Leopold Aschenbrenner just made the boldest bet of 2026. He just bought $8 BILLION in chip stocks. None of these were there last quarter: $SMH: $2.04 BILLION $NVDA: $1.57 BILLION $ORCL: $1.07 BILLION $AVGO: $1.01 BILLION $AMD: $969M $MU: $584M $TSM: $535M $ASML: $494M $INTC: $159M Here's the twist. Last quarter he had a $747M bullish call on Intel. This quarter it's a PUT. What he added instead: Bitcoin miners pivoting to AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot, plus a new stake in Hive Digital. The guy who wrote the manifesto on AGI just bet against the chips building it.
From X

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