Heroes don't ask for directions! Gold will always shine! The genius teenager Leopold Aschenbrenner, who was kicked out by OpenAI, now manages the fund Situational Awareness. In just over a year, its assets skyrocketed from $225 million to $5.5 billion—a 24x increase. His current portfolio includes 15 major U.S. stocks, all related to AI. His investment logic is surprisingly similar to how we analyze public blockchains or AI: focusing on core underlying constraints. Lack of electricity? Invest in electricity. Lack of memory? Invest in memory. Lack of data centers? Invest in data centers.