Leopold Aschenbrenner's AI stock rebound flops: 6 of 7 picks down ~18.6% since Sept 8
basedjensen · x · 2026-10-16
After being forced to liquidate much of his AI portfolio in July, Leopold Aschenbrenner reportedly returned in early September with hundreds of millions of dollars in options premium. Since Sept 8: $CRWV -37.4%, $SKHY -25.8%, $SNDK -23.8%, $DRAM -22.9%, $BE -18.1%, $INTC -9.4%, only $AMD +9.1% — six of seven underwater, averaging roughly -18.6%, via leveraged options rather than common shares.
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