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월스트릿동물학: post #29339 — TG.ME

월스트릿동물학@wallstbearcup · 1.1K subscribers Open in TelegramOpen

모스 탄. 국대 떡볶이 고소.

t.me/wallstbearcup/29339

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Leopold Aschenbrenner의 완전 업데이트된 보유 포트폴리오 Top tier: • SanDisk $SNDK [Long, 28.1%] • Micron $MU [Long, 27.6%] Second tier: • Bloom Energy $BE [Long, 9.4%] • Taiwan Semiconductor $TSM [Long, 6.3%] • Nebius $NBIS [Long, 6.1%] Third tier (~2-4% each): • CoreWeave $CRWV [Long] • Core Scientific $CORZ [Long] • STMicroelectronics $STM [Long] • Applied Digital $APLD [Long] • Riot Platforms $RIOT [Long] • SharonAI Holdings $SHAZ [Long] • IREN $IREN [Long] Private companies: • Anthropic ~$5B • Fluidstack $830M • Source Foundry $500M • MatX $500M • Physical Intelligence $1B Full exits: • Nvidia $NVDA [Put] - Covered entirely • Oracle $ORCL [Put] - Covered entirely • Broadcom $AVGO [Put] - Covered entirely • AMD $AMD [Put] - Covered entirely • Micron $MU [Put] - Covered entirely • Taiwan Semiconductor $TSM [Put] - Covered entirely • ASML $ASML [Put] - Covered entirely • Intel $INTC [Put] - Covered entirely • Corning $GLW [Put] - Covered entirely Summary: 모든 반도체 헤지 포지션이 사라지고, 메모리, 전력, 컴퓨트, 칩 장비 분야 전반에 걸친 롱 포지션으로 대체되었습니다. 이는 그의 2026년 2분기 13F 보고서와 민간 투자 관련 뉴스 매체를 참조한 내용입니다. https://x.com/LeopoldTracker_/status/2094853671439769932?s=20 9·Sep 2

안녕? 나는 나선이야! 🤗 35·Sep 2 ㄴ 비트코인 레버리지 담보가 금 선물 기초로 한 코인 아니었는지요? 59·Sep 2 ㄴ 3월 달 난리났던게 기억납니다. 61·Sep 2

금따라간다..? 53·Sep 2

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