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
Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.





