Leopold Aschenbrenner's complete updated holdings including newly added option calls 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] 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] New options bets (Sep 10-11, ~$315M in premiums): • AMD $AMD [Call] • Bloom Energy $BE [Call] • CoreWeave $CRWV [Call] • SK Hynix [Call] • SanDisk $SNDK [Call] • Intel $INTC [Call] • Roundhill Memory ETF $DRAM [Call] 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. He's back with fresh call options on the same memory and compute names. Per his Q2 2026 13F, private investment reports, and CNBC/FT on the new options activity