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Ansem 🧸💸· 2026-07-30 14:39
RT amit (@amitisinvesting)oh my goodnessCNBC reporting Situational Awareness sold their ENTIRE PUBLIC bookincluding 50% of their Anthropicbro...this guy was the poster child of the ai infra tradehe was 4 times levered...this is absolutely crazydid he sell the bottom? did we need this to happen to put in a low?or did he lose faith in the entire AI trade and sell it all? ...