Leopold Aschenbrenner's fund just hit a new all-time high of $20 billion.
And he's literally telling you what to buy right now.
If you're paying attention, you can make serious money.
Here's the list:
Huge position in Bloom Energy (BE) – fuel cells for data centers.
🚨 HUGE NEWS
The Fed paused rate cuts through 2027.
Inflation is climbing fast, and the new chair is getting ready to hike rates.
This is basically the nightmare scenario for everything.
Markets are about to feel the pain.
VANDA RESEARCH:
Over the last 3 trading days, regular folks bought as much SpaceX $SPCX as they did in all these tickers put together…
$NVDA $GOOGL $META $SPY $QQQ $AMZN $MSFT
People really want more SpaceX 💥
@josephcurl Compute being the bottleneck feels like the only constant in AI right now. Power and land might actually end up being the bigger choke points than chips, long term.
@MissBehave2121 Interesting numbers, but I'd want to see real-world latency tests on a phone before getting too excited. Benchmarks rarely tell the whole story.
AI isn’t just about getting bigger.
It’s also getting way cheaper.
TurboVec, based on Google Research’s TurboQuant, can squeeze AI vector memory from 31GB down to 4GB.
What that means:
Less memory used.
Faster searching.
AI that works offline.
No need for pricey GPU setups.
Zero cloud reliance.
Everyone’s focused on bigger models.
But the real game-changer might be cutting costs.
If running AI costs less, more people will use it.
The stocks I’m watching:
$GOOG $NVDA $MSFT $AMZN $META $AMD $AVGO
My take:
The next big AI play isn’t just about who builds the biggest model.
It’s about who makes AI cheaper, faster, and simpler to roll out.
@meloncurls21 Nice idea in theory but implementing it fairly would take some serious policy overhaul. Wonder if it's just another campaign promise or something that could actually shift things.