Leopold Aschenbrenner gave everyone a 92% return On 2/11/26, he filed a 13F disclosing $911M in $BE Since then, Bloom Energy has announced: • $25B Brookfield partnership to build data centers • 2.8GW fuel cell deal with Oracle • $2.65B order from American Electric Power Since he disclosed, $BE is up 92% Follow this account so you don't miss the next

Leopold Aschenbrenner is about to have the trade of his career Situational Awareness first acquired an Anthropic stake in 2025, when the company was valued at $60B Here's what the stake looks like now: • Leopold's Anthropic stake: $5B, per FT • Last valuation: $965B, in a $65B Series H • Anthropic stake survived forced sale to Citadel in July • Anthropic targeting a $2T IPO valuation Leopold went fired from OpenAI in 2024 to making up to $10,000,000,000

Leopold Aschenbrenner's 2026 recap so far $225M to $45B to a fire sale to buying it all back: 1. Fired from OpenAI's Superalignment team April 2024 2. Publishes "Situational Awareness," goes viral in June 2024 3. Launches fund, $225M seed from the Collison brothers, Nat Friedman, Daniel Gross in July 2024 4. Discloses $254.8M across 6 holdings in his first 13F, filed in February 2025 5. DeepSeek panic hits the market, he buys into the dip in January 2025 6. Portfolio grows to $5.52B across 29 holdings, filed in February 2026 7. Files a $13.68B, 42-holding 13F rotating from chips into power infrastructure in May 2026 8. AUM hits $45B, up 439% YTD, running up to 4x leverage in early July 2026 9. AI infrastructure stocks crack, margin calls hit from Goldman, JPMorgan, Bank of America 10. Forced to sell his entire public book to Ken Griffin's Citadel at a discount 11. AUM falls from $45B to $10B in three weeks 12. Gets married the same week, to Anthropic's chief of staff 13. JPMorgan cuts him off as a lender, he moves to Clear Street 14. Deploys $400M into a private company, on top of $100M the month before 15. Starts buying AI options again on $AMD, $BE, $CRWV, $SKHY in September 2026 16. Up 80% YTD, carried by $5B Anthropic stake up 620% YTD 17. Next 13F comes due in November 16 2026 And currently on Autopilot, the 'Leopold Tracker' doesn't use leverage and is up 78% from March 5th to Sept 24th

Leopold Jenkins is at it again this morning. Golf clap: SNDK 1700 0DTE jumped from $3 to $90. He's back. Someone just dropped $100M in premium on 2-week AI calls expiring Oct 2: $INTC 115c: 20k @ up to $3.65 ($7.3M) $MRVL 250c: 3,500 @ $11.0 ($3.85M) $SNDK 1600c: 4,200 @ up to $97.6 ($41M) $MU 1000c: 10k @ up to $44.0 ($44M)

Leopold added 115% to his ProPetro position last quarter. $28.1M now. $PUMP has pumped high-pressure fluid into oil wells since before its 2017 IPO. What changed is PROPWR, their on-site power business for AI data centres. 60MW locked with a hyperscaler. 350MW contracted across the segment. Stock is 43% off its April high.

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