Boris Karaus

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF $SMH [Put] — $2.04B 2. Nvidia $NVDA [Put] — $1.57B 3. Oracle $ORCL [Put] — $1.07B 4. Broadcom $AVGO [Put] — $1.01B 5. Advanced Micro Devices $AMD [Put] — $969M 6. Bloom Energy $BE — $879M 7. SanDisk $SNDK — $724M 8. Micron $MU [Put] — $584M 9. CoreWeave $CRWV — $556M 10. Taiwan Semiconductor $TSM [Put] — $535M New positions: • $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Call] — $389M Biggest adds: • CleanSpark $CLSK: +648% shares • Riot Platforms $RIOT: +87% shares Biggest trims: • CoreWeave $CRWV [Call]: -83% shares • Bloom Energy $BE: -36% shares Full exits: • Intel $INTC [Call] — was $747M • Lumentum $LITE — was $479M • EQT Corp $EQT — was $133M • Tower Semiconductor $TSEM — was $85M Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

Leopold Aschenbrenner just told you where to invest in 2026.

JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options) $878.7M of Bloom Energy $BE $724.4M of Sandisk $SNDK $556.1M of CoreWeave $CRWV $401M of Iren Limited $IREN $389.1M of Core Scientific $CORZ $320M of Applied Digital $APLD $142.2M of Riot Platforms $RIOT $104.5M of Cleanspark $CLSK $62.5M of Solaris sei-network:native $43.9M of T1 Energy $TE $38.8M of Bitfarms $29.8M of Bitdeer $BTDR $26.3M of Power Solutions $PSIX $21M of Corning $GLW $20.9M of WhiteFiber $WYFI $20.2M of $AMD $19.9M of Babcock and Wilcox $BW $18.1M of SharonAI $SHAZ $13.1M of Propetro $PUMP $10.3M of $SMH $8.9M of Intel $INTC $7.6M of Taiwan Semi $TSM $6.4M of Hive Digital $HIVE $6.1M of $ASML $5.9M of Micron $MU

Tax expert reveals if you make under $500,000/year, your chances of getting audited by the IRS are under 1% “If you are making less than $100,000, less than $500,000, your audit risk is less than 1%. If you're making $1 million to $3 million, your audit risk jumps up to 1.2%. If you're making over $10 million, your audit risk jumps up to 2.6%. IRS releases this every single year.”

TJR explains why Puerto Rico is a cheat code for investors “If somebody in the US is making the same amount as me, I’m effectively making double” “Not only that, I’m able to make double from my investments because It’s 4% federal income tax, so I’m still paying a tiny bit but then 0% capital gains” “How do you expect anybody making the same amount as me in the US to operate at the same level? It’s just not possible” “If all of these billionaires can justify living here, I sure as hell can justify living here”

🚨 Donald Trump just revealed which stocks he’s buying in 2026 FULL LIST: VOO IWB NOW NVDA RSP ADBE WDAY ORCL MSFT AVGO SNPS CDW PG CDNS TT TXN FIS MSI ETN XLI TDG AMZN JBL COST AXON COMT KRUS DELL BA UBER IEMG AAPL XLK NVR SMCI GOVT ICE KLAC FFIV AVB XEL ARES WM EFA CRM PNC DVA GOOGL NWSA WST HD CVNA IEX NFLX VTI TOMORROW, every fund over $100M must legally disclose their Q1 2026 trades to the SEC. Every major filing will be posted on @InTheAssembly so follow them with notifications. If you don’t follow them, you will regret it.

The US Gov is selling 30 year bonds at 5%. Lifehack - Take 50M cash and buy bonds, thats 2.5M a year for zero work. Thats 208k a month. Enough to cover basic expenses like security team and cigars. Then you just need another 500k a month to have a good life. You're welcome.

@burrytracker THE 🐐

Update: Nvidia is now up +47,000% since Jim Simons first disclosed a $4.6M stake He opened the $NVDA position in Q1 2011 at ~$0.45 a share

"$900K Turned Into $121M"- The Bitcoin Bet That Turned CZ Into A Crypto Legend

Anthropic’s CEO when he saw this leaked 1-hour Claude course where some guy literally shows how he automated his entire business and makes $100K/year on autopilot

Pirámide de los mejores inversores de la historia. Opiniones👇

Kevin O’Leary reveals you’ll become a millionaire on $69,000/year by investing 20% of your paycheck each week👀 “Take 20% of your salary of $69,000 and put it into the market each week and don't touch it”

Mizkif (worth over $30,000,000) explains why compound interest is important and urges viewers to invest while they're still young 😮 "That's conservative, you'll have $416,000 in 30 years, do you see what I mean?"

Real estate mogul Ben Mallah explains that you can eliminate your tax bill by borrowing money from the bank and buying tax-free municipal bonds👀 “Basically, by borrowing money from the bank, you eliminate your tax bill if you properly invest it” “Let's say I own a building. Tomorrow, I go out and I refinance the building and pull a million dollars out of it, right? Fine. I owe the bank another million dollars. That million dollars is going to cost me roughly about 60 grand a year, right? So now, that 60 grand a year is going to come off of my income that I made that I can write off, right? So the place made 100 grand a year, now it's only going to make 40 grand a year because I'm giving the bank 60 for that million bucks. So now, I'm going to write off that money and only pay tax on the 40 grand. But what am I going to do with that million? I'm going to put it in tax-free muni bonds at five. So now I'm going to get paid 50 grand, right? But the 50 grand is non-taxable. It's 50 grand. If I were to make the 60 that I'm giving the bank, I would have had to pay tax on it… 37%”

Nigga was moving like el presidente in his prime

At 20 I thought: - The $8,000 Rolex was cool - The $70,000 Mercedes was cool - The giant yacht party was cool At 35 I now realize: - 6.25 whole Bitcoin is cooler - Gym at 10am on a Tuesday is cooler - Having a relationship with God is cooler Success looks different with age.