To add one point, Leopold is still far from bankruptcy. This round only involved selling all publicly traded stocks, whi… | Longbridge

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纳纳斯达克小作手进行录

纳斯达克小作手进行录

Tencent Commentator

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Jul 30 at 10:07 PM

To add one point, Leopold is still far from bankruptcy. This round only involved selling all publicly traded stocks, while retaining equity in private companies such as Anthropic, totaling approximately $10 billion.

However, the losses are indeed devastating. Its losses in July are conservatively estimated to be at least $25 billion, and likely exceed $35 billion.

After this wave, it feels like the probability of Leopold truly becoming a legendary stock god may have even increased.

纳纳斯达克小作手进行录

God-like in June, liquidated in July: After Leopold fell, Citadel completed an overly perfect takeover.

In June this year, Leopold Aschenbrenner was still one of Wall Street's most sought-after young fund managers. His portfolio was widely shared, with investors scrambling to figure out why he bought into storage, data centers, power equipment, and companies shifting from Bitcoin mining to AI computing power. Some turned his 13F filings into spreadsheets, while others scanned his holdings for the "next big AI infrastructure stock." The media loved calling him the "AI Prophet" or the "God of AI Stocks." But by late July, the news suddenly changed: Leopold got margin-called...

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