In Today’s Masters in Trading: Live Leopold Aschenbrenner is a 23-year-old former OpenAI researcher — a young genius who asked the wrong questions at the right time. While working on OpenAI’s superalignment team, he pushed hard on issues the company wasn’t ready to confront. How fast is AI really moving? Are we securing models properly? What happens when capabilities accelerate beyond control? Those questions got him fired. But that wasn’t the end of Aschenbrenner’s influence on the course of AI. Instead of going quiet, he wrote Situational Awareness back in 2024 — a detailed roadmap of the next five years of AI. Leopold simplifies the entire decade into three phases: - Phase 1 (2025–26): Agent Mania— AI becomes a digital junior employee.
- Phase 2 (2027–28): AI Coworkers— Full workflows get automated.
- Phase 3 (2028+): Power Crunch— Compute outpaces the grid.
Over a year after releasing that landmark text, the world looks exactly like he predicted. AI has re-accelerated. Agents are replacing chatbots. Data-center buildouts are exploding. And the biggest constraint right now isn’t models — it’s electricity. Just like Leopold argued back in 2024. Power demand from AI is now projected to double by 2030. This leads to his clear investment framework: Brains → Factories → Fuel. I’ll break it down even further… Brains = software and agents. Factories = GPUs and data centers. Fuel = the electricity that powers all of it. And Leopold isn’t just talking — he’s investing billions through his hedge fund, Situational Awareness LP. His positions in CoreWeave, Core Scientific, IREN, Vistra, and Intel align perfectly with his model.
Leopold saw the future early. And now he’s putting real money behind the companies building the next decade of AI. For traders, the roadmap is simple: Brains, Factories, Fuel. In today's Masters in Trading LIVE at 11 AM EST, I'll explain how we can use Aschenbrenner’s thesis around AI to shore up our investments in the space throughout 2026. I’ll explain the key trends – and options plays – I’m watching as the next phase of AI takes off. Want to learn exactly how we spot the biggest stock market trends before Wall Street’s power brokers? The Masters in Trading Options Challenge is here to help. The Challenge takes everything you've learned in my daily shows — fixed risk, smart exits, scaling into trades, and staying disciplined — and puts it into practice step by step. For two weeks, we walk through real options trading basics. You'll learn how I think, how I build trades, and how to handle both winners and losers. Click here to join the Masters in Trading Options Challenge. 
| Recommended Link | | | | At the height of the market chaos in 2020, Luke Lango beat 15,000 experts to be ranked America’s #1 stock picker. Now, he’s naming the company he believes will become the next government-backed AI titan. And he’s giving away its name and ticker, free. |  | |
 | Got a Question? | Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, | 
0 Response to "Brains, Factories, Fuel: The AI Power Play Everyone's Missing"
Post a Comment