25-year-old Wall Street AI stock prodigy experiences major loss as CORZ plunges 11.65% today

BlockBeats news, May 7, according to Bitget market data, Situational Awareness LP holdings (based on Q4 2025 filings) saw a sharp downturn today after several days of broad gains. Among them:

Bloom Energy (BE) fell 4.12%

CoreWeave (CRWV) fell 6.44%

Core Scientific (CORZ) fell 11.65%

Lumentum (LITE) fell 6.94%

Sandisk Corp (SNDK) fell 4.14%

Intel (INTC) fell 0.92%

Applied Digital (APLD) fell 4.86%

IREN (IREN) fell 1.67%

Cipher Mining (CIFR) fell 6.34%

Bitdeer (BTDR) fell 6.95%

Coherent (COHR) fell 5.74%

SALP founder Leopold Aschenbrenner is a 25-year-old (born in 2001 or 2002) German-born genius investor. He previously worked at FTX Future Fund and joined OpenAI as a researcher in 2023 (dismissed in 2024 for refusing to cooperate with an investigation into alleged leaks of confidential information). In June 2024, he published a blockbuster 165-page paper "Situational Awareness: The Decade Ahead," detailing the rapidly approaching AGI timeline and its strategic significance, and then immediately founded the namesake investment institution Situational Awareness LP. The fund is highly focused on the AI infrastructure sector, including power supply, data center computing power, semiconductor optics, and Bitcoin mining farm transformation to HPC, among other areas. The fund has achieved astonishing growth in just over a year. The publicly disclosed holdings for Q4 2024 (13F) were only about $225 million, expanding rapidly to around $5.52 billion by Q4 2025, making it one of Wall Street's most-watched AI-themed funds.