Ai disruption

A 23-Year-Old Bet Against Infosys with $3 Billion. We Ran the Numbers.

Leopold Aschenbrenner's Situational Awareness fund filed SEC puts on Infosys. AI is eating IT services alive. We pulled the option chain, ran 100,000 Monte Carlo simulations, and found exactly one trade that makes mathematical sense.

5 Mar 2026, 9 min read