Comment by toxicdevil

1 day ago

> Over 537,000 shares, which represent nearly 40% of the entire portfolio

@190/share this is $102 million

Also: > Vistra Energy, another 19% chunk, was wiped out as well.

> Moreover, the fund’s turnover hovered over 80%, leaving just three holdings: Tesla, Microsoft, and Apple.

Some would argue that tesla is a bigger bubble.

> his personal net worth is an eye-popping $16.3 billion as of 2025.

So this 'portfolio' is <200M on a net worth of 16B? This is like someone worth 1M selling $600 worth of stock.

  • A 200M sale on a 16B net worth is like someone worth 1M selling about 12.5k of stock.

I noticed the article steered around that figure even though it would make sense to spell it out but that wouldn't bolster their gasping thesis.