50ptMAE(@50ptMAE):If there was a way to leverage a private investment in Anthropic this guy would probably be living on the streets lol. -67% in a year would be an absolute horrible performance. -67% in a month… on the other hand… was his entire portfolio just OTM call options? If you ex-his anthropic investment it was more like -80% or -90% in a motnh on his actual public equities

2026.07.31 17:53

If there was a way to leverage a private investment in Anthropic this guy would probably be living on the streets lol. -67% in a year would be an absolute horrible performance. -67% in a month… on the other hand… was his entire portfolio just OTM call options? If you ex-his anthropic investment it was more like -80% or -90% in a motnh on his actual public equities

50ptMAE@50ptMAE

2026.07.31 17:44

If leopold’s +80% return includes his anthropic private mark at 1tr valuation, he basically lost his entires years worth of gains. Maybe he will rebound, but its clear his strategy is just giga max yolo long the highest beta AI trades. If you want to invest in his fund but dont have access just full port SMH calls and youre 99% of the way there