Leopold Aschenbrenner's complete updated holdings Top tier: • SanDisk $SNDK [Long, 28.1%] • Micron $MU [Long, 27.6%] Second tier: • Bloom Energy $BE [Long, 9.4%] • Taiwan Semiconductor $TSM [Long, 6.3%] • Nebius $NBIS [Long, 6.1%] Third tier (~2-4% each): • CoreWeave $CRWV [Long] • Core Scientific $CORZ [Long] • STMicroelectronics $STM [Long] • Applied Digital $APLD [Long] • Riot Platforms $RIOT [Long] • SharonAI Holdings $SHAZ [Long] • IREN $IREN [Long] Private companies: • Anthropic ~$5B • Fluidstack $830M • Source Foundry $500M • MatX $500M • Physical Intelligence $1B Full exits: • Nvidia $NVDA [Put] - Covered entirely • Oracle $ORCL [Put] - Covered entirely • Broadcom $AVGO [Put] - Covered entirely • AMD $AMD [Put] - Covered entirely • Micron $MU [Put] - Covered entirely • Taiwan Semiconductor $TSM [Put] - Covered entirely • ASML $ASML [Put] - Covered entirely • Intel $INTC [Put] - Covered entirely • Corning $GLW [Put] - Covered entirely Summary: Every semiconductor hedge is gone and replaced with a longs across: memory, power, compute, and chip equipment, per his Q2 2026 13F and news outlets regarding Private investments

"what your price target?" Price target? We talkin’ about price target? Not MOO. Not MU. Not the infiltration into the intersection between culture, finance, and tech. We talkin’ about price target. I mean, how silly is that? We talkin’ about price target, man. Not the actual thesis. Price target.

Yes, MU is not Nvidia. But going forward, it may become even more important than Nvidia. Think about it. Inference is now directly tied to money. But inference does not get better simply by adding more Nvidia GPUs. In fact, GPUs are often underutilized in inference, sitting idle due to memory bottlenecks. For inference, adding more memory is far more valuable. Ultimately, the ROI of inference depends less on GPUs and more on memory. So why are people still looking at Micron through Nvidia’s framework? Think bigger. Inference is memory.

.@ChillTRD breaks downs how $MOO fits in the meme-stock pairing thesis... MOO has done 25% of all volume on Robinhood and was racing towards 40% in the last weekend, every stock is getting it's own meme pairing, whichever pair drives the most volume becomes the clear winner - $AI dominates the race for Nvidia's pair - $MOO dominates it's way for MU's pair This is considered as the Wave 1 of the meme-stock pairing and more are yet to pair their stocks/memes

Letter to @Natan_benish, Please open up $MOO pairs. I will dev up the craziest shit for @memorycowmoo. Utility, games, Moo agent, whatever. $MOO has so much potential for tech btw. @memorycowmoo let’s chat