$IREN AI FUND DRAWS A HARD RESET ⚡

Bitget market data shows broad Q1 weakness across Leopold Aschenbrenner’s AI-infrastructure portfolio, with exposure tied to data center power, semiconductors, and Bitcoin mining conversions under pressure. The move highlights how crowded AI and compute trades are increasingly sensitive to valuation compression and liquidity rotation, even as the thematic long-term thesis remains intact.

Not financial advice. Manage your risk.

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