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25-Year-Old Wall Street AI Investment Guru Sees Broad Gains in Holdings

On May 9, according to Bitget market data, the holdings of Situational Awareness LP (based on the Q4 2025 filing) experienced a broad increase today. Notable movements include: 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%, and Coherent (COHR) up 5.03%. Leopold Aschenbrenner, the founder of SALP, is a 25-year-old German-born investment prodigy who previously worked at the FTX Future Fund and joined OpenAI as a researcher in 2023, but was dismissed in 2024 for alleged confidentiality breaches and refusal to cooperate with investigations. In June 2024, he published a 165-page paper titled "Situational Awareness: The Decade Ahead," detailing the imminent timeline and strategic significance of AGI, after which he founded the 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 the transformation of Bitcoin mining into HPC. In just over a year since its establishment, the fund has achieved remarkable growth, with public holdings (13F) expanding from approximately $225 million in Q4 2024 to about $5.52 billion by Q4 2025, becoming one of the most watched AI-themed funds on Wall Street.

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