Jason's Chips
@jasonschips
College student obsessed with semiconductors | 5k+ subs on Substack & top 40 in technology | Victim of AGI psychosis
61 Following 3.6K Followers
Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him.
What is happening to Leopold (or what does he think is happening to us)?
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$CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them?
