The AI cloud infrastructure firm reports Q1 2026 revenue of $2.08 billion, doubling year-over-year, with full-year guidance at $12-$13 billion. CoreWeave (NASDAQ:CRWV) posted trailing twelve-month revenue of $6.23 billion for the period ending March 2026, a 217.6% increase
Situational Awareness LP discloses a 1.7 million-share PUT position in MU, signaling a bearish bet amid AI-driven supply chain shifts. A hedge fund led by Leopold Aschenbrenner has established a $13.7 billion bearish position in Micron Technology (NASDAQ:MU) through PUT op
Situational Awareness LP increased its Sandisk Corporation holding by 8% in Q1, reflecting strong confidence in AI-driven memory demand. Situational Awareness LP, led by Leopold Aschenbrenner, raised its stake in Sandisk Corporation (NASDAQ:SNDK) to 1.14 million shares in
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Bloom Energy Corporation (NYSE:BE) ranks 6th on this list. Bloom Energy Corporation (NYSE:BE) is the largest bull position in the 13F portfolio of Situatio
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks 5th on this list. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a new addition to the 13F portfolio of Situa
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Broadcom Inc. (NASDAQ:AVGO) ranks 4th on this list. Broadcom Inc. (NASDAQ:AVGO) is a new addition to the 13F portfolio of Situational Awareness LP T
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Broadcom Inc. (NASDAQ:AVGO) ranks 4th on this list. Broadcom Inc. (NASDAQ:AVGO) is a new addition to the 13F portfolio of Situational Awareness LP T
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Oracle Corporation (NYSE:ORCL) ranks 3rd on this list. Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP</p
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Oracle Corporation (NYSE:ORCL) ranks 3rd on this list. Oracle Corporation (NYSE:ORCL) is a new addition to the 13F portfolio of Situational Awareness LP</p
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on this list. NVIDIA Corporation (NASDAQ:NVDA) is a new addition to the 13F portfolio of Situational Awareness L
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