If Leopold Aschenbrenner hadn't been forced to liquidate his positions, this is what his portfolio would still look like today:
$IREN Ltd(IREN)$ $WhiteFiber, Inc.(WYFI)$ $Bloom Energy Corp(BE)$ $SanDisk Corp.(SNDK)$ $Bitdeer Technologies Group(BTDR)$ $SharonAI Holdings Inc.(SHAZ)$ $CoreWeave, Inc.(CRWV)$ $Riot Platforms(RIOT)$ $CleanSpark, Inc.(CLSK)$ $APPLIED DIGITAL CORP(APLD)$ $Core Scientific, Inc.(CORZ)$ $Babcock & Wilcox Enterprises(BW)$ $Micron Technology(MU)$ $HIVE Digital Technologies Ltd(HIVE)$
$Solaris Energy Infrastructure, Inc.(SEI)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Power Solutions International, Inc.(PSIX)$ $Corning(GLW)$ $Taiwan Semiconductor Manufacturing(TSM)$ $VanEck Semiconductor ETF(SMH)$ $ASML Holding NV(ASML)$ $Propetro Holding Corp.(PUMP)$ $NVIDIA(NVDA)$ $TE Connectivity(TEL)$
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