Leopold Aschenbrenner is not an ordinary hedge fund manager. The former OpenAI researcher has built a fund, Situational Awareness, that now manages roughly $13.7 billion per its latest 13F filing. According to a recent 13G filing with the Securities and Exchange Commission (SEC), Situational Awareness recently bought 12.4 million shares of Nebius Group (NASDAQ: NBIS)…
Soybeans are trading 5 to 7 cents in the green so far on Monday morning. Futures saw fractional losses in some deferreds, with nearbys down 7 ¾ cents on Friday. July was down 9 ¾ cents last week. The cmdtyView national average Cash Bean price was down 9 1/4 cents at $11.25 3/4. Soymeal futures were down…
Corn price action is firm to fractionally higher so far on Monday morning. Futures posted 2 to 9 cent losses across the board on Friday with money coming out at month-end. July fell 16 ½ cents last week. Open interest was up 4,456 contracts, with 11,644 contracts exiting July. The CmdtyView national average Cash Corn price…
Summary The first-quarter earnings season has been sensational. Many companies knocked it out of the park when delivering earnings and revenue numbers that well beyond expectations. With reports now in from about 96% of S&P 500 companies, earnings have climbed a staggering 29% from last quarter. Information Technology, up 56%, and Communication Services, up 51%,…
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…
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