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More than 50% of Leopold Aschenbrenner鈥檚 Situational Awareness holdings are concentrated in computer memory, with $SNDK and $MU dominating the portfolio.
Governor Abbott ordered an ERCOT audit that could have huge impacts on data centers in Texas. Learn the basics of the order and understand how it may affect your AI infrastructure bets such as $IREN $NUAI $CIFR $RIOT.
Leopold Aschenbrenner鈥檚 Situational Awareness just sold most of its public holdings to Citadel after 4x leverage met a bad month, despite a 439% return in H1 2026. The biggest positions $NBIS $SHAZ $BE $CRWV bounced hard on the news. Full timeline inside.
Is $NUAI the Picasso sitting in a garage sale, as some profound $IREN investors are claiming? Let鈥檚 take a look at the company鈥檚 fundamentals and do valuation modelling.
Want to evaluate a hyperscaler deal beyond the headline number? Ziven built a valuation tool that treats companies as data center landlords to reveal the real economics. We used $CLSK鈥檚 $6.6B colocation deal to show how that translates into shareholder value.
$MSTR just sold 3,588 BTC and many are calling it the top. But this only represents 0.42% of their total Bitcoin holdings, while the remaining stack is still worth about 179% of the company's market cap. Panic selling or smart capital management?
Marvell $MRVL has gone from a sub-$100 stock to north of $300 since Jensen Huang called it "the next trillion-dollar company", and now everyone's hunting for his next hint. The most useful thing he left on stage was a map.
Same data, new home at Ziven.io. Here's everything you need to know.
You don't need to own $SPCX, or even follow the company, for this IPO to hit your portfolio. The largest listing in history is sending volatility waves across the broader market, and many investors may not be prepared for the ripple effects.
$IREN secured 96% of the $5.81bn GPU capex for its Microsoft contract at a low single-digit all-in financing cost. This was enabled by by the Microsoft lease itself and carries investment-grade credit rating.
Leopold Aschenbrenner just took Situational Awareness LP from $255M to $13.7B in only six quarters. His Q1 2026 filing dropped and one new move stands out as especially sharp. Full breakdown of what he鈥檚 doing with AI infrastructure stocks here 馃憞
If your investment thesis centers on hash rate growth and Bitcoin accumulation, traditional Bitcoin mining equities are no longer the clearest proxy for that exposure. The Omnes Mining Note is the first product I鈥檝e seen that effectively closes this gap.
