Leopold Stock Tracker
@LeopoldTracker_ • 600,406 subscribers
Tracking Leopold Aschenbrenner's trades so you can invest with him Powered by @joinautopilot
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Leopold Aschenbrenner's fund has lost roughly $600,000,000 in a single session today But he's still up over 1,000% on most of these positions from his entry and his puts are printing: • Bloom Energy, $BE, -$210,000,000 (-14.9%) • SanDisk, $SNDK, -$180,000,000 (-11.0%) • Core Scientific, $CORZ, -$54,000,000 (-9.1%) • IREN, $IREN, -$41,000,000 (-8.6%) • Nebius, $NBIS, -$104,000,000 (-4.5%) In 1-3 years, the thesis he's betting on: • AI inference workloads will demand more NAND storage than any prior tech cycle • On-site power generation replaces grid connections for every major data center • Ex-Bitcoin miners become the backbone of AI cloud infrastructure
Leopold Stock Tracker2,511,962 次观看 • 10 天前
Breaking: Jim Cramer throws shots at Leopold Aschenbrenner Today, Cramer said about Leopold: "People knew about this guy. Everyone in the hedge fund business knew he was gonna crash" Meanwhile, one month ago Cramer said "When this man touches something, it turns to gold."
Leopold Stock Tracker148,178 次观看 • 1 天前
At 14 years old, Leopold Aschenbrenner walked into a room full of adults and told them they were fighting the wrong war He stood in front of a room full of Green Party adults and said: "47% of jobs will be automated in the next 20 years. The working class is already collapsing. You're debating inheritance taxes." He demanded Universal Basic Income and they smiled at the kid and moved on So he stopped waiting for permission: • Columbia University's valedictorian at 19 • OpenAI at 21 • Fired for telling them AGI was coming fast • Built a $20B AI hedge fund They doubted him then and now that Citadel bought his book, they're doubting him again Doubting Leopold has never worked out
Leopold Stock Tracker386,628 次观看 • 4 天前
Leopold Aschenbrenner laid it out in 2024 and nobody listened But it's not too late to make money and here's why: • GPT-4 training cluster: $500M, 10 megawatts • 2024 cluster: billions, 100 megawatts • 2026 cluster: tens of billions, 1 gigawatt • 2030 cluster: $1 trillion, 100 gigawatts, 20% of all US electricity He said energy was the constraint the entire time Here's his full thesis: • GPUs were the trade of 2023-24 • Energy and power infrastructure is the trade now • AGI arrives by 2027 and markets haven't priced it yet • Electricity was the trade all along
Leopold Stock Tracker80,725 次观看 • 1 个月前
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