Leopold Aschenbrenner is still long Bitcoin miners as AI compute plays, indicating a bullish stance on this area.
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The creator discusses Leopold Aschenbrenner's bearish stance on the AI rally, specifically on chip stocks l...
May 19, 2026
The creator discusses Leopold Aschenbrenner's bearish stance on the AI rally, specifically on chip stocks like Nvidia, AMD, and Broadcom, due to overvaluation. Aschenbrenner is instead betting on infrastructure and power plays related to AI compute, as evidenced by his recent 13F filing.
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Tickers discussed in this post
Leopold Aschenbrenner is betting against Oracle and other AI chip stocks, viewing them as overvalued.
Leopold Aschenbrenner is betting against Broadcom and other AI chip stocks, viewing them as overvalued.
Leopold Aschenbrenner is betting against AMD and other AI chip stocks, viewing them as overvalued.
Leopold Aschenbrenner is betting against Nvidia and other AI chip stocks, viewing them as overvalued.