Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his

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Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his

· @michaelsikand

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Dudes are tweaking on Leopold's semi short. But I'm looking at how he 7.5x'd his position in neocloud $CLSK that still hasn't landed a hyperscaler. $CLSK is the only Neocloud where Leopold increased the portfolio weighting. Every other miner / neocloud got diluted as a % of

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May 26 InvestigationSpaceX IPO Deep Dive: Separate Trades + the Oxygen Question May 11 CatalystCLSK earnings May 29 UpdateCrypto Candidates May 29 ArticleDaily Actions — May 29, 2026 (R31-A EOW) May 29 ScanCrypto Scan Jun 5 InvestigationAschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay

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