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 ...
23.5K views1 week ago
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> But 24 months ago, AI training required 100 megawatts. Today the minimum is 1 gigawatt.What does this even mean? What is the qualitative transition unlocked by "a gigawatt of compute"? Batch sizes in the high billions? Do we even know how this stuff converges?
5:07
190.3K views
> But 24 months ago, AI training required 100 megawatts. Today the
Teortaxes▶️ (DeepSeek 推
She's sharing the day she finally hit rock bottom and the moment she finally got sober.She woke up manic after almost no sleep, buzzing with chaotic energy. After texting her ex-husband that she hadn’t drunk and driven the night before, she took an Uber to get her car — only to spiral even harder when the driver had a literal wooden peg leg. On the ride home she had a severe panic attack and the intrusive thoughts she battled every day became overwhelming.When she got home, she asked her ex-husb
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She's sharing the day she finally hit rock bottom and the moment she finally got
End3of6Days9 (Helen) 🇺🇸
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🇮🇪 Garrymore Bog, County Laois.Truly disturbing scenes today. The Irish state sent in a security team of 3rd world migrants led by the same English man who ran security at the Clonmel migrant plantation, to remove Irish men from their land. It's time for all Irish men to wake up now, look at what is happening to our country.
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> But 24 months ago, AI training required 100 megawatts. Today the minimum is 1 gigawatt.What does this even mean? What is the qualitative transition unlocked by "a gigawatt of compute"? Batch sizes in the high billions? Do we even know how this stuff converges?
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She's sharing the day she finally hit rock bottom and the moment she finally got sober.She woke up manic after almost no sleep, buzzing with chaotic energy. After texting her ex-husband that she hadn’t drunk and driven the night before, she took an Uber to get her car — only to spiral even harder when the driver had a literal wooden peg leg. On the ride home she had a severe panic attack and the intrusive thoughts she battled every day became overwhelming.When she got home, she asked her ex-husb
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