[The New Stock Prodigy] Why is Leopold Aschenbrenner making a big bet on these 6 stocks?

1. $Lumentum(LITE.US) (Lumentum)

Core products: EML lasers, OCS (Optical Circuit Switches), CPO lasers

$Lumentum(LITE.US) Thesis: Order book to be sold out by 2028

→ $2B NVIDIA investment + acquisition agreement

→ OCS backlog over $400M, 150% CAGR to 2028

→ CPO: Just received new orders worth hundreds of millions of dollars

2. $Coherent Corp.(COHR.US) (Coherent)

Core products: 800G/1.6T transceivers, InP lasers, OCS, CPO

$Coherent Corp.(COHR.US) bill-to-bill just hit 4x. Demand is destroying supply.

→ NVIDIA invests $2B to acquire US optical manufacturing business

→ 10+ OCS customers, huge CPO orders just received

→ Supports SiPh, InP, and VCSEL - hedged across all hyperscalers

3. $Coreweave(CRWV.US) (CoreWeave)

Core product: GPU cloud services for AI workloads (NVIDIA H100/B200 clusters)

$Coreweave(CRWV.US) just signed a $21B deal with Meta through 2032.

→ 850MW active today → 1.7GW by end of 2026

→ Total backlog of $66.8B

→ First NVIDIA Vera Rubin deployments included

4. $Core Scientific, Inc.(CORZ.US) (Core Scientific)

Core product: AI/HPC data center colocation services (high-density rack colocation)

$Core Scientific, Inc.(CORZ.US) transitioned from a Bitcoin miner to an AI infrastructure lessor.

→ 590MW contract with $Coreweave(CRWV.US) worth over $10B over 12 years

→ $2B in capex projects across 4 sites by 2025

→ $Coreweave(CRWV.US) acquisition in progress ($9B deal)

5. $Applied Digital(APLD.US) (Applied Digital)

Core product: AI data center campuses (long-term leases)

$Applied Digital(APLD.US) has $16B in contracted lease revenue for 600MW of capacity.

→ $11B, 15-year deal with $Coreweave(CRWV.US) (Polaris Forge 1)

→ $5B, 15-year deal with undisclosed hyperscaler (Polaris Forge 2)

→ Revenue grew 250% YoY last quarter

6. $Bloom Energy(BE.US) (Bloom Energy)

Core product: Solid Oxide Fuel Cells (SOFCs) – behind-the-meter power solution for AI data centers, deployable in 90 days vs. years for traditional grid connection

Latest deals:

Oracle agreed to purchase up to 2.8GW of fuel cell power from Bloom to power AI data centers, with 1.2GW already under contract

$5B strategic partnership with Brookfield for global deployment of SOFCs for AI infrastructure

Won $7.65B in data center contracts in a 90-day window in early 2026

Total backlog ~$20B, up 65% YoY. Product backlog ~$6B, up 140% YoY.

📈 2026 revenue guide: >50% growth

Recently delivered on a hyperscale AI factory order in 55 days vs. a promised 90 days.