Nwa Oraukwu

You probably shouldn't follow me, unapologetically boring!!! (I warned you)

[Nwa Oraukwu @Sochom]

@michaelinioluwa Hi

[The Assembly @InTheAssembly]

A 25 year old just turned $225 million into $5.5 billion in 12 months.

Here’s exactly what he bought.

Leopold Aschenbrenner got fired from OpenAI in April 2024.

He spent the next few months writing a 165-page thesis predicting AGI by 2027.

Then he launched a fund and put his money where his thesis was.

He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.

He bought what AI actually runs on.

Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.

Lumentum (LITE), optical components that move data between chips. Up 1,331%.

Sandisk (SNDK), storage. Up 3,130%.

CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.

Iris Energy (IREN), AI computing and data centers. Up 583%.

The thesis 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 manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.

I’m adding this to my watchlist.

Every time he files a new 13F, we will break it down here.

Turn on notifications so you don’t miss the alert, this is VERY important.

Many people will wish they followed us sooner.

[Rolivhuwa 🫶🏾 @ReezaySA]

“Don’t buy a car, it’s a depreciating asset.”

Brother, I myself am a depreciating asset. I won’t be here forever. Not everything has to be optimized for returns, some things are just meant to be enjoyed while we’re here.

[2000s Football ⚽ @00sFootb4ll]

Lionel Messi in action at the U20 World Cup in Netherlands in 2005

[Morris Monye @Morris_Monye]

He’s lucky that there was no X back then

Politicians have really taken us for a ride.

[Vivian Ifeoma @VivianIfeomaOj]

Igbo masquerade Agbogho Mmonwu from Awka, Anambra State performs at the Oscars to over 1 billion global audience.

Igbo to the world!

[Rohit Ghumare @ghumare64]

Instead of watching a movie, learn claude in 60 minutes

[A.VICTOR @Lifeof_AG01]

That staying longer doesn’t change the ending. I’ll leave it at that.

[Pribaris 🇲🇻🇺🇦 @Pribaris]

People really underestimate just how much being a completely unrebellious, obedient teen can damage your future adulthood

[9bills @9bills]

P*stor Tobi's most unhinged moments comp

[ot @Otonyemieari]

na by this time de bruyne dey usually come back from injury and city go first win 6 straight make u know say men mount.

[Queen Natalie 👑 @TheNorfolkLion]

OK M&S just dropped something actually genius: their new 'Only… Ingredients' range 😍

Everyday staples like baked beans, sausages, burgers, ketchup, yoghurts, cereals... made with 3–8 recognisable ingredients MAX. No weird additives, no artificial colours, no preservatives, no ultra-processed nonsense. Just proper food, back to basics. 👏🏻

[Steve Dresser @dresserman]

Nice work from Sainsbury’s - newer stores definitely standing out.

[ROYZ @royzkingin]

One day someone will tell your kids “you’re just like your father” it’s up to you to make sure that’s not an insult.

[CHUKS 🍥 @ChuksEricE]

Happening now:
A tanker has overturned at Tincan Liverpool Bridge, Apapa, as residents rush to scoop its contents from beneath the bridge🙆🤯

[Yimzy @oyimzy]

Big Shout out to Senegal’s reserve goal keeper Yehvan Diouf who was active all through out the game handing Edouard Mendy his towel and fighting off ball boys and Moroccan players. A Real Soldier.💪🇸🇳

[Comics Explained @comicsexplained]

Idris Elba can do anything.