
⚜️☪️Michael Debreda de la Rocha⚜️☪️
2.1K posts

⚜️☪️Michael Debreda de la Rocha⚜️☪️
@MikeDebreda
“Never expect a man to understand something that his paycheck depends on him not understanding” —Upton Sinclair










Citadel reportedly bought most of Situational Awareness’s stock portfolio after the forced unwind. So it was warning that the Fed could hike in July while preparing to buy the AI stocks that narrative was helping crush 🤔


An ex-OpenAI researcher is running a $5.5B hedge fund with 16% allocated to $BE, with strong conviction in distributed power solutions for AI infrastructure. The portfolio is also heavily concentrated in $CRWV (up 10%), $LITE, and $INTC, all tied to the buildout of next-generation compute and optical connectivity. Taken together, the positioning reflects a clear bet on the power, networking, and silicon layers supporting the AI data-center expansion cycle. It is fair to say the strategy is working so far. No... wait. That's an understatement.








$MP $USAR $UUUU $UAMY $TMC



Unpopular Opinion: $IREN Headings in 20s . Do you agree or not?















