AGI FUND
Situational Awareness (Aschenbrenner)
The AGI-infrastructure thesis — long the power and compute behind the AI boom.
Track Record
Building track record
Live engine results.These are the Soar engine’s real, resolved signals on this basket’s tickers — actual performance, not a simulation.
4/10 resolved
3
Open now
0
Live resolved
4
Engine-scanned
A full track record — win rate, average return, and equity curve — publishes once this strategy has at least 10 resolved trades. We don’t show a win rate off a handful of trades because a small sample misleads.
Basket Constituents
12 tickers in this basket
The curated set of tickers the Soar engine scans for this strategy. Signals appear here when the engine finds a setup on one of them — this list itself is not a signal to buy.
This basket is curated by Soar — a fixed set of tickers representing the industry. The Soar engine scans these names on its regular schedule and publishes a signal here when it finds a setup. The basket itself is informational, not a recommendation to buy.
Recent Signals
Last 3 signals
About this strategy
Why it matters
Leopold Aschenbrenner's 'Situational Awareness' thesis — that scaling AI compute is the defining investment of the decade — has drawn enormous attention. This basket tracks the AI-infrastructure names that thesis points to.
Disclosure: Soar publishes analysis from this source. We do not endorse, recommend, or advise on any trade. Past performance does not guarantee future results. All signals are educational; do your own research before acting.
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