F X Ⓥ

I've analyzed every stock in Leopold Aschenbrenner's most recent disclosure. There are 2 that got my attention. He's 25 years old, and his fund grew from $250 million to $13.6 BILLION in less than two years. He outperformed every fund over the last 12 months. Check this out: SHAZ: Australian GPU neocloud IPO'd on NASDAQ in February 2026. Market cap around $966 million. Already sitting on $2.2 billion in total contracted value. Anchored by a $1.25 billion ESDS deal and a $950 million Asia Pacific contract. Both ramp in H2 2026. $2.2 billion contracted on a sub-$1 billion market cap. TE: T1 Energy The only US pure-play in domestic solar module and battery manufacturing. Aschenbrenner initiated a brand new 10 million share position worth roughly $44 million. T1 just hit its first profitable quarter ever. Q1 revenue beat expectations by 34% ($177M vs $132M). First US factory already online. Second one under construction in Texas. If they close the Q2 financing for the Austin fab, the path to $375 to $450 million in annual EBITDA by 2027 becomes the base case. That puts TE at roughly 4x forward EBITDA versus peers at 8 to 12x. The thesis is the same on both names. Long the bottlenecks of AI. T1 is the domestic energy bottleneck. SHAZ is the GPU compute bottleneck. Both are still under $3 billion in market cap. These are two of the smallest, earliest bets in his entire book. We track and analyze insider trades so you don’t have to. Turn on notifications so you don’t miss our next alert. This is EXTREMELY important. If you don’t follow us right now, you might regret it later.

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