M. Cap: $2.64 T 1.81%24h Vol: $149.92 B −1.03%BTC: $76,840.63 1.07%ETH: $2,474.60 2.65%S&P 500: $7,632.80 0.19%Gold: $4,363.50 0.28%BTC Dominance: 58.32%

Leopold Aschenbrenner Portfolio

@DropsTab

69 Followers

Leopold Aschenbrenner's portfolio runs through Situational Awareness LP, an AGI-focused hedge fund launched in 2024 by the former OpenAI Superalignment researcher. Top positions: SanDisk SNDK (avg entry $237), Lumentum LITE (avg $369), and CoreWeave CRWV (avg $114) — targeting storage, optical networking, and GPU compute as physical bottlenecks for AGI-scale deployment.

Leopold Aschenbrenner's portfolio runs through Situational Awareness LP, an AGI-focused hedge fund launched in 2024 by the former OpenAI Superalignment researcher. Top positions: SanDisk SNDK (avg entry $237), Lumentum LITE (avg $369), and CoreWeave CRWV (avg $114) — targeting storage, optical networking, and GPU compute as physical bottlenecks for AGI-scale deployment.