Alot going on today. a 4% drop in a day is pretty darn big.

3 different pods are being liquidated that i've heard of. And the data center trade has been unwound in just 2 days is a pretty violent shock.

Lots of rumors about situational awareness also in alot of trouble. I feel for this guy a bit. He did really well to get a good slug of Anthropic shares that made his investors alot of money.

But since about July when it was clear that Anthropic was done going up like a rocket ship his investors have probably been hounding him about how he's going to make money outside of Anthropic.

his first foray into the public markets was a disaster and might set a record for fastest wipe out from start to finish that forced him to have to sell his public book escape a wind up.

But due to Anthropic taking a possible IPO valuation cut he's had to go back to the public markets at the worst time and if rumours going around today are correct, he's looking at how to liquidate his public portfolio for the second time in the quarter.

> And the data center trade has been unwound in just 2 days is a pretty violent shock.

It's very very far from being unwound. If (or when) it does, many companies in the space will be down 90-100%. Definitely not today.

4% isn't much in context. It wouldn't make the list of 20 biggest drops over the last 20 years.

Do you have sources to share on this besides Reddit?

Thinking a 5% drop in one day is a big deal is recency bias. Other people have pointed out that statistically it is not that rare. We just have been living through an amazing run for equities.

I am not saying I know it will be fine or I know it will be terrible. I am saying I have lived through many 5%+ drops and they happen on the way up and down.

> And the data center trade has been unwound in just 2 days is a pretty violent shock

Is this true? Coreweave is down ~66% over the last 6 months, with that decline occurring somewhat linearly over that period (i.e. not last 2 days). Very similar chart for Applied Digital.

> Alot going on today. a 4% drop in a day is pretty darn big.

Yeah, but it's up 50% in the last 5 years. 4% drop puts us back where it was, oh, in July of this year.

> He did really well to get a good slug of Anthropic shares that made his investors alot of money.

His wife is chief of staff to Dario isn't she? Not saying this guy isn't smart but let's call a spade a spade here.

Last I heard he was buying options... but maybe he ended up buying the dipping dip.

https://www.cnbc.com/2026/09/11/leopold-aschenbrenners-situa...

Where are the situational awareness rumors? I enjoy some good schadenfreude, but he pinky swore he was done with leverage, so how can he blow up again? Unless he's getting a flood of redemptions.

Why would you feel for him?

He's an overconfident dipshit who made a few large, successful bets that made heaps of money; but he didn't practice any sort of risk management with his portfolio, and kind of did the opposite.

And despite that failure, he made immense personal wealth and will definitely have the opportunity to run more money in the future.

I'd love to fail as badly as he did.

The Nasdaq rebounds so fast though. it's not that big of a deal. bought the dip. I think it's just noise. markets sometimes look for any reason to sell

Lots of rumors about situational awareness also in alot of trouble. I feel for this guy a bit. He did really well to get a good slug of Anthropic shares that made his investors alot of money.

What is there to feel for him? he took huge bets and lost , although he will still be wealthy no matter how much $ his clients lose. How he got so much attention and money is a mystery; just another example of mediocrity being rewarded. No wonder so many people think society is rigged or screwed. We see in Washington or on Wall Street . The same reckless people keep failing forward, keep being immune to the consequences of their actions and incompetence.