Jensen Huang just called nuclear energy "wonderful" for AI.
The market rewarded companies that build AI.
The next wave of wealth? Companies that power it.
Stocks to watch:
$CEG - nuclear operator, PPAs with Microsoft & Meta
$GEV - grid infra for AI data centers
$SMR - only NRC-certified small modular reactor
$OKLO - Sam Altman-backed micro-reactors
$CCJ - world's top uranium miner
Every time Jensen talks, I break it down here.
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A 24-year-old turned $225 million into $20 billion in 12 months.
Here's exactly what he bought.
Leopold Aschenbrenner was let go from OpenAI in April 2024.
He spent the next few months writing a 165-page thesis predicting AGI by 2027, then launched a fund and put his money where his thesis was.
No Nvidia. No Microsoft. No Google. No Amazon.
He bought what AI actually runs on.
Bloom Energy (BE) - power infrastructure for data centers. +1,035% in a year.
Lumentum (LITE) - optical components that move data between chips. +974%.
Sandisk (SNDK) - storage. +4,378%.
Iris Energy (IREN) - AI computing and data centers. +474%.
The logic 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 holds $20 billion in disclosed positions - backed by Stripe's Patrick and John Collison and former GitHub CEO Nat Friedman.
Every new 13F he files, I'll break it down here.
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Leopold Aschenbrenner’s fund has reached a new milestone, surpassing $20 billion in assets under management.
At just 24 years old, he is already regarded as one of the most talented traders of his generation.