Leopold Stock Tracker

8 undervalued stocks Leopold Aschenbrenner is signaling you to buy through his latest 13F reports. It is not $BE, $MU, or $NVDA, but: • $HIVE — HIVE Digital • $RIOT — Riot Platforms • $TE — T1 Energy • $APLD — Applied Digital • $IREN — IREN Limited • $BTDR — Bitdeer Technologies • $KEEL — Keel Holdings • $CLSK — CleanSpark These stocks are all undervalued, with massive potential to create generational wealth. Not financial advice. Do your own research.

If you're planning to retire within the next 5–10 years, here are 12 stocks Leopold Aschenbrenner is holding that have the potential to 10–50x over the next 5–10 years: 1. $WYFI — Fiber infrastructure for ultra-low latency AI data centers. 2. $RIOT — Massive power assets that can be repurposed for AI compute. 3. $CORZ — Data centers converting crypto infrastructure into AI hubs. 4. $IREN — Renewable-powered land built for hyperscale AI expansion. 5. $TE — Clean energy and battery storage for data center demand. 6. $PUMP — Critical infrastructure and logistics for industrial power. 7. $SHAZ — High-density cloud compute optimization for AI workloads. 8. $SEI — Electrical equipment for high-voltage power distribution. 9. $BTDR — Efficient AI-ready data centers with integrated energy management. 10. $CLSK — Smart power balancing and rapid data center expansion. 11. $HIVE — Green-powered infrastructure scaling into AI compute. 12. $PSIX — Backup power systems for mission-critical AI operations. These companies are strategically positioned across AI infrastructure, power, and data centers, the key bottlenecks of the AI revolution. Not financial advice. Do your own research. BOOKMARK THIS FOR LATER!

@NoLimitGains Because Leopold Aschenbrenner short semis

🚨 The Korean stock market is collapsing You won’t believe why this is happening…

Breaking: Leopold Aschenbrenner’s Situational Awareness LP is now the second-largest shareholder of $IREN, with 11.8M shares. This stock has 10x potential with a market cap of less than $19B. We’re looking at a deeply undervalued company. Looking at its EPS and growth over the past few years, earnings per share have improved from -10.25 in 2022 to 1.59 in 2026. This company is so undervalued that Leopold Aschenbrenner reduced his $BE position to purchase more $IREN shares.

$TE is the next $BE, this stock will 10–30x from here, surpassing $BE

@exec_sum Nice one

BREAKING: Donald Trump Jr's venture firm 1789 Capital grew from $200M to $3.5B AUM in one year The firm bought stakes in Databricks, Ramp, Deel, Groq, Anduril, SpaceX, xAI, and Reflection AI It is targeting $10B and positioning itself as the new Carlyle Group

@Varga_Capital Yes 🔥🔥🔥

@LeopoldATracker and $KEEL bro

He’s shorting the top of the tech stocks because they are overextended. These short positions do not define the fund’s long-term thesis. They are simply tactical hedges designed to capitalize on short-term weakness while protecting existing positions. The goal is likely to buy the dip and increase exposure at lower prices. You may not see many of these short positions by Q1 2027.

🚨 BREAKING: THE GUY WHO MADE $5.25B IN 1 YEAR, LEOPOLD ASCHENBRENNER, JUST SHARED HIS POSITIONS HE IS NOW SHORTING TECH AND SEMICONDUCTOR COMPANIES: - SEMICONDUCTOR ETF $SMH: $2.04B - NVIDIA $NVDA: $1.57B - ORACLE $ORCL: $1.07B - BROADCOM $AVGO: $1.01B THIS GUY TURNED $200 MILLION INTO $5.5 BILLION IN JUST 12 MONTHS HE DEFINITELY KNOWS SOMETHING BAD IS COMING...

@NoLimitGains Here are 10 undervalued stocks in that 13F reports that could 10x in 2-5 years: $HIVE $RIOT $TE $APLD $IREN $BTDR $KEEL $CLSK $WYFI $PSIX Not financial advice. Do your own research

Leopold Aschenbrenner just told you where to invest in 2026.

@NoLimitGains $CORT and $WYFI will 10-30x in the near future

Renaissance Technologies just filed their Q1 2026 13F. Here’s what the most successful quant fund in history is quietly buying:

@insiderflows @NoLimitGains @grok AI infrastructure buildouts

@NoLimitGains @grok what is he telling us to invest in?

8 undervalued stocks Leopold Aschenbrenner is signaling you to buy through his latest 13F reports. It is not $BE, $MU, or $NVDA, but: • $HIVE — HIVE Digital • $RIOT — Riot Platforms • $TE — T1 Energy • $APLD — Applied Digital • $IREN — IREN Limited • $BTDR — Bitdeer Technologies • $KEEL — Keel Holdings • $CLSK — CleanSpark These stocks are all undervalued, with massive potential to create generational wealth. Not financial advice. Do your own research.

Leopold Aschenbrenner’s Situational Awareness LP updated equity portfolio as of Q1 2026 (excluding options positions). Every single stock held at the end of Q1: • $878.7m in $BE — Bloom Energy • $724.4m in $SNDK — SanDisk • $556.1m in $CRWV — CoreWeave • $401m in $IREN — IREN Limited • $389.1m in $CORZ — Core Scientific • $320m in $APLD — Applied Digital • $142.2m in $RIOT — Riot Platforms • $104.5m in $CLSK — CleanSpark • $62.5m in $SEI — Solaris Energy Infrastructure • $43.9m in $TE — T1 Energy • $38.8m in $BITF — Bitfarms • $29.8m in $BTDR — Bitdeer Technologies • $26.3m in $PSIX — Power Solutions • $21m in $GLW — Corning • $20.9m in $WYFI — WhiteFiber • $20.2m in $AMD — Advanced Micro Devices • $19.9m in $BW — Babcock & Wilcox • $18.1m in $SHAZ — Sharon AI • $13.1m in $PUMP — ProPetro Holding • $10.3m in $SMH — VanEck Semiconductor ETF • $8.9m in $INTC — Intel • $7.6m in $TSM — Taiwan Semiconductor • $6.4m in $HIVE — HIVE Digital Technologies • $6.1m in $ASML — ASML Holding • $5.9m in $MU — Micron Technology This portfolio reflects a concentrated, high-conviction bet on the infrastructure powering the AI revolution: energy, semiconductors, data centers, and Bitcoin miners evolving into AI compute providers.

Leopold Aschenbrenner’s Situational Awareness LP 13F Filing: Key Updates and Strategic Shifts Leopold Aschenbrenner’s latest 13F filing reveals a continued high-conviction focus on the critical bottlenecks underpinning the AI buildout: power, compute, and the evolving role of Bitcoin miners as next-generation AI infrastructure providers. New Positions Added: $TE — $43.9M $HIVE — $6.4M $SHAZ — $18.0M $INTC — $8.9M $AMD — $20.1M $SMH — $10.3M $TSM — $7.5M $MU — $5.8M $ASML — $6.1M $GLW — $718K $NVDA — $497K Existing Positions Increased: The fund added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV, and $SNDK, reinforcing Aschenbrenner’s core thesis that Bitcoin miners are successfully repurposing their power assets and facilities into high-value infrastructure for AI data centers. Positions Trimmed: The fund selectively trimmed $SEI, $CORZ, and $BE, realizing profits and reallocating capital into miners that are further along in their transition to AI infrastructure providers. Positions Exited: Full exits from $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC, and $EQT suggest these positions had largely reached fair value relative to the fund’s current opportunity set. Options Activity New Put Positions: The fund opened put positions on $NVDA, $ORCL, $SMH, $AMD, $INTC, $AVGO, $MU, $TSM, $ASML, and $GLW to hedge portfolio exposure and tactically short technology names that appear overvalued. Call Positions: New call positions were initiated in $MU, $TSM, and $SNDK, reflecting increased conviction in the memory and storage segment, while $CRWV call exposure was reduced. Unchanged Positions: $BE calls $INFY puts Closed Positions: $EQT calls Strategic Takeaway: This filing highlights a deliberate, infrastructure-first investment strategy centered on the foundational layers of the AI economy: power generation, energy storage, semiconductors, and data center capacity. At the heart of this thesis is the view that Bitcoin miners are uniquely positioned to become critical infrastructure providers for AI data centers by leveraging their existing access to large-scale power, land, and operational expertise. At the same time, the fund is tactically hedging its exposure to richly valued semiconductor names while maintaining targeted upside through selective call positions. The Bitcoin miner-to-AI data center thesis remains firmly intact, and this 13F demonstrates that Aschenbrenner is positioning aggressively to capitalize on it. Follow @LeopoldATracker for more institutional portfolio insights and AI infrastructure analysis.

Only recently have many people realized that real money is made not by investing in AI software companies, but in the infrastructure powering them. This Friday, Situational Awareness LP will reveal its latest trades to the public. We will be breaking down every trade RIGHT HERE. Follow us and turn on notifications before it’s too late.

@plucnorm 💯🔥🔥🔥

@LeopoldATracker $WYFI cheaper and faster 👊😎

@noel_moore @OnlyKlans1 You're right, $WYFI is a banger

@LeopoldATracker @OnlyKlans1 Agree, just hurry on $WYFI as there is hardly any shares left. This list is what WhiteFiber is working in that nobody is paying attention to.

@noel_moore LFG bro 🔥

@LeopoldATracker We know

You should all know that Leopold Aschenbrenner is one of the greatest hedge fund managers of all time... He turned $225M into $13.7B in just 12 months, a 60x return in a single year, by investing in AI infrastructure.

@noel_moore I think I missed that, thank you

@LeopoldATracker Leave out WhiteFiber $WYFI if you choose. At under $1B market cap and few shares available, the smart ones already know

@jerwazhere @alliseeis_W This is a temporary pullback, trust me.

@LeopoldATracker @alliseeis_W Why is $IREN on there?! Gross 🤢