| Date | Tweet |
|---|
| 2026-09-15T00:41:38 | I've seen comments from Jim Cramer today supporting hedge funds that short Leopold's "nonsense" $SNDK / $DRAM / SK Hynix type calls.
As well Cramer calling $CRWD a "Must Buy".
I'm not sure if Jim Cramer sees a $241B company labelled "Cybersecurity" and thinks of it as safe... while ignoring … → · 1195 likes · 408,780 views |
| 2026-09-11T15:16:06 | Looks like Situational Awareness is back:
Sources say Leopold bought options in $AMD, $BE, $CRWV, and $DRAM.
And was active in other stocks such as $SKHY, and $SNDK.
Little surprising since option IV across the board is quite high. https://t.co/P2Pg5szbvO → · 1029 likes · 271,279 views |
| 2026-09-02T09:54:21 | Just taking a look at Leopold's Situational Awareness Q2 13F latest holdings as of June 30th:
1. $SNDK - $5.674B
2. $MU - $5.574B
3. $BE - $1.899B
4. $TSM - $1.265B
5. $NBIS - $1.232B
6. $CRWV - $744.5M
7. $CORZ - $665.6M
8. $STM - $584.3M (new)
9. $APLD - $469.0M
10. $RIOT - $468.2M
11. $SHAZ -… → · 1256 likes · 330,440 views |
| 2026-08-24T18:27:08 | I know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump...
But you know what else is cool?
FAU bottlenecks for CPO.
I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps...
This was some media commentary suppo… → · 1064 likes · 402,689 views |
| 2026-07-31T22:52:21 | The media framing and X reactions around Leopold are egregious.
Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure".
After July's surprising crash, then personally attacking him on top is just pathetic to witness.
It's almost like everyone is cheering for the … → · 3312 likes · 509,970 views |
| 2026-07-31 | @optionsreaper His ideas would have played out anyway with $SNDK or $BE even without anyone from retail knowing he existed.
Retail wouldn't have changed a thing with NAND shortages or hyperscaler demand for Bloom.
Downplaying that to just retail copying him is also terrible. → · 162 likes · 40,156 views |
| 2026-07-31 | Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand.
I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025.
But shifted more towards upstream bottlenecks + networking personally. It… → · 169 likes · 35,065 views |
| 2026-07-30T18:31:07 | Did Citadel really just liquidate Situational Awareness…
Then brought up entire markets the next day?
$NBIS +26.25%
$IREN +25.96%
$SHAZ +22.82%
$SNDK + 23.98%
$BE +23.67%
$SKHY +16.98%
$INTC +12.16%
Amid many others. This has gotta be one of the wildest liquidations I’ve seen. → · 3644 likes · 543,599 views |
| 2026-07-30T08:10:00 | There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July.
Just remember... here's a man in finance that's
1. 6'5
2. Blue Eyes
3. Hedge Fund
Probably better looking than you, and was up 439% through June Y… → · 2447 likes · 566,138 views |
| 2026-07-28T22:25:27 | I personally see it as extreme short term deleveraging that overshot many individual names.
- $BE to $TER reported blowout results, with Bloom reporting 166% Y/Y rev growth + expanding margins + raised 2026 guidance... Teradyne reported 104% Y/Y revenue growth with 300%+ EPS growth.
Your leading… → · 2571 likes · 990,192 views |
| 2026-07-01T04:40:02 | Just some of the more interesting news I came across recently:
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity)
3. … → · 1019 likes · 590,321 views |
| 2026-07-01 | @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst.
Feels like $OUST, $AEVA and other names were pretty flat until the announcement.
As for energy like $FCEL, $BE, seems pretty fundamental with new upsized contracts → · 162 likes · 45,333 views |
| 2026-02-21 | few things:
1. behind the meter seems like a bandaid for the massive GW power required by AI DCs.
2. grid needing massive upgrades isn't a bear case? probably gives them even more pricing power
3. soec and smr are probably later on past 2029, this is a 2year trade.
$XLU is an ETF so I don't … → · 39 likes · 9,684 views |