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Leopold Aschenbrenner, the former researcher on OpenAI's alignment team went viral in 2024 for his paper, "Situational Awareness: The Decade Ahead" He launched his hedge fund, Situational Awareness, which is now betting against some of the hottest
Leopold Aschenbrenner's fund holds over $2 billion in puts on the VanEck Semiconductor ETF.
KEY POINTS
- Situational Awareness is betting heavily against Nvidia, Oracle, Broadcom, AMD, and TSMC via puts.
- The fund holds bullish call options on lesser-known AI infrastructure stocks like CoreWeave and CleanSpark.
- These disclosed bearish positions signal a major hedge fund expressing doubts on 2024's top AI chip trades.
COMPANIES
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