According to @LexSokolin, Boaz Weinstein’s Saba Capital has been selling CDS protection on Oracle, Microsoft, Meta, Amazon, and Alphabet, positioning long credit and collecting insurance premiums. Source: @LexSokolin on X, Dec 6, 2025. According to @LexSokolin, the fund views current credit spreads as inflated by AI anxiety and aims to monetize that perceived mispricing via premium income. Source: @LexSokolin on X, Dec 6, 2025. According to @LexSokolin, this expresses AI skepticism without shorting NVIDIA stock, offering a non-directional AI risk stance relative to NVDA’s equity. Source: @LexSokolin on X, Dec 6, 2025. According to @LexSokolin, no direct cryptocurrency exposure or impact was cited in this positioning. Source: @LexSokolin on X, Dec 6, 2025.

According to CNBC, Saba Capital founder Boaz Weinstein has called for the removal of the entire board of a Baillie Gifford-run technology investment trust, escalating an activist campaign that puts governance control in play for shareholders. Source: CNBC According to CNBC, event-driven traders will monitor the trust’s discount-to-NAV, liquidity, and any formal company responses or regulatory disclosures as potential catalysts for price and volume moves. Source: CNBC