Breaking: Leopold's full letter sent to his LPs last night
Leopold Aschenbrenner’s fund fell 67% in July but remains up 80% YTD and he announced he'll keep investing in public equities
Breaking: Leopold Aschenbrenner's next investment just filed for Nasdaq this Friday
SK Hynix $SKHY is raising $28,000,000,000
Situational Awareness indicated interest in up to $7,000,000,000 of shares
Here's what he's buying into:
• 59% of the global HBM market
• 70% of Nvidia's HBM4 chip allocation
• Nvidia alone is 27% of their revenue
• Entire 2026 chip lineup already sold out
SK Hynix chips are inside the vast majority of premium AI data centers