The 25-year-old Wall Street AI stock genius sees another broad rally in his portfolio, with BE and LITE rising by about 10%.

BlockBeats news, on May 11, according to Bitget market data, Situational Awareness LP holdings (based on Q4 2025 documents) saw another general rise today, among which:

Bloom Energy (BE) rose by 10.69%

CoreWeave (CRWV) rose by 4.4%

Core Scientific (CORZ) rose by 2.44%

Lumentum (LITE) rose by 9.91%

Sandisk Corp (SNDK) fell by 0.2%

Intel (INTC) rose by 2.59%

Applied Digital (APLD) rose by 8.82%

IREN (IREN) fell by 7.45%

Cipher Mining (CIFR) rose by 1.95%

Coherent (COHR) rose by 6.9%

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 and joined OpenAI as a researcher in 2023 (dismissed in 2024 after being accused of leaking confidential information and refusing to cooperate with the investigation). In June 2024, he published a blockbuster 165-page thesis titled "Situational Awareness: The Decade Ahead," which details the rapidly approaching timeline and strategic implications of AGI, and subsequently established the investment firm Situational Awareness LP under the same name. The fund is highly focused on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and the transformation of Bitcoin mining farms to HPC and other areas. In just over a year since its founding, the fund has achieved astounding growth, with public positions (13F) of only about $225 million in Q4 2024, quickly expanding to about $5.52 billion by Q4 2025, making it one of the most closely watched AI-themed funds on Wall Street.