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The Al Server Power Supply Chain Microcontroller Unit $TXN Texas Instruments $NXPI NXP Semiconductors $IFX Infineon Technologies $STM STMicroelectronics Battery Management System $ADI Analog Devices $TXN Texas Instruments $NXPI NXP Semiconductors $IFX Infineon Technologies $STM STMicroelectronics Battery Backup $FLEX Flex Cooling Fan $VRT Vertiv Busbar $SU.EPA Schneider Electric $LR.EPA Legrand $ETN Eaton $ABB ABB $VRT Vertiv Chassis $SMCI Super Micro Computer Rack $VRT Vertiv $SU Schneider Electric $ETN Eaton $LR Legrand Power Supply Unit $FLEX Flex $AEIS Advanced Energy Industries DC-DC Converter $TXN Texas Instruments $IFX Infineon Technologies $STM STMicroelectronics $ADI Analog Devices $MPWR Monolithic Power Systems $VICR Vicor Supercapacitor $ETN Eaton

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New Leverage Shares by Themes 2x single stock ETFs now live on @cboe. $MUG: 2x Long Micron Technology $FIXX: 2x Long Comfort Systems USA $FLEL: 2x Long Flex $STMX: 2x Long STMicroelectronics Trading now – 24/5 around the clock.

JUST IN: Stanley Druckenmiller just updated his portfolio This is everything Duquesne Family and Stanley Druckenmiller owned as of the end of Q1 Natera $NTRA: $576.7M Taiwan Semiconductor $TSM: $201.2M STMicroelectronics $STM: $161.1M YPF Sociedad Anonima $YPF: $142.0M Insmed $INSM: $126.3M Brazil ETF $EWZ: $124.6M BBB Foods $TBBB: $113.6M NewAmsterdam Pharma $NAMS: $109.2M Sea Limited $SE: $96.8M Roku $ROKU: $93.2M Alcoa $AA: $92.9M Broadcom $AVGO: $83.7M Teva Pharmaceutical $TEVA: $82.1M Woodward $WWD: $73.6M Sandisk $SNDK: $54.1M Figure Technology $FIGR: $51.2M Revolution Medicines $RVMD: $46.0M Intel $INTC: $44.9M Coupang $CPNG: $43.5M Humana $HUM: $42.1M Seagate $STX: $40.6M CRH $CRH: $39.0M Lattice Semiconductor $LSCC: $39.0M Bloom Energy $BE: $38.6M Option Care Health $OPCH: $36.5M Twilio $TWLO: $36.0M Restaurant Brands $QSR: $34.6M Global X MSCI Argentina ETF $ARGT: $33.7M Jabil $JBL: $28.2M Caris Life Sciences $CAI: $28.1M Wabtec $WAB: $25.0M United Airlines $UAL: $24.6M Cleveland-Cliffs $CLF: $23.8M Arm Holdings $ARM: $22.5M iShares GSCI Commodity $GSG: $22.0M Southern Copper $SCCO: $21.7M Linde $LIN: $20.9M Unity Software $U: $20.4M Nuvation Bio $NUVB: $20.1M Qnity Electronics $Q: $19.8M Micron Technology $MU: $17.2M Protagonist Therapeutics $PTGX: $16.4M Coherent $COHR: $15.8M Belite Bio $BLTE: $15.2M Olema Pharmaceuticals $OLMA: $13.4M Xenon Pharmaceuticals $XENE: $13.0M ADMA Biologics $ADMA: $12.8M StubHub Holdings $STUB: $12.2M PureCycle Technologies $PCT: $12.1M Amazon $AMZN: $12.1M Celestica CLS: $12.0M Daktronics DAKT: $10.7M Cloudflare NET: $10.4M Twist Bioscience TWST: $10.1M LyondellBasell LYB: $9.9M Vista Energy VIST: $9.8M JBS JBS: $8.9M EchoStar SATS: $8.3M Almonty Industries ALM: $8.2M DBV Technologies DBVT: $7.5M Lumentum LITE: $6.8M Solstice Advanced Materials SOLS: $5.3M MercadoLibre MELI: $4.3M Westlake WLK: $1.9M Wave Life Sciences WVE: $1.2M

If you invested $10,000 into the iShares Semiconductor ETF $SOXX when it launched in July 2001 and held to today, you'd have $260,060 🟢 Here's how much of each stock $10,000 of $SOXX buys you today: $951 of Advanced Micro Devices $AMD $813 of Intel $INTC $770 of Micron Technology $MU $765 of NVIDIA $NVDA $736 of Broadcom $AVGO $474 of Texas Instruments $TXN $473 of Analog Devices $ADI $430 of Qualcomm $QCOM $408 of Marvell Technology $MRVL $377 of KLA $KLAC $366 of NXP Semiconductors $NXPI $364 of Applied Materials $AMAT $333 of Lam Research $LRCX $314 of Taiwan Semiconductor $TSM $310 of Monolithic Power Systems $MPWR $298 of SK Hynix $SKHY $251 of Teradyne $TER $236 of Microchip Technology $MCHP $226 of Astera Labs $ALAB $159 of ON Semiconductor $ON $153 of Credo Technology $CRDO $149 of ASML $ASML $133 of Entegris $ENTG $108 of Tower Semiconductor $TSEM $99 of ASE Technology $ASX $98 of MACOM Technology Solutions $MTSI $60 of Cerebras Systems $CBRS $55 of United Microelectronics $UMC $43 of Arm Holdings $ARM $43 of STMicroelectronics $STM

This is what Leopold Aschenbrenner owned before he got margin called This is what Leopold's portfolio looked like as of the end of Q2 - SanDisk $SNDK: 2,495,344 shares, $5.7B - Micron $MU: 4,828,786 shares, $5.6B - Bloom Energy $BE: 6,272,808 shares, $1.9B - Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B - Nebius $NBIS: 4,464,260 shares, $1.2B - CoreWeave $CRWV: 7,479,558 shares, $0.7B - Core Scientific $CORZ: 26,008,473 shares, $0.7B - STMicroelectronics $STM: 7,802,700 shares, $0.6B - Applied Digital $APLD: 15,384,616 shares, $0.5B - Riot Platforms $RIOT: 17,100,000 shares, $0.5B - Sharonai: 5,396,127 shares, $0.5B - IREN $IREN: 9,474,099 shares, $0.4B - CleanSpark $CLSK: 12,276,139 shares, $0.2B - Keel: 26,451,393 shares, $0.2B - Solaris $SEI: 1,129,621 shares, $0.1B - Whitefiber: 1,757,600 shares, $0.1B - Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B - T1 Energy $TE: 4,900,000 shares, $0.05B - Hive Digital $HIVE: 9,133,726 shares, $0.03B - Babcock & Wilcox $BW: 2,027,451 shares, $0.03B - ProPetro $PUMP: 1,960,382 shares, $0.03B - Vishay $VSH: 375,000 shares, $0.02B - Cerebras $CBRS: 10,000 shares, $0.002B Call options: - Bloom Energy calls: 145,800 contracts, $0.04B - Taiwan Semiconductor calls: 50,000 contracts, $0.02B Put options: - Infosys puts: 500,000 contracts, $0.005B