SA Liquidation Looks Like Genuine “Capitulation,” Look to HYPE as Expression of Any Tech Stock Recovery, White House Receives Revised Ethics Language Setting Up Potential Headline Risk

Situational Awareness Becomes Forced Seller of Miners

The most interesting development in markets today was undoubtedly within the AI infrastructure complex, where reports confirmed that Situational Awareness, the AI-focused investment fund founded by former OpenAI researcher Leopold Aschenbrenner, liquidated its entire public equity portfolio and reportedly sold a meaningful portion of its private holdings as we...

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