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Leopold Aschenbrenner’s complete Q2 performance before his newest trades release Monday Top tier: • SanDisk $SNDK: -62% • Micron $MU: -34% Second tier: • Bloom Energy $BE: -38% • Taiwan Semiconductor $TSM: -18% • Nebius $NBIS: -59% Third tier: • CoreWeave $CRWV: -49% • Core Scientific $CORZ: -45% • STMicroelectronics $STM: -39% • Applied Digital $APLD: -49% • Riot Platforms $RIOT: -37% • SharonAI $SHAZ: -74% • IREN $IREN: -61% Smaller positions: • T1 Energy $TE: -82% • WhiteFiber $WYFI: -76% • Babcock & Wilcox $BW: -69% • Keel Infrastructure $KEEL: -69% • Bitdeer $BTDR: -66% • HIVE Digital $HIVE: -58% • CleanSpark $CLSK: -56% • Cerebras $CBRS: -53% • Vishay $VSH: -52% • ProPetro $PUMP: -49% • Solaris Energy $SEI: -23% Options: • Bloom Energy $BE [Calls]: $44,100,000 • Taiwan Semiconductor $TSM [Calls]: $23,900,000 • Infosys $INFY [Puts]: $5,200,000 Summary: Every common stock position is red. His entire portfolio is down 46.8% from Q2 release to present day. His newest trades release Monday, November 16th, showing what he owned on September 30th, after he sold most of this to Citadel in late July

SpaceX has just unveiled a massive new $50 billion Supercomputing Campus that they want to build in Cochise County, Arizona. All info: • Up to 6 GW across the 9 supercomputing buildings • Construction starts 2027 • Size of each supercomputing building: ~493,000 square feet. • Total supercomputing building space: 4.44 million square feet, excluding support facilities. • SSVEC residential customers are projected to see electricity bill reductions of 10–40%. • Up to 24 GWh of grid-connected battery storage to provide backup power, stabilize the regional electric grid, support local voltage, and absorb fluctuations in electricity demand. Among the largest planned battery installations in the United States. • Additional solar generation in the region is planned to supply renewable electricity during the day and reduce demand on the local grid. • No dedicated on-site power plant or fuel storage yard is planned. • Each supercomputing building will have 10 MW of natural-gas-powered standby generation for critical equipment, operating only during utility outages and periodic testing. • No gas turbines will be installed at the site. • SpaceX plans to fund $3.6 billion in grid infrastructure upgrades, transferred to AEPCO at no cost to its members. • Up to $260 million annually in additional benefits for cooperative members at full buildout, on top of residential bill reductions. • Up to $200 million annually for cooperative members statewide, in addition to SSVEC benefits. • The supercomputers will use dry cooling with a closed-loop water circulation system rather than evaporative cooling. • SpaceX projects zero ongoing industrial water consumption. • The cooling system will be filled initially, with water reused for up to 10 years. • SpaceX estimates annual water usage equivalent to approximately 20–30 Arizona residential homes. • Projected annual water use would be less than 2.5% of a single center-pivot irrigation system's annual consumption. • Permanent jobs: Approximately 1,000. • Construction jobs: Approximately 5,500. • Annual property tax revenue: Up to $103 million in estimated new annual revenue. • Regional economic benefits: SpaceX says its investment will support public education, infrastructure, essential local services, and economic development. • Local suppliers: SpaceX is encouraging suppliers to participate in construction and development of the campus. • Noise mitigation: Equipment will be positioned away from neighboring properties where possible, with setbacks and additional screening to reduce noise. • Nighttime lighting: Outdoor lighting will remain off unless work is underway, with active lights shielded and directed downward. • Dark-sky protection: The campus will comply with Cochise County's dark-sky requirements to limit light pollution. • Nighttime construction: SpaceX says it will seek waivers when nighttime construction lighting is necessary. • Wildlife protection: The campus is being designed with consideration for the region's sandhill crane wintering habitat. This campus's purpose is to build one of the world's most advanced AI supercomputing campuses to train SpaceX's superintelligence models and support scientific and engineering breakthroughs. Learn more:

@TheFlintFace @IterIntellectus 100GW in space is roughly equal to 800GW on Earth. Moreover, solar on Earth must be paired with massive batteries to continue powering compute at night and supplemented with combustion or nuclear power during winter. These are not the same at all.

We have signed a major supply contract with SINGULUS to create a durable option for advanced solar cell manufacturing to support more than 100 GW of equipment as we accelerate the production of our Starmind satellites in Bastrop, Texas →

Some things can only be tested in space — like how the hardware holds up to solar events, cosmic rays, or bitflip errors caused by radiation — which is why we’re putting our first TPUs in orbit.

Grok Bot summary: IAC 2026 presentation by SpaceXAI President Michael Nicolls. 🎯 The main message - SpaceX was founded in 2002 to make life multi-planetary and "extend the light of consciousness to the stars." - He said the biggest risk as constellations grow is not debris. It's satellite operators not sharing data with each other. 🌍 How Starlink grew - Starlink began in 2019 with 60 V0.9 satellites. User service started in late 2020 as the "Better Than Nothing Beta." - V1.5 added space lasers, which let the satellites link into a mesh. That's when Starlink really took off, reaching oceans, Antarctica and airplanes. - V2 (2023) has 4x the capacity of V1. Falcon launches V2 satellites 2–3 times a week, and each launch adds about 3 terabits of capacity. - V3 launched on Starship about a week before the talk. Each V3 satellite has another 10x capacity, and each Starship launch carries 20–30x what a Falcon launch does. - Starlink now has over 11,000 satellites, about 60% of all active satellites in low Earth orbit. - It serves more than 13M customers in about 170 markets, plus ships and planes. - The laser mesh means Starlink doesn't depend on local ground infrastructure. During last year's fires and power outages in Spain, it kept tens of thousands of customers and emergency responders online. 🚀 The life of a Starlink satellite - **Before launch:** SpaceX checks that deploying the satellites won't bring them close to anything else, and shares where they'll be. - **Deploy:** satellites are released below 300 km, where almost no other operators fly. - **Orbit raising:** each climb path is checked against other satellites and crewed space stations, and SpaceX publishes the satellites' positions every hour on the way up. - **Lower orbits for safety:** the original plan was about 1,000 km. Now every satellite flies below 500 km, and V3 will fly at about 350–360 km. At these heights a dead satellite falls back to Earth within months instead of staying up for centuries. 🛡️ How they avoid collisions - Each satellite makes small station-keeping moves about once a day and a collision-avoidance move about every 10 days. - Across the fleet, that's about 1,000 avoidance moves a day. - Starlink's threshold for moving is nearly 100x more cautious than the industry standard, so the whole fleet's collision risk is about the same as a much smaller constellation's. - "Ducking" moves turn the satellite so it presents a smaller target during a close pass, cutting the collision risk about 10x more. - Automated software makes these decisions, which is why Starlink tries to stay in contact with every satellite at all times. 📡 Always connected - Starship's live launch video was streamed over Starlink. - The new V3 satellites connected to the network within 2 minutes of release, because Starlink terminals are built into the satellites. Their lasers link into the mesh within tens of minutes. - The goal is to make contact right away and never lose it. 🌬️ Space weather - During a 2024 solar storm, air density in orbit jumped 5x in a few hours, which throws off predictions of where satellites will be. - Starlink is "probably one of the best sensors" for this. It measures density in real time and automatically corrects its position forecasts. 🔭 Working with astronomers - **Optical:** SpaceX tried Vantablack paint and sun visors. What finally worked was a mirror-like film that reflects sunlight away from the ground, combined with careful steering. A V2 satellite now looks about as bright as a sheet of paper. This was done with groups like the Vera Rubin Observatory. - **Radio:** working with observatories like the US National Radio Astronomy Observatory (NRAO), Starlink steers its beams and frequencies around where the telescopes are pointing. As a result, the telescopes can now observe more often. ♻️ End of life - SpaceX uses statistics to predict when parts will fail and deorbits satellites early. Many of those satellites would have kept working. - Retired satellites are steered down within weeks, not left to drift for the 5 or 25 years regulations allow. - They're built to burn up completely, and reentry is aimed over the ocean. - Of about 10,000 satellites launched by early 2026, only a few dead ones remain in orbit. The goal is zero. - "Reliability and rate go together." ⚠️ The biggest danger: other operators - Tracked debris is like obstacles on a road: if you can measure it, you can avoid it. - What you can't avoid is a satellite that maneuvers without telling anyone. Starlink has had passes as close as tens of meters this way. - Starlink has maneuvered around satellites from about 650 operators in recent months, but shares position data with only about half of them. "That number is too low." - SpaceX shares data with China's space station and some Chinese operators. Many operators don't share at all, including some in the US, Europe and Japan. ⭐ Stargaze: Starlink's own space tracking - Over 30,000 star trackers on Starlink satellites spot passing objects as streaks against the stars. - Stargaze now tracks over 17,000 objects, including about 90% of the maneuvering satellites that cross Starlink's orbits. - In one example, an untracked satellite's predicted 9 km miss shrank to about 60 m after it maneuvered toward Starlink. Stargaze caught the move and the Starlink satellite dodged in time. - He said it's still no substitute for operators sharing their plans in advance. 🤝 The ask: share your data - SpaceX runs its own space safety data platform, and over 100 operators have signed up. - Operators can upload their satellite positions and check them against Starlink and against Stargaze tracking. - His message to every operator was to join the platform and share their positions. 🧠 StarMind: AI compute in space - StarMind is SpaceX's planned AI satellite constellation, starting launches and scaling next year. - The goal is to move AI compute off Earth. He expects StarMind to drive demand for Starship launches the way Starlink did for Falcon. - On the ground, SpaceX is building over 2 GW of compute in Memphis. He said AI demand will be nearly limitless, and Earth's resources make that hard to keep scaling there. - In space, the satellites run on solar power and shed heat through large radiators. - Each satellite is simpler than a Starlink: basically a computer with big solar panels and radiators. - Each one has about 250 kW, roughly one NVL72 rack of compute. - They'd fly in tight clusters of about 10 satellites linked by about 10 terabits of bandwidth, then connect to Starlink. - SpaceX has filed for up to **1 million satellites**, in low-inclination and sun-synchronous orbits. Building them could mean thousands of satellites a week. - New challenges include much higher reliability and redundancy, flying in close formation, and micrometeoroids. Dead satellites might be sent away from Earth instead of burning up in the atmosphere. 🌙 Beyond Earth - Starlink is developing very high-bandwidth lasers to connect the Moon, then Mars, building an "interplanetary mesh." - All of that depends on getting safety right in low Earth orbit first. 💡 Key takeaways - Starlink is the world's biggest constellation, and it's moving lower to be safer. - It makes about 1,000 collision-avoidance moves a day, with nearly 100x more caution than the industry standard. - The biggest risk is operators who don't share where their satellites are going. - StarMind could scale to 1 million AI satellites, with launches starting next year. - "Coordination is a key element for realizing all of our ambitions."

Over the weekend, our team signed an MOU with Fusion Source Energy and Consortia to bring Project Amber, a $500m solar park, on-chain. Amber is set to become one of the Southern Hemisphere's largest hybrid co-located solar and battery parks, a 200MW+ project on over 1,000 hectares of land, with current fundraising expected to vastly increase its battery capacity. At scale, Amber will power over 70,000 homes or a 50MW data centre. I believe physical assets stand to benefit the most from tokenisation, with the primitives of DeFi unleashed upon these assets that power humanity. Liquidity, composability, democratised access. Not incremental improvements, a genuine reconstruction of how real assets are owned and traded. @Loafmarkets is building brand new infrastructure to make physical markets a reality. As I'll expand on in an upcoming paper, a project like this is by no means an individual effort. It takes the combined work of many. It's still early days, but I sincerely commend our friends at FSE for leading the charge. To our knowledge, Amber will be the largest energy asset brought on any public blockchain. I'm also grateful to Loaf's earliest users and testers for all your feedback. We've got you in mind. P.S. I've been in Singapore for talks and meetings around TOKEN2049. Keen to connect with anyone interested in RWAs and physical assets on-chain. DM me.

We’re going back to the Moon to stay. Building a Moon Base means giving American astronauts the infrastructure to explore more, conduct more science, and prepare for missions farther into our solar system. That’s the future we’re working toward at @NASA.