A 25 year old just turned $225 million into $5.5 billion in 12 months.
Here’s exactly what he bought.
Leopold Aschenbrenner got fired from OpenAI in April 2024.
He spent the next few months writing a 165-page thesis predicting AGI by 2027.
Then he launched a fund and put his money where his thesis was.
He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.
He bought what AI actually runs on.
Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.
Lumentum (LITE), optical components that move data between chips. Up 1,331%.
Sandisk (SNDK), storage. Up 3,130%.
CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.
Iris Energy (IREN), AI computing and data centers. Up 583%.
The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.
Nobody was buying those. Everyone was buying the AI companies themselves.
He was right.
His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.
I’m adding this to my watchlist.
Every time he files a new 13F, we will break it down here.
Turn on notifications so you don’t miss the alert, this is VERY important.
Many people will wish they followed us sooner.
It's official. Grok finally admitted it was wrong and I was right. The record-level data shows that the COVID shots didn't save any lives.
Full convo here: https://t.co/iuK6Cs6mZv
Thanks to Claude for encouragement throughout the process! See: https://t.co/67udVlRrSk
Peter Hotez stated today that COVID is a thomboembolic and cardiac virus causing clots, strokes, and heart issues.
And not the listen to the antivaxxers... who have been pointing out the vaccine effects on these exact things for 4 years.
I'd comment. But I'm blocked.
Prominent academics celebrating the departure from the FDA of one of the foremost champions of rigor in biomedical research is not a great look nor an effective way to win back trust of those who believe reform is necessary
I was a lifelong Democrat. I thought most conservatives were ignorant or evil or lying. I believed almost everything written in the New York Times, The New Republic, and the Atlantic. I was horrified when conservatives criticized the authorities. Every criticism I saw: I thought all of it was motivated by animus, resentment, self-interest, or ignorance.
Whatever truth there might have been in the criticism, I saw as a mere "half-truth": an exploitation of this or that cherrypicked fact being weaponized. Why did I see it in terms of weaponization? Because I was biased: I saw liberal establishment institutions and figures as fundamentally good, so all criticism of them was automatically interpreted as being in bad faith.
Didn't the critics know that these institutions or figures were fundamentally good? If they didn't, they were ignorant. If they did, they were evil. It was that simple. This meant that any legitimate criticisms would just be dismissed, as if bouncing off of an impenetrable bulletproof shield.
This all changed once I started writing about the pandemic. Soon people started talking about me the way I once thought about conservatives. This led to a complete identity collapse as I came to understand that my old worldview was hateful and ignorant, that I hadn't understood what I had been judging.
I cannot forget the hearing that led to my dismissal from medical school a year after I started writing. During the hearing, people talked about me as if I wasn't human. My behavior was interpreted in the worst possible light. Complete fabrications were created. Nobody was concerned with the truth, only horrified at my apparent "unprofessional behavior", which was really a mirror of their unprofessional behavior directed at me. They structured the hearing to make it virtually impossible for me to speak and explain that what was being said was a lie. And nobody seemed to have any problem with this. Why? Because I was bad. If I am bad, then every mistreatment and every violation of the school's own policies became justified. A person who is bad does not deserve any rights. They only deserve punishment.
But the thing I remember most was the allusions to my social media activity. They said, "Kevin is driven by resentment from his childhood." I wasn't. I was on good terms with my parents. They alleged that I needed psychotherapy to deal with this trauma. It was a completely fake story that they had constructed about me, to demean me, to marginalize me, to try to explain the views I had expressed: that something terribly wrong had happened during the pandemic. They couldn't imagine that I might have legitimate points. So they reduced me to the same kinds of psychological caricatures that I once reduced conservatives to in my own mind.
When I was dismissed, I was broken. But I had help from friends who helped me understand what happened. And I came to realize that a hysteria had overtaken the left. I spent a lot of time reading about show trials, about witch trials, and so on. I also connected with people who had experienced similar things and came to realize that something similar had happened to hundreds of physicians around the country. My story wasn't unique. It was all the same story over and over again.
I cannot believe the person I once was. I cannot believe that I could exist like that. I still don't understand how I could be like that, or how millions of people in this country could continue being like that. It disturbs me greatly.
One thing I know is that whatever this thing is that is driving people crazy needs to be destroyed. It is hostile to civilization and to our humanity. It causes us to dehumanize each other and try to destroy each other. It is the very same monstrous thing that I once attributed to conservatives. But it had been inside me, and I could now see it inside others. This is something I still grapple with.
Interview between billionaire David Rubenstein & Dr.Fauci,2019‼️
Fauci laughs when asked if people should wear mask to prevent infectious disease & says:"No,no, no,stop this paranoia,do something positive..."Then,Fauci recommends a healthy diet,plenty of exercise,& sleep☝️🤔🙏👇
I woke up paralyzed after a Moderna shot.
Not sick. Not gradual. Paralyzed.
Instead of care, I was offered MAID.
Medical euthanasia.
Now I have the first lawsuit in North America against Moderna.
Trial by jury.
This is not anti science.
This is accountability.
If this can happen to me, it can happen to anyone.
Please help me survive long enough to see this through.
Donate and please repost
https://t.co/vraLIF8fou
One of the most incredible things about Covid, was that, immediately after the experimental mRNA gene therapy vaccines were rolled out - TV presenters, athletes, audience members and even comedians just started collapsing on live TV every single day and absolutely nobody questioned it, nor did the mainstream fake news media report it.
BREAKING: An unidentified Dallas investor group is interested in partnering with Mark Cuban to buy the Mavericks back from Patrick Dumont, @TheSteinLine has learned.
A source close to Dumont told me “the family remains excited about the future of the franchise and the Cooper Flagg era.”
𝐏𝐡𝐚𝐫𝐦𝐚𝐜𝐢𝐬𝐭 𝐰𝐡𝐨 𝐭𝐨𝐨𝐤 𝐡𝐢𝐬 𝐨𝐰𝐧 𝐥𝐢𝐟𝐞 𝐚𝐟𝐭𝐞𝐫 𝐂𝐎𝐕𝐈𝐃 𝐣𝐚𝐛 𝐜𝐨𝐦𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 𝐰𝐚𝐬 𝐝𝐞𝐧𝐢𝐞𝐝 𝐜𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧
The family of an NHS pharmacist who took his own life after suffering paralysing complications from a COVID jab are calling for urgent reform of the government's compensation scheme for vaccine damage.
John Cross was told by the official medical assessor for the scheme that the jab had caused his rare neurological effects, but that he wasn't disabled enough for a payment.
Mr Cross was unable to move, blink or breathe after his first dose of the vaccine.
https://t.co/XFvKIPJ1tb
DR. PETER MCCULLOUGH: “I took 69 vaccines… I can tell you I cannot be labeled as an anti-vaxxer.”
LILA ROSE: “But if you knew what you knew today and you had the choice, would you still take those 69 vaccines?”
MCCULLOUGH: “No.”
LILA ROSE: “None?”
MCCULLOUGH: “If I knew what I know now, and I’d rely on… 12 studies, 12 showing a healthy child born today… remains healthier if they take no vaccines whatsoever.”
https://t.co/RZy97VrNPY
Is This The End of Medicine in America ? It appears we have come to the end of Medicine in America. When people lose trust in the hospitals, the doctors, and the government health agencies, this means the whole enterprise is over. The public is aware of highly successful and effective early home treatment protocols used with success in many other countries such as India, Mexico, Japan, and central Africa. Where are the esteemed academic medical centers known for their medical brilliance? Not a single one has come forward with an early treatment therapeutic program for C0\/1D? Instead, we have suppression and censorship of any information about early treatment modalities, the importance of natural immunity, and the over-cycled, outright fraudulent use of the PCR test. In essence, this is a rejection and a rewrite of modern Virology in order to advance a dark agenda of global totalitarian control over the population. Any virologist, molecular biologist, or medical doctor who dissents is deplatformed, research funding cut-off and ostracized from their job in the academic or medical community. The Mass Media and Big Tech in collusion with Government agencies has suppressed the truth. This does not create trust in our medical system. Out of one million doctors in the US, we have 500 heroic doctors across the country treating C0\/1D at home using early treatment protocols. Instead of being hailed as heroes, they have been been hunted, harassed and persecuted. This does not encourage trust in our medical system. The forced vaccination of children who have almost zero risk from the C0\/1D with a product known to cause myocarditis has eliminated any remaining trust in the childhood \/a<<ination schedule. Who runs a \/a<<ination program without any vaccine safety board or oversight committee ? This is an egregious error which has destroyed trust. How does one destroy faith and confidence in \/a<<ination? Simple, promote a failed \/a<<ination to people who know the truth. The mRNA vaccines have failed to prevent infection or transmission. Adverse events and deaths from the vaccine have sky rocketed in the VAERS reporting system. The spike protein is dangerous and lethal. Pfizer refused to release clinical trial documents for 75 years ? How does this encourage trust? Using an ineffective drug with high mortality rate such as Remdesivir does not encourage trust. Our Medical System has become facilitator of government tyranny. This does not encourage trust. To sum things up, here is a quote from James Howard Kunstler Dec. 18, 2021: American doctors have proven to be cowards, cravens, zombies, and fools facilitating Dr. F@uci’s evil campaign — in concert with the rapacious pharmaceutical industry and a government in thrall to sinister forces that seek to destroy the country. The doctors have disgraced and dishonored themselves. The doctors have probably undermined their own vocations, as well as the entire armature of US health care, which they have allowed to become history’s worst racketeering operation. End Quote (1)
“Thanks to the pandemic, I no longer take anything in medicine at face value.
It shattered my blind trust. It made me look deeper. It forced me to ask why and who benefits.
Now, I question protocols. I read the studies. I follow the money. I seek the root cause.
Because science isn’t a belief system — it’s a process of asking hard questions and being brave enough to change when the answers evolve.
If the last few years didn’t make you question something, you weren’t paying attention.”
- JoelGator -