25-Year-Old Wall Street AI Stock Market Wizard's Portfolio Sees Another Rally Today, with SanDisk Soaring by 8.25%

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On May 2, Bitget market data shows that stocks held by Situational Awareness LP (per its Q4 2025 13F filing) saw broad gains today, including: - Bloom Energy (BE): +2.53% - CoreWeave (CRWV): +6.64% - Core Scientific (CORZ): +1.75% - Lumentum (LITE): +5.28% - Sandisk Corp (SNDK): +8.25% - Intel (INTC): +5.44% - Applied Digital (APLD): -2.04% - IREN (IREN): +0.33% - Cipher Mining (CIFR): -3.95% - Bitdeer (BTDR): +4.87% - Coherent (COHR): +3.06% Founded by Leopold Aschenbrenner—a 25-year-old German prodigy investor (born 2001/2002)—Situational Awareness LP has become one of Wall Street’s most closely watched AI-focused funds. Aschenbrenner previously worked at FTX Future Fund, joined OpenAI as a researcher in 2023 (and was terminated in 2024 over alleged confidential information leaks and refusal to cooperate with an investigation). In June 2024, he published the blockbuster 165-page paper *Situational Awareness: The Decade Ahead*, detailing the imminent timeline and strategic importance of Artificial General Intelligence (AGI). He launched the eponymous investment firm shortly after. The fund is laser-focused on AI infrastructure sectors: power supply, data center computing, semiconductor optics, and Bitcoin mining farm conversions to high-performance computing (HPC). Since its launch just over a year ago, it has posted stunning growth: public holdings (per 13F filings) rose from ~$225 million in Q4 2024 to ~$5.52 billion in Q4 2025.

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The AI Boom has led to a supply shortage, prompting Apple to raise the starting price of the Mac Mini to $799.

**Apple Raises Mac Mini Starting Price to $799, Discontinues $599 Base Model** On May 2, Apple Inc. increased the starting price of its Mac Mini desktop from $599 to $799, addressing inventory shortages and chip supply constraints spurred by strong demand for artificial intelligence (AI) features. The price hike stems from discontinuing the $599 base configuration, which included an M4 chip and 256GB of storage. The new base model keeps the M4 chip but upgrades storage to 512GB. The M4 Pro Mac Mini’s starting price remains unchanged at $1399. The $599 configuration is sold out at most retail locations and no longer available. For other Mac Mini models, online store shipments are delayed by weeks or even months, and in-store supplies at Apple Retail Stores are extremely limited. (Source: Jinse)

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Trump Likens U.S. Blockade of Iran Ports to Piracy: It's a "Very Profitable Business"

May 2 (FXStreet) — U.S. President Donald Trump said Friday that the U.S. Navy’s blockade of an Iranian port amid U.S.-Israel conflict with Iran was “kind of like pirates.” He made the comments while referencing the U.S. military’s seizure of a ship days earlier. In a Friday night speech, Trump stated: “We seized that ship, the cargo, the oil — it’s a very profitable business. We’re like pirates. Kind of like pirates, but we’re not playing games.”

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Billions will conduct its TGE on May 4th, and Coinbase will list BILL.

On May 2, official sources confirm the Billions Foundation — the first human-AI hybrid consensus network — announced its Token Generation Event (TGE) will take place on May 4. Additionally, Coinbase will add support for Billions (BILL). Users in supported regions can now generate a deposit address for BILL, though deposits won’t be tradable until the asset issuer unlocks transfers.

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Tether Slows Down Gold Purchase Pace: Increased Holdings by Approximately 6 Tons in Q1, Holding a Total of Approximately 154 Tons of Gold

NEW YORK, May 2 (Reuters) - Tether slowed its gold purchases in the first quarter of 2026 to support its USDT stablecoin, per Reuters reporting. Quarterly data shows its gold buying volume fell to roughly 6 metric tons, down from 27 tons in the prior quarter. As of March 31, Tether’s gold reserves backing USDT rose to about 132 metric tons (valued at ~$19.8 billion), accounting for roughly 10% of its reserve structure. U.S. Treasury bonds remain its primary asset at ~$117 billion, while Bitcoin reserves total ~$7 billion. Separately, gold reserves for XAUT — Tether’s gold-backed stablecoin — increased to ~22 metric tons. Combined, the two product lines hold about 154 metric tons of gold. Tether had previously planned to allocate 10% to 15% of its ~$20 billion investment portfolio to physical gold, but the dedicated trading team for these transactions was disbanded in March this year due to management structure constraints.

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uPEG Market Cap Surges Past $23 Million, Setting New All-Time High

On May 2, GMGN market data shows the market cap of Ethereum ecosystem token uPEG briefly surged above $23 million, hitting an all-time high. It currently trades at $22.56 million, with a 101% 24-hour price gain and $9.5 million in 24-hour trading volume. Earlier reports note that after OpenSea CMO Adam Hollander made a "low-key" uPEG purchase, Ouroboros co-founder Nafay and meme coin KOL Pow also took to social media to share their uPEG holdings. Public information reveals Unipeg (the uPEG token) focuses on on-chain objects built using Uniswap V4 Hooks. Each transaction dynamically generates a unique 24x24 SVG pixel art unicorn in real time—no artist involvement or minting required, fully powered by on-chain mechanics. BlockBeats reminds users that prices of related tokens are highly volatile; invest cautiously.

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Crypto Fear Index Rises to 39, Market "Fear" Sentiment Significantly Eases

On May 2nd, alternative data shows today’s Crypto Fear & Greed Index stands at 39 (up from 26 yesterday), indicating a notable easing of market “fear” sentiment—though it still falls within the “fear” zone. Note: The Fear & Greed Index ranges from 0 to 100, with components including: Volatility (25%) + Market Volume (25%) + Social Media Hype (15%) + Market Surveys (15%) + Bitcoin Dominance (10%) + Google Trends Analysis (10%).

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