Former OpenAI researcher Leopold Aschenbrenner — the mind behind the viral AGI investment thesis — is about to file his latest 13F disclosure this week. His $5.5 billion fund, Situational Awareness LP, has been making aggressive bets on AI infrastructure plays that are already paying off handsomely for early followers.

The Big Bet: Bloom Energy at 22% of Portfolio

Last quarter's filing revealed Bloom Energy as the fund's #1 position at a staggering 22% allocation. For context, most institutional investors cap single positions at 5-10%. This level of conviction in a single AI infrastructure play is unusual — and the market has validated it with a 65% surge in the past month alone.

Bloom Energy (BE) provides solid oxide fuel cells and is positioned as a critical supplier for AI data center power demands. As hyperscalers race to secure reliable energy for their compute buildouts, Bloom's on-site power generation has become increasingly attractive.

STOCK Act Violations: Senators Rounds & Hickenlooper

In a separate development this week, two U.S. senators violated the STOCK Act disclosure requirements:

• Sen. Mike Rounds (R-SD) — Sat on a $1M-$5M stock sale for 208 days (limit is 45 days)
• Sen. John Hickenlooper (D-CO) — Waited 351 days to disclose a Liberty Broadband sale

Both chair subcommittees that directly oversee the industries they were trading in. This pattern of late disclosure continues to raise questions about information asymmetry in congressional trading.

Insider Signal: Sportradar CEO Buys $10M After Short Attack

Sportradar's (SRAD) CEO personally purchased $10 million in stock after Muddy Waters Research alleged 40% of the company's revenue was illegal. Six directors followed with their own purchases. Historically, large insider buys after short attacks have been bullish signals — insiders putting their own money on the line to counter bear narratives.

What This Means for Traders

Key Takeaways:

• AI infrastructure remains the highest-conviction institutional theme in 2026
• Energy plays serving data centers (BE, CEG) are attracting smart money flows
• Congressional trading violations suggest positions held for informational advantage
• Insider cluster buys after short reports historically signal 60-70% 6-month outperformance

Stocks to Watch: BE (Bloom Energy), SRAD (Sportradar), QCOM (Qualcomm — up 29.96% on Rep. Sara Jacobs' portfolio this week), CEG (Constellation Energy — subject of opposing senator trades)

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