MTS(@MTSlive):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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MTS@MTSlive

2026.05.18 15:08

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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