@evgeniy
Leopold is probably the funniest AI bull market character right now.
his latest 13F:
short: Nvidia, AMD, Broadcom, ASML, Intel, semis ETF
long: power, data centers, CoreWeave, Bloom, memory
which makes sense if you think the GPU trade is now crowded & power will be a bigger bottleneck for AI. but having a $1B+ Nvidia short open here is still absolutely insane behavior. what a chad.
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