Leopold Aschenbrenner reportedly reloaded hundreds of millions in AI options in September; 6 of 7 picks now down ~18.6% on average
beffjezos · x · 2026-10-16
A viral thread by @JonkooTrades recounts Leopold Aschenbrenner's rough run as a trader: after a massive forced liquidation in July, he reportedly came back in early September buying hundreds of millions of dollars worth of leveraged options premium on AI-related stocks.
Since September 8: $CRWV -37.4%, $SKHY -25.8%, $SNDK -23.8%, $DRAM -22.9%, $BE -18.1%, $INTC -9.4%, $AMD +9.1% — six of seven underwater, averaging roughly -18.6%. The post dubs it "Perpetual Situational Unawareness," a jab at the author of Situational Awareness repeatedly mistiming the AI trade.
Related event: Leopold's AI stock bets slide again after July blowup(2 posts)→
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