Dan Reilly

NEVER LOSE YOUR HUSTLE

[Dan Reilly @DanielPReilly]

😂

[Overheard on Wall Street @OHWallStreet]

Hearing rumors they’re lighting up the Empire State Building blue and white tonight to celebrate Ken Griffin’s coup

[Dan Reilly @DanielPReilly]

🎰🏀🏟️📊💰

[Las Vegas Review-Journal @reviewjournal]

One of the leading contenders for a future Las Vegas NBA arena moved beyond speculation on Thursday, with VICI Properties executives saying they are working with a major casino operator on plans for a venue behind three Strip resorts.
DETAILS: https://t.co/lYDVxFYDKO

[Dan Reilly @DanielPReilly]

🤖📊 $NVDA

[Finance Spot @financespotnews]

Nvidia is one of the most active options names in Thursday's session.

$NVDA Q2 fiscal 2027 earnings remain scheduled for August 27. Between now and then, Big Tech capex commentary from Amazon (tonight) will effectively define Nvidia's near-term trajectory. Nvidia trades below its all-time high ahead of the H2 print.

[Dan Reilly @DanielPReilly]

🤮

[Action Network @ActionNetworkHQ]

WHITE SOX WALK-OFF THE YANKEES AGAIN 🤯

Fernando Cruz WALKS the winning run in to lose it in the 11th… the Yankees (-107) held 64% of bets 🫣

[Dan Reilly @DanielPReilly]

📊

[AlphaBronze @Alpha_Bronze]

Stocks bounce back from Fed selloff, Nasdaq snaps 6-day losing streak!

$MSFT $AAPL $GOOGL $AMZN $SPCX $CMCSA $CRM $AMD $MU $QCOM $NVDA $META $PLTR $NFLX $HD $JNJ $PFE $ABBV $LLY $GILD $MRK $AMGN $TSLA $DIS $PYPL $CSCO $INTC $ORCL $XOM $GS $PG $SBUX

[Dan Reilly @DanielPReilly]

📊💰

[Milk Road AI @MilkRoadAI]

This is the man who just bought Leopold's fund, Ken Griffin and this video captures exactly the mindset that let Citadel scoop up Situational Awareness's wrecked portfolio (Save this).

Griffin keeps a $10 plaque behind his desk stating that if everyone is going to eat, someone has to sell, a blunt reminder that every part of running a firm, hiring, raising capital, winning clients, is fundamentally a sales process.

He explains that you're always selling, whether to candidates, vendors, counterparties, or customers and if you're always selling, you're going to hear no constantly.

He illustrates just how brutal that rejection can get with two stories from a single rough day in 1994, a year when Citadel was down about 4% and Griffin flew to Switzerland for a critical lunch meeting.

His lunch date sat down, realized he had the wrong Griffin, mistook him for someone else entirely, and simply got up and left.

Later that same day, a Swiss banker spent 45 minutes with him over a cigar in a beautiful office, only to end the meeting by essentially telling him he'd wasted his talent on the wrong career.

Two rejections in one day for the founder of what became one of the most successful hedge funds in history and Griffin's takeaway was that you just have to tolerate it, since you have to become accustomed to constantly marketing your ideas and what you stand for.

That mentality is exactly why Citadel could move so decisively to buy Situational Awareness's beaten down stock portfolio after Leopold's fund got hammered in the AI rout, since Griffin has spent three decades building a firm around absorbing rejection and market pain as just the cost of doing business, then capitalizing when others panic.

Just like Griffin, Milk Road Pro went shopping during the chaos and bought a bunch of beaten down stocks, if you want to see exactly what we bought, you can join us using the link below for just $1.

[Dan Reilly @DanielPReilly]

📊💰

[litquidity @litcapital]

Everyone wants to run a hedge fund, but it appears nobody wants to actually do any hedging

[Dan Reilly @DanielPReilly]

🖥️📊

[Limitless Finance @trylimitlessfin]

🚨🚨🚨 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.

[Dan Reilly @DanielPReilly]

🥪📊

[TraderTV Research @ttvresearch]

$JMKE IS OPEN!

Jersey Mike's Subs just OPENED at $21 and has traded as high as $21.79! The IPO was priced at $23, in the middle of the $21-$25 price range.

@tradertvlive $SPY $QQQ @jerseymikes

[Dan Reilly @DanielPReilly]

🐺📊

[Morning Brew ☕️ @MorningBrew]

Situational Awareness's largest holdings (as of Q1):

• Micron
• Nebius
• Sandisk
• Coreweave

Performance today:

• Micron +15.4%
• Nebius +25.9%
• Sandisk +21.9%
• Coreweave +21.5%

[Dan Reilly @DanielPReilly]

📈📊

[AlphaBronze @Alpha_Bronze]

Earnings today after the close!

$AAPL $AMZN $RBLX $RDDT $AXTI $MTZ $RIVN $MSTR $DXCM $DRH $MMSI $FSLR $CTVA $COIN $BBAI $HUN $MPWR $SONY $BTE $COHU $GDDY $ILMN $NXT $SYK $GDYN $EMN $EGO $AMH $ALHC $MHK $NBIX $OLED $TEM $AX $DLB $CUBE $FATN $EXPO $ES $ERIE $FND $FLGT $FHI $HR $HTGC $INBK $IVR $KWR #earnings

[Dan Reilly @DanielPReilly]

🖥️📊

[Dan Reilly @DanielPReilly]

🐺📊

[Financial Times @FT]

FT Exclusive: Ken Griffin’s Citadel swooped in to buy a large portion of hedge fund Situational Awareness’ $16bn public equity holdings after former OpenAI employee Leopold Aschenbrenner’s investment firm endured steep losses in the AI sell-off. https://t.co/zhSlP9yOvZ

[Dan Reilly @DanielPReilly]

🎥📊

[StoryTrading @StoryTrading]

🎬 Coming Soon to @netflix...

Blood in the Streets

Starring:
• Situational Awareness
• Citadel
• A conveniently timed rate scare

[Dan Reilly @DanielPReilly]

📊💰

[billionaire_secrets @billionaire_key]

Motivate others

[Dan Reilly @DanielPReilly]

📊💰

[Succeeded Mind @SucceededMind]

Your future is created twice.

First in your mind.

Then through your actions.

[Dan Reilly @DanielPReilly]

🐺 Two Suburbans & A Hearse 📊💰

[WOLF @WOLF_Financial]

It turns out Citadel Securities was the person who bought all of Leopold Aschenbrenner’s stocks

It looks like the transaction happened last night

Most of the stocks are up by at least 15% 🟢 so far today

[Dan Reilly @DanielPReilly]

😂📊

[WSJ Markets @WSJmarkets]

Situational Awareness, the highflying artificial-intelligence focused hedge-fund firm, sold the bulk of its stock portfolio to Ken Griffin’s investment firm Citadel after suffering deep losses https://t.co/06xE1w31Ew

[Dan Reilly @DanielPReilly]

😂

[Wall St Engine @wallstengine]

CITADEL BUYS BULK OF STOCK PORTFOLIO FROM SITUATIONAL AWARENESS, SOURCES SAY - WSJ

Is this why they were pushing the narrative that the Fed would hike at the July meeting?

[Dan Reilly @DanielPReilly]

🌊🤙🏽

[Las Vegas Review-Journal @reviewjournal]

It's official! Famed Hawaiian doughnut shop Pipeline Malasadas is bringing a second location to the Las Vegas Valley.
DETAILS: https://t.co/sJZaHE7RAB