08 / 14 · July
The Layers Break
July 2026, from the June 22 peak. Every layer that broke was a layer he owned, and unquantified falls are drawn as unquantified.
From the article Situational Awareness: The $45 Billion Blowup →
Tap to enlarge SourceCoreWeave and Nebius: July 1, 2026 · memory names: reported double-digit single-day falls · SOX: −28.6% from the June 22 peak.