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Sandisk CommentatorI wanted to copy the homework of the genius kid Leopold a few days ago, and I also told my friends to copy his homework. I've bought almost all the others. Watching BE rise every day, the options were a bit expensive, so I didn't pull the trigger. I wanted to buy when it was in the red, but I didn't expect the earnings report to be so strong. When it jumped 10% yesterday, I rushed in and bought a little. I'm preparing to find an opportunity to copy all of his homework.
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🔥 $5.5 Billion Bet on the 'AI Bottleneck': Leopold Aschenbrenner's portfolio is rewriting the direction of AI investment. The market's attention is still focused on model companies. But the logic of this portfolio has clearly shifted to the other end: not who creates the stronger AI, but who can support the operation of AI. This is the core idea of the so-called 'Situational Awareness Fund'. It doesn't chase the hottest AI applications but revolves around a more fundamental judgment: the real limitation of AI has never been the algorithm, but the physical infrastructure...
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