Three AI Cloud Companies Show Consensus Between Nvidia's Huang and Wall Street's Aschenbrenner, Up 73-216% YTD

According to BlockBeats, on June 3, three artificial intelligence infrastructure companies show overlapping positions between Nvidia CEO Jensen Huang's NVIDIA AI Factory portfolio and the Q1 holdings of Leopold Aschenbrenner's Situational Awareness LP: CRWV, NBIS, and IREN.

Situational Awareness LP increased CRWV holdings worth $556 million in common stock and $141 million in call options; held over $2 billion in NBIS shares; and held $400 million in IREN stock. All three companies have rallied significantly this year, with gains of 74%, 216%, and 73% respectively.