#13f

Situational Awareness LP's Q1 2026 13F-HR (filed 2026-05-18): 42 positions, $13.7B notional, $8.46B in puts shorting SMH, NVDA, AVGO, AMD, ORCL, ASML. Largest chip short ever disclosed in an AI-themat

TL;DR. A serious SEC-driven research desk pulls at least five EDGAR feeds in parallel: 8-K material...