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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