Absolutely wild that it has taken only two trading days in August to recover nearly 70% of July’s losses after July became my worst month since launching the portfolio three years ago.
This bounce has been absolutely explosive.
Leopold Aschenbrenner’s Situational Awareness is seeking fresh capital after leveraged AI bets suffered sharp losses.
He told investors this may be “a particularly good time to add funds” signaling he views the selloff as a buying opportunity rather than start of a deeper unwind.
$TE, $SNDK, $SHAZ, $NBIS, $BE, $CRWV, $IREN
$AVAV up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions
Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare.