NVDA: -99.7% shares, was $1.42B • Meta $META: -99.9% shares, was $1.14B • Apple $AAPL: -99.8% shares, was $459M • Amazon $AMZN: -99.5% shares, was $546M • Palantir $PLTR: -71% shares, was $883M Full exits: • Blackstone $BX: was $185M • S&P 500 ETF $SPY: was $164M • Marvell $MRVL: was $151M • Danaher $DHR: was $145M Summary: Renaissance dumped almost all of its Nvidia, Meta, Apple and Amazon and moved the money into memory chips, AMD and SpaceX

The show runs 24/7. 🍿 📌 Tue: JOLTS, an early look at labor demand 📌 Fri: NFP & Unemployment, the big one for rate expectations 📌 Earnings: Micron (AI/chips), Nike (consumer), Accenture (tech services), Carnival (travel) & more This week on Binance. 👉

据 CNBC 报道，高盛维持 Coinbase（COIN）买入评级，并将目标价由 173 美元上调至 196 美元，认为如果加密市场持续改善，Coinbase 仍有额外上行空间，同时其衍生品、预测市场等新业务继续保持较强增长。Canaccord 同日维持 Strategy（MSTR）买入评级，并将目标价由 130 美元上调至 175 美元，称过去几周 MSTR 的投资环境已明显改善。其他评级方面，AMD 获 Raymond James 上调至 Strong Buy，美国银行继续看好 Nvidia、Micron 和 Marvell，Moderna、Dynatrace、Shift4 Payments 等也获得评级上调。

昨天不是美股一起跌，是科技股一路被压着狂打 道琼还涨0.3%，标普跌0.3%，纳指跌0.8%，SOXX直接跌2.7%。10年债息反而从4.738%降到4.704%，油价也在跌 $BABA 我昨天说最热闹，结果拉了个大的 成交2390.3万股，比周五少了两成六。不过800亿港元配股压下来，最低116.40，后来还能摸到120.47，最后收118.47，只跌0.7%，今天看116到121能不能站稳了 $NVDA 才是真的难看。周三才财报，昨天又跌2.9%收208.48，最低207.25，已经连跌7天。今天纳指期货涨0.7%，猜测多少会弹一点，看207到214，214差不多就是周五收盘的位置 然后大火箭 $SPCX 昨天最高138.33，最后又被压回135，跌1.4%。卖压就是有，今天预测133到139，135上下 今天还有两支可以关注一下，昨天最惨的两个 $MU 昨天跌5.83%收910.43，从8/17的1,011.75算下来，五个交易日刚好掉10%。市场拿中国CXMT扩产当理由，担心DRAM供给上来以后Micron没那么好涨价。 同一个礼拜Bloomberg才报搭载NVDA芯片的服务器要涨价15%以上，写明原因就是记忆体成本压不住 一边卖MU说它没定价权，一边看搭载NVDA芯片的服务器被逼着转嫁成本，这两件事其实可以同时发生 CXMT扩的主要是传统DRAM，HBM还没追上Micron 盘前926，涨1.7% 今天先看905到950，昨天低点887.60如果再破，这段反弹就先观望吧 另外 $INTC 昨天跌3.12%收87.26，离8/13的107.57掉了19%。但它今年涨137%，要减芯片仓位的时候第一个被卖的一定是涨最多那支 盘前89.54涨2.6%，反而是这几支里面弹最凶的，这是缺钱不是市场缺信心 今天先看86到92，跌破85.14转弱 现在标普期货涨0.4%、纳指期货涨0.7%，WTI跌到82.5附近。伊朗没有继续把油价推高，今晚可以盯着NVDA 明天才是重头戏，NVDA财报和PCE一起出，有点太刺激了

I've mapped the entire Wall Street bear playbook on AI names: Have your favorite institution/media insert one of these name down below: 1. < ______ [GPUs, Transcivers, MLCC, Memory...] are a commodity set to crash> 2. < ______ [YMTC, CXMT, Dongshan...] from China will flood the market > 3. < ______ [Micron, Nvidia, ...] from unverifiable channel checks is facing issues > 4. < ______ [Kospi, Sivers, ...] is a bubble like the ____ [2007, 2021] crash> 5. <____ [1,2,3, ...] unexpected rate hikes this year> 6. < _____ [Google, Nvidia, Deepseek ...] optimization removes the need of this!> in a new headline, and it's ready to go!

推动半导体行情的杠杆资金正在反噬，美韩台半导体同时进入去杠杆循环 6 月份还在不断给 AI 和半导体行情增加燃料的杠杆 ETF，到了 7 月已经开始快速反向去杠杆。美国科技类杠杆 ETF 的资产规模较 6 月高点减少约 500 亿美元，目前只剩下接近 500 亿美元，回到了 4 月以来的最低水平。 韩国和台湾相关杠杆 ETF 的规模同样从高点下降超过一半，目前只剩下约 270 亿美元。两个市场加起来还有大约 770 亿美元。短短一个多月，接近一半的杠杆 ETF 资产已经消失。 杠杆 ETF 的规模缩水，一部分来自底层股票下跌造成的净值损失，一部分来自投资者主动赎回，还有一部分来自基金为了维持两倍或者三倍杠杆进行的每日再平衡。投资者赎回以后，基金需要卖出股票，底层股票下跌以后，为了维持目标杠杆，基金同样需要降低仓位。 上涨的时候，这套机制会不断制造机械买盘。股价上涨，ETF 净值增加，为了继续维持固定杠杆，基金还要继续买入底层股票，股价越涨，买得越多，基金规模也越大。 行情反转以后，整个过程就会倒过来。股票下跌造成 ETF 净值缩水，基金开始减仓，投资者看到亏损扩大以后继续赎回，又会迫使基金卖出更多底层股票。 三倍做多美国半导体的 $SOXL 已经较 6 月高点下跌约 67%。跌掉 67% 以后，需要再上涨超过 200% 才能回到原来的位置。 美国科技类产品押注 Nvidia、AMD、Broadcom 和 Micron，韩国资金集中在 SK 海力士和三星电子，台湾则集中在台积电和半导体供应链。最终押注的都是 AI 算力、先进制程和存储芯片。 前期全球资金同时买入同一个故事，杠杆 ETF 把这笔交易进一步放大，现在美国科技股和韩国半导体同时下跌，三个市场的杠杆也开始一起收缩。 当然杠杆 ETF 规模已经接近腰斩，也说明杠杆带来的仓位正在被清理，但这种清洗还需要多少时间才能让市场回归正常，谁也说不好。 @Gate Crypto、美股、港股、韩股、黄金、CFD、预测市场一站交易

The DRAM Market Just Got a New Giant. For 20 years, it was Samsung, SK Hynix, Micron. Now meet CXMT — China's fastest-scaling DRAM maker, riding the AI memory supercycle. Now tradeable on Bybit.