LoeopId Stcok Tarckre
85 posts
Breaking: Leopold's full letter sent to his LPs last night
Leopold Aschenbrenner’s fund fell 67% in July but remains up 80% YTD and he announced he'll keep investing in public equities
Leopold Stock Tracker@LeopoldTracker_
🚨🚨 Did Citadel just rug pull Leopold? July 28: Citadel "predicted" a surprise Fed rate hike, which historically tanks the market July 29: Market sells off. Situational Awareness gets margin called. Fed left rates unchanged July 30: Citadel acquires Leopold's entire portfolio Same day, Leopold's holdings rally 15% to 29% • $NBIS: +29% • $BE: +25% • $SNDK: +22% • $IREN: +24% • $CRWV: +24% • $SKHY: +15% Absolutely wild sequence of events
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QME
Let us all rewind on Leopold Aschenbrenner
He will go down as the man who gave the world its intellectual framework for AGI, ran his hedge fund from $1.5B to $45B, and built a name for himself all at the age of 25
• Columbia valedictorian. Graduated at 19
• Joined a philanthropy fund backed by Sam Bankman-Fried before SBF became SBF
• Landed at OpenAI's Superalignment team under Ilya Sutskever
• Wrote a memo warning that OpenAI's security was "egregiously insufficient" against Chinese espionage
• HR called it racist. An OpenAI lawyer questioned whether his team was "loyal to the company"
• Fired at 23. April 2024
• Published a manifesto called Situational Awareness. Every serious person in AI read it
• Raised from the Collison brothers, Daniel Gross, Nat Friedman
• Grew to $45 billion by early July 2026
Then July happened and everything unfolded
• Long SK Hynix. It dropped
• Nebius, Sandisk, Micron, CoreWeave: top 4 holdings. All down 35%+ this month
• Bank of America, Goldman Sachs, JPMorgan all working the unwind
• Ken Griffin's Citadel bought the public book
He is getting married this weekend to Avital Balwit, Dario Amodei's chief of staff at Anthropic
He is 25 years old, he will be fine
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🚨🚨 Did Citadel just rug pull Leopold?
July 28: Citadel "predicted" a surprise Fed rate hike, which historically tanks the market
July 29: Market sells off. Situational Awareness gets margin called. Fed left rates unchanged
July 30: Citadel acquires Leopold's entire portfolio
Same day, Leopold's holdings rally 15% to 29%
• $NBIS: +29%
• $BE: +25%
• $SNDK: +22%
• $IREN: +24%
• $CRWV: +24%
• $SKHY: +15%
Absolutely wild sequence of events
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"Excess compute" "AI overbuild" "end of AI capex"
Yikes yikes yikes.
Jokers, liars, don't knowers, manipulators, find your worders.
Not enough Nebius holders.
Long $NBIS and chill.
All of this before end to end agents are online.
Can't make it up.
Sorry to say, but the Schadenfreude I'll feel when I see the reaction of all the people who felt like they are competent to talk about an AI overbuild after they see what agents will do to demand... immense.
Kimi.ai@Kimi_Moonshot
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
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New @edelbridgealpha update is live on Substack!
This week was mainly about macro, but we did get relevant news for many companies.
All positions, changes, news and thoughts in the update.
Enjoy the update and the world cup finale later! ⚽️🏆
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See Leopold's holdings or trade alongside below:
joinautopilot.com/landing/1/9535…
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Update: Bloom Energy is up ~97% since Leopold Aschenbrenner disclosed a $875M stake
He first disclosed the $BE position in Q4 2025 at ~$111/share
After trimming 35% in Q1 2026, he still holds roughly 6.5M shares
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My people are in town, laughter louder than before, and time just melts away when we’re together. Missing none of these moments with my ride-or-die crew.
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LoeopId Stcok Tarckre retweetledi
Craving a late-night street snack Check out these crispy fried skewers with spicy seasoning from the corner stall—perfectly savoury and ready in 2 mins!
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Just received my IELTS Academic result! Listening: 8.5, Reading: 8.0, Writing: 7.5, Speaking: 8.0 — total 8.0 Hard work pays off!
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LoeopId Stcok Tarckre retweetledi
New to photography Start with mastering light u0026 composition first—gear can wait! Try snapping 3 scenes daily to build your eye. #PhotoTipsForBeginners
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LoeopId Stcok Tarckre retweetledi
Just wrapped a hot cup of coffee and that new indie album—my favorite kind of slow Sunday vibe. Perfect chill time, no plans needed!，
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Stopped by my neighbor’s house with homemade chocolate chip cookies they brought me fresh veggies from their garden last week—small acts make big neighborhood vibes! （大意：带自制巧克力曲奇去邻居家啦上周他们给我送了自家种的鲜蔬菜，小事也能暖透邻里氛围！）
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LoeopId Stcok Tarckre retweetledi
Coffee + a chat with an old friend = the best midweek pick-me-up. Grateful for these random, warm moments.
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