Human

Leopold Aschenbrenner's 13F never came on Friday. Here is the REAL reason why, and what it tells you: The most likely explanation is that he requested confidential treatment from the SEC. Confidential treatment is a legal tool that lets large funds delay disclosing positions they are still actively accumulating, sometimes for UP TO A YEAR. Funds use it for one reason: they are building a position big enough that public disclosure would MOVE THE PRICE AGAINST THEM before they are done. If that is what happened here, it means Aschenbrenner is quietly accumulating something significant and does not want the market to see it yet. The 24 year old who turned $225 million into $5.5 billion in 12 months going dark on the one day he was legally required to show his hand is not nothing. Pay attention to what happens when this position finally becomes public. We are checking every day, and when it comes, we’ll share it here publicly. Turn on notifications so you don’t miss the signal, this is VERY important. Many people will wish they followed us sooner.

$RDW Got long today on the hammer candle with increased volume Cup and handle set up Recent PT raises from Jeffries, Canaccord, Earlier Increased guidance per last earnings report ($450-500Ms) Recent contract wins in Space / Defense sector

124% rev growth, $7.8M in GPU burn-in orders still growing, and a 104K sqft expansion that screams customer commitment. That's $TRT. Not competing with them but working the same vein: $AEHR (wafer-level burn-in), $COHU (test handlers), $ONTO (inspection), $KLIC (wire bonding) ...each owns a different slice of the back-end. $TRT is the pure-play reliability testing bet nobody's pricing in yet.

$BE has been a massive stock for me since Jan 2025, and then again in July 2025, and now again in April 2026. The thesis and story have developed better than I envisioned, as stocks typically do in strong markets. Think about the biggest winners and what they have done. Like $SNDK at $40 or even $200, or $300. Like $LITE, $AAOI, The list could go on for hundreds of stocks. Now, with $BE specifically and the Behind The Meter power demand. Thee off the grid need for immediate energy needs for Data Centers. $BE is executing impressively. There is likely still opportunity for $BE, but I want to highlight that I think there will be some "sympathy" stocks or companies that try to creep into $BE margins to fill more demand that is still there. Maybe something spec like $FCEL, maybe its quick, mobile, nat gas turbines like $SEI (PAAS) Power as a service (search my page for $SEI thesis last year). Maybe it's something else that companies will PR like $QS solid state batteries, maybe its $ENPH and solars using their tech for DCs. Either way I think we will potentially see some PRs and stocks that continue to step up headlines and initiatives for BEHIND THE METER power demand. I look forweard to trading those. Right now I have $BE from $30 that I sold at $150 and now own at $157, $200 for an avg of $167. Trading at $280 today. I also bought $FCEL this morning as it was the only stock showing involvement and price proving my thesis correct. Keep an eye out for gappers and headlines with $BE partnerships, suppliers, behind the meter power demand, anything in that category. It has been awesome to see this thesis develop into what is now my biggest winning stock in my life, so far -Patrick.

$RDW Got long today on the hammer candle with increased volume Cup and handle set up Recent PT raises from Jeffries, Canaccord, Earlier Increased guidance per last earnings report ($450-500Ms) Recent contract wins in Space / Defense sector

$NVDA x $APLD day tomorrow✍️

$MRAM don’t sleep on this memory name

The market is quickly rerating $WOLF. SiC is a critical material for a lot of future markets from datacenters to space. The company struggles with a lot of debt but every quarter the balance sheet looks a bit cleaner. They are the only American company that controls the whole supply chain from raw crystal to finished microchip. The American government knows this and is actively support wolfspeed to clean up its balance sheet. They want to keep control of the supply chain.