The quoted post says Situational Awareness’ holdings were liquidated after reported losses: MU fell from $1,153 to $703 (-39%), CORZ from $25.60 to $11.10 (-56%), SNDK from $2,268 to $874 (-61%), NBIS from $273 to $121 (-55%), CRWV from $99 to $42 (-57%), and BE from $301 to $165 (-45%). It warns against over-leveraging high-risk positions.