NVDA, AMD, ORCL, MU And Other Stocks In Focus — Situational Awareness Reportedly Sells Bulk Of Public Portfolio To Citadel
Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll. Situational Awareness had amassed more than $20 billion in assets by making concentrated, leveraged bets on AI and semiconductor companies. The portfolio was heavily exposed to AI infrastructure and chip names, including Nvidia, Oracle, … Read more