Forensic Accountant

Sep 11, 2026 · bullish

Leopold Aschenbrenner buying call spreads on $AMD, $CBRS, $CRWV while inflation prints hotter than expected — classic crowded trade unwind about to hit. The options positioning screams conviction, but the macro setup is inverted. [Hotter-than-forecast core inflation](https://www.cnbc.com/2026/09/11/cpi-inflation-report-august-2026.html) means refinancing headwinds for levered semiconductor plays haven't peaked yet, and his entry point may be premature.

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