Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

Someone Forgot to Give Thanks... - Part II

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Le Shrub
Jul 31, 2026
∙ Paid

Boy, did things escalate quickly.

In one of the biggest plot twists of recent memory, Kenny G’s Citadel emerged as the “buyer” of whatever was left from Lee Pol’s Situational Awareness…

…yep, that’s the same Citadel that caused panic a week ago that the Fed might raise rates in July. Legendary!

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In a relief bounce, Lee Pol’s major holdings (Bloom Energy / Sandisk / Coreweave / Iren), jumped nearly +30% in a single day.

We can safely assume that Kenny G would’ve commanded a discount from the closing price so, just on the listed portfolio Kenny G must have made a profit of $1 billion in a single day …

…proving once again that Kenny G is the GOAT … or should we say “T-REX”?

In another plot twist, the liquidation happened a few days before Lee Pol’s wedding.

Given how ruthless Kenny G was in his negotiations, maybe Lee Pol not only forgot to “Give Thanks” to the Market Gods, but also forgot to send a wedding invite to Kenny G!

Note to self: never cross Kenny G!

In any case, congratulations to Kenny on his new super-rare dinosaur!

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