AI infrastructure fund positioning puts SanDisk and Micron options in focus

Market attention is returning to potential options activity in $SNDK and $MU following Leopold Aschenbrenner's recent discussion of Situational Awareness' aggressive positioning around the AI infrastructure buildout.
The fund has previously deployed hundreds of millions of dollars across positions involving $BE, $AMD, $SNDK and Micron, reflecting a concentrated thesis around the physical infrastructure required to scale AI.
Fresh heavy call positioning in SanDisk or Micron would therefore be consistent with the fund's previously disclosed investment theme, but the specific new positions remain speculative without confirmed filings or transaction data.