> be Leopold > german kid, both parents doctors > parents meet because the wall comes down > enroll Columbia at 15, valedictorian at 19 > write an existential-risk paper as a teenager > Tyler Cowen sees it, sends you a check > Oxford Global Priorities Institute > econ growth research before you can legally drink stateside > SBF Future Fund (pre-rug) > meet your fiancée there > she becomes chief of staff to Dario Amodei > her: Anthropic you: OpenAI > dinner_table_NDA.txt > join Superalignment with Ilya > write memo to the board: China will steal the weights > get fired sixty days later > they call it a leak you call it retaliation lol > 2 months later drop a 165-page essay > "AGI by 2027" > "trillion dollar clusters" > "beat China or get cooked" > ivanka_quote_tweets_it.png > a few hundred people in SF actually get it > you are one of them > raise from the Collison brothers, Nat Friedman, Daniel Gross > open Situational Awareness LP > CIO at 22 > not buying NVDA buying the electricity that powers god > bloom_energy.csv > the optics nobody charts > bitcoin miners pivoting to AI hosting > $225M to $5B in twelve months > 13F drops this morning > $13.67B disclosed, 42 positions > $7.46B in fresh puts on every semi on earth > $SMH $NVDA $AMD $AVGO $ORCL $MU $TSM $ASML $INTC > the timeline loses its mind > "Leopold called the top" > retail copy-trades the PDF > semis open red > notional is not delta > a 5-delta crash put prints at full face value > outright shorts do not print at all > the filing is from March 31 > today is May 19 > seven weeks of trading you cannot see > calendar you cannot delay audience you cannot deny > file_the_truth.zip > trade_the_reaction.exe > meanwhile semis are half the S&P's year > Koreans maxing margin into chips at 60 > the marginal NVIDIA buyer is a retired dentist in Busan > already the AI prophet hedge fund chad > the_engagement_ring_is_an_H100.gif

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF $SMH [Put] — $2.04B 2. Nvidia $NVDA [Put] — $1.57B 3. Oracle $ORCL [Put] — $1.07B 4. Broadcom $AVGO [Put] — $1.01B 5. Advanced Micro Devices $AMD [Put] — $969M 6. Bloom Energy $BE — $879M 7. SanDisk $SNDK — $724M 8. Micron $MU [Put] — $584M 9. CoreWeave $CRWV — $556M 10. Taiwan Semiconductor $TSM [Put] — $535M New positions: • $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Call] — $389M Biggest adds: • CleanSpark $CLSK: +648% shares • Riot Platforms $RIOT: +87% shares Biggest trims: • CoreWeave $CRWV [Call]: -83% shares • Bloom Energy $BE: -36% shares Full exits: • Intel $INTC [Call] — was $747M • Lumentum $LITE — was $479M • EQT Corp $EQT — was $133M • Tower Semiconductor $TSEM — was $85M Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor