105 Photos and videos
Let’s ride
May 27
Leopold Aschenbrenner's Situational Awareness LP disclosed beneficial ownership of 12.41M Class A shares of Nebius $NBIS, representing a 5.6% stake.
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😂😂😂
May 15
Now drop Leopold Aschenbrenner’s portfolio where he sold all his holdings and went full cash
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Happy Leopold Aschenbrenner 13F day to everyone who celebrates #situationalawareness
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RT @sam_gatlin: One of the world's most important industrial bellwethers is breaking out of a massive base 📈
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NK-22 retweeted
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NK-22 retweeted
8 Dec 2025
Season 5 of Succession is so immersive
8 Dec 2025
Paramount is launching a hostile takeover bid to buy Warner Bros.
They are going directly to shareholders with a bid valued at $108.4 billion
(Source: variety.com/2025/tv/news/par…)
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This 👇
25 Nov 2025
KKR Data Center Investment Guide
One of the best papers on AI infrastructure investing
KKR explains where the next 20 years of compounding will come from.
The KKR playbook⬇️
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NK-22 retweeted
28 Oct 2025
People bearish alternative asset managers and $BAM $BN out there financing $80B of nuclear with the US Government stamp of approval, lol
businesswire.com/news/home/2…
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$APH Beastmode 📈
22 Oct 2025
Another massive quarter for Amphenol $APH coupled with a guidance raise. The numbers highlight the incredible strength of AI/data center spending right now.
"Strong organic growth in virtually all of our end markets, including exceptional organic growth in the IT datacom market"
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