A 25-Year-Old Wall Street AI Stock Market Wizard's Portfolio Sees Another Broad Rally, with SanDisk Intel Surging Over 13% and 4 Stocks Up Over 5%
BlockBeats News, May 9th, according to Bitget market data, Situational Awareness LP holdings (based on Q4 25-year document) saw a general rise today, including:
Bloom Energy (BE) up 0.92%
CoreWeave (CRWV) down 11.4%
Core Scientific (CORZ) up 2.5%
Lumentum (LITE) up 1.26%
Sandisk Corp (SNDK) up 16.6%
Intel (INTC) up 13.96%
Applied Digital (APLD) down 0.67%
IREN (IREN) up 7.65%
Cipher Mining (CIFR) down 0.65%
Bitdeer (BTDR) down 2.67%
Coherent (COHR) up 5.03%
SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German genius investor who previously worked at FTX Future Fund and served as a researcher at OpenAI in 2023 (was fired in 2024 for alleged leaks and refusal to cooperate with the investigation). In June 2024, he published a blockbuster 165-page paper "Situational Awareness: The Decade Ahead," elaborating on the imminent timeline and strategic significance of AGI, and subsequently founded the eponymous investment firm Situational Awareness LP. The fund is highly focused on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and Bitcoin mining farm transformation to HPC. In just over a year since its establishment, the fund has achieved astonishing growth. The public holdings (13F) in Q4 2024 were only about $225 million, and by Q4 2025, it had rapidly expanded to around $5.52 billion, making it one of Wall Street's most talked-about AI-themed funds.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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