We're excited to welcome Dr. Michael S. Piwowar to Backpack USโs Board of Directors.
Dr. Piwowar served as SEC Commissioner from 2013 to 2018 and was later designated Acting Chairman of the SEC by President Trump. He was among the first senior U.S. regulators to publicly engage with the regulatory questions posed by digital assets and initial coin offerings.
He currently serves as Executive Director of Georgetown Universityโs Psaros Center for Financial Markets and Policy, and previously served as Chief Economist for the U.S. Senate Committee on Banking, Housing, and Urban Affairs.
He brings deep expertise across securities regulation, capital markets policy, market structure, and investor protection as Backpack US accelerates its U.S. expansion.
With Mark Wetjen, former CFTC Commissioner & Acting Chairman, leading Backpack US as President, and Dr. Piwowar joining the board, Backpack US is building with experienced leadership across the SEC, CFTC, DTCC, and U.S. capital markets.
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Why Leopold Aschenbrenner is betting big on these 6 stocks ?? :
1. $LITE (Lumentum)
Core product: EML lasers, OCS (Optical Circuit Switches), CPO lasers
$LITE Thesis: order book is SOLD OUT through 2028
โ $2B Nvidia investment + purchasing deal
โ OCS backlog >$400M, 150% CAGR to 2028
โ CPO: new multi-hundred-million $ order just landed
2. $COHR (Coherent)
Core product: 800G/1.6T transceivers, InP lasers, OCS, CPO
$COHR book-to-bill just hit 4x. Demand is obliterating supply.
โ $2B Nvidia deal for U.S. optics manufacturing
โ 10+ OCS customers, CPO mega-order just received
โ Supports SiPh, InP & VCSEL โ hedged for types of Hyperscalers
3. $CRWV (CoreWeave)
Core product: GPU cloud for AI workloads (Nvidia H100/B200 clusters)
$CRWV just locked in a $21B deal with Meta through 2032.
โ 850MW active today โ 1.7GW by end of 2026
โ $66.8B total backlog
โ First Nvidia Vera Rubin deployments included
4. $CORZ (Core Scientific)
Core product: AI/HPC data center hosting (high-density colocation)
$CORZ went from Bitcoin miner โ AI infrastructure landlord.
โ 590MW contracted with $CRWV = $10B+ over 12 years
โ $2B in infra installed across 4 sites in 2025
โ $CRWV acquisition pending ($9B deal)
5. $APLD (Applied Digital)
Core product: AI data center campuses (long-term leases)
$APLD has $16B in contracted lease revenue across 600MW.
โ $11B, 15-yr deal with $CRWV (Polaris Forge 1)
โ $5B, 15-yr deal with undisclosed hyperscaler (Polaris Forge 2)
โ Revenue up 250% YoY last quarter
6. $BE (Bloom Energy)
Core product: Solid Oxide Fuel Cells (SOFCs) โ behind-the-meter power for AI data centers, deployable in 90 days vs years for grid connections
Latest deals:
โOracle agreed to purchase up to 2.8GW of fuel-cell power from Bloom to supply AI data centers, with 1.2GW already contracted
โ$5B strategic partnership with Brookfield Asset Management to deploy SOFCs for AI infrastructure globally
โ$7.65B in data center contracts secured in a single 90-day window in early 2026
โTotal backlog ~$20B, up 65% YoY. Product backlog ~$6B, up 140% YoY.
๐2026 revenue guidance: 50%+ growth
โRecently delivered a hyperscale AI factory order in 55 days against a 90-day commitment .