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Situational Awareness bet big on SanDisk and Micron before imploding 0
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- August 17, 2026
Leopold Aschenbrenner, the Wall Street wunderkind whose hedge fund imploded in late July, placed huge bets on two AI stocks in the lead-up to the disaster. Aschenbrenner’s firm, Situational Awareness, owned a $5.7 billion stake in SanDisk and a $5.6 billion stake in Micron at the end of June, its quarterly portfolio update revealed on
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Embattled hedge fund Situational Awareness invests $400M in chip startup Source Foundry | TechCrunch 0
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- August 9, 2026
Situational Awareness may have had to sell off the majority of its public portfolio last month, but the AI-focused hedge fund is still making some big bets. This week, the fund invested $400 million into Source Foundry, a startup founded by Stanford researchers aiming to make chip manufacturing faster and cheaper, according to The Wall
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Leopold Aschenbrenner’s hedge-fund implosion offers 3 investing lessons for everyone 0
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- August 3, 2026
In the high-flying world of AI investing, sometimes you get the bull, and sometimes you get the horns. After a long ride on the bull, Gen Z hedge-funder Leopold Aschenbrenner found out last week how quickly things can shift, even for a whiz kid once called the “Nostradamus of AI.” It’s a story that was
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