Tuesday, 18 August 2026 · World
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EUROS The World Financial Report
Nº 38 Tuesday, 18 August 2026 · World Edition
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New SEC filing reveals how deep Situational Awareness' memory chip bet was before it blew up

Quartz · 2h ago
New SEC filing reveals how deep Situational Awareness' memory chip bet was before it blew up

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed

Read the full story at Quartz →