A 25-Year-Old Wall Street AI Stock Prodigy "Eats Instant Noodles in the Dark," with Only One of the Top Ten Holdings Seeing an Increase

BlockBeats News, May 13th, according to Bitget market data, heavily impacted by a significant drop in the US stock market and the semiconductor sector, Situational Awareness LP's holdings (based on the Q4 25-year file) saw a Waterloo today, with only one of the top ten stocks in the portfolio rising, including:

Bloom Energy (BE) down 1.14%

CoreWeave (CRWV) down 6.06%

Core Scientific (CORZ) down 0.7%

Lumentum (LITE) down 5.77%

Sandisk Corp (SNDK) down 6.17%

Intel (INTC) down 6.82%

Applied Digital (APLD) down 1.48%

IREN (IREN) up 2.56%

Cipher Mining (CIFR) down 1.08%

Bitdeer (BTDR) down 2.58%

Coherent (COHR) down 1.5%

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 data leaks and refusal to cooperate with the investigation). In June 2024, he published a blockbuster 165-page paper titled "Situational Awareness: The Decade Ahead," elaborating on the imminent timeline and strategic significance of AGI, and then directly founded the eponymous investment firm Situational Awareness LP. The fund focuses heavily on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and Bitcoin mining farm transformation into HPC, among other areas. Established for just over a year, the fund achieved remarkable growth, with public holdings (13F) in Q4 2024 at only about $225 million, rapidly expanding to around $5.52 billion by Q4 2025, establishing itself as one of Wall Street's most-watched AI-themed funds.