T.52Buxpin 🐻🐻🐻🐻🐻

The 25 year old who turned $225 million into $5.5 billion in 12 months is quietly building a position in a stock almost NOBODY is talking about. Leopold Aschenbrenner is the former OpenAI researcher who launched Situational Awareness LP in September 2024. His fund returned 47% after fees in the first half of 2025. His thesis is simple: AI will be the largest infrastructure buildout in human history, and the market has not priced it in. In his most recent 13F he kept adding to one specific name quarter after quarter. Hut 8. He increased his position by 43% in Q4 2025 alone. This is one of his most asymmetric setups right now. Hut 8 has quietly locked in two of the largest AI infrastructure contracts in the country. A 15 year, $7 billion lease at its Louisiana campus with Anthropic as the end customer and Google as the financial backstop. A second 15 year, $9.8 billion lease just announced this week at its Texas campus with an investment grade tenant. Combined base term contracts: $16.8 billion. If all renewal options are exercised: over $42 billion. The entire market cap of Hut 8 today is a fraction of that. The company also holds over 16,000 Bitcoin and a $200 million credit facility at a fixed 7% rate. That’s rare optionality on the side. When he discloses his new trades, we will share them here. Turn on notifications so you don’t miss our alert, this is VERY important. If you don’t follow us, you might regret it.