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.

MTS

@MTSlive

To monitor the situation is to watch history in the making Signal tip line: mtsbot.45

加入 March 2026

341 正在關注 47.5K 粉絲

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.