#AIStockGuruReportedlyBullishOnAI The AI comeback | MrFlower_XingChen on Gate Square

#AIStockGuruReportedlyBullishOnAI
The AI comeback story is getting interesting — but I’m watching two names more closely than the rest.
I came across the latest chatter around Leopold Aschenbrenner’s Situational Awareness fund, and this is not just another “AI is bullish” headline.
The fund suffered a brutal 67% drop in portfolio value during July after leveraged AI and semiconductor positions were hit by the global chip-stock selloff. Most of the public book was subsequently liquidated, but the story did not end there. Recent reporting says Aschenbrenner is now rebuilding technology exposure with a more conservative approach, including positions linked to AMD, Intel, SK Hynix, SanDisk and CoreWeave.
That part caught my attention.
My eyes are mainly on $SNDK and $AMD.
SNDK is the higher-risk setup. SanDisk closed around $1,633.35 on September 11, down 3.50% on the session, but it was still up roughly 3% over the previous week. The stock has been extremely volatile, which tells me this is not a “buy because a fund owns it” situation.
What makes SNDK interesting to me is the AI memory/infrastructure angle. The company was reportedly one of the fund’s major exposures before the July collapse, and reports indicate the fund had built a very large SanDisk position.
For me, SNDK needs confirmation above recent resistance before I become aggressive. If momentum returns with strong volume, the recovery can extend. If buyers fail and the stock loses its recent support structure, I would rather wait than chase.
AMD looks cleaner to me.
AMD closed around $516.13 on September 11, while the stock recently received another boost from management’s view that its addressable market could reach about $2 trillion by 2030. More importantly, AMD’s Q2 data-center revenue reached $6.72 billion, more than double year over year, showing that the AI infrastructure story is translating into actual revenue.
So my personal watchlist is simple:
$AMD = stronger fundamental AI setup.
$SNDK = higher-beta recovery trade.
I’m not buying either simply because a “guru” is rebuilding positions. I want to see price confirmation, volume and sustained AI-sector strength first.
After a 67% fund drawdown, the real question isn't whether the comeback story sounds bullish.
The real question is whether the market confirms it.
#GateMeme #GateTrenchesZeroGas #GateLaunchesTrenchesWith0GasFee #AppleEvent @GateSquare @Gate_Square
$SNDK ‌$AMD ‌

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MrFlower_XingChen2026-09-12 09:34:35

#AIStockGuruReportedlyBullishOnAI
The AI comeback story is getting interesting — but I’m watching two names more closely than the rest.

I came across the latest chatter around Leopold Aschenbrenner’s Situational Awareness fund, and this is not just another “AI is bullish” headline.

The fund suffered a brutal 67% drop in portfolio value during July after leveraged AI and semiconductor positions were hit by the global chip-stock selloff. Most of the public book was subsequently liquidated, but the story did not end there. Recent reporting says Aschenbrenner is now rebuilding technology exposure with a more conservative approach, including positions linked to AMD, Intel, SK Hynix, SanDisk and CoreWeave.

That part caught my attention.

My eyes are mainly on $SNDK and $AMD.

SNDK is the higher-risk setup. SanDisk closed around $1,633.35 on September 11, down 3.50% on the session, but it was still up roughly 3% over the previous week. The stock has been extremely volatile, which tells me this is not a “buy because a fund owns it” situation.

What makes SNDK interesting to me is the AI memory/infrastructure angle. The company was reportedly one of the fund’s major exposures before the July collapse, and reports indicate the fund had built a very large SanDisk position.

For me, SNDK needs confirmation above recent resistance before I become aggressive. If momentum returns with strong volume, the recovery can extend. If buyers fail and the stock loses its recent support structure, I would rather wait than chase.

AMD looks cleaner to me.

AMD closed around $516.13 on September 11, while the stock recently received another boost from management’s view that its addressable market could reach about $2 trillion by 2030. More importantly, AMD’s Q2 data-center revenue reached $6.72 billion, more than double year over year, showing that the AI infrastructure story is translating into actual revenue.

So my personal watchlist is simple:

$AMD = stronger fundamental AI setup.
$SNDK = higher-beta recovery trade.

I’m not buying either simply because a “guru” is rebuilding positions. I want to see price confirmation, volume and sustained AI-sector strength first.

After a 67% fund drawdown, the real question isn't whether the comeback story sounds bullish.

The real question is whether the market confirms it.

#GateMeme #GateTrenchesZeroGas #GateLaunchesTrenchesWith0GasFee #AppleEvent @GateSquare @Gate_Square

$SNDK {currencycard:stock}(SNDK) ‌$AMD {currencycard:stock}(AMD) ‌

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