@alerts on Instagram: "Leopold Aschenbrenner’s 13F just dropped. $9.5B AUM. Puts on SMH, NVDA, ORCL, AVGO, AMD, TSM, MU. Famous AI bull, hedging the chip trade. The smartest money still buys insurance. Here’s the top 10 holdings: $SMH (puts) — 14.94% $NVDA (puts) — 11.4% $ORCL (puts) — 7.84% $AVGO (puts) — 7.36% $AMD (puts) — 7.09% $BE — 6.42% $SNDK — 5.30% $TSM (puts) — 4.91% $MU (put) — 4.27% $CRWV — 4.07% Want to see the rest of the longs? Comment “LEO” and I’ll send over the list. Follow @alerts for daily #investing & #finance related content ✅ #stockmarket #aschenbrenner #stocks"

reactive:aschenbrenner-13f-agi-thesis