Artificial Intelligence (ai) Prodigy Leopold Aschenbrenne…

By Jennifer Saibil – Apr 25, 2026 at 8:25AM EST

Key Points

Aschenbrenner has an OpenAI pedigree and $5.5 billion in his fund.
His stocks are focused on AI infrastructure.
He sees an AI revolution on the way, beyond what people are preparing for.

Person with AI robot.

Image source: Getty Images.

1. Bloom Energy: 16%

Aschenbrenner has made Bloom Energy (BE 2.61%) his biggest bet. This energy company sells solid oxide fuel cell systems, otherwise known as Bloom Energy Servers, that produce reliable on-site electricity for various facilities. Although the company has been around for a long time, it’s gotten a new lease on life since its products can power large data centers off the electricity grid.

Bloom Energy has joined the AI boom, and the stock is up 150% this year alone. Situational Awareness also owns Bloom Energy calls, a separate high-conviction take.

Bloom Energy Stock Quote

NYSE: BE

Bloom Energy

Today’s Change

(-2.61%) $-6.19

Current Price

$231.38

Key Data Points

Market Cap

$65B

Day’s Range

$231.27 – $241.19

52wk Range

$16.05 – $242.20

Volume

223K

Avg Vol

11M

Gross Margin

30.89%

2. Lumentum Holdings: 8.7%

Lumentum (LITE +4.10%) provides optical infrastructure for data centers, cloud computing, and telecommunications. It makes laser and photonic equipment that speeds up data transfer, which is why it has become a core component of AI technology. Lumentum has also been in operation for many years, but AI infused new life into the company and the stock, and it’s up 143% year to date.

3. CoreWeave: 7.9%

CoreWeave (CRWV 6.16%) is one of the fund’s more well-known stocks for AI investors. The company, which is backed by Nvidia, operates cloud and data center infrastructure and enables customers to run training and inference for AI hyperscaler development more efficiently than using traditional cloud platforms.

CoreWeave stock is up 63% this year. The fund’s second-largest position is actually CoreWeave calls, which account for 14% of the portfolio.

CoreWeave Stock Quote

NASDAQ: CRWV

CoreWeave

Today’s Change

(-6.16%) $-7.23

Current Price

$110.19

Key Data Points

Market Cap

$58B

Day’s Range

$106.53 – $120.96

52wk Range

$39.50 – $187.00

Volume

1.2M

Avg Vol

28M

Gross Margin

47.77%

4. Core Scientific: 7.4%

Core Scientific (CORZ +0.34%) operates data centers, and it recently switched from mostly supporting cryptocurrency mining to supporting AI development. It has some serious funding from companies JPMorgan Chase and Morgan Stanley as it builds out its infrastructure to meet high demand. Its stock is up 36% year to date.

5. Iren: 6%

Iren (IREN 2.56%) is another data center infrastructure provider, and it has also switched from cryptocurrency mining to AI development. It buys land to build data centers, and it focuses on power-connected properties. Because it owns and builds its own locations, it can also build according to client specifications.

Iren has the lowest year-to-date gains on this list at 29%, but it’s up 772% over the past year.

6. Applied Digital: 5%

Applied Digital (APLD 3.77%) is also a more well-known AI stock, and it has also moved from crypto mining to AI (sensing a theme?) It develops custom data centers for clients and rents them out, and it’s building out at a fast pace to meet incredible demand. It has a partnership with CoreWeave, which is one of its biggest clients.

Applied Digital stock is up 32% this year, and 715% over the past year.

Applied Digital Stock Quote

NASDAQ: APLD

Applied Digital

Today’s Change

(-3.77%) $-1.37

Current Price

$34.98

Key Data Points

Market Cap

$10.0B

Day’s Range

$34.82 – $38.54

52wk Range

$4.20 – $42.27

Volume

35M

Avg Vol

23M

Gross Margin

27.07%

7. Sandisk: 4.5%

Sandisk (SNDK +6.16%) is yet another AI infrastructure company, but it fills a different gap than most of the stocks on this list. Its NAND flash memory products resolve one of the biggest problems for technology companies by providing non-volatile memory, or continuous memory without a power source. It’s also energy efficient and low cost.

some of these other stocks, it’s a company that has reinvented itself to meet new AI needs for storage solutions, and its niche products are in high demand. Sandisk stock is up 284% this year and a whopping 2,800% over the past year.