🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us.

The 25 year old who turned $225 million into $5.5 billion in 12 months is quietly building a position in a stock almost NOBODY is talking about. Leopold Aschenbrenner is the former OpenAI researcher who launched Situational Awareness LP in September 2024. His fund returned 47% after fees in the first half of 2025. His thesis is simple: AI will be the largest infrastructure buildout in human history, and the market has not priced it in. In his most recent 13F he kept adding to one specific name quarter after quarter. Hut 8. He increased his position by 43% in Q4 2025 alone. This is one of his most asymmetric setups right now. Hut 8 has quietly locked in two of the largest AI infrastructure contracts in the country. A 15 year, $7 billion lease at its Louisiana campus with Anthropic as the end customer and Google as the financial backstop. A second 15 year, $9.8 billion lease just announced this week at its Texas campus with an investment grade tenant. Combined base term contracts: $16.8 billion. If all renewal options are exercised: over $42 billion. The entire market cap of Hut 8 today is a fraction of that. The company also holds over 16,000 Bitcoin and a $200 million credit facility at a fixed 7% rate. That’s rare optionality on the side. When he discloses his new trades, we will share them here. Turn on notifications so you don’t miss our alert, this is VERY important. If you don’t follow us, you might regret it.

Jensen Huang might be the best stock picker on Wall Street and he does not even pick stocks. He has quietly signaled 3 new names for 2026. Keep reading to see which ones. Here’s the pattern: Every time NVIDIA invests in a company or Jensen mentions one in a keynote, the stock rips. The track record over the last 18 months: – Nebius spotlighted as an AI cloud partner at $21, up 840%. – Applied Digital referenced as an infrastructure partner at $3, up 1,400%. – Taiwan Semi called critical to the AI buildout at $180, up 135%. – Micron confirmed as the HBM memory supplier at $86, up 770%. Now look at where NVIDIA's capital is flowing in 2026: – ServiceNow (NOW) was just spotlighted by Jensen as the leader in agentic AI. Around $90. – CoreWeave received a $2 billion direct investment from NVIDIA in January. Around $114. – IREN just signed a 5 gigawatt partnership with NVIDIA this week to deploy DSX AI infrastructure globally. Around $60. Jensen never tells anyone what to buy, because he doesn’t need to. The market follows wherever his capital and his words go. Pay attention to this list. When new investments are announced, we will share them here. Turn on notifications so you don’t miss our alert, this is VERY important. If you don’t follow us, you might regret it.