Faber Report: Leopold Aschenbrenner's Situational Awareness active in options market, sources say

Watch on YouTube ↗  |  September 11, 2026 at 14:31  |  4:51  |  CNBC
Speakers
David Faber — Anchor, Squawk on the Street / Media Analyst
Jim Cramer — Host, Mad Money
Carl Quintanilla — Anchor, CNBC

Summary

CNBC's David Faber reports that Leopold Aschenbrenner's Situational Awareness has re-entered public markets as a large buyer of options, with premium concentrated in AMD, Bloom Energy, and CoreWeave. Jim Cramer calls the stock picks legitimate, highlights Bloom Energy as the cleanest fuel and SK Hynix as the cheapest stock, but warns Aschenbrenner's options-based approach is risky. The discussion also touches on Anthropic's unsold stake and IPO potential, plus Microsoft's reported data center capacity expansion, which could delay concerns about the AI capex cycle peaking.

  • David Faber confirms Aschenbrenner's Situational Awareness is buying options again.
  • Options premium reportedly in hundreds of millions in AMD, Bloom Energy, and CoreWeave.
  • Jim Cramer likes Bloom Energy as cleanest fuel and calls SK Hynix the cheapest stock.
  • Cramer warns Aschenbrenner's flex-option strategy could lead to another blowup.
  • Anthropic stake remains unsold; IPO prospectus awaited.
  • Microsoft reportedly plans to triple data center capacity by 2032, delaying capex-peak worries.
Ideas
David Faber Anchor, Squawk on the Street / Media Analyst 1:26
Aschenbrenner buys options in AMD, Bloom, CoreWeave
Leopold Aschenbrenner's Situational Awareness has returned to public-market options trading, buying hundreds of millions of dollars of premium late last week and early this week in typical portfolio names including Advanced Micro Devices, Bloom Energy, and CoreWeave. The activity is considered significant by market participants even though it is unclear whether he is taking new money for public equities.
AMD CoreWeave BE HIGH
Jim Cramer Host, Mad Money 2:42
SK Hynix is world's cheapest stock
SK Hynix is probably the cheapest stock in the world, making it an exceptionally attractive valuation play.
000660.KS MED
Carl Quintanilla Anchor, CNBC 4:33
Microsoft data center plan delays capex peak
Microsoft's reported plan to triple its data center capacity to 38 GW by 2032 from 12 GW pushes out concerns that the AI capex cycle is peaking too soon, supporting continued demand for AI data-center infrastructure.
MSFT MED
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This CNBC video, published September 11, 2026, features David Faber, Jim Cramer, Carl Quintanilla discussing AMD, CoreWeave, BE, 000660.KS, MSFT. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: David Faber, Jim Cramer, Carl Quintanilla  · Tickers: AMD, CoreWeave, BE, 000660.KS, MSFT