Section 04  ·  July
Every layer that broke was a layer he owned.
July 2026, from the June 22 peak. Drop length is the size of the fall.
JUNE 22 PEAK
~$3T
of market value
erased in a month
Gold marker  =  held in the Situational Awareness book
He wasn’t exposed to the selloff. He was the selloff.
BOARDROOM WIRE
Reported  ·  market data, July 2026
CoreWeave and Nebius: July 1, 2026  ·  memory names: reported double-digit single-day falls, no single figure  ·  SOX: −28.6% from the June 22 peak  ·  holdings per SEC Form 13F
@BoardroomWire
R replay · ?final still