Leopold’s new 13F shows he may be moving into Phase 3 of the AI Energy trade, exactly as I expected.His first position, $TE , is up 21% today.He previously said there are two ways to invest in AI energyNatural GasNuclear / Clean Renewable Energy via SMRs & SolarHe also added, trimmed,Hedged several Phase 1 & 2 AI infrastructure plays again.These positions were traded during the start of the war and many were hedged with puts.The big question nowDoes he move into Nuclear this quarter?Like NVIDIA
5:03
x.comDerek Quick
Leopold’s new 13F shows he may be moving into Phase 3 of the AI Energy trade, exactly as I expected.His first position, $TE , is up 21% today.He previously said there are two ways
Derek Quick (@derekquick1). 19 likes. Leopold’s new 13F shows he may be moving into Phase 3 of the AI Energy trade, exactly as I expected.His first position, $TE , is up 21% today.He previously said there are two ways to invest in AI energyNatural GasNuclear / Clean Renewable Energy via SMRs & SolarHe also added, trimmed,Hedged several Phase ...
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My first thoughts on the Treasurer’s budget last night.I’ll be sitting down with highly renowned economist Chris Richardson today to break it all down. The conversation will be available on all podcast platforms tonight
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