Leopold Aschenbrenner, a former OpenAI researcher known as an 'AI stock god,' has restructured his portfolio by exiting put option hedges on major semiconductor companies like Nvidia and AMD while establishing large long positions in SanDisk (28%) and Micron (27.5%), alongside significant holdings in AI infrastructure and chip makers. He has also added roughly $315 million in call options across semiconductor and AI infrastructure companies, signaling increased bullish positioning on memory chips and computing infrastructure.