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05.03.26 - 14:01
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Ex-OpenAI Researcher′s Hedge Fund Reveals Big Bitcoin Miner Bets In New SEC Filing (ZeroHedge)
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Ex-OpenAI Researcher's Hedge Fund Reveals Big Bitcoin Miner Bets In New SEC Filing
Authored by Christina Comben via cointelegraph,
Leopold Aschenbrenner has built a US stock portfolio heavily concentrated in companies that supply the power and infrastructure behind the artificial intelligence boom.
The former OpenAI researcher, who left the lab's superalignment team to launch San Francisco-based hedge fund Situational Awareness LP, has expanded it from $383 million in assets in early 2025 to a reported $5.52 billion in equity positions in its latest 13F filing with the US Securities and Exchange Commission.
The fund's 13F filing for Q4 2025 shows a highly concentrated portfolio built around betting that the real winners of the AI boom won't be chatbots, but the power plants and data centers that feed them. Situational Awareness reported $5.52 billion in US equity positions across 29 holdings, with a large share of that value clustered in a handful of AI infrastructure names.
Those include ...
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28.02.26 - 13:12
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The real winners of Trump′s global tariff war: law firms, hedge funds and AI (The Guardian)
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Businesses are vying for a refund, with nearly $175bn on the line, but customers are unlikely to benefit from reversalAt 8am, two hours before the US supreme court officially slapped down Donald Trump's “liberation day” tariffs on 20 February, Joseph Spraragen's phone was already ringing off the hook.The seasoned New York-based attorney and his 40-strong specialised trade team at Grunfeld, Desiderio, Lebowitz, Silverman & Klestadt (GDLSK) had spent months filing hundreds of lawsuits for heavy-hitter clients, including luxury brands Prada and Dolce & Gabbana, in protest of the US president's decision to impose sweeping import taxes last April. Continue reading......
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26.02.26 - 09:24
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Man Group CFO: ′Confident′ about 2026 as Assets Hit Record (Bloomberg)
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The CFO of Man Group is confident about his group's outlook for 2026, as the world's largest publicly listed hedge fund saw $1.4 billion of net inflows in the final three months of 2025. Antoine Forterre spoke with Bloomberg's Lizzy Burden and Anna Edwards in London. (Source: Bloomberg)...
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