
Leopold Aschenbrenner's biggest AI bets are collapsing: All 6 of the top holdings in his fund's latest 13F have crashed in recent weeks. CoreWeave, $CRWV, is down -40% and Nebius, $NBIS, is down -38% in just 2 weeks. Sandisk, $SNDK, is down -35%, Bloom Energy, $BE, is down -30%, Micron, $MU, is down -23% and TSMC, $TSM, is down -16%. This comes after his Situational Awareness fund lost 67% in July and sold its public stock portfolio to Citadel.