Raj✦Trading

Sep 11Re-entry, verified vs our own EDGAR pulls: CNBC — fund active again via OPTIONS on AMD/CRWV/BE/SNDK (capped downside, no PB margin dependency). Our Aug 28 SharonAI Schedule 13D (8.07M sh, ~22.5%, amended Sep 17 w/ Form 4) is part of this post-collapse re-accumulation — the SHAZ flag below is now sharper: he is actively rebuilding, not passively parked. Jul 2 Form 4 on SHAZ (EDGAR FTS) predates the collapse.

Aug 28Situational Awareness (Aschenbrenner, EDGAR primary): Q2 13F largest positions: SANDK $5.67B (2.50M sh), MU $5.57B (4.83M sh, ~$1,154 avg), NBIS $1.23B (4.46M sh — held, trimmed from Q1), BE $1.90B common + call, TSM $1.27B, CRWV $745M (kept), APLD $469M, IREN $433M, RIOT $468M, CORE $666M, STM $584M. TE: trimmed 10M -> 4.9M shares ($46.5M) — POSITION KEPT, half trimmed (resolves the standing next_moves open item: neither full validation nor death). NEW: active-intent Schedule 13D filed on SharonAI Holdings (SHAZ) — 8.07M shares (~22.5% of 35.8M shares out), amended Sep 17 with a Form 4. Research flag added below.