The Information Machine

Version 10 2026-06-13 08:06 UTC · 164 items

Seeking Alpha entered coverage with a bullish 'smartest AI money' framing [^28186], adding investment-analysis voices to what had been primarily news reporting. Yahoo Finance confirmed the WSJ's $20B AUM figure [^28187]…

Version 9 2026-06-09 18:43 UTC · 159 items

The Wall Street Journal profile added two substantive disclosures not previously on record: Jane Street as a named investor in Situational Awareness LP [^27638], and fund performance figures of 270% year-to-date through…

Version 8 2026-06-08 18:15 UTC · 143 items

The Wall Street Journal published coverage describing Situational Awareness LP as a $20 billion fund and Aschenbrenner as having a 'growing fan club on Wall Street' [^26918][^26919], introducing a third competing AUM fi…

Version 7 2026-06-06 08:27 UTC · 135 items

HIVE Digital Tech is newly identified as an emerging position added this quarter [^25930], making it the third named infrastructure holding alongside Nebius and IREN. U.S. Global Investors (@USFunds), a regulated invest…

Version 6 2026-06-05 03:05 UTC · 124 items

A 13G filing (distinct from the 13F filings previously cited) confirms IREN as a second major Situational Awareness LP holding, with Nebius worth 3.7 times the IREN position by value [^25091][^25092]. IREN separately cl…

Version 5 2026-06-04 02:20 UTC · 114 items

No new substantive developments this pass. The new items are almost entirely retweets of the original burrytracker breaking-news post, extending the social media amplification cycle through June 3 without introducing ne…

Version 4 2026-06-02 18:45 UTC · 92 items

Two substantive additions this pass. First, independent portfolio trackers (stockcircle, hedgefollow, linas substack) are independently computing Situational Awareness LP's AUM at $5–5.5B from 13F data [^23676][^3412][^…

Version 3 2026-06-01 08:13 UTC · 70 items

New items this pass are primarily amplification: additional retweets of the burrytracker disclosure post, a Motley Fool article, a YouTube short, and Reddit community engagement deepened the existing social media satura…

Version 2 2026-05-31 18:49 UTC · 58 items

Nebius reported 684% revenue growth driven by booming data-center demand [^22721], adding business fundamentals that strengthen the investment thesis independent of Aschenbrenner's endorsement. Milk Road AI extended its…

Version 1 2026-05-31 02:13 UTC · 46 items

Leopold Aschenbrenner — a former OpenAI researcher fired in 2024 who claimed it was retaliation for raising safety concerns [^22701][^22702] — disclosed a 5.6% stake in Nebius Group (NBIS) through his Situational Awaren…