New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
In the Loop AI
Aug 18
New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade
In the Loop AI
Aug 18
Unprocessed episode, you can be the first!
Shownote
Shownote
Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated bets in names like SanDisk, Micron, and Alphabet, along with broader exposure to NVIDI...
Highlights
Highlights
Chapters
Chapters
Transcript
Transcript
