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Odaily Planet Daily reports that 'AI Stock God' and former OpenAI researcher Leopold Aschenbrenner's latest portfolio reveals a heavy concentration in AI infrastructure, semiconductors, and computing power-related assets. Among them, SanDisk (SNDK) and Micron (MU) are the largest long positions, accounting for 28% and 27.5%, respectively. Other major holdings include Bloom Energy (BE, accounting for 9.4%), TSMC (TSM, accounting for 6.2%), and Nebius (NBIS, accounting for 6.1%). Additionally, he holds positions in CoreWeave (CRWV), Core Scientific (CORZ), Applied Digital (APLD), Riot Platforms (RIOT), IREN, and other companies related to AI data centers, chips, and energy infrastructure. In terms of options trading, Aschenbrenner recently added approximately $315 million in premium-sized call option positions involving AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk, Intel, and Roundhill Memory ETF (DRAM), among other targets. Meanwhile, his previous hedging positions in put options for semiconductor companies such as NVIDIA, AMD, Micron, TSMC, and ASML have been fully exited. Furthermore, his private equity portfolio includes investments in Anthropic (approximately $5 billion), Fluidstack ($830 million), Source Foundry ($500 million), MatX ($500 million), and Physical Intelligence ($1 billion). Disclosure information indicates that the above positions are primarily derived from 13F filings for Q2 2026 and recent options trading data. Related information shows that Leopold Aschenbrenner has currently canceled hedging in the semiconductor sector and has reallocated bullish bets toward storage chips and AI computing infrastructure companies.