U.S. stock market’s three major indexes are mixed at the open Have to say, the U.S. stock market is the real meme Every day there’s 10%-20% volatility
Dow Jones Industrial Average up 0.24% S&P 500 up 0.05% NASDAQ Composite down 0.31% Philadelphia Semiconductor Index down 1.52% Micron Technology down 5.93% SK Hynix down 8.08% SanDisk down 12.54% Western Digital down 20% Seagate Technology down 7.44% $SNDK
People don’t need to constantly push themselves to work hard. Especially when investing—otherwise it’s easy to end up in a situation where the harder you try, the more you lose.
What you should do is repeatedly filter and choose the right environment: leave places that make you doubt yourself and where you’re stuck in daily mental overthinking, and find a community, work, and lifestyle that match your own pace.
Once you pick the right environment, you’ll gradually relax—because yeah, you end up making money.
A month of astonishing thrills for an AI stock god!
On July 1, Leopold’s Situational Awareness Fund is reportedly at a scale of $45 billion, with a return of about 450% year-to-date and using up to roughly 4x leverage. From July 10 to 20, AI-related stocks began to plunge collectively, with many names dropping more than 30% within two weeks. Leopold’s long positions include SK hynix, SNDK, BE, and Nebius, among others—whose declines were far worse than the broader market. The trouble is that he’s also shorted software stocks such as Adobe. When AI hardware stocks crashed, some software stocks started to rebound, and the fund likely fell into a classic lose-both-sides scenario for both long and short positions. On July 24, Leopold sent a letter to investors admitting that the fund had suffered massive losses, but still described this round of selloff as the best AI buying opportunity since the start of 2025. From July 28 to 29, the fund began urgently raising additional financing from investors and lending institutions, and was then hit by banks demanding margin. On July 30, the fund was forced to sell all its publicly traded stock positions, and Citadel took away most of them.