Semiconductor News & Analysis Feed
14 articles
2026-09-03
finance.yahoo.com
2026-09-03
In September 2026, Leopold Aschenbrenner’s Situational Awareness fund was forced to liquidate its positions in Micron Technology and SanDisk due to significant losses and margin pressure. According to a Form 13F filed on August 14, the fund held approximately 4.8 million shares of Micron and 2.5 mil
2026-08-17
www.businessinsider.com
2026-08-17
2026-08-15
www.quiverquant.com
2026-08-15
Leopold Aschenbrenner’s Situational Awareness hedge fund significantly increased its positions in Micron Technology and SanDisk during Q2 2026, building multibillion-dollar holdings before a sharp market correction in July led to substantial losses. The fund’s Micron stake rose from 17,362 to 4.83 m
2026-07-30
www.cnbc.com
2026-07-30
The hedge fund founded by AI investor Leopold Aschenbrenner, Situational Awareness, is unwinding its public stock positions after significant losses in AI-related stocks and a failed short bet against software companies. The fund, which grew to $45 billion at its peak, has suffered substantial losse
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
www.insidermonkey.com
2026-06-01
2026-06-01
www.insidermonkey.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
uk.finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
uk.finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-05-29
www.fool.com
2026-05-29
The recent disclosure that Leopold Aschenbrenner's $13.7 billion Situational Awareness Fund increased its stake in Nebius Group (NBIS) by 5.6% has intensified investor interest in AI infrastructure stocks. Nebius, a neocloud provider focused on renting high-performance GPUs for AI model training and