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Leopold Is Back: Situational Awareness Rerunning Exact Same Trades Which Blew It Up A Month Ago A few days ago before it became public knowledge that the hilariously misnamed "hedge" fund Situational Awareness, run by a 24-year-old German ultra liberal who was fired by OpenAI, and then launched a new career investing like the most degenerate Korean momentum chaser blew up in explosive supernova fashion as a result of massive leverage in a handful of high beta momentum stocks like Sandisk, AMD and Bloom Energy, we warned that someone was blowing up - as indicated by the surge in Total Return Swap funding rates - and told our followers as much one week before the Leopold Aschenbrenner news hit. ok Archegos 2.0... you can come out now https://t.co/xtxZL8wNTZ — zerohedge (@zerohedge) July 24, 2026 We just didn't know who it was...  Fast forward a little over a month when earlier this week we pointed out that in a very bizarre case of deja vu, it was as if Leopold had emerged from th...

Einen Tag nach dem Ausverkauf könnte den großen US-Chipwerte vor dem Wochenende eine Erholung bevorstehen. Diese Meldungen dürften dabei stützend wirken....

Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year....

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Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute....

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets....

Broadcom's custom AI chips are becoming more popular with AI hyperscalers....

Intel (NASDAQ:INTC) shares are climbing in early Friday trading after a report that the chipmaker is preparing to raise prices on selected personal computer processors. Shares are up 3% to $103.31, recovering the prior session's decline in a single move. The bounce pushes Intel stock further into rare territory, with shares now up 183% year […]...

Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC's David Faber....

Kommentar: Der Fortschritt beschleunigt sich. Mittendrin im Boom ist ein Bitcoin-Pionier, der massiv die Künstliche Intelligenz nutzt und uns Hinweise auf zwei spannende Blockchain-Projekte und den Run auf KI-Chips gibt....

NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows....

Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles....

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close....

Nvidia is looking to extend its dominance in AI chips at the expense of Intel and AMD....

Cathie Wood is trimming AMD just as its biggest product cycle in years prepares to land, and the last time ARK sold an AI chipmaker too early, the stock went on to triple. Here is what the Helios launch changes about the calculus....

NVIDIA dominates AI infrastructure while AMD plays scrappy underdog, but one valuation metric suggests the market may be sleeping on the wrong stock. The answer comes down to a single GPU ramp that could reshape the competitive picture through 2027....

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Shares of Intel (NASDAQ:INTC) are down 6% to $99.67 in early Thursday trading. The move gives back part of a parabolic run that had lifted the stock 188% year to date (YTD) through Wednesday's close, and it arrives without a fresh company-specific catalyst. NVIDIA (NASDAQ:NVDA) stock is also pulling back, down 3% to $214.55. Peer […]...

ARM aktualisiert seinen Prozessor-Baukasten mit neuen CPU-Kernen und KI-Funktionen in der GPU. Letztere erinnern an AMD, Nvidia und Intel....

AMD's Data Center business is exploding and anchor commitments from the biggest names in AI are piling up, but three specific conditions have to fall into place before $800 becomes anything more than a number on a chart....