SHAZ · Serenity 持续观点

8-10 分观点使用大徽标▲ 看多▼ 看空● 提及

历史观点（2 条，最新在上）

2026/07/30 18:31UTC提及跳转 X 原文 →
English · 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 seen.
2026/07/30 18:31UTC提及跳转 X 原文 →
中文 · 翻译
Citadel 刚刚真的清盘了 Situational Awareness… 然后第二天就把整个大盘拉起来了？ $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% 还有好多其他股票。这绝对是我见过最疯狂的清盘之一。
2026/07/30 08:10UTC提及跳转 X 原文 →
English · 原文
There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June YTD. Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses. He described the sell-off as potentially the best buying opportunity since early 2025 I'd agree with him and hope he succeeds with the raise. Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.
2026/07/30 08:10UTC提及跳转 X 原文 →
中文 · 翻译
很多人对Leopold募资这事儿说了很多蠢话。毕竟像$BE、$SNDK、$SHAZ这些票，还有其他一些，七月份都经历了一波大幅回撤。大家记住……这个金融圈的人可是： 1. 身高6尺5寸 2. 蓝眼睛 3. 搞对冲基金的可能比你长得帅，而且截至六月底，今年以来收益率还涨了439%。关于这次回撤，Aschenbrenner承认，基金“未能幸免”于市场动荡，尤其是在亚洲市场。FT（金融时报）另有报道说，杠杆既放大了他惊人的收益，也放大了最近的损失。他把这次抛售潮描述为，可能是自2025年初以来最好的买入机会。我同意他的看法，也希望他募资成功。因为目前很多抛售看起来是强制去杠杆造成的，已经跌过头了。

历史观点（2 条，最新在上）

2026/07/30 18:31UTC提及跳转 X 原文 →

English · 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 seen.

2026/07/30 18:31UTC提及跳转 X 原文 →

中文 · 翻译

Citadel 刚刚真的清盘了 Situational Awareness… 然后第二天就把整个大盘拉起来了？ $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% 还有好多其他股票。这绝对是我见过最疯狂的清盘之一。

2026/07/30 08:10UTC提及跳转 X 原文 →

English · 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.

2026/07/30 08:10UTC提及跳转 X 原文 →

中文 · 翻译

很多人对Leopold募资这事儿说了很多蠢话。毕竟像$BE、$SNDK、$SHAZ这些票，还有其他一些，七月份都经历了一波大幅回撤。大家记住……这个金融圈的人可是： 1. 身高6尺5寸 2. 蓝眼睛 3. 搞对冲基金的可能比你长得帅，而且截至六月底，今年以来收益率还涨了439%。关于这次回撤，Aschenbrenner承认，基金“未能幸免”于市场动荡，尤其是在亚洲市场。FT（金融时报）另有报道说，杠杆既放大了他惊人的收益，也放大了最近的损失。他把这次抛售潮描述为，可能是自2025年初以来最好的买入机会。我同意他的看法，也希望他募资成功。因为目前很多抛售看起来是强制去杠杆造成的，已经跌过头了。