25-Year-Old Wall Street AI Stock Market Wizard's Portfolio Sees Another Rally Today, with SanDisk Soaring by 8.25%

BlockBeats News, May 2, according to Bitget market data, the Situational Awareness LP holdings (based on the Q4 13F report from 25 years) of stocks saw a broad rise today, including:

Bloom Energy (BE) up 2.53%

CoreWeave (CRWV) up 6.64%

Core Scientific (CORZ) up 1.75%

Lumentum (LITE) up 5.28%

Sandisk Corp (SNDK) up 8.25%

Intel (INTC) up 5.44%

Applied Digital (APLD) down 2.04%

IREN (IREN) up 0.33%

Cipher Mining (CIFR) down 3.95%

Bitdeer (BTDR) up 4.87%

Coherent (COHR) up 3.06%

SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German genius investor who previously worked at FTX Future Fund and joined OpenAI as a researcher in 2023 (he was fired in 2024 for alleged leaking of confidential information and refusal to cooperate with the investigation). In June 2024, he published a blockbuster 165-page paper "Situational Awareness: The Decade Ahead," elaborating on the imminent timeline and strategic significance of AGI, followed by the direct establishment of the eponymous investment firm Situational Awareness LP. The fund is highly focused on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and Bitcoin mining farm transformation to HPC. In just over a year since its inception, the fund has achieved astonishing growth, with public holdings (13F) of approximately $225 million in Q4 2024, rapidly expanding to around $5.52 billion by Q4 2025, becoming one of Wall Street's most watched AI-themed funds.