🚨 Leopold Aschenbrenner is doubling down.
Situational Awareness is seeking to raise capital, per Financial Times.
In a letter sent to investors last week, Leopold wrote that the current market pullback had created some of the best investment opportunities since early 2025.
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Private equity firms are stuck "holding the bag" after bingeing on software stocks in 2021
While fundraising activity has slowed significantly, the number of software companies in private equity portfolios has continued to grow over the past 3 years.
As software companies now face worsening outlooks due to AI, some investors have begun looking elsewhere.
If you're paying attention, Leopold Aschenbrenner is telling you exactly what to invest in. Power and compute are the bottleneck for AI.
10 stocks positioned for the AI buildout that he owns:
1. $TE - T1 Energy
Solar manufacturer operating a 5 GW module plant in Dallas with a second solar cell factory in Austin targeting late 2026 production. Produced 2.79 GW in 2025. Norway's Statnett assigned 50 MW of grid power to its Mo i Rana facility, positioning it as a potential AI data center hub powered by hydroelectric.
Stephon Castle on losing the NBA Cup final to the Knicks:
"Obviously, we wanted to win. As competitors, we want to win every single game. We had short-term memory with that. I mean, we still got paid [laughs] ... we moved on pretty quick."
Trey Murphy in January:
34 PTS
31 PTS
21 PTS
35 PTS
42 PTS
27 PTS
Averaging 31.7 PPG.
Luka Doncic (33.0) is the only player averaging more so far this month.