Profile· Questionable@InTheAssembly On Ethos

The Assembly

1 review, not positive.0% positive · 1 review· Influence factor 37, above 7% of accounts

The record

From 1 activities · May 2026

Posted inaccurate information about Leopold Aschenbrenner's portfolio allocation that reached over 1 million views, containing several key factual errors regarding semiconductor holdings and options positions.

What people say

Received · 1 Given · 0

“Inaccurate and fake news about Leopold Aschenbrenner's allocation”Posted a thread today that garnered 1m+ views about Leopold's changes in his portfolio However, the post was incorrect in several key places. OP: "🚨 Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M Last quarter he held a $747M bullish call on Intel. THIS QUARTER IT IS A PUT. He also cut his CoreWeave call from $774M down to $141M FULL EXITS: Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8 What he kept and added: The bitcoin miners turning themselves into AI data centers. Applied Digital, Bitfarms, CleanSpark, IREN, Riot. Plus a brand new stake in Hive Digital. The thesis writes itself. Long the companies pouring the concrete for the data centers. Short the chips going inside them. The man who wrote the manifesto on AGI just bet against the semiconductors building it. We’ve been in this game for a very long time, and when we make a new move, we’ll share it here. Turn on notifications so you don’t miss the signal. This is VERY important. Many people will regret not following us." src: https://x.com/InTheAssembly/status/2056322071056019530 However lots of conflicting info in the thread like the fact that $SMH, $NVDA, $ORCL, $AVGO, $AMD positions are actually all puts. The tweet says "Short the chips, bet against the semiconductors" but that conflicts entirely from his longs (nvda, smh, orcl, avgo, amd, etc) - bro went long semiconductors At the end they shilled some sort of private group that you can be a part of .. likely if you pay : )

Serpin Taxt · 2000· 5mo ago · negative41

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