Leopold Aschenbrenner’s Situational Awareness paid Goldman Sachs $GS more than $200M in fees this year, making it the bank’s biggest prime brokerage client, per FT.
$SPCX ascending triangle as bull flag on this hourly chart..... like I said, it dropped out of this diamond formation as expected with lower low.... and then it reversed back up yesterday..... now we have a higher high from today, which, technically, means that it has successfully reversed the bearish technical consolidation pattern..... 171-172 still in place as first PT...... I tend to think it has a chance to reclaim 230-240 by end of year or early Jan......
Leopold Aschenbrenner doubled down on a company founded in 2005 last quarter
He added 115% more to the position he took in Q4 2025
ProPetro Holding $PUMP, they've been pumping high-pressure fluid into oil wells since before their 2017 IPO
What changed is PROPWR, their push into on-site power generation for AI data centers
Here's what you need to know:
• Long-term, 60-megawatt power contract locked with a major AI hyperscaler
• 350 megawatts in total contracted capacity across the segment
• His stake is now worth $28.1M
• Still a small percentage of their business model next to their core hydraulic fracturing business
Also worth keeping a mind on:
• Morgan Stanley started coverage Monday with an Equal-Weight and a $13 target
• Stock sits 43% off its April high
• Institutions still own 85% of the float
While everyone is buying chip companies, Leopold bought the company selling the generators to keep them running