Why AI Wunderkind Leopold Aschenbrenner Started Betting Against Nvidia, Oracle, Broadcom

Benzinga_recent_news05-18 23:13

Other puts cover ASML, Taiwan Semi, Intel and Infosys. Combined, the notional value of these puts makes up over 60% of the fund’s total reported 13F value. Aschenbrenner is the former OpenAI ...

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Now he has used it to short the company that made him famous.\nThe filing seems to imply Aschenbrenner thinks the AI trade is moving downstream from the chipmakers to the power and capacity layer that feeds them. \nRetail traders on Polymarket are not pricing the same risk. \nNvidia sits at 65% to finish 2026 as the world’s largest company by market cap, and the “AI bubble burst by end of 2026” contract trades at just 23%. One of the triggers for that contract is Nvidia falling 50% off its all-time high.\nWall Street is aligned with the Polymarket consensus. NVDA holds a Strong Buy consensus rating from 40 of 42 analysts, with Cantor Fitzgerald, Bank of America and UBS all raising price targets ahead of earnings in the past week. Nvidia reports fiscal Q1 earnings Wednesday after the close.\nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2636072267","isCrawlerRequest":true}