OH. MY. GOODNESS.
CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.
So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...
On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...
Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...
AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.
By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.
A vet on wall street in Ken Griffin takes out the young new kid.
ABSOLUTE. CINEMA.
In what world is $NBIS not a buy here???
The last time it traded at $148 was April...
Since then:
→ Eigen AI acquisition
→ Clarifai research tech
→ Missouri gigawatt scale AI campus
→ Pennsylvania 1.2GW AI campus
→ Bloom Energy power partnership
→ Leopold Aschenbrenner major stake
→ £1.7 billion UK infrastructure expansion
→ NVIDIA Physical AI Living Lab
→ Nasdaq 100 inclusion
→ AI Cloud 3.6 and Echo launched
→ Reflection AI $1 billion deal
→ Asset light infrastructure model
→ $775 million secured debt financing
→ NVIDIA 9.3% ownership disclosed
The market is giving you a gift from god here!!