Leopold Aschenbrenner's Situational Awareness is active in options market, sources say
Published . Updated .
Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC's David Faber.
Directly affected
- AMD Advanced Micro Devices
Named in this report.
- BE Bloom Energy
Named in this report.
- CRWV CoreWeave
Named in this report.
Indirectly affected
- NVDA NVIDIA
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- XOM Exxon Mobil
Oil producers earn more when crude prices rise
- CVX Chevron
Oil producers earn more when crude prices rise
- AMAT Applied Materials
Chip-equipment makers feel export controls
- LRCX Lam Research
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor
A fund of semiconductor companies
- NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF
GA selected NVDY as a RELATED security because its canonical security name directly matches this event's themes: options. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Situational Awareness has been buying options positions in stocks including Advanced Micro Devices, Bloom Energy and Coreweave, sources told CNBC's David Faber.
Source: CNBC Top
How far Bloom Energy (BE) has moved since 12 Sep 2026
Since the first closing price after “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say,” Bloom Energy (BE) is -12.03%. The S&P 500 fund (SPY) is +0.77% over the same days, a -12.79% difference versus the market.
Filings that name Bloom Energy (BE) around 12 Sep 2026
- Rohit Khanna buy Advanced Micro Devices (AMD) ($1,001 - $15,000). That is 8 days before publication, inside 30 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Gilbert Cisneros sell Advanced Micro Devices (AMD) ($1,001 - $15,000). That is 25 days before publication, inside 30 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Rohit Khanna sell Advanced Micro Devices (AMD) ($1,001 - $15,000). That is 40 days before publication, inside 60 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Nancy Pelosi buy Bloom Energy (BE) ($500,001 - $1,000,000). That is 46 days before publication, inside 60 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Rohit Khanna sell Advanced Micro Devices (AMD) ($1,001 - $15,000). That is 50 days before publication, inside 60 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Nancy Pelosi buy Bloom Energy (BE) ($1,000,001 - $5,000,000). That is 50 days before publication, inside 60 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Gilbert Cisneros buy Advanced Micro Devices (AMD) ($1,001 - $15,000). That is 57 days before publication, inside 60 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
- Richard W. Allen buy Advanced Micro Devices (AMD) ($1,001 - $15,000). That is 60 days before publication, inside 60 days. The filing is listed beside the story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
Companies carried with this story
- BE Bloom Energy
Bloom Energy (BE) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.” Reason on file: The reported development directly names BLOOM ENERGY CORP in the summary; GA resolved that company to BE
- AMD Advanced Micro Devices
In “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say,” Advanced Micro Devices (AMD) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names ADVANCED MICRO DEVICES INC in the summary; GA resolved that company to AMD
- NVDY Yieldmax Nvda Option Income Strategy Etf
For “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say,” Yieldmax Nvda Option Income Strategy Etf (NVDY) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVDY as a RELATED security because its canonical security name directly matches this event's themes: options. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSLY Yieldmax Tsla Option Income Strategy Etf
In “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say,” Yieldmax Tsla Option Income Strategy Etf (TSLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSLY as a RELATED security because its canonical security name directly matches this event's themes: options. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AFMC First Trust Active Factor Mid Cap Etf
First Trust Active Factor Mid Cap Etf (AFMC) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.” Reason on file: GA selected AFMC as a RELATED security because its canonical security name directly matches this event's themes: active. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AFSM First Trust Active Factor Small Cap Etf
For “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say,” First Trust Active Factor Small Cap Etf (AFSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected AFSM as a RELATED security because its canonical security name directly matches this event's themes: active. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AGEM Abrdn Emerging Markets Dividend Active Etf
Abrdn Emerging Markets Dividend Active Etf (AGEM) is linked, with no stored direction, medium confidence in the 12 Sep 2026 story “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say.” Reason on file: GA selected AGEM as a RELATED security because its canonical security name directly matches this event's themes: active. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BALQ Ishares Nasdaq Premium Income Active Etf
In “Leopold Aschenbrenner's Situational Awareness is active in options market, sources say,” Ishares Nasdaq Premium Income Active Etf (BALQ) is linked, with no stored direction, medium confidence. Reason on file: GA selected BALQ as a RELATED security because its canonical security name directly matches this event's themes: active. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
This story
“Leopold Aschenbrenner's Situational Awareness is active in options market, sources say” (12 Sep 2026) reaches Bloom Energy (BE) through this story.
What ties Bloom Energy (BE) to the headline is this: The reported development directly names BLOOM ENERGY CORP in the summary; GA resolved that company to BE
Also listed, Advanced Micro Devices (AMD): The reported development directly names ADVANCED MICRO DEVICES INC in the summary; GA resolved that company to AMD
The price range for Bloom Energy (BE), and the dates in the story
AMD traded between 527.05 and 658.47 across 20 sessions. The latest close on file is 538.06. BE traded between 215.26 and 302.32 across 20 sessions. The latest close on file is 226.12. NVDY traded between 11.63 and 13.18 across 20 sessions. The latest close on file is 11.86.
This story
46 out of 100
“Leopold Aschenbrenner's Situational Awareness is active in options market, sources say” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.