Killed from both sides: long the AI buildout (SK Hynix, Nebius, SanDisk, Micron, CoreWeave - all down 35%+), short software names like Adobe that ripped higher. The part that should scare you: forced sellers don’t care about your cost basis. They were forced to sell off their entire public portfolio in one shot. Wednesday’s 1,100-point Dow drop was probably partly this book getting liquidated into no bid. Notice how chips bounced today the moment it cleared? His letter says the fund was “not i
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