Leopold Aschenbrenner Tracker

Tracking Aschenbrenner's trades so you can invest alongside.

[Leopold Aschenbrenner Tracker @LeoATracker]

POV: You realize Jensen Huang just told you exactly what he’s buying next.

Definitely worth a follow

[Jensen Huang Tracker @HuangTracker]

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.

Follow so you don't miss it.

[Leopold Aschenbrenner Tracker @LeoATracker]

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.

Follow so you don't miss it.

[Leopold Aschenbrenner Tracker @LeoATracker]

@UnotheInvestor Let's see what he does.

[Leopold Aschenbrenner Tracker @LeoATracker]

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.