Hosts discuss unverified rumors about Vara AI and its riskier holdings

One host said a rumor was circulating, attributed to Martin Shkreli, that the Vara AI fund (Value Aligned Research Advisors LLC) had blown up. The discussion did not confirm the claim; the host said they would follow developments.

For context, another host listed holdings shown in the latest 13F: Nebius, Bloom Energy, CoreWeave, Seagate, Western Digital, Hut 8, Iridium, Core Scientific, Nvidia and SanDisk. He characterized the portfolio as being further out on the risk curve. The hosts emphasized uncertainty about the fund’s condition and did not state that it had in fact collapsed.