AI genius Leopold Aschenbrenner's portfolio breakdown: 1. Bloom Energy BE When there's not enough electricity, generate your own. Solid oxide fuel cells can generate power directly next to data centers, bypassing the grid. 2. CleanSpark CLSK Bitcoin miner turned power provider—mining facilities are essentially ready-made power + server rooms. 3. Riot Platforms RIOT Miners transitioning to AI data centers, with a core logic similar to the previous one. 4. Applied Digital APLD Specializes in building HPC/AI data centers to meet GPU rental demand. 5. IREN Limited IREN AI data centers powered by renewable energy, with the advantage of low electricity costs. 6. Core Scientific CORZ Transitioned from mining to GPU hosting, AI cloud computing, and HPC data centers. 7. CoreWeave CRWV Directly sells AI computing power services, backed by NVIDIA support. 8. Lumentum Holdings LITE A core supplier for AI optical communication. The more GPUs, the greater the reliance on high-speed optical communication components. 9. SanDisk SNDK AI isn’t just about computing—it’s also about storage. Training data, model parameters, and inference caching all depend on storage capabilities. 10. NVIDIA (options hedging/partial holdings) NVDA AI leader is overheated, with valuations too high. Using Put options for risk management. 11. Semiconductor ETF options hedging SMH A risk hedging tool for the overall semiconductor industry. 12. Intel call options INTC The only U.S.-based company capable of advanced manufacturing processes. The U.S. is highly concerned about geopolitical risks with Taiwan's TSMC and will likely continue to strongly support Intel!
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