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Leopold Stock Tracker
@LeopoldTracker_
Tracking Leopold Aschenbrenner's trades so you can invest with him Powered by @joinautopilot
参加 June 2022
16 フォロー中    703.8K ファン
Leopold Aschenbrenner invested in a company that didn't exist three years ago Position size: • 1,757,600 shares worth $68,282,760 • Up 145.9% since first appearing in the fund • 16th largest holding of 26 Incorporated in October 2023, it builds and runs the data centers and GPU clusters that power AI training and inference, running Nvidia's newest chips for companies building large language models The company is WhiteFiber, Inc. $WYFI Here's why it's worth watching: • Cantor Fitzgerald just upgraded shares to Overweight and raised its price target to $36 • Remaining performance obligations hit $1.01 billion in the second quarter, up 9% in one quarter • $NVDA's newest B300 and Vera Rubin GPUs are being deployed at WhiteFiber's data centers for customers including Prime Intellect and Baseten Also, WhiteFiber is targeting a September 30 ready-for-service date for its $160 million Paris deployment
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Update: Leopold Aschenbrenner's long-shot holdings Moonshot tier (~0-0.9% each): • CleanSpark $CLSK [Long] • Keel Infrastructure $KEEL [Long] • Solaris Energy Infrastructure $SEI [Long] • WhiteFiber $WYFI [Long] • Bitdeer Technologies $BTDR [Long] • T1 Energy $TE [Long] • Hive Digital Technologies $HIVE [Long] • Babcock & Wilcox $BW [Long] • ProPetro Holding $PUMP [Long] • Vishay Intertechnology $VSH [Long] • Cerebras Systems $CBRS [Long] Summary: A mix of bitcoin miners, power generators, a solar manufacturer, a chip components maker, and an oilfield services company, per his Q2 2026 13F
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