i can’t believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before. leopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year craziest part is he gave us the entire playbook he longed the hell out of intel betting on massive ai capex spending… few months later U.S. gov buys 10% of intel, Leo makes $500M overnight. now he’s bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far it’s looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs the psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So he’s basically levered $1 billion on a single company corweave. insane conviction, massively concentrated bet on compute demand multiplying rapidly. beast