Message from #NEIOH ~ Source Of Light
"The Source Of Light Is Love."
"You Do Not Receive Light.
You Are The Expression Of It."
"When The Created Personality Feels Broken, Afraid Or Weak, The Source Within You Has Not Dimmed."
"Remember Light And It Will Serve You With Promises That Are True And Real. What Is Experienced As Darkness Is Only Forgetting This Truth."
"For Every Moment You Choose Love Within Yourself, You Anchor Light Into The Earth."
"You Are Not Here To Earn Love, But To Remember That You ARE Love!"
Big news: Penguin Solutions has been designated an @NVIDIA AI Factory Specialized Partner, joining a select group of NVIDIA Partner Network solution providers.
"For over a decade, we have worked closely with NVIDIA in delivering and operating AI factories and GPU-based solutions for leading hyperscalers, enterprises, sovereign AI, and neocloud providers," said Kash Shaikh, President and CEO of Penguin Solutions. “This designation validates Penguin's deep capabilities to design, build, deploy, and operate full-stack AI factories at scale."
Read how this designation further validates Penguin's strategy to become a leading Full-Stack AI Factory Platform company: https://t.co/htXLzpuZHa
$OUST partnered with Fujifilm to bring native color lidar to its Rev8 OS digital lidar family.
Combining 3D depth and color in one sensor should make the data more useful for mapping, robotics, AI training and object recognition.
A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth.
#ASTSpaceMobile#ConnectingTheUnconnected#Nasdaq
LEOPOLD ASCHENBRENNER JUST DROPPED HIS Q1 2026 13F
Here are his positions:
For context, this is the guy who turned $225M into $5.5B in roughly 18 months betting on AI
THE LONGS — buying the buildout
$BE — Bloom Energy — $879M
$SNDK — SanDisk — $724M
$CRWV — CoreWeave — $556M
$IREN — IREN — $401M
$CORZ — Core Scientific — $389M
$APLD — Applied Digital — $320M
$RIOT — Riot Platforms — $142M
$CLSK — CleanSpark — $104M
$SEI — Solaris Energy — $62M
$TE — T1 Energy — $44M
$BITF — Bitfarms — $39M
$BTDR — BitDeer — $30M
$PSIX — Power Solutions Intl — $26M
$WYFI — WhiteFiber — $21M
$AMD — Advanced Micro Devices — $20M
$BW — Babcock & Wilcox — $20M
$SHAZ — SharonAI — $18M
$PUMP — ProPetro — $13M
$SMH — VanEck Semiconductor ETF — $10.3M
$INTC — Intel — $8.9M
$ASML — ASML — $6.1M
$HIVE — HIVE Digital — $6.4M
$TSM — TSMC — $7.6M
$MU — Micron — $5.9M
$GLW — Corning — $718K
$NVDA — Nvidia — $498K
THE CALLS
$MU — Micron — $422M
$SNDK — SanDisk — $389M
$TSM — TSMC — $355M
$CRWV — CoreWeave — $141M
$BE — Bloom Energy — $55M
THE SHORTS — betting against the chip complex
$SMH — VanEck Semiconductor ETF — $2.04B puts
$NVDA — Nvidia — $1.57B puts
$ORCL — Oracle — $1.07B puts
$AVGO — Broadcom — $1.01B puts
$AMD — Advanced Micro Devices — $969M puts
$MU — Micron — $584M puts
$TSM — TSMC — $535M puts
$ASML — ASML — $494M puts
$INTC — Intel — $159M puts
$GLW — Corning — $21M puts
$INFY — Infosys — $6.75M puts
That is not a hedge. That is a statement.
What stands out
$IREN sits at $401M, making it a top 5 long position in the entire fund. For a stock that many still treat as a second-tier name, that is a significant stamp of conviction from one of the sharpest macro minds in AI right now.
The framework has not changed. Long the electrons and the rack space. Short the silicon. He has been running this playbook since launch and it has compounded violently in his favour.
The Q1 2026 filing is live on SEC EDGAR now.