🚨 THIS IS HUGE: Leopold Aschenbrenner’s Situational Awareness is reportedly BACK.
After nearly getting crushed during July’s AI selloff, the AI-focused hedge fund is now aggressively buying options tied to the next wave of AI infrastructure, according to CNBC’s David Faber.
And the positioning is extremely revealing.
AMD → AI compute
Bloom Energy → AI power
CoreWeave → AI infrastructure
SK Hynix + SanDisk + Roundhill Memory ETF → AI memory
That’s not a random basket of AI stocks.
It maps almost perfectly onto Aschenbrenner’s original AI thesis:
The AI boom doesn’t just need more models.
It needs MASSIVE amounts of compute, electricity, data-center infrastructure and memory.
Situational Awareness reportedly saw its assets plunge from more than $45B to around $10B during July’s AI rout, forcing a major unwind of its public-equity positions.
Now it’s coming back with options.
The message may be simple:
The AI trade isn’t dead.
The bottlenecks are where the next fortune could be made.
Wall Street may be preparing for the NEXT phase of the AI infrastructure boom.
#AI #AMD #Nvidia #TechStocks #ArtificialIntelligence
After nearly getting crushed during July’s AI selloff, the AI-focused hedge fund is now aggressively buying options tied to the next wave of AI infrastructure, according to CNBC’s David Faber.
And the positioning is extremely revealing.
AMD → AI compute
Bloom Energy → AI power
CoreWeave → AI infrastructure
SK Hynix + SanDisk + Roundhill Memory ETF → AI memory
That’s not a random basket of AI stocks.
It maps almost perfectly onto Aschenbrenner’s original AI thesis:
The AI boom doesn’t just need more models.
It needs MASSIVE amounts of compute, electricity, data-center infrastructure and memory.
Situational Awareness reportedly saw its assets plunge from more than $45B to around $10B during July’s AI rout, forcing a major unwind of its public-equity positions.
Now it’s coming back with options.
The message may be simple:
The AI trade isn’t dead.
The bottlenecks are where the next fortune could be made.
Wall Street may be preparing for the NEXT phase of the AI infrastructure boom.
#AI #AMD #Nvidia #TechStocks #ArtificialIntelligence
