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
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BREAKING: Jensen Huang appeared “broken” in his final hours as Nvidia CEO, per Bloomberg.
Nvidia’s board held an emergency meeting that ran late into the night after the latest affair reports, and by the end Huang had agreed to step down. The board left him no choice but to resign.
According to people who spoke with him, his usual take-charge style was gone. He responded with indifference, saying things like “whatever” and “I don’t care,” and has since called himself a “piece of sh--.” He says he no longer cares what happens to him. His main concern is his wife and not “ruining the lives” of the women now linked to him.
Inside Nvidia, employees are rallying behind him. More than 1,600 comments on internal forums call for his reinstatement, per Wired.
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When Anthropic orchestrates a witch hunt and trots out Ian King for their 'expose,'
you know it’s a total hit job,
not legitimate Bloomberg journalism.
Everyone knows what the notoriously trashy British tabloid The Sun—where King spent 8 years—is made of.
He’s the guy who ran headlines like 'I’m a Piece of Sh--' just to character-assassinate Jensen and paint him as unfit to lead.
Why? Because their coordinated Anthropic-matrix spy narrative completely flatlined.
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🚀 近期 GitHub 金融与 AI 领域增长最快的 10 个开源项目,AI 正在加速进入量化交易市场
从 K 线预测、AI 多智能体交易,到自动制定策略、历史回测和风险管理,越来越多的交易工具开始由 AI 驱动。
以下是本周关注度增长最快的 10 个项目:
1. Kronos|AI 预测 K 线走势(⭐ +2,653)
基于全球 45 家以上交易所的数据训练,只需输入历史行情,就能预测后续 K 线走势。虽然项目自 4 月以来没有更新代码,但近期关注度明显上升
2. TradingAgents|AI 交易决策团队(⭐ +1,944)
模拟真实投资机构的运作方式,让多个 AI 智能体分别担任分析师、研究员、交易员和风控人员,通过讨论与评估形成交易决策。项目累计获得约 11.3 万颗 Star
3. day-trader-skill|AI 日内交易助手(⭐ +972)
整合 11 项 Claude 技能,覆盖行情扫描、新闻分析、进出场策略及止损管理。内置时间回放功能,可对交易过程进行上万次模拟,默认采用模拟交易模式
4. Vibe-Trading|自然语言量化交易(⭐ +821)
香港大学 HKUDS 团队开发的 AI 交易代理。无需复杂编程,只需用自然语言描述交易思路,就能辅助生成策略并执行历史回测,同时支持 MCP
5. last30days-skill|全网金融信息研究(⭐ +730)
自动整合 Reddit、X、YouTube、Hacker News 和 Polymarket 等平台的信息,并结合点赞、互动和真实资金参与情况评估市场关注度
6. daily_stock_analysis|AI 每日股票分析(⭐ +487)
利用大语言模型分析美股、A 股、港股等市场,自动生成每日投资决策看板,并通过 Telegram、Discord 或邮件推送
7. FinceptTerminal|开源金融终端(⭐ +412)
类似 Bloomberg 的桌面金融分析平台,将市场行情、金融研究和 AI 智能体整合到同一个终端
8. freqtrade|加密货币量化交易机器人(⭐ +360)
成熟的开源自动交易框架,支持策略回测、Telegram 远程控制,并通过 FreqAI 引入机器学习能力,同时支持 Hyperliquid
9. tick-stock-panel|A 股 AI 量化工作台(⭐ +346)
面向中国 A 股市场的自托管量化系统,支持使用大语言模型辅助编写交易策略、历史回测及实时监控,提供 65 个 API 接口和 MCP 服务
10. OpenBB|AI 金融数据基础设施(⭐ +294)
面向分析师、量化研究员和 AI 智能体的开放金融数据平台,覆盖股票、期权、加密货币及宏观经济数据,并提供 MCP 接口。
值得关注的趋势是,AI 交易工具正在从单纯的行情分析,逐步发展为集数据获取、策略生成、回测验证、风险管理和自动执行于一体的完整系统
对于量化交易开发者来说,这 10 个开源项目值得收藏研究
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Jensen Huang in his last hours as Nvidia CEO, per Bloomberg:
> The board met late into the night & left him no choice but to resign
>
> He looked broken, his take-charge style gone
> Started saying things like "whatever" & "I don't care"
> He has since called himself a "piece of sh--"
> He says he no longer cares what happens to him
> His main concern: his wife, and not "ruining the lives" of the women now linked to him
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Jensen lately per Bloomberg:
“According to people who’ve spoken with him in recent days, Huang has already taken a penitent turn, castigating himself as a “piece of sh--.” He claims not to care what happens to himself at this point. His main concern, he says, is his wife, and not “ruining the lives” of the multiple women now romantically linked to him in the public imagination.”
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She wears black, but her soul is painted in a thousand shades of sorrow.
In a world where beauty fades and memories turn to dust, she remains — silent, elegant, and beautifully haunted.
Some flowers bloom in sunlight. Others belong to the darkness. 🖤🥀
An AI cinematic creation, where Gothic romance meets dark fantasy.
Image : Midjourney 8.2
Video : Gemini Omni
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BREAKING:
Alice Huang, who had affair with Jensen Huang, has now returned to China and is living in Beijing, according to Bloomberg.
Bloomberg’s reporting Nvidia’s board is currently meeting and considering replacing CEO Jensen Huang following reports that he had several affairs, including one with a woman suspected of spying for China.
Citing sources, Bloomberg reporting The board has hired an outside firm to look for possible successors and is also discussing whether to appoint a temporary CEO while finding a permanent replacement.
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In traditional Chinese culture, the plum blossom is admired for its ability to bloom in the cold of winter, making it a powerful symbol of resilience, strength, and perseverance.
Now, let's take a moment to enjoy soprano Geng Haolan performing “Plum Blossoms” with the Shen Yun Symphony Orchestra.
May the beauty of the plum blossom—and the music inspired by it—remind us that even through life’s coldest seasons, we can continue to stand strong and bloom.
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