Situational Awareness has been sacrificed to the stock Gods — a valid and excellent offering.Now with Ken Griffin in control of Leo’s fund, which was +28% today alone, some might view today as a “clearing event” to get stocks going higher again. Couple this with the Fed and now AMZN blowout numbers, confirming capex of...Read More

If you’re not familiar with Leopold Aschenbrenner — it’s a story as old as time in markets. Young whiz kid who never grew up during a poor market, 24 years old, shot to fame last year due to his concentrated bets on AI, namely BE. He took $250mm to $6b, by incredibly not selling any...Read More