Episode Details

Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. 

Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next.

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TIMESTAMPS

0:00 Leopold the Bear
1:26 Massive Semiconductor Short
3:35 CoreWeave and Energy
6:08 Changing Thesis
9:30 The Strategy
12:07 New AI Bottleneck
16:31 Where the Trade Breaks
20:38 Retail Versus Trader
23:58 Energy and Infrastructure 
25:59 Stack-Wide Opportunity
28:25 Closing

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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