A high-performing fund has established massive positions in Bloom Energy (BE), CoreWeave (CRWV), Lumentum (LITE), and Core Scientific, while aggressively buying Bitcoin miners Cipher and Bitdeer to repurpose for AI data centers. The fund has simultaneously exited large positions in NVIDIA and Intel (INTC) and holds a significant short position on Infosys. Visual data confirms a portfolio concentration in BE (15.87%), CRWV equity and calls (~22%), and INTC calls (13.54%).