This is what Leopold Aschenbrenner owned before he got margin called This is what Leopold's portfolio looked like as of the end of Q2 - SanDisk $SNDK: 2,495,344 shares, $5.7B - Micron $MU: 4,828,786 shares, $5.6B - Bloom Energy $BE: 6,272,808 shares, $1.9B - Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B - Nebius $NBIS: 4,464,260 shares, $1.2B - CoreWeave $CRWV: 7,479,558 shares, $0.7B - Core Scientific $CORZ: 26,008,473 shares, $0.7B - STMicroelectronics $STM: 7,802,700 shares, $0.6B - Applied Digital $APLD: 15,384,616 shares, $0.5B - Riot Platforms $RIOT: 17,100,000 shares, $0.5B - Sharonai: 5,396,127 shares, $0.5B - IREN $IREN: 9,474,099 shares, $0.4B - CleanSpark $CLSK: 12,276,139 shares, $0.2B - Keel: 26,451,393 shares, $0.2B - Solaris $SEI: 1,129,621 shares, $0.1B - Whitefiber: 1,757,600 shares, $0.1B - Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B - T1 Energy $TE: 4,900,000 shares, $0.05B - Hive Digital $HIVE: 9,133,726 shares, $0.03B - Babcock & Wilcox $BW: 2,027,451 shares, $0.03B - ProPetro $PUMP: 1,960,382 shares, $0.03B - Vishay $VSH: 375,000 shares, $0.02B - Cerebras $CBRS: 10,000 shares, $0.002B Call options: - Bloom Energy calls: 145,800 contracts, $0.04B - Taiwan Semiconductor calls: 50,000 contracts, $0.02B Put options: - Infosys puts: 500,000 contracts, $0.005B