Leopold is a genius and he’s playing us all like fools. He knew his 13-F would be tracked like a hawk and retail would front run it. So what does he do? He sells everything and flips bearish the day he needs to report…. Then he waits for the perfect time. Drop it right before market open and *kaboom* 💥 he orchestrates a market crash in exactly the securities he wants to buy as retail copy trades him. Now he gets to short the market this morning and make a killing and buy back his positions cheaper. It’s. So. Peak.

The pod cell wagies are seething that I beat all of Wall Street to the most important story in semis and have convinced themselves I just got “lucky.” Intel was sitting out in the open for months. All you had to do was sit down and read 📖📚. But I can’t expect people who’ve never built anything that shipped and couldn’t tell a via from a TSV even if their PM held a gun to their head to understand what was happening in plain sight. Good luck 👍 with your mediocre Sharpe, your 2-and-20 haircut, and your cocaine addiction. After you blow up aping into Samsung at the top, shorting Tower into a squeeze, and going long GlobalFoundries right before the next trough, you’ll get cut, fail to land at the next pod, and end up managing a $40M “family office” for some Greenwich dentist pitching him the same SOXL/SOXS pair trade you read off a sell-side note while your wife cheats on you with a guy who actually knows how to read a data sheet.