The stocks held by the 25-year-old Wall Street AI stock guru saw another broad rally, with four stocks rising by more than 10%, and CIFR surging 23.53%.

According to BlockBeats, on May 6th, Bitget data shows that stocks held by Situational Awareness LP (based on 2025 Q4 filings) saw widespread gains again today, including: Bloom Energy (BE) up 2.29% CoreWeave (CRWV) up 1.96% Core Scientific (CORZ) up 5.17% Lumentum (LITE) up 1.88% Sandisk Corp (SNDK) up 11.98% Intel (INTC) up 12.92% Applied Digital (APLD) up 11.93% IREN (IREN) up 10.63% Cipher Mining (CIFR) up 23.53% Bitdeer (BTDR) up 2.63% Coherent (COHR) up 1.77%. SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001) A German-born, brilliant investor (born in 2002 or 2023), he previously worked at FTX Future Fund and joined OpenAI as a researcher in 2023 (dismissed in 2024 after being accused of leaking confidential information and refusing to cooperate with an investigation). In June 2024, he published a blockbuster 165-page paper, "Situational Awareness: The Decade Ahead," detailing the timeline and strategic significance of the rapidly approaching arrival of AI. He subsequently founded the eponymous investment firm, Situational Awareness LP. This fund focuses heavily on AI infrastructure, including power supply, data center computing power, semiconductor optics, and the transformation of Bitcoin mining farms into HPC (High-Performance Computing). In just over a year, the fund has achieved remarkable growth, expanding rapidly from approximately $225 million in publicly disclosed holdings (13F) in Q4 2024 to approximately $5.52 billion in Q4 2025, becoming one of the most watched AI-themed funds on Wall Street.