Soros's "sevenfold move into an AI chip stock" is a Micron position of $25.9M inside an $8.14B portfolio — about 0.3%. Multiple outlets ran it as conviction. And "institutions are piling into bitcoin" rests on August's +$3.52B while US spot bitcoin ETFs remain net negative $1.77B year-to-date, with September opening on a $236M outflow day.