Leopold Aschenbrenner is filthy rich because of AI
These are 5 stocks in his portfolio, that are cheap right now:
1/5 $CRWV — a top-3 holding. His direct bet on AI compute.
8 Quality stocks with extreme growth, currently trading at a huge discount:
1. $ASTS | AST SpaceMobile
- Down 55% from ATH
- Expecting to 5x revenue over the next year
- Massive contracts already locked in
My investment strategy is simple.
I buy great companies at the right price.
Then I dollar-cost average into them over the long term.
And I stay strictly inside my circle of competence.
No trying to time the market.
I look for businesses with durable competitive advantages, strong management, and solid economics. When the price makes sense relative to their intrinsic value, I start buying and I keep buying consistently over time, regardless of short term noise.
The market will throw tantrums. Headlines will scream. Valuations will swing wildly.
None of that changes the plan.
Great companies + right price + long-term dollar-cost averaging + staying in my circle of competence.
Simple. Disciplined. Repeatable.
That’s how I invest.
Mark my words.
In 2 years, you will wish you had bought these 5 stocks at current prices:
1. $ORCL at $152 - Biggest Data-base worldwide, Cloud-infrastructure and data centers. Revenue growth accalerating massively.
Still only 18.9x NTM P/E.
2. $SOFI at $18 - Disruptive digital bank with high growth and expanding margins. Growing revenues over 35% YoY.
Trading at only a 0.6 PEG.
3. $APP at $308 - AI-powered Ad-Platform. Currently expanding away from gaming. 48% YoY revenue growth, 64.6% Net-Margin and no debt.
Trading at 16.8x NTM P/E. (0.4 PEG)
4. $CRWV at $105 - Biggest NeoCloud, providing compute for hyerscalers and others. Demand is outpacing supply by a mile, pushing margins higher. Over $100B in contracted backlog.
Down over 50% from ATH.
5. $XPEV at $11 - The best pureplay on Humanoids and physical AI. Building a platform for physical AI products, based on their own chips, models and data.
One of my favorite long-term bets on robotics.
$GOOGL CEO just said "quantum is where AI was 5 years ago."
If you're looking for the next $NVDA, watch these 10 quantum stocks:
1. $IONQ - IonQ
The revenue leader. Record Q2 revenue of $80.1 million, up 287% year over year, with full-year guidance raised to $280-290 million and $3 billion in cash. Just closed the SkyWater acquisition to control its own chip manufacturing and signed defense MOUs with Anduril and Sandia National Labs.
10 stocks offering INSANE UPSIDE POTENTIAL over the mid and long term.
1/10 $LITE
- FY 2027E revenue growth at 88.9%
- PEG at 0.3
- Insane institutional ownership value at 94%
$BTC: I have been accumulating it for the last few months on a weekly basis, but $62,000 seems like a really good support right now.
We are also at a trend break line.
If we break below $62,000, then $40,000 is imminent.
$GOOGL CEO just said “quantum today is where AI was 5 years ago”
If you are looking for the next $NVDA watch these 5 quantum stocks which have could have 20x potential👇(NFA)
1. Ionq $IONQ ($44.43)
I am bullish on $NBIS, but it's not a buy yet.
We will buy below $160
I am bullish on $ASTS, but it's not a buy yet.
We will buy below $60
I am bullish on $NOW, but it's not a buy yet.
We will buy below $90
I am bullish on $RKLB, but it's not a buy yet.
We will buy below $75
I am bullish on $OSCR, but it's not a buy yet.
We will buy below $23
Which of there are you waiting for to buy?