Barry, OppHub America Desk · · Source: yahoo-tickers-tape-movers
Hedge Fund Buys Options Tied to AMD, BE, CRWV
- Investors may monitor Bloom Energy (: ) and CoreWeave (: ) for potential directional cues based on Situational Awareness's reported options activity, alongside Advanced Micro Devices (N: ). - The fund's re-emergence in public markets after a significant portfolio reduction warrants attention from traders focused on thematic and technology trades.
Based on reporting from yahoo-tickers-tape-movers.
Situational Awareness, a hedge fund led by Leopold Aschenbrenner, has reportedly acquired options linked to Advanced Micro Devices (AMD), Bloom Energy (BE), and CoreWeave (CRWV). This move comes after the fund offloaded a significant portion of its public equity portfolio to Citadel in July following market volatility.
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Situational Awareness has reportedly re-entered public markets by purchasing options tied to Advanced Micro Devices (NASDAQ: AMD), Bloom Energy (NYSE: BE), and CoreWeave ($CRWV+WL). The hedge fund, founded by Leopold Aschenbrenner, previously sold a substantial part of its public equity holdings to Ken Griffin's Citadel in July. As of June 30, 2026, the fund's 13F filing indicated approximately $20.24 billion in reportable assets. Other noted positions by Situational Awareness include options linked to SK Hynix (SKHY) and SanDisk (SNDK).
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- Investors may monitor Bloom Energy (: ) and CoreWeave (: ) for potenti
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Story playbook
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Snapshot date: September 11, 2026 at 12:01 PM ET
This playbook was built when the story published and is not live-updated. Prices, news, and risk can change after this date — treat it as a starting map, not a current trade ticket.
Story → money map
AI Infrastructure Options
A prominent tech-focused hedge fund is starting to place big bets again using stock options after pulling back earlier this year. People who follow the stock market care because this fund focuses heavily on artificial intelligence trends and might know where tech is heading next.
What changed
Hedge fund Situational Awareness re-entered public markets with option purchases in AMD, Bloom Energy, and CoreWeave.
Who wins / who loses
AI hardware, chipmakers, and energy infrastructure providers benefit from smart-money interest, while holders of overly speculative names without near-term catalysts face higher volatility risk.
Time horizon
Think in terms of the next few weeks.
Confidence & best fit
medium confidence · Active trader
Safer theme exposure (ETFs)
Baskets that own the theme without betting on one company.
Single stocks (higher risk)
Primary = closest to the story · Peers = same industry · Second-order = knock-on effects · Avoid = looks related but may be a trap
Primary
- $AMDWatch — track, don’t rush
A major hedge fund is buying financial contracts that profit if this chipmaker's stock goes up.
View $AMD chart → · End-of-day delayed data
Peer
- $NVDAWatch — track, don’t rush
The biggest name in AI chips often moves in the same direction when other chip stocks get attention.
View $NVDA chart → · End-of-day delayed data
Options (education only)
No strikes or expiries — a framework for how traders might express the view. Options can expire worthless.
Direction: bullish · Style: Bullish defined-risk call idea · Level: intermediate
Buying options is like putting down a small deposit for the right to buy a stock later at a set price; beginners should mostly stick to regular stock shares because options can expire worthless quickly.
Income / OppHub America angle
Not a trade tip — ways to use the insight outside the market.
- Researching data center power providers and regional energy grid suppliers seeing increased demand from AI infrastructure.
What would break this thesis
- Broader tech sector sell-off or negative regulatory developments surrounding AI spending.
What to do next on OppHub America
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Important
Not financial advice. OppHub America playbooks are educational market maps only — not recommendations to buy, sell, or hold any security. Markets move fast; information can be wrong or outdated. Trade and invest at your own risk. Do your own research or consult a licensed advisor.
Based on reporting from yahoo-tickers-tape-movers.
Informational and educational only — not investment, financial, or legal advice. Disclosure
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