「Yellow Renxun's Strict Selection」 and 「Wall Street AI Stock God」 hold three consensus stocks, all of which are AI cloud platform companies

BlockBeats News, June 3rd. BlockBeats has recently compiled an ecosystem overview of tradable assets in the NVIDIA AI Factory, led by the AI guru Huang Renxun. The analysis revealed that three "Priority Track" level companies had overlapping holdings with the Situational Awareness LP managed by the 25-year-old Wall Street AI stock prodigy Leopold Aschenbrenner. These companies are three AI cloud/data center infrastructure firms: CRWV, NBIS, IREN.

Specifically, Situational Awareness LP increased its holdings in CRWV in Q1, with $556 million worth of common stock and $141 million worth of Call options; NBIS held over $2 billion worth of shares and had a $400 million stake in IREN.

It is worth noting that all three companies have performed remarkably well this year, with price increases of 74%, 216%, and 73% respectively.

Disclaimer: Situational Awareness LP previously held LITE in Q4 last year but has fully exited as of Q1 2026. They still hold a small amount of equity in INTC but have transitioned to a more hedged/cautious stance with significant Put options. The recent hotly discussed stocks SNPS Synopsys, MRVL Marvell, NOK Nokia do not have significant long-term equity holdings (not in the main holdings list for Q1).