🚨Leopolds 13F is out now:
It’s obvious that data centers, AI and energy is still the theme here.
With AI Datacenters as the core theme:
He added to $IREN $KEEL $CLSK $APLD $CRWV
Stay patience. Know what you hold.
-BP
Not financial advice.Wall St Engine: Leopold’s Situational Awareness 13F is out.
New positions include $TE, $HIVE, $SHAZ, $INTC, $AMD, $SMH, $TSM, $MU, $GLW, $ASML and $NVDA
Added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV and $SNDK.
Trimmed $SEI, $CORZ and $BE.
Exited $COHR, $LBRT, $TSEM, $HUT, $LITE,
It’s obvious that data centers, AI and energy is still the theme here.
With AI Datacenters as the core theme:
He added to $IREN $KEEL $CLSK $APLD $CRWV
Stay patience. Know what you hold.
-BP
Not financial advice.Wall St Engine: Leopold’s Situational Awareness 13F is out.
New positions include $TE, $HIVE, $SHAZ, $INTC, $AMD, $SMH, $TSM, $MU, $GLW, $ASML and $NVDA
Added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV and $SNDK.
Trimmed $SEI, $CORZ and $BE.
Exited $COHR, $LBRT, $TSEM, $HUT, $LITE,
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