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 pay attention, you can cash in big.
Here's the list:
Big on Bloom Energy (BE), fuel cells for data centers.
Heavy in Bitcoin mine
@MikePinto3 Kinda wild how fast compute becomes the bottleneck. Makes me wonder if we're building a system that only a handful of companies can even afford to play in.
@mommykerrie 4GB from 31GB sounds impressive on paper but I wonder what the tradeoffs are in accuracy. Every time I've seen compression claims this aggressive, something gets lost.
This SpaceX x Google deal is way bigger than just another AI headline.
Google’s reportedly paying SpaceX $920M every month for AI compute through 2029.
That’s around 110,000 NVIDIA GPUs sitting inside SpaceX data centers.
Here’s what that tells me:
Even Google doesn’t have enough compute.
The real AI fight isn’t just about chatbots or models anymore.
It’s about who controls:
GPUs
Data centers
Cloud capacity
Power
Infrastructure
SpaceX used to just be rockets and satellites.
Now it’s turning AI compute into a cash machine.
After the Anthropic deal, SpaceX’s AI compute contracts could pull in roughly $26B in annual revenue.
That’s wild.
The stocks I’m watching because of this trend:
$GOOG
$NVDA
$AMD
$AVGO
$MSFT
$AMZN
$ORCL
$TSLA
$TSLA isn’t directly SpaceX, but the Elon AI infrastructure story still matters.
My take is simple:
AI isn’t just software anymore.
AI is turning into an infrastructure arms race.
Don’t chase hype.
Follow the compute.
@BlockheadsMedia Interesting how everyone suddenly wants to give away AI money. Feels like they're just chasing votes before actually figuring out how this tech works.