Jesse Cohen
@JesseCohenInv
Global Markets Analyst @Investingcom + I run the Twitter account.
Born and raised in New Jersey. Currently in Tel Aviv.
加入 January 2009
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⚠️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.
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