25-Year-Old Wall Street AI Stock Market Wizard Pulls an "Overnight Noodle" Move, CORZ Plunges by 11.65%

BlockBeats News, May 7th, according to Bitget market data, the Situational Awareness LP holdings (based on Q4 filings from 25 years) experienced a Waterloo today after several days of gains, including:

Bloom Energy (BE) down 4.12%

CoreWeave (CRWV) down 6.44%

Core Scientific (CORZ) down 11.65%

Lumentum (LITE) down 6.94%

Sandisk Corp (SNDK) down 4.14%

Intel (INTC) down 0.92%

Applied Digital (APLD) down 4.86%

IREN (IREN) down 1.67%

Cipher Mining (CIFR) down 6.34%

Bitdeer (BTDR) down 6.95%

Coherent (COHR) down 5.74%

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 (was fired in 2024 for alleged leak 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, and subsequently 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 into HPC. In just over a year since its establishment, the fund has achieved remarkable growth. Its 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.