The 25-year-old Wall Street AI Stock Market Wizard's Portfolio Plunges Across the Board, IREN Drops by 12.84%

June 10 — Bitget market data shows that holdings of Situational Awareness LP (SALP), run by 25-year-old Wall Street AI investing prodigy Leopold Aschenbrenner, posted broad declines per the firm’s Q1 13-F filing. Individual stock declines include BE down 3.82%, SNDK down 5.24%, CRWV down 7.76%, IREN down 12.84%, CORZ down 6.32%, APLD down 5.65%, RIOT down 6.5%, and CLSK down 7.87%. SALP founder Leopold Aschenbrenner, a 25-year-old (born 2001/2002) German investment prodigy, previously worked at FTX Future Fund. In 2023, he joined OpenAI as a researcher but was fired in 2024 over alleged misconduct and refusal to cooperate with an investigation. In June 2024, he released a viral 165-page paper titled “Situational Awareness: The Decade Ahead,” outlining the imminent timeline and strategic importance of AGI. Following this, he launched his eponymous investment firm Situational Awareness LP, which focuses heavily on AI infrastructure—including power supply, data center computing power, semiconductor optics, and Bitcoin mining farms repurposed as high-performance computing (HPC) centers. Though the fund was established just over a year ago, it has posted explosive growth: its Q4 2024 public 13-F holdings stood at roughly $225 million, and by Q4 2025, that figure had ballooned to approximately $5.52 billion, cementing its status as one of Wall Street’s standout AI-themed funds.