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@LeoATracker x.com/i/grok/share/0…

One AI investor quietly built one of the biggest positions in this company. Then BlackRock showed up. Here's what Wall Street is noticing:

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@LeoATracker x.com/i/grok/share/0…

@LeoATracker x.com/i/grok/share/0…

Applied Digital - $APLD reports earnings on July 27. Bloom Energy - $BE received a JPMorgan price target increase from $267 to $346. The market is starting to reprice AI infrastructure.

One AI investor's biggest positions all moved at once. Most investors saw the headlines. Here's what Wall Street is noticing:

@LeoATracker x.com/i/grok/share/0…

Leopold Aschenbrenner's biggest public holdings all received fresh catalysts. IREN - $IREN announced $2.8 billion in new AI cloud contracts. Hut 8 - $HUT signed a $9.8 billion, 15-year AI data center lease.

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My internal plan is as follows! ⬇️

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@LeoATracker My internal plan is as follows! ⬇️

An $830 million Series A just broke the venture capital playbook. Almost nobody noticed why. Here's the hidden signal:

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@LeoATracker My internal plan is as follows! ⬇️

@LeoATracker x.com/rivercyde/stat…

@LeoATracker My internal plan is as follows ⬇️

@LeoATracker x.com/rivercyde/stat…

@LeoATracker My internal plan is as follows ⬇️

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These aren't the same type of investors. Leopold Aschenbrenner runs a hedge fund focused on AI. Nvidia builds the GPUs powering AI. Both made Nebius a major investment.

Two of AI's smartest investors quietly picked the same company. That isn't the real story. Here's the hidden signal:

@LeoATracker x.com/i/grok/share/7…

Nvidia - $NVDA Nvidia disclosed a 9.3% stake in Nebius. The investment came through its strategic financing of the company. Making Nvidia one of Nebius' largest shareholders.