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$BE · Leopold Aschenbrenner says "No More Stocks!"
now playing · $BE
$BE···bullish· high· posjosh kale
Bloom Energy favored as long-term energy play hedged against AI demand uncertainty
Electricity demand will grow regardless of AI trajectory; Bloom Energy builds electricity throughput infrastructure making it a structural hedge.
$COHR···bullish· medium· posjosh kale
Coherent held by both Jensen Huang and Leopold Aschenbrenner; host owns position
Coherent sits at intersection of optical networking and power infrastructure, backed by both Nvidia's Jensen and Leopold's fund; host holds position.
$IRON-CLOUDbullish· highjosh kale
Iron is Leopold's largest neo cloud position, up 20% since 13F filing
Iron is a top neo cloud provider and Leopold's biggest position, up 20% since 13F filing, reflecting conviction in GPU cloud infrastructure as the next bottleneck.
$SPCX···bullish· highjosh kale
SpaceX's $3T valuation driven by AI data center deals with Anthropic and Google, not rockets
SpaceX's revenue increasingly comes from AI infrastructure build-out (deals with Anthropic, Google), positioning it as a key physical infrastructure player for AI.
$MRVL···bullish· high· posjosh kale
Josh copy trades Marvell at intersection of Jensen Huang and Leopold Aschenbrenner bets
Marvell sits at the intersection of optical networking and power infrastructure, backed by Nvidia's $1.5B investment and Jensen Huang's endorsement; Josh copies this trade noting…
$NVDA···bearish· highjosh kale
Leopold Aschenbrenner shorts Nvidia via $9B puts: picks-and-shovels trade overcrowded
Leopold holds $9B in Nvidia puts because the semiconductor infrastructure trade is overcrowded; money is rotating to next bottlenecks like power, memory, and data center networkin…
$ANTHROPICbullish· highejaaz
Leopold's fund holds 20% in Anthropic at $965B valuation, 15x markup since March 2025
Leopold invested early in Anthropic at $60B valuation; stake now worth ~$7B, driving fund AUM to $20B, making it his favorite bet on AI models rather than infrastructure.
$ALAB···bullish· mediumejaaz
Astera Labs positioned for data center networking rotation as GPU clusters scale
As GPU clusters grow, copper interconnects hit thermal limits; Astera Labs provides optical connectivity solutions for next-gen data center networking.
$CRWV···bullish· highejaaz
CoreWeave remains Leopold's core neo cloud holding with levered bet via Core Scientific
CoreWeave is a leading neo cloud provider and Leopold's longest-held position; he also privately invested in Core Scientific to leverage CoreWeave's infrastructure build-out.
$CORZ···bullish· mediumejaaz
Leopold takes levered bet on CoreWeave via private investment in Core Scientific
Core Scientific provides infrastructure for CoreWeave, giving Leopold a levered position on the neo cloud build-out.