yeah so this is insane
24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms of NVIDIA and Intel positions.
- aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer)
- fund up $1.5B in the last 3 months (+35% last quarter)
- now owns 10% of core scientific (levered bet on coreweave 😂)
He outperformed the S&P500 8X in the funds first 6 months. fucking goated.
