VARA hedge fund holding AI stocks of NBIS, BE, CRWV.. has blown up, wiping billions

Holdings are the usual suspects of AI stocks - neo cloud and semis. This hedge fund is likely liquidated and has a Situational Awareness 2.0 written all over. We have bottomed! preview.redd.it/97rs0tvqtovh1.png x.com/Kalshi_Finance/status/2110796868565209364