以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
Leopold Aschenbrenner Q1 2026 13F
22 atoms · 跨 1 天 · 首见 2026-05-18 · 最近 2026-05-18
三色: 🟦 fact 22 · 🟥 take 0 · stance ▲0/▼1/◆0
来源: X 22
时态: fresh:22
标签: 好数字:21 · 好思考:1
事实 (fact) (22)
- 2026-05-18 · VanEck Semiconductor ETF $SMH put position value
1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
tags: 好数字 · → daily
value: qty=$2.04B
- 2026-05-18 · Nvidia $NVDA put position value
2. Nvidia $NVDA [Put] — $1.57B
tags: 好数字 · → daily
value: qty=$1.57B
- 2026-05-18 · Oracle $ORCL put position value
3. Oracle $ORCL [Put] — $1.07B
tags: 好数字 · → daily
value: qty=$1.07B
- 2026-05-18 · Broadcom $AVGO put position value
4. Broadcom $AVGO [Put] — $1.01B
tags: 好数字 · → daily
value: qty=$1.01B
- 2026-05-18 · Advanced Micro Devices $AMD put position value
5. Advanced Micro Devices $AMD [Put] — $969M
tags: 好数字 · → daily
value: qty=$969M
- 2026-05-18 · Bloom Energy $BE position value
6. Bloom Energy $BE — $879M
tags: 好数字 · → daily
value: qty=$879M
- 2026-05-18 · SanDisk $SNDK position value
7. SanDisk $SNDK — $724M
tags: 好数字 · → daily
value: qty=$724M
- 2026-05-18 · Micron $MU put position value
8. Micron $MU [Put] — $584M
tags: 好数字 · → daily
value: qty=$584M
- 2026-05-18 · CoreWeave $CRWV position value
9. CoreWeave $CRWV — $556M
tags: 好数字 · → daily
value: qty=$556M
- 2026-05-18 · Taiwan Semiconductor $TSM put position value
10. Taiwan Semiconductor $TSM [Put] — $535M
tags: 好数字 · → daily
value: qty=$535M
- 2026-05-18 · new Micron $MU call position value
• $MU [Call] — $422M
tags: 好数字 · → daily
value: qty=$422M
- 2026-05-18 · new Taiwan Semiconductor $TSM call position value
• $TSM [Call] — $355M
tags: 好数字 · → daily
value: qty=$355M
- 2026-05-18 · new SanDisk $SNDK call position value
• $SNDK [Call] — $389M
tags: 好数字 · → daily
value: qty=$389M
- 2026-05-18 · CleanSpark $CLSK biggest add percentage
CleanSpark $CLSK: +648% shares
tags: 好数字 · → daily
value: qty=+648%
- 2026-05-18 · Riot Platforms $RIOT biggest add percentage
Riot Platforms $RIOT: +87% shares
tags: 好数字 · → daily
value: qty=+87%
- 2026-05-18 · CoreWeave $CRWV biggest trim percentage
CoreWeave $CRWV [Call]: -83% shares
tags: 好数字 · → daily
value: qty=-83%
- 2026-05-18 · Bloom Energy $BE biggest trim percentage
Bloom Energy $BE: -36% shares
tags: 好数字 · → daily
value: qty=-36%
- 2026-05-18 · full exit Intel $INTC call position was
Intel $INTC [Call] — was $747M
tags: 好数字 · → daily
value: qty=$747M
- 2026-05-18 · full exit Lumentum $LITE position was
Lumentum $LITE — was $479M
tags: 好数字 · → daily
value: qty=$479M
- 2026-05-18 · full exit EQT Corp $EQT position was
EQT Corp $EQT — was $133M
tags: 好数字 · → daily
value: qty=$133M
- 2026-05-18 · full exit Tower Semiconductor $TSEM position was
Tower Semiconductor $TSEM — was $85M
tags: 好数字 · → daily
value: qty=$85M
- 2026-05-18 · summary action
He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor
tags: 好思考 · → daily
value: direction=bearish
时间轴 (近 20)
- 2026-05-18 ·
fact · VanEck Semiconductor ETF $SMH put position value · → daily
- 2026-05-18 ·
fact · Nvidia $NVDA put position value · → daily
- 2026-05-18 ·
fact · Oracle $ORCL put position value · → daily
- 2026-05-18 ·
fact · Broadcom $AVGO put position value · → daily
- 2026-05-18 ·
fact · Advanced Micro Devices $AMD put position value · → daily
- 2026-05-18 ·
fact · Bloom Energy $BE position value · → daily
- 2026-05-18 ·
fact · SanDisk $SNDK position value · → daily
- 2026-05-18 ·
fact · Micron $MU put position value · → daily
- 2026-05-18 ·
fact · CoreWeave $CRWV position value · → daily
- 2026-05-18 ·
fact · Taiwan Semiconductor $TSM put position value · → daily
- 2026-05-18 ·
fact · new Micron $MU call position value · → daily
- 2026-05-18 ·
fact · new Taiwan Semiconductor $TSM call position value · → daily
- 2026-05-18 ·
fact · new SanDisk $SNDK call position value · → daily
- 2026-05-18 ·
fact · CleanSpark $CLSK biggest add percentage · → daily
- 2026-05-18 ·
fact · Riot Platforms $RIOT biggest add percentage · → daily
- 2026-05-18 ·
fact · CoreWeave $CRWV biggest trim percentage · → daily
- 2026-05-18 ·
fact · Bloom Energy $BE biggest trim percentage · → daily
- 2026-05-18 ·
fact · full exit Intel $INTC call position was · → daily
- 2026-05-18 ·
fact · full exit Lumentum $LITE position was · → daily
- 2026-05-18 ·
fact · full exit EQT Corp $EQT position was · → daily
← 实体目录 · 系统日志