#$smh

NWI Management just filed its Q2 2026 13F. 🐋 Managed by Hari Hariharan · $2.2B across 55 holdings 🟢 Bought: $SMH, $XLV, $AAPL, $GLD +18 more 🔴 Sold: $QQQ, $MU, $EWZ, $EWZ +10 more

Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more

Reading 13Fs While the Crowd Chases SanDisk (youtu.be)

Reading 13Fs While the Crowd Chases SanDisk | $SNDK $QQQ $SMH $IGV $NVDA $AVGO $NFLX $PLTR $GOOGL youtu.be/Q0Xx596xAXU?...