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▶ 3:34 · $APLD · $IRM · He Turned $200M Into $20B. But Made One Huge Mistake.

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$APLD···bullish· medium· posleopold aschenbrenner

Leopold Aschenbrenner's Situational Awareness fund held Applied Digital as a key AI infrastructure bet

Applied Digital benefits from the AI buildout as a neocloud provider with access to power, pivoting from Bitcoin mining to data centers to capture surging demand for AI compute.

$IRM···bullish· medium· posleopold aschenbrenner

Iron Mountain identified as a neocloud play with 600% gains in Situational Awareness portfolio

Iron Mountain's data center assets and power access position it to pivot from traditional storage to high-margin AI infrastructure, driving explosive returns as demand for compute…

$SKHY···bullish· high· posleopold aschenbrenner

SK Hynix 15x return as memory chip bottleneck play in AI infrastructure thesis

Memory chips are a critical bottleneck for AI model training; SK Hynix as a leading HBM supplier will see sustained demand far outstripping supply as AI clusters scale to trillion…

$BE···bullish· high· posleopold aschenbrenner

Bloom Energy becomes 16% of portfolio as on-site power solution for AI data centers

Fuel cells provide reliable on-site power for energy-intensive AI data centers, solving grid interconnection delays; Bloom Energy's technology is uniquely positioned to power the…

$ANTHROPICbullish· high· posleopold aschenbrenner

Early Anthropic investment at $61.5B valuation yields 14x gain as valuation approaches $1T

Frontier AI model developers like Anthropic capture outsized value as AI scales toward AGI; early access via Silicon Valley networks allowed entry at a fraction of later fundraisi…

$SNDK···bullish· medium· posleopold aschenbrenner

SanDisk highlighted as a major memory/storage holding in Situational Awareness AI infrastructure portfolio

SanDisk's flash memory and storage solutions are essential for AI data pipelines and inference workloads, benefiting from the same memory bottleneck thesis that drove SK Hynix ret…

$T1-ENERGYneutral· low· posleopold aschenbrenner

Solar stock T1 Energy jumps 23% on retail copy-trading of Leopold's 13F filing disclosure

Market reaction to Leopold's filing demonstrates the reflexive loop where his disclosed positions drive immediate price action, but no fundamental thesis on T1 Energy itself is ar…

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