25-Year-Old Wall Street AI Stock Market Wizard's Portfolio Sees Another Universal Surge, IREN Soars by 10.78%

BlockBeats News, May 4th, according to Bitget market data, Situational Awareness LP holdings (based on Q4 25-Year File) saw a general rise today, with the following:

Bloom Energy (BE) up 2.08%

CoreWeave (CRWV) up 8.83%

Core Scientific (CORZ) up 2%

Lumentum (LITE) up 1.6%

Sandisk Corp (SNDK) up 6.15%

Intel (INTC) down 0.51%

Applied Digital (APLD) up 2.74%

IREN (IREN) up 10.78%

Cipher Mining (CIFR) up 4.28%

Bitdeer (BTDR) up 3.72%

Coherent (COHR) up 1.11%

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 served as a researcher at OpenAI in 2023 (he was dismissed in 2024 for alleged leak of confidential information and refusal to cooperate with the investigation). In June 2024, he published a popular 165-page paper "Situational Awareness: The Decade Ahead," outlining in detail the timeline and strategic significance of the imminent AGI, and then directly founded 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. The fund, established just over a year ago, achieved remarkable growth, with public holdings (13F) in Q4 2024 of only about $225 million, rapidly expanding to around $5.52 billion by Q4 2025, becoming one of Wall Street's most watched AI-themed funds.