aurelli.us

Aurellius
Austin.

Angel Investor. Technologist. Building, compounding, and traveling well.
Jakarta | Tokyo based.

01 — Currently
02 — Portfolio
24h
+1.09%
7d
+0.37%
30d
+1.55%
All-time
+263.65%
Top holdings
  • USDCUSDC54.84%
  • USDTTether31.10%
  • HYPEHyperliquid19.05%

via lighthouse.one · as of May 2, 2026, 2:15 AM · 1279 snapshots on file

03 — Watchlist

Situational Awareness LP

Leopold Aschenbrenner

Hedge fund · AGI thesis

Invested(est.)
$4.66B
Positions
29
Holdings
  • VanEck ETF$2.05B15.0%
  • NVDANVIDIA$1.57B11.5%+19.2%
  • SNDKSandisk$1.11B8.1%+1088.1%
  • ORCLOracle$1.07B7.8%+26.9%
  • MUMicron Technology$1.01B7.4%+307.3%
+ Show all 29
  • AVGOBroadcom$1.01B7.4%+151.3%
  • AMDAdvanced Micro Devices$989.3M7.2%+106.9%
  • BEBloom Energy$934.1M6.8%+205.9%
  • TSMTaiwan Semiconductor Manufac$897.5M6.6%+41.8%
  • CRWVCoreWeave$696.6M5.1%+151.3%
  • ASML Holdings NV N Y Registry$500.2M3.7%
  • IRENIREN$401.0M2.9%+728.6%
  • CORZCORE Scientific$389.1M2.8%+225.6%
  • APLDApplied Digital$320.0M2.3%+596.4%
  • INTCIntel$168.0M1.2%+376.3%
  • RIOTRIOT Platforms$142.2M1.0%+21.8%
  • CLSKCleanSpark$104.5M0.8%+32.8%
  • SEISolaris Energy Infrastructure$62.5M0.5%+80.5%
  • TET1 Energy$43.9M0.3%+59.5%
  • BITFBitfarms$38.8M0.3%-15.7%
  • BTDRBitdeer Technologies$29.8M0.2%-23.1%
  • PSIXPower Solutions International$26.3M0.2%-31.9%
  • GLWCorning$21.7M0.2%+31.3%
  • WhiteFiber$20.9M0.2%
  • BWBabcock & Wilcox Enterprises$19.9M0.1%+217.8%
  • SHAZSharonai$18.1M0.1%+153.0%
  • PUMPProPetro Holdings$13.1M0.1%+89.6%
  • INFYInfosys$6.8M0.0%-29.3%
  • HIVEHIVE Digital Technologies LT$6.4M0.0%+82.1%
Recent moves
  • VanEck ETFnew $2.05B
  • NVIDIAnew $1.57B
  • Oraclenew $1.07B
  • Micron Technologynew $1.01B
via SEC 13F-HR· 2026-03-31· filed 2026-05-18· 6 filings on file

Chris Camillo

Dumb Money TV · social arbitrage

Retail · public stockpicks

Invested(est.)
$80.0M
Positions
5
Positions
  • HOODRobinhood Markets-40.0%core

    Largest position. Bet on the ~$100T wealth transfer to younger generation over 30–35 years; HOOD captures the next-gen brokerage flow.

    since 2025-11-16· $128.49 → $77.15· Iced Coffee Hour · Nov 2025
  • AMZNAmazon+13.6%core

    Two-decade infrastructure moat. Long-term winner as automation + robotics tighten margins on the consumer-side business.

    since 2025-11-16· $233.22 → $264.86· Iced Coffee Hour · Nov 2025
  • BEBloom Energy+136.8%high

    Higher-conviction shorter-term trade. Primary power supplier for global datacenters over the next 5–8 years.

    since 2025-11-16· $109.24 → $258.71· Iced Coffee Hour · Nov 2025
  • NVDANVIDIA+1213.7%high

    Bullish since ChatGPT launch (Nov 2022). Reduced from aggressive weekly leveraged options to a base position.

    since 2022-11-30· $16.92 → $222.32· First public bullish call · ~ChatGPT launch
  • TSLATesla-4.7%medium

    Optimus humanoid thesis: potential +$10T to TSLA valuation by 2030 if scaled. Visited 1X humanoid robot lab.

    since 2025-11-16· $430.17 → $409.99· Iced Coffee Hour · Nov 2025
via Iced Coffee Hour, Dumb Money TV, X

Auto-refreshed daily at 08:00 WIB · 13F holdings inherently lag (filings appear ~45 days after quarter-end)

04 — Connect