Aschenbrenner Shorts Nvidia and AMD, Prefers Bitcoin Miners

Aschenbrenner is taking a bearish stance on Nvidia and AMD, opting instead to invest in bitcoin miners that possess their own electricity and data centers. This strategic move is aimed at capitalizing on the infrastructure required to support the next phase of the AI boom, according to CoinDesk. By focusing on miners with these assets, Aschenbrenner is positioning to benefit from the anticipated growth in AI-driven demand.