MTS
@MTSlive
To monitor the situation is to watch history in the making
Signal tip line: mtsbot.45
Joined March 2026
341 Following 47.5K Followers
SITUATION UPDATE: Leopold's 13F is out.
Moves include bets against NVIDIA, Intel and Broadcom in the form of put options.
The reported number is the notional value, not market value - meaning the trades may just be a hedge and the amount he has at risk is much less than reported.
His largest long positions are Bloom Energy, Sandisk and CoreWeave.
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