25-Year-Old Wall Street AI Stock Market Wizard's Portfolio Sees Broad Rally Again, with 4 Stocks Surging Over 10%, CIFR Soars 23.53%

BlockBeats News, May 6th, according to Bitget market data, Situational Awareness LP holdings (based on Q4 filings from 25 years) today once again saw a general rise, including:

Bloom Energy (BE) rose by 2.29%

CoreWeave (CRWV) rose by 1.96%

Core Scientific (CORZ) rose by 5.17%

Lumentum (LITE) rose by 1.88%

Sandisk Corp (SNDK) rose by 11.98%

Intel (INTC) rose by 12.92%

Applied Digital (APLD) rose by 11.93%

IREN (IREN) rose by 10.63%

Cipher Mining (CIFR) rose by 23.53%

Bitdeer (BTDR) rose by 2.63%

Coherent (COHR) rose by 1.77%

SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German-born genius investor who previously worked at FTX Future Fund. He joined OpenAI as a researcher in 2023 (but was fired in 2024 for alleged misconduct and refusal to cooperate with an investigation). In June 2024, he published a blockbuster 165-page paper titled "Situational Awareness: The Decade Ahead," detailing the imminent timeline and strategic significance of AGI, followed by directly founding 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 establishment, the fund has achieved astonishing growth. The public holdings (13F) in Q4 2024 were only about $225 million, which rapidly expanded to around $5.52 billion by Q4 2025, making it one of Wall Street's most watched AI-themed funds.