Bootleg a hedge fund for $20

Bootleg a hedge fund for $20 This fucking Leopold guy just got open sourced leopold aschenbrenner invest AI Overview Leopold Aschenbrenner investment on an aggr leveraged thesis Introduction AWARENESS Leopold Aschenbrenner, Leopold Aschenbrenner, shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters. secure every ... Substack · Musings on Markets 260K+ likes · 1 week ago Bro, look up his investment strategy Angus, we already know he over leveraged himself strategy still did work though on the year PROMPT 1 clone his book 1. Go to sec.gov. edgar and pull the latest 13F-HR filed by Situational Awareness LP; CIK 0002045724. 2. Read the information table. For every holding give me the ticker, the share count, the dollar value, and whether it is stock, a call or a put. 3. Drop the calls and the puts. I only want the long stock. 4. Work out what percent of the book each name is, then size those same percentages against [my account balance]. 5. Show me the order list. Do not place anything yet. You could just use this prompt if you wanted to copy him In your AI agent, Codex openal PostHog desktop app Cowork clouse OS OpenClaw It would go to the SEC website Situational Awareness LP Q2 2026 13F Holdings Location Liquid Rothesaymer San Francisco, CA Holdings as of 06/30/2026 Value (MM$) $39,242.293 Form Type 13F-HR Filing Date 8/14/2026 Next Filing 5/15/2026 Compare Q2 2026 to 2025 SEC.gov Filter Issue Name Symbol SH SANDSIA CORP. COM 809642309 MLX MILAN TECHNOLOGY COM 806112309 TRMB TRIMBLE INC COM 872540108 NERDS NERDSPACE GROUP N.V. COM 877020308 CRNW CORNEVAIVE INC COM 21871A304 CORE CORE SCIENTIFIC INC. COM 21871A304 STM STMICROELECTRONICS NY 863628102 APLD APPLIED SOCIETAL CORP NY 03781A207 RST RST PLATFORMS INC NY 749793105 SHOM SHARMONI HOLDINGS INC. COM 177923305 CLSK CLEANSPEAK INC COM 18914Y107 KEEL KEEL INFRASTRUCTURE COM 484175707 SN SOLARED ENERGY INC. COM 834169107 RITCH RITCHIE BROS AUCTIONEERS COM 769540103 TI TI ENERGY CORP COM 872540108 BLOM BLOM ENERGY CORP COM 096547101 BABCK BABCOCK & WILCOX CO COM 05546E101 PSPC PROSPERO M&G INC. COM 281587107 TSH TAISHAN INTERTECHNOLOGY COM 876793308 VMW VMWARE INC COM 92857W100 INFY INFOSYS LTD COM 456714103 CERES CERES HOLDING SYSTEMS INC COM 156714103 Showing 1 to 25 of 25 entries Download CSV Copy to Clipboard Robinhood traded stocks, options, or crypto, or a separate agentia soon... Alpaca all trades, stocks, options and crypto, powered by me. Public traded stocks, options, and crypto Tradier traded stocks MCP tools And then make those same trades using one of these MCP tools That's fucking boring though Holy shit what are they buying, in real things PROMPT 2 1. Go to sec.gov. Find the latest quarterly filing for Microsoft, Amazon, Google, Meta, Oracle and Nvidia. 2. For each one: how much are they spending on data centres this year, did it go up since last quarter, and quote word-for-word any sentence explaining why it changed. 3. Then convert those dollars into physical things. Megawatts of power, gigabytes of memory, square feet of building, gas turbines. Show your working. 4. Save it all to [demand] with today's date. Dude, try running this prompt instead It will pull the quarterly filings for like Microsoft and other companies Second Quarter 2026 Financial Highlights Three Months Ended June 30, 2020 2025 % Change In millions, except percentages and per share amounts Revenue $ 64,983 $ 47,516 (27)% Cost of revenue 48,057 30,026 (37)% Income from operations 16,775 20,441 22% Operating margin 31% 43% Provision for income taxes 2,848 2,332 (18)% Effective tax rate 16% 11% Net income 15,048 18,307 22% Diluted earnings per share (EPS) $ 6.18 $ 7.14 (13)% Second Quarter 2026 Operational and Other Financial Highlights Family-daily active people (DAP) - DAP was 3.66 billion on average for June 2026, an increase of 3% year-over-year. Ad impressions - Ad impressions delivered across our family of Apps increased by 14% year-over-year. Average price per impression (CPM) - increased by 12% year-over-year. Revenue - Revenue was $60.80 billion, an increase of 28% year-over-year. Revenue on a constant currency basis would have increased by 27% year-over-year. Cost and expenses - Total costs and expenses were $42.63 billion, an increase of 55% year-over-year. This includes $2.40 billion of charges related to legal proceedings and $1.18 billion of severance expenses in connection with workforce reductions. Capital expenditures - Capital expenditures, including principal payments on finance leases, were $31.08 billion. Central bank program - Dividend and dividend equivalent payments were $1.35 billion. Cash, cash equivalents, and marketable securities - Cash, cash equivalents, and marketable securities were $80.26 billion as of June 30, 2026. Debt and lease obligations - Total debt and lease obligations were $83.66 billion as of June 30, 2026. Cash flow - Cash flow from operating activities was $31.86 billion, and free cash flow was $784 million. (1) Headcount - Headcount was 75,474 as of June 30, 2026, a decrease of 1% year-over-year. Our reported headcount includes approximately 5,000 employees reassigned by the May 2025 headcount reduction. The majority of whom will no longer be reflected in our headcount by the end of the third quarter of 2026. (1) For more information on our free cash flow non-GAAP financial measures and "Reconciliation of GAAP to Non-GAAP Financial Measures" and "Reconciliation of GAAP to Non-GAAP Financial Measures", please refer to the Company's SEC filings. CFO Outlook Commentary We expect third quarter 2025 total revenue to be in the range of $63-$64 billion. Our guidance assumes foreign currency is at approximately 1% headwind versus year-over-year current exchange rates. We are raising the lower end of our expense forecast to be in the range of $165-169 billion. We continue to expect to deliver operating income this year that is above 2025 operating income. About any changes in our tax landscape, we expect our tax rate for the remaining quarters of 2026 to be between 15-17%, an increase from our prior outlook of 13-16%. Finally, we continue to monitor active legal and regulatory matters that could significantly impact our business and financial results. For example, we continue to see scrutiny on youth-related issues in several markets and have a number of youth-related trials scheduled for this year in the U.S., which may ultimately result in a material loss. Look at how much they're 'spending on like data centers and shit And then convert all those dollars into physical things like megawatts can the world make that much PROMPT 3 1. Now check whether that much can physically be produced. 2. Look at Korea's monthly memory-chip figures and Taiwan's monthly export orders. Find the current queue to connect a new grid, and find the current queue for gas turbines. Show your working. 3. Compare against what is being bought and what is input where demand is, to find the least room to grow. 4. Tell me in plain English what the bottleneck is and which company owns it, and tell me what the bottleneck table. 5. Compare to last month's figures. It will check if all of that can be actually physically produced And then pull Korea and Taiwan's memory chip export data You do all these other things too the bottleneck table We're trying to figure out where the bottleneck is and which companies like own it Probably going to be like energy companies Or I don't know, memory companies or something And then buy those companies, I guess, dude Not financial advice, by the way where is my money actually sitting PROMPT 4 1. Read my Robinhood portfolio. 2. Tell me how much of it is exposed to that bottleneck, and how much is exposed to the obvious thing everyone else is buying instead. 3. Don't place any orders. Or at least run this prompt and have it like look at your portfolio And tell you how much you're exposed to that Again, not financial advice I'm an AI guy, not finance guy is just an ultra simplified version of what our boys investment strategy actually was Don't follow me for finance advice Follow me because I'll show you how to automate cool stuff for free