一周之内：总统放话，美联储按兵不动，投行集体唱空，三家券商同时强平，同行折价接盘，日元一夜飙3%。下一期《接盘侠之王，Citadel》
部分信源：
[01] Excessive Speculation in the Natural Gas Market / UNITED STATES SENATE
[02] Amaranth Lessons Thus Far / Hilary Till
[03] The Amaranth Case Study / J.P. Morgan
[04] Amaranth LLC v J.P. Morgan Chase & Co., 2008 NY Slip Op 33544(U), modified. / New York State Unified Court System
[05] Case 1:22-cv-03401-JPO / New York State Unified Court System
[06] Letter to Stanley Druckenmiller Re Warsh Investments / U.S. Senate Committee on Banking, Housing, and Urban Affairs
[07] Brent oil jumps back above $90 after Trump threatens to hit Iran hard / CNBC
[08] How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in days / CNBC
[09] Samsung Electronics, SK Hynix shares tumble over 9% as chip rout spreads from Wall Street / CNBC
[10] SK Hynix and SanDisk Sink 7%, Micron Falls 5% as China’s CXMT Readies an $8.6B Memory IPO / 24/7 Wall St
[11] Divided Fed holds interest rates steady, but three members voted to hike / CNBC
[12] Citadel scoops up $16B in tech holdings from Aschenbrenner’s fund after margin call chaos / CryptoBriefing
[13] Leopold Aschenbrenner: $225M to $45B to a 6-day margin call / FinanceFeeds
[14] AI hedge fund Situational Awareness may have sold its public portfolio, but it still has its Anthropic shares / TechCrunch
[15] AI data center startup Fluidstack in talks for $1B round at $18B valuation months after hitting $7.5B, says report / TechCrunch
[16] Nvidia challenger AI chip startup MatX raised $500M / TechCrunch
[17] Dow tumbles 2.19%, Philadelphia Semiconductor index drops 5% as long-term yields surge / The Herald Business
[18] Implosion of Situational Awareness hedge fund has Wall Street betting the bottom is in for the AI trade / Morningstar
[19] Leopold Aschenbrenner’s Situational Awareness seeks to raise capital after AI rout / Financial Times
[20] Aschenbrenner's AI Fund Liquidates Entire Public Book; Bitcoin Miners Surge / TFTC
