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Sep 9, 2026Aschenbrenner 13F Follow-Up: Long Book Down 10-19% in 48 Hours
48 hours after Situational Awareness LP's Q1 2026 13F filed, the $3.86B long book broke first: Bloom Energy -17%, IREN -18%, Applied Digital -19%, CoreWeave -14%. The $8.5B chip-short stack is working
Sep 9, 20267 min read0 reactions0 comments