SALP's Nuclear Bet: Why Elite AI Funds Are Betting on Constellation and Vistra
The 13F filing that reveals the infrastructure thesis behind 47% H1 2025 returns
How to Analyze 13F Filings Like a Pro (And Track Elite Hedge Funds for Free)
Leopold Aschenbrenner's hedge fund returned 47% in H1 2025 while the S&P did 6%. By reading 13F filings you get the complete framework; from accessing filings to reverse-engineering billion $ theses.
The Infrastructure Endgame: Why AI's Biggest Winners Are Already Decided (2025-2030)
The hyperscalers have committed 80 billion. The contracts are signed. The infrastructure monopolies are visible. Here's the 5-year map—and how to position before the crowd catches on.
SALP's Nuclear Bet: Why Constellation and Vistra Are Core Holdings
The most sophisticated AI infrastructure fund in the world is betting big on nuclear power. Here's why, and what retail investors need to understand.
Welcome to The Awareness Fund
Why I'm tracking elite AI hedge funds (and why you should too)