Oil prices rose on Monday as investors digested overnight headlines about military action between the US and Iran, even as President Trump continued to telegraph that a deal is close to being signed. Futures on Brent crude (BZ=F), the international benchmark, rose 2.8% to trade above $93.50 per barrel, while those on US benchmark WTI…
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Keel Infrastructure Corp. (NASDAQ:KEEL) ranks 20th on this list. Keel Infrastructure Corp. (NASDAQ:KEEL) first appeared in the 13F portfolio of Situational Awareness LP. in the fourth quarter of 2025. Back then, this position comprised close to…
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and T1 Energy Inc. (NYSE:TE) ranks 19th on this list. T1 Energy Inc. (NYSE:TE) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings…
Redwire (NYSE: RDW) stock recorded massive gains this week. The space-tech company’s share price rose 60.1% in a stretch of trading that saw the S&P 500 gain 1.8% and the Nasdaq Composite gain 2.6%. While bullish momentum for the broader market played a role in sending Redwire’s valuation higher, bullish momentum for space stocks was…
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Solaris Energy Infrastructure, Inc. (NYSE:SEI) ranks 18th on this list. Solaris Energy Infrastructure, Inc. (NYSE:SEI) first appeared in the 13F portfolio of Situational Awareness LP in the third quarter of 2025. Back then, this position comprised…
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and CleanSpark, Inc. (NASDAQ:CLSK) ranks 17th on this list. CleanSpark, Inc. (NASDAQ:CLSK) first appeared in the 13F portfolio of Situational Awareness LP in the fourth quarter of 2025. Back then, this position comprised 1.6 million shares. Filings…
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Riot Platforms, Inc. (NASDAQ:RIOT) ranks 16th on this list. Riot Platforms, Inc. (NASDAQ:RIOT) has been a constant feature in the 13F portfolio of Situational Awareness LP since the third quarter of 2025. Back then, this position…
(By Oil & Gas 360) – May may ultimately be remembered as the month energy markets stopped treating geopolitical disruption as temporary and started pricing it as structural. 360 Energy Pulse: What mattered in energy this month- oil and gas 360 What began as rising tension around the Strait of Hormuz evolved into something broader:…
A version of this article first appeared on TKer.co Market skeptics and commenters on social media will watch a single variable move in what they consider an unfavorable way, and then jump to the conclusion that the stock market is in trouble. Maybe the market eventually moves as they predicted. Sometimes that happens. But markets…
(By Oil & Gas 360) – May was supposed to be about stabilization. Instead, it became another month dominated by geopolitical disruption, volatile oil prices, shifting LNG flows, accelerating energy consolidation, and rising concerns about the long-term reliability of global supply. May rewired global energy markets- oil and gas 360 At the center of nearly everything remained…
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