Leopold Aschenbrenner, the Wall Street wunderkind whose hedge fund imploded in late July, placed huge bets on two AI stocks in the lead-up to the disaster. Aschenbrenner’s firm, Situational Awareness, owned a $5.7 billion stake in SanDisk and a $5.6 billion stake in Micron at the end of June, its quarterly portfolio update revealed on
Berkshire Hathaway sharply increased its Alphabet stake during its biggest quarter for stock buying in years. Greg Abel, who took over from Warren Buffett as CEO at the turn of the year, oversaw an 83% increase in Berkshire’s Alphabet holdings to about 106 million shares, worth nearly $38 billion at the end of June. Berkshire
