The Future set in stone
2026
Crypto crash
Oil crash
Deflation
2027
A.I. deletes 33 million jobs in 2years
HUGE Biggest stock market crash
China invade tiawan
Russia breaks off relationship with china
2028
Americans WAR TIME economy bounces back
GOLD HITS 10,000 an OZ
Silver Hits $800 an OZ
ZCASH REPLACES BITCION AS THE
TOP CRYPTO
2029
The America dollar is turned into a crypto coin
2030
Basic income is given to over 75 million Americans, who A.I. put out of a job
I've analyzed every stock in Leopold Aschenbrenner's most recent disclosure.
There are 2 that got my attention.
He's 25 years old, and his fund grew from $250 million to $13.6 BILLION in less than two years.
He outperformed every fund over the last 12 months.
Check this out:
SHAZ: Australian GPU neocloud
IPO'd on NASDAQ in February 2026.
Market cap around $966 million.
Already sitting on $2.2 billion in total contracted value.
Anchored by a $1.25 billion ESDS deal and a $950 million Asia Pacific contract.
Both ramp in H2 2026.
$2.2 billion contracted on a sub-$1 billion market cap.
TE: T1 Energy
The only US pure-play in domestic solar module and battery manufacturing.
Aschenbrenner initiated a brand new 10 million share position worth roughly $44 million.
T1 just hit its first profitable quarter ever.
Q1 revenue beat expectations by 34% ($177M vs $132M).
First US factory already online. Second one under construction in Texas.
If they close the Q2 financing for the Austin fab, the path to $375 to $450 million in annual EBITDA by 2027 becomes the base case.
That puts TE at roughly 4x forward EBITDA versus peers at 8 to 12x.
The thesis is the same on both names.
Long the bottlenecks of AI.
T1 is the domestic energy bottleneck.
SHAZ is the GPU compute bottleneck.
Both are still under $3 billion in market cap.
These are two of the smallest, earliest bets in his entire book.
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Leopold Aschenbrenner just increased his position in one stock by 648% in a single quarter.
While everyone focuses on his $8.4 billion in semiconductor puts, this conviction add is hiding in plain sight.
He’s accumulating aggressively.
Here’s exactly what he is buying and why:
The stock is CLSK. CleanSpark.
One of the largest publicly traded Bitcoin miners in North America.
Mining facilities across Georgia, Mississippi, New York, Tennessee, and Wyoming with massive existing power infrastructure.
CleanSpark is no longer just a Bitcoin miner though.
The company is actively pivoting its existing infrastructure into AI and HPC compute hosting.
Cheap power, cooling, real estate, grid interconnects.
The pieces every AI lab needs are already in place. The pivot is the trade.
This is also consistent with the pattern across his entire filing.
While shorting the chips with $8.4 billion in puts, he loaded up on the Bitcoin miners pivoting to AI.
Applied Digital, Bitfarms, CleanSpark, IREN, Riot.
He’s long the power infrastructure of AI.
What makes CleanSpark different from the others:
– One of the highest hashrates among public Bitcoin miners.
– One of the deepest power positions in the industry.
– A real Bitcoin treasury that revalues every time BTC moves.
Three layers of upside in one stock.
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SpaceX is about to be the largest IPO in human history.
But here’s the catch…
It’s also going to be the trade most retail investors REGRET for the next 5 years.
Here’s why, and the 4 space stocks I’m actually paying attention to instead:
On June 12, SpaceX will list on Nasdaq under the ticker SPCX.
The expected valuation is around $1.75 trillion.
That’s more than twice the previous record IPO, and more than the GDP of all but a handful of countries on earth.
But even if SpaceX doubles from there, your return is 100%.
In the same window, a small cap space stock with the right setup can do 5x or 10x.
The math simply does not work for retail investors hoping for asymmetric returns from a trillion dollar IPO.
You are buying a fully priced, fully discovered, fully institutional name on day one.
The real money in space is not SpaceX.
It’s in the smaller, less-followed public names that will get revalued the moment SpaceX trades.
Here are the 4 I am watching:
VELO Velo3D
3D prints metal parts inside SpaceX's Raptor engines. SpaceX backed them early and was their first customer. The cleanest direct supplier name on the public market.
RDW Redwire Space
The picks and shovels of space infrastructure. Solar arrays, deployable structures, microgravity manufacturing. The stuff every satellite and spacecraft needs.
BKSY BlackSky
Real-time earth observation satellites with major defense and intelligence customer base. Sub-billion-dollar market cap with a Pentagon backlog.
GHM Graham Corporation
Rocket turbopumps through its Barber-Nichols subsidiary. Already supplies multiple US launch players. Nobody is pricing the space exposure inside this name.
Most of these sit between $1 billion and $4 billion market cap.
Meaning even if they 5x to 10x from here, they would still be relatively small businesses.
That’s the power of an asymmetric bet. Either it goes to zero, or it does 5x to 10x over the next few years.
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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.
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I own $296,000 worth of anti-aging technology as part of my plan to reach 120.
Here’s everything I use, what it does, and the free alternative for each one (THREAD):
1. Sauna > Anything else on this list
What the fuck happen to Nebraska basketball @HuskerMBB ?? Y’all look like complete bush league past couple weeks. Missed layups, out rebounds, can’t make a damn 3. Very disappointing