# Bitcoin Miners Articles associés

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Ashenbrenner's Fund Lost Most of Its Stock Portfolio

Former OpenAI researcher Leopold Aschenbrenner's hedge fund, Situational Awareness, was forced to sell the majority of its public stock portfolio on July 30 after sustaining heavy losses. The portfolio, estimated at up to $16 billion, was purchased at a discount by Citadel, Ken Griffin’s firm. The rapid sale was triggered by a dual market shock: a sharp decline in the fund's concentrated bets on AI infrastructure stocks (like Nebius Group, Sandisk, Micron, CoreWeave) and losses from short positions on software firms like Adobe. The fund had used significant leverage, and falling share prices prompted margin calls from prime brokers including Bank of America, Goldman Sachs, and JPMorgan Chase. This came just weeks after the fund reported staggering gains of 439% for the first half of the year. Following the sale, the fund retains approximately $10 billion in assets, including a stake in AI company Anthropic, which was reportedly not part of the Citadel deal. Notably, major bitcoin mining stocks held by the fund—including IREN, Bitdeer, and Riot Platforms—surged 18-30% on the day of the sale.

cryptonews.ru07/31 12:44

Ashenbrenner's Fund Lost Most of Its Stock Portfolio

cryptonews.ru07/31 12:44

Sell Nvidia, Buy Power Plants: A 24-Year-Old Unconventional AI Investor Made $5 Billion in a Year

Leopold Aschenbrenner, a 24-year-old former OpenAI researcher, achieved a 14x return in 12 months, growing his fund to $5.517 billion by investing unconventionally in AI infrastructure. Instead of popular AI stocks, he focused on physical constraints like power and hardware. Key holdings include Bloom Energy (fuel cells for power generation), CoreWeave (GPU cloud services), Intel (U.S. chip manufacturing), and Bitcoin miners (cheap power and data center space). He also invested in Lumentum (optical components) and SanDisk (data storage). Aschenbrenner sold top AI performers like Nvidia, betting that AI's real bottleneck is electricity, not algorithms. His strategy stems from a 165-page manifesto predicting AGI by 2027, emphasizing compute and energy demands. Despite market panic during the DeepSeek shock, he held firm, arguing efficiency gains would fuel, not reduce, demand. His approach combines deep AI insight with real-world infrastructure analysis, capitalizing on mispriced opportunities in the AI value chain.

marsbit03/06 03:22

Sell Nvidia, Buy Power Plants: A 24-Year-Old Unconventional AI Investor Made $5 Billion in a Year

marsbit03/06 03:22

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