LoeopId Stcok Tarckre
114 posts

LoeopId Stcok Tarckre
@googlman
young developer
Republica Moldova , Chisinau Katılım Haziran 2010
1.5K Takip Edilen48 Takipçiler

Breaking: Ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness Fund owns both sides of a $1.7 billion deal:
Two of his positions just announced a $1,700,000,000 deal together
Bloom Energy is supplying fuel cells to power Nebius's AI cloud
Leopold first bought Bloom Energy $BE in Q4 2025 at ~$105/share
• Then trimmed 35% of his position in Q1 2026
He disclosed a 5.6% stake in Nebius $NBIS in May 2026 at ~$208/share
• 12,410,000 shares worth ~$2,600,000,000 at filing
• His single largest disclosed position at the time



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Leopold Aschenbrenner owns 12,000,000 shares of a company trading under $15
Yesterday, CleanSpark signed a $6,600,000,000 data center lease with an unnamed investment-grade tech giant
The tech giant is paying for 175 megawatts of power infrastructure CleanSpark built for Bitcoin mining
From Q4 2025 to Q1 2026, he increased his $CLSK position by 648%
He's up ~38% since he first disclosed

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Breaking: Evercore just raised SanDisk to $3,100 with an upside target of $4,000
Leopold Aschenbrenner has been holding $SNDK since November 2025. He bought at ~$254.
Evercore's Reasoning:
"SNDK's recently signed New Business Model (NBM) agreements. Our updated model reflects committed revenues from five total NBMs: three signed in FQ3 totaling ~$42B of RPO, and two additional deals signed early in FQ4 with no disclosed RPO balance yet. We estimate all five deals represent ~$62B of minimum committed revenue over the next several years, with >$11B of financial guarantees/prepayments that provide better visibility than SNDK has had before."
Despite memory pulling back, Evercore and Leopold remain bullish

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LoeopId Stcok Tarckre retweetledi
LoeopId Stcok Tarckre retweetledi

Small daily habits = big health wins! Swap one sugary drink for water today u0026 take a 10-minute walk—small steps make a huge difference for your long-term well-being. ♂ #HealthyLiving

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