Following the recent adjustments in the AI and semiconductor sectors, three of the four most prominent stock market gurus have experienced significant drawdowns.
1. Leopold (former OpenAI researcher): His fund achieved a return of 439% in the first half of the year, but its high leverage and heavy investment in AI infrastructure triggered margin calls after the July correction, resulting in the near liquidation of his publicly disclosed stock positions – arguably the most dramatic fall from grace.
2. Serenity (the "White-Haired Stock God"): Characterized by a "high beta + concentrated holdings" style, he previously reported a year-to-date return of approximately 45 times. In mid-July, he publicly admitted to a maximum drawdown of 49.4% that month and had reduced leverage.
3. Leto Bao (the "ByteDance Stock God"): His previous story involved achieving financial freedom through US stocks such as storage companies (Seagate, STX, SNDK, etc.). In mid-July, he stated that after switching from SK Hynix to Micron, he experienced a floating loss of approximately 17%, but continued trading normally and did not suffer a margin call. 4. Trump (the White House stock market guru): Stocks he publicly supports, such as Intel, Dell, and IBM, combined with policy actions, generally perform relatively better.
