Impacted by China's CXMT, 'AI Stock God' Leopold's heavy positions in SanDisk and Micron have dropped for two consecutive days. China's ChangXin Memory Technologies (CXMT) announced plans to launch server memory products by the end of the year, shaking up pricing power in the memory chip market. Memory stocks have been declining for two straight days. As of the October 13 close: - Micron: $953.19, down 3.62% - SanDisk: $1,482.33, down 0.34% - CoreWeave: $77.81, down 3.05% - Nebius: $206.86, down 1.52% - SharonAI: $34.71, down 2.75% - Bloom Energy: $263.45, up 0.45% 'AI Stock God' Leopold Aschenbrenner's fund had heavy positions in SanDisk and Micron at the end of Q2. In July, due to sharp declines in both stocks, the fund was forced to sell most of its holdings to Citadel. Current holdings have not yet been disclosed.