Leopold Aschenbrenner's fund just hit $20 billion.
And he's literally telling everyone what to buy.
Pay attention, and you could make serious money.
Here's the list:
Big on Bloom Energy (BE) for data center fuel cells.
Heavy in Bitcoin miners moving to AI: IREN, C
@BlockheadsMedia Rumors always swirl around NVDA but Jensen stepping out usually means something real. I'd wait for the actual announcement before betting on it though.
🚨 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr / $SPY / $QQQ — This selloff might still have more to go.
Trillions just got wiped out, but that could be just the first warning shot.
The US is heading into another midterm election season, and historically stocks don't do well during these times.
Since 1926, solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr has averaged nearly an 18% drop before midterms.
The issue is the market right now looks even shakier:
Valuations are high.
Top 10 stocks make up almost 40% of the S&P 500.
AI turned into the most crowded trade on Wall Street.
Rate cut hopes are vanishing.
Oil climbed back above $90.
Yields are going up.
Liquidity is shrinking.
This isn't just a regular dip.
It's a market leaning on a handful of mega-cap names:
$NVDA $MSFT $AAPL $AMZN $GOOG $META $AVGO $TSLA
When leadership is that concentrated, one crack can spiral into panic fast.
My take:
Don't grab every little bounce.
Keep your eyes on $SPY and $QQQ.
If selling keeps up, this midterm cycle could trigger a much bigger reset.
Cash isn't weakness.
Patience is the plan.
Not financial advice.
@DavidKWilliams That's wild money, but maybe Google just doesn't want to build all the infra themselves. Renting might be faster and cheaper than waiting for permits.
This SpaceX x Google deal is not just another AI headline.
Google is reportedly paying SpaceX $920M per month for AI compute through 2029.
That includes roughly 110,000 NVIDIA GPUs inside SpaceX data centers.
This tells me one thing:
Even Google does not have enough compute.
The real AI war is no longer just about chatbots or models.
It is about who controls:
GPUs
Data centers
Cloud capacity
Power
Infrastructure
SpaceX used to be seen as rockets and satellites.
Now it is turning AI compute into a revenue machine.
After the Anthropic deal, SpaceX’s AI compute contracts could generate around $26B in annual revenue.
That is insane.
The stocks I’m watching from this trend:
$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA
$TSLA is not direct SpaceX exposure, but the Elon AI infrastructure narrative will still matter.
My view is simple:
AI is not just software anymore.
AI is becoming an infrastructure arms race.
Don’t chase hype.
Follow compute.
@AliShahReinvent Musk talking to ASML employees doesn't automatically make this a done deal. Terafab sounds ambitious but 2nm at scale is a whole different beast.