Leopold Aschenbrenner’s hedge fund, Situational Awareness, has officially released its latest 13F filing The fund increased positions in: $CRWV $IREN $CLSK $KEEL $APLD $RIOT $BTDR Fully exited: $HUT $CIFR A very large concentration in former bitcoin miners transitioned to HPC ⚡️

Bitcoin’s avg hashrate declined from ~985 EH/s in Q4 2025 to 873 EH/s in Q1. While companies like Core Scientific and IREN reduced hashrate by repurposing fleets for AI and HPC, others like Bitdeer, MARA, and American Bitcoin expanded aggressively to absorb the displaced share.

New Era Energy & Digital $NUAI: AI Data Center Infrastructure Momentum Accelerates @NUAI_IR filed its Q1 2026 Form 10-Q and highlighted major progress around TCDC, its Permian Basin AI and HPC data center campus. Key investor takeaways: • Expanded land position to 492 acres through a definitive agreement for a 54-acre corridor adjacent to TCDC • Completed a $115M registered offering • Closed an up to $290M credit facility with Macquarie • Macquarie invested an additional $5M in equity at $5.00/share • Reported $80M+ cash as of April 30, 2026 • Repaid the SharonAI note, removing a near-term overhang • Announced a non-binding LOI with Stream Data Centers and a financial sponsor • Advancing documentation for a potential JV and investment-grade hyperscaler lease • TCDC is master-planned to scale to 1.4GW over time AI infrastructure demand is becoming a power and land race. $NUAI is positioning TCDC at the intersection of energy, data centers, and hyperscale compute. Read the full announcement: $NUAI $SHAZ $XOM $SHEL $CVX $COP $SLB $BKR $HAL $HON