Leopold Aschenbrenner sold every share of Nvidia and Broadcom last quarter. Took the money and bought fuel cells, Bitcoin miners, and power companies. Today Oracle signed a 2.8 GW fuel cell deal with his largest holding. The stock jumped 15% after hours. This is the most contrarian AI trade on Wall Street right now, and the math behind it is wild. Leopold wrote a 165-page essay in 2024 arguing AGI arrives by 2027. Then he translated that prediction into a pure energy play. His logic:…