One Month Before Liquidation, "AI Stock God" Adds Positions in Micron and SanDisk

According to regulatory filings, Situational Awareness significantly increased its holdings in memory chip companies Micron Technology and SanDisk in the second quarter of this year, with combined positions of approximately $11 billion, accounting for about a quarter of the fund's net assets at the time. Meanwhile, the fund also reduced its short option positions in Nvidia, Broadcom, and Advanced Micro Devices.