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Investors purchase $8 billion worth of chip stocks

MeNews
ME News Report, May 18 (UTC+8), Leopold Aschenbrenner made a large-scale investment in 2026, purchasing $8 billion worth of chip stocks. The specific companies and amounts purchased are: $SMH: $2.04 billion, $NVDA: $1.57 billion, $ORCL: $1.07 billion, $AVGO: $1.01 billion, $AMD: $969 million, $MU: $584 million, $TSM: $535 million, $ASML: $494 million, $INTC: $159 million. Last quarter, he held $747 million in bullish options on Intel, but this quarter shifted to bearish options. Additionally, he increased investments in Bitcoin mining companies transitioning to AI data centers, including Applied Digital, Bitfarms, CleanSpark, IREN, Riot, and newly invested in Hive Digital. (Source: MLion)
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