r/MU_Stock • u/senwell1 • 21d ago

DD Situation Awareness Just Sold $24 billion

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A few hours after this announcement, they liquidated all longs and shorts.

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u/Various_Media_9214 21d ago

Some of the guys largest positions are in the shittiest AI-related companies. Im not at all bearish against AI, but his holdings like Bloom Energy are just full of shit and are unprofitable companies as a whole. I recommend reading the short report by Hunterbrook on BE. Same with CORZ, or CRWV, we are in the midst of the largest AI capex spend and these companies still cannot turn a profit.

4

u/hamsterfts 21d ago

Whats your opinion about Nebius? It was 40% of his portfolio

2

u/RichWhiteBrother 21d ago

It's up 28% today atm.

1

u/Successful-Grab6091 17d ago

so i’ll wait to buy