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Applied Digital is a builder and operator of next-generation data centers in North America. These data centers provide substantial computing power for blockchain infrastructure and support Bitcoin mining.
25-Year-Old AI Stock Guru Discloses Q1 Holdings: Heavy on AI Power, Computing, and Mining Stocks
former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
Applied Digital Secures $300 Million Bridge Financing Led by Goldman Sachs for AI Data Center Construction
According to GlobeNewswire, Applied Digital—a Bitcoin mining hosting and cloud services company—announced a $300 million senior secured bridge financing facility led by Goldman Sachs to advance the construction of its AI data center projects. The financing is secured against project assets, is repayable at any time without penalty, and the company plans to pursue additional long-term financing in the future to support the development and construction of its AI data centers.
Bitget Launches Popular Stock Contracts Including OKLO and KLAC with Up to 20x Leverage
Odaily Odaily reports, according to official announcements, to meet market demand for trading in the AI infrastructure sector of US stocks, Bitget Stock Contracts have now launched five popular trading pairs: OKLO (Oklo), APLD (Applied Digital), CRDO (Credo Technology), KLAC (KLA Corporation), and MP (MP Materials). These cover areas such as power, materials, high-speed interconnectivity, and semiconductors. The above contracts support up to 20x leverage.
Related news
25-Year-Old “AI Stock God” Heavily Shorted Semiconductors in Q1, Continues Betting on AI Infrastructure
According to the latest 13F filing for Q1 2026 disclosed by Situational Awareness LP, the fund manager significantly increased its put option positions during the quarter, with short positions concentrated primarily in the semiconductor and AI-related sectors. The filing shows its major put options include: approximately $2.043 billion in VanEck Semiconductor ETF (SMH), $1.568 billion in NVIDIA, $1.073 billion in Oracle, $1.006 billion in Broadcom, $969 million in Advanced Micro Devices (AMD), $584 million in Micron Technology, $535 million in TSMC, and $494 million in ASML—amounting to a total of approximately $8.46 billion in disclosed put options. On the long side, the fund continues to allocate capital to AI-, power-, and digital-infrastructure-related assets. Its primary common stock holdings include Bloom Energy (~$879 million), SanDisk (~$724 million), CoreWeave (~$556 million), IREN (~$401 million), Core Scientific (~$389 million), and Applied Digital (~$320 million). Additionally, the filing reveals that the fund holds call option positions in CoreWeave, SanDisk, TSMC, Micron Technology, and Bloom Energy.
25-Year-Old AI Stock Guru Discloses Q1 Holdings: Heavy on AI Power, Computing, and Mining Stocks
former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
Applied Digital Secures $300 Million Bridge Financing Led by Goldman Sachs for AI Data Center Construction
According to GlobeNewswire, Applied Digital—a Bitcoin mining hosting and cloud services company—announced a $300 million senior secured bridge financing facility led by Goldman Sachs to advance the construction of its AI data center projects. The financing is secured against project assets, is repayable at any time without penalty, and the company plans to pursue additional long-term financing in the future to support the development and construction of its AI data centers.
Bitget Launches Popular Stock Contracts Including OKLO and KLAC with Up to 20x Leverage
Odaily Odaily reports, according to official announcements, to meet market demand for trading in the AI infrastructure sector of US stocks, Bitget Stock Contracts have now launched five popular trading pairs: OKLO (Oklo), APLD (Applied Digital), CRDO (Credo Technology), KLAC (KLA Corporation), and MP (MP Materials). These cover areas such as power, materials, high-speed interconnectivity, and semiconductors. The above contracts support up to 20x leverage.