$SHAZ
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博主转向关注上游瓶颈，预计能源和新云将因算力短缺跑赢。
@Schulz_Research 态势感知/Leopold 关于美国向推理(推理)和巨大能源需求转移的观点完全正确。我在2025年曾对 $IREN、$NBIS、$CIFR、$WULF 等新型云服务商(新云)持有类似论点。但我个人更转向关注上游瓶颈(上游瓶颈)和网络(网络)。不幸的是，基金未能完全熬过回撤。我们在内存集中度(内存集中度)上有重叠，但鉴于算力/容量短缺，我预计来自 $BE、$TE 的能源/电网或如 $SHAZ/$IREN 的新云将跑赢大盘。
英文原文
@Schulz_Research Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand. I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025. But shifted more towards upstream bottlenecks + networking personally. It's just a little unfortunate the fund couldn't fully survive the drawdown. We did overlap in memory concentration but energy/grid from $BE, $TE, or neoclouds like $SHAZ / $IREN but I'd expect them to outperform given compute/capacity shortages.
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Citadel清算情境感知基金后，AI及半导体板块次日大幅反弹。
Citadel 真的刚刚清算了 Situational Awareness（情境感知基金）…… 然后在第二天拉起了整个市场？ $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% 以及其他许多股票。这必须是我见过的最疯狂的清算之一 https://t.co/CeHGSjnIsm
英文原文
Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve https://t.co/CeHGSjnIsm
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博主驳斥对 Leopold 募资的质疑，认同其将当前超调视为最佳买入机会。
关于 Leopold 募资，周围有很多愚蠢的评论。在 $BE、$SNDK、$SHAZ 等股票 7 月出现剧烈回撤后。请记住……这位金融界人士：1. 身高 6 英尺 5 英寸；2. 蓝眼睛；3. 对冲基金经理。可能比你帅，且今年截至 6 月收益达 439%。关于回撤，Aschenbrenner 承认基金“未能幸免”于市场动荡，尤其是亚洲市场。FT 另据报道，杠杆放大了其非凡收益和近期亏损。他将此次抛售描述为自 2025 年初以来最佳的买入机会。我同意他的观点，并希望他募资成功。因为目前的大部分抛售看起来像是因强制去杠杆而超调了。
英文原文
There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June YTD. Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses. He described the sell-off as potentially the best buying opportunity since early 2025 I'd agree with him and hope he succeeds with the raise. Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.
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Anthropic澳洲建厂计划印证Neoclouds布局逻辑
泄露的 Anthropic 文档显示，其计划从澳大利亚获取 1.4GW 的容量，金额约为 216 亿美元。 最近 $IREN、$SHAZ 和其他 Neoclouds（新云服务商）一直在澳大利亚建设主权数据中心 (Sovereign DCs)。 我想，就像很多事情一样，在连接性方面开始更有道理了？ （披露：无持仓）
英文原文
Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B. Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia. Guess like a lot of things are stating to make more sense connection wise? (disclosure: no https://t.co/V5LzknfjPP