Down $600M in a Day: Inside Leopold's AI Infrastructure Investment Thesis
ivan_bezdomny · x · 2026-07-30
Leopold Aschenbrenner's fund is estimated to have lost roughly $600 million in a single session, though his core positions remain up over 1,000% from entry points.
His core investment thesis revolves around AI infrastructure:
- AI inference workloads will drive unprecedented demand for NAND storage.
- On-site power generation will replace grid connections for major data centers.
- Ex-Bitcoin miners will transition into the backbone of AI cloud infrastructure.
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