This Was Situational Awareness's Top 5 Holdings at the End of Q2. They're All on Sale Now

Leopold Aschenbrenner's Situational Awareness hedge fund collapsed in late July due to over-leveraged AI stock bets, forcing the sale of over $10 billion in holdings. However, the fund's top five AI stocks—which include memory chip makers, energy suppliers, and semiconductor manufacturers—remain attractive investments despite being down double-digits from Q2 levels, offering a balanced portfolio exposure to key AI sector components.