---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40304749.md"
description: "[The New Stock Prodigy] Why is Leopold Aschenbrenner making a big bet on these 6 stocks?1. $Lumentum(LITE.US) (Lumentum)Core products: EML lasers, OCS (Optical Circuit Switches), CPO lasers$Lumentum(LITE.US) Thesis: Order book to be sold out by 2028→ $2B NVIDIA investment + acquisition agreement→ OCS backlog over $400M, 150% CAGR to 2028→ CPO: Just received new orders worth hundreds of millions of dollars2. $Coherent Corp.(COHR.US) (Coherent)Core products: 800G/1.6T transceivers, InP lasers, OCS, CPO$Coherent Corp.(COHR.US) bill-to-bill just hit 4x. Demand is destroying supply.→ NVIDIA invests $2B to acquire US optical manufacturing business→ 10+ OCS customers, huge CPO orders just received→ Supports SiPh, InP, and VCSEL - hedged across all hyperscalers3. $Coreweave(CRWV.US) (CoreWeave)Core product: GPU cloud services for AI workloads (NVIDIA H100/B200 clusters)$Coreweave(CRWV.US) just signed a $21B deal with Meta through 2032.→ 850MW active today → 1.7GW by end of 2026→ Total backlog of $66.8B→ First NVIDIA Vera Rubin deployments included4. $Core Scientific, Inc.(CORZ.US) (Core Scientific)Core product: AI/HPC data center colocation services (high-density rack colocation)$Core Scientific, Inc.(CORZ.US) transitioned from a Bitcoin miner to an AI infrastructure lessor.→ 590MW contract with $Coreweave(CRWV.US) worth over $10B over 12 years→ $2B in capex projects across 4 sites by 2025→ $Coreweave(CRWV.US) acquisition in progress ($9B deal)5. $Applied Digital(APLD.US) (Applied Digital)Core product: AI data center campuses (long-term leases)$Applied Digital(APLD.US) has $16B in contracted lease revenue for 600MW of capacity.→ $11B, 15-year deal with $Coreweave(CRWV.US) (Polaris Forge 1)→ $5B, 15-year deal with undisclosed hyperscaler (Polaris Forge 2)→ Revenue grew 250% YoY last quarter6. $Bloom Energy(BE.US) (Bloom Energy)Core product: Solid Oxide Fuel Cells (SOFCs) – behind-the-meter power solution for AI data centers, deployable in 90 days vs. years for traditional grid connectionLatest deals:Oracle agreed to purchase up to 2.8GW of fuel cell power from Bloom to power AI data centers, with 1.2GW already under contract$5B strategic partnership with Brookfield for global deployment of SOFCs for AI infrastructureWon $7.65B in data center contracts in a 90-day window in early 2026Total backlog ~$20B, up 65% YoY. Product backlog ~$6B, up 140% YoY.📈 2026 revenue guide: >50% growthRecently delivered on a hyperscale AI factory order in 55 days vs. a promised 90 days."
datetime: "2026-04-30T00:03:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40304749.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40304749.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40304749.md)
author: "[潜力股票分享](https://longbridge.com/en/profiles/17025349.md)"
---

# [The New Stock Prodigy] Why is Leopold Aschenbrenn…


### Related Stocks

- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [603325.CN](https://longbridge.com/en/quote/603325.CN.md)
- [CORZ.US](https://longbridge.com/en/quote/CORZ.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [BE.US](https://longbridge.com/en/quote/BE.US.md)
- [CORZW.US](https://longbridge.com/en/quote/CORZW.US.md)
- [CORZZ.US](https://longbridge.com/en/quote/CORZZ.US.md)
- [04335.HK](https://longbridge.com/en/quote/04335.HK.md)
- [APLD.US](https://longbridge.com/en/quote/APLD.US.md)