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.)
$2.58B
Positions
24
Holdings
  • SNDKSandisk$5.67B28.0%+1362.7%
  • MUMicron Technology$5.57B27.5%+480.7%
  • BEBloom Energy$1.94B9.6%+171.9%
  • TSMTaiwan Semiconductor Manufac$1.29B6.4%+52.7%
  • Nebius Group N.v.$1.23B6.1%
+ Show all 24
  • CRWVCoreWeave$744.5M3.7%+154.9%
  • CORZCORE Scientific$665.6M3.3%+178.7%
  • STMStmicroelectronics$584.3M2.9%-27.5%
  • APLDApplied Digital$469.0M2.3%+455.2%
  • RIOTRIOT Platforms$468.2M2.3%-0.1%
  • SHAZSharonai$456.8M2.3%+236.4%
  • IRENIREN$433.3M2.1%+623.5%
  • CLSKCleanSpark$178.6M0.9%+19.5%
  • KEELKEEL Infrastructure$151.8M0.8%-38.9%
  • SEISolaris Energy Infrastructure$90.9M0.4%+58.4%
  • WhiteFiber$68.3M0.3%
  • BTDRBitdeer Technologies$54.6M0.3%-46.6%
  • TET1 Energy$46.5M0.2%+16.4%
  • HIVEHIVE Digital Technologies LT$33.2M0.2%+41.6%
  • BWBabcock & Wilcox Enterprises$28.6M0.1%+62.3%
  • PUMPProPetro Holdings$28.1M0.1%+27.2%
  • VSHVishay Intertechnology$20.2M0.1%-34.8%
  • INFYInfosys$5.2M0.0%-32.2%
  • CBRSCerebras Systems$2.2M0.0%-0.9%
Recent moves
  • Micron Technology+$4.56B
  • Sandisk+$4.56B
  • VanEck ETFclosed (was $2.05B)
  • NVIDIAclosed (was $1.57B)
via SEC 13F-HR· 2026-06-30· filed 2026-08-14· 7 filings on file

Chris Camillo

Dumb Money TV · social arbitrage

Retail · public stockpicks

Invested(est.)
$80.0M
Positions
5
Positions
  • HOODRobinhood Markets-25.6%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 → $95.56· Iced Coffee Hour · Nov 2025
  • AMZNAmazon+12.6%core

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

    since 2025-11-16· $233.22 → $262.65· Iced Coffee Hour · Nov 2025
  • BEBloom Energy+110.5%high

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

    since 2025-11-16· $109.24 → $229.94· Iced Coffee Hour · Nov 2025
  • NVDANVIDIA+1230.5%high

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

    since 2022-11-30· $16.92 → $225.16· First public bullish call · ~ChatGPT launch
  • TSLATesla-20.4%medium

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

    since 2025-11-16· $430.17 → $342.27· 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