Kevin Wong
117 posts


Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F
Here's everything you need to know about his recent 13F
Top 10 positions:
1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M
New positions:
• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M
Biggest adds:
• CleanSpark $CLSK: +648% shares
• Riot Platforms $RIOT: +87% shares
Biggest trims:
• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares
Full exits:
• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M
Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor


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@degengambleh @itsafwog Community more than active, pond is getting warmer and ready to cook $fwog
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@RareAssNFTs $fwog . Wait, based on the replies it’s obvious already isn’t it
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Check in on these strong communities. $FWOG is showing great strength and momentum is changing from bearish to bullish on this one.
CoinTemplar@Coin_Templar
Strong MEME Communities these Red days: - $MLG - $WIF - $POPCAT - $TRUMP - $GIGA - $FWOG - $UFD - #FARTCOIN
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Criminally undervalued memecoins:
$WIF @dogwifcoin
$BONK @bonk_inu
$UFD @BasementRon
$MICHI @michionsolana
What are some others? 👀
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