Andras Sasdi

No more Leopold tweets please

@BullTheoryio LOL

🚨 LEOPOLD ASCHENBRENNER IS OFFICIALLY BETTING BILLIONS THAT THE AI HARDWARE BOOM HAS PEAKED. The exOpenAI researcher who was fired for warning that China could steal their AI models then turned $225 million into $5.5 billion in 12 months just filed his Q1 2026 13F with the SEC. One quarter ago he had $5.5 billion in disclosed equity exposure. As of March 31, 2026 that number is $13.67 billion. The portfolio nearly tripled in a single quarter across 42 positions. He initiated $7.46 billion in put options against every major semiconductor company between January 1 and March 31, 2026. None of these positions existed in his Q4 2025 filing. - SMH VanEck Semiconductor ETF PUT: $2.04 billion - Nvidia PUT: $1.57 billion - Oracle PUT: $1.07 billion - Broadcom PUT: $1.01 billion - AMD PUT: $969 million - Micron PUT: $583 million - Taiwan Semiconductor PUT: $535 million - ASML PUT: $494 million - Intel PUT: $159 million For the past 18 months Aschenbrenner was betting only on electricity, memory, compute, and physical data center infrastructure. That made him one of the best performing fund managers in the world. And his long stock book still reflects that exact same thesis. - Bloom Energy: $878 million - SanDisk: $724 million - CoreWeave: $556 million - IREN: $401 million - Core Scientific: $389 million - Applied Digital: $320 million - Riot Platforms: $142 million - CleanSpark: $104 million - Solaris Energy: $62 million - T1 Energy: $43 million - Bitfarms: $38 million - Bitdeer: $29 million - Power Solutions: $26 million - WhiteFiber: $20 million - Babcock and Wilcox: $19 million - SharonAI: $18 million - ProPetro: $13 million - Hive Digital: $6 million He is also running call options on specific names at the same time as his puts, which means he is not simply betting against semiconductors everywhere. - Micron CALL: $422 million - SanDisk CALL: $388 million - Taiwan Semiconductor CALL: $354 million - CoreWeave CALL: $140 million - Bloom Energy CALL: $55 million This means he believes the companies supplying power, storage, and compute to the AI industry still have years of growth ahead of them. But the chip companies that Wall Street has been buying for the past two years at record valuations have already priced in everything good that is going to happen to them. The man who has been right about every major AI trade for the past 18 months is now betting that the biggest names in semiconductors are about to fall. If his track record means anything, the chip stocks Wall Street has been buying for the past two years may be in serious trouble.

@Sandeman52 Bro, dont donwngrade your life with instagram

I just made an instagram account. No idea what I’m doing. I’ll try it out a bit. Made my first post. Feel free to follow me there at Sandeman5252 Again no clue but something new.

@StreislandFX Dilution risk, they low on cash

$QS gets so much love. How come absolutely no one is talking about $ABAT. Revenues are booming, their plant has now a positive gross margin and institutionals own close to the same % of the company. Yet, it’s valued at 400m$. Everyone is sleeping on it, they’re here to stay.

@Sandeman52 Same here

MV was the one who brought NBIS to my attention. 🫡🙏👊 Thanks again!

@nexta_tv So they sleep at the airport ?

Wizz Air staged a “mystery flight”: passengers didn’t know where they were going The airline sold tickets for a special flight from London for just £50, but didn’t reveal the destination until departure. Passengers only found out where the plane was heading once they were already on board.

@gannoncapital @alc2022 IBRX

@alc2022 Which platform may this be?

a platform that attaches functional key:lock configs to benzene-like structures with maximum bioavailability and is thus capable of selectively blocking any part of any receptor is a trillion dollar platform

@alc2022 Aliens can buy stocks too

I don’t care if there’s aliens so long as stocks go up

@alc2022 Less than 10x from here … Lame

$Hims fair value is $200

@Fibonacci_TA @HTSThesis Toxic relationship

@HTSThesis Maybe even secretly love the company

$HIMS - another desperate attempt at avoiding bankruptcy.

@johhnyWalkerAZ How is 100 million shares coming to market if the ATM is 350 million?

Warning $RDW bagholders: Redwire is back with a new $350M equity distribution deal. Nearly $250M already sold under the old one. This shitco keeps diluting shareholders to fund operations. Another ~$100M of shares coming to market. Protect your capital.

@ScroogeCap how 220k GPUs make them a "800lb Gorilla"

This is a catastrophic signal for neoclouds like $CRWV and $NBIS. These companies exist because compute was scarce. When someone like SpaceX enters the rental market with 220,000 GPUs at once, they become the 800lb gorilla. SpaceX has the advantage of vertical integration and they can underprice neoclouds into oblivion just to keep their utilization rates at 100%. Anthropic was a crown jewel customer for specialized clouds. If they are moving their heavy lifting to SpaceX then the moat for neoclouds just evaporated. Now regarding xAI: Colossus 2 is supposed to bring them toward 1 million GPUs, but if they can't even utilize the first 200k for a winning internal model, the Gigafab becomes a massive, expensive monument to overcapacity for them. If xAI had a model capable of leapfrogging GPT-5 or Claude 4, they would be using every single one of those 220,000 H100s/GB200s to train it. You don’t let a direct competitor take over your primary training ground unless: - xAI’s research might have hit a wall where throwing more compute at Grok isn't yielding proportional returns. - Maintaining a 300MW facility with 200k+ GPUs costs billions in power and debt service. If they can’t justify the internal training run right now, they have to rent it out to stop the bleeding. - Musk will clean up the books for a SpaceX IPO. Renting out the hardware makes SpaceX a high-margin infra provider rather than a high-risk research lab. $TSLA

@Sandeman52 Wait until it mutates 😄

People keep hearing “human to human transmission” with Andes hantavirus and immediately thinking COVID 2.0. That is not how this works. The key metric is called “R” or R0. It measures how many people, on average, one infected person spreads the virus to. If R is: Below 1 = outbreak usually dies out Above 1 = outbreak can grow Far above 1 = potential mass spread Original COVID had an R around 2 to 3. That means 100 infected people could quickly become 200, then 400, then 800+. Measles is even crazier at 12 to 18. Andes hantavirus appears to be below 1 overall, with only limited spread in very close contact situations. That’s why health officials are watching it carefully, but not treating it like a likely pandemic virus right now. High mortality does not automatically mean high pandemic risk. This is not a new pandemic. So just chill.

@TheLongInvest Haha yeah or obesity drugs

All jokes aside $DUOL does need to pivot to CPU's

@alc2022 I don’t care until i see paid subs growth accelerating. Dau/mau does not mean anything unless they convert to paid subs. Paid sub growth was just 300k in the quarter.

everyone is wrong about $duol this is a multi trillion dollar company in the making we will look back in some years and marvel at the current stock price just like when I bought $amd at $4.2 and $pltr at $7 here's a presentation with everything you need to know

@NoLimitGains Because they all know what’s going to happen next

Something very weird is happening in the market right now. But why is nobody worried?

Which companies will be acquired before 2027 per Polymarket. $VKTX

Chance of $VKTX getting bought before 2027 has increased on Polymarket.

@TradexWhisperer DA Davidson has some idea

$MU $DRAM Three new initiations. All high conviction. DA Davidson: $1,000 (+100%) Arete Research: $852 (+70%) Melius Research: $700 (+40%) The institutions are catching up to what I have known for a while. Memory is no longer just storage. It is the cognitive capacity of AI.

@DollarCostAvg These analysts are so slow….

Micron $MU has sold out HBM capacity through 2027, beyond prior guidance of 2026, and its DDR5/LPDDR5 capacity may also be fully booked through 2027. Lynx Equity raised its price target to $825. 👀