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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.