Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR