Leopold Aschenbrenner’s Situational Awareness LP has disclosed a 5.6% stake in Nebius Group (NBIS), which saw its price rise to $222.75 (+6.87%) in after-hours trading. The fund, which previously held positions in CoreWeave and Iren, is adding Nebius to its portfolio of "neocloud" investments. The firm is also noted for its historical calls on Bloom Energy (BE), SanDisk (SNDK), and Intel (INTC).