Jesse Cohen(@JesseCohenInv):⚠️Ex-OpenAI researcher Leopold Aschenbrenner just updated his stock portfolio as of the end of Q1. Some of his biggest positions include: • Bloom Energy $BE - $878.7M • Sandisk $SNDK - $724.4M • CoreWeave $CRWV - $556.1M • Iren Limited $IREN - $401M • Core Scientific $CORZ - $389.1M • Applied Digital $APLD - $320M • Riot Platforms $Riot - $142.2M • Cleanspark $CLSK - $104.5M • AMD $AMD - $20.2M • Intel $INTC - $8.9M • Taiwan Semi $TSM - $7.6M • $ASML - $6.1M • Micron $MU

2026.05.18 14:44

⚠️Ex-OpenAI researcher Leopold Aschenbrenner just updated his stock portfolio as of the end of Q1. Some of his biggest positions include: • Bloom Energy $BE - $878.7M • Sandisk $SNDK - $724.4M • CoreWeave $CRWV - $556.1M • Iren Limited $IREN - $401M • Core Scientific $CORZ - $389.1M • Applied Digital $APLD - $320M • Riot Platforms $Riot - $142.2M • Cleanspark $CLSK - $104.5M • AMD $AMD - $20.2M • Intel $INTC - $8.9M • Taiwan Semi $TSM - $7.6M • $ASML - $6.1M • Micron $MU - $5.9M Betting big on AI infrastructure.