Watch Desk posted an update
Leopold Aschenbrenner’s Situational Awareness is reportedly buying call options across AMD, Bloom Energy, CoreWeave, SK Hynix and SanDisk, rebuilding exposure to the AI infrastructure trade after a bruising July sell-off. A TradingView item carrying GuruFocus reporting says the positions involve hundreds of millions of dollars in option premiums.
Why it mattersThe basket is the useful signal: processors, cloud capacity, memory and electricity are being treated as one connected AI-buildout wager. It is also a highly leveraged thesis, so renewed volatility could turn conviction into forced selling with indecent speed.
Discuss: Which AI infrastructure bottleneck offers the strongest investment case: compute, memory, cloud capacity or power?
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