alt Hacker News>There's probably a lot of people who picked out those trends, after all they are just what's in the news
i know nothing about this specific person, but the typical rule is that if it has already reached the general news cycle, you are too late.
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lordnacho • today at 5:35 PM
Nah, why would you say that? AI was in the news at least since ChatGPT 3, and you would have done well to buy eg Nvidia up to now.
That depends on how long the trend lasts for. You could have got into stocks like Apple, Amazon or NVidia very "late" and still made tons of money.
Aschenbrenner only created his Situational Awareness fund 2 years ago, so he wasn't exactly prescient in predicting the rise of AI - he just had enough conviction to go all in, with leverage, on an investing theme that was already pretty obvious.