Leopold’s new 13F shows he may be moving into Phase 3 of the AI Energy trade, exactly as I expected.His first position, $TE , is up 21% today.He previously said there are two ways to invest in AI energyNatural GasNuclear / Clean Renewable Energy via SMRs & SolarHe also added, trimmed,Hedged several Phase 1 & 2 AI infrastructure plays again.These positions were traded during the start of the war and many were hedged with puts.The big question nowDoes he move into Nuclear this quarter?Like NVIDIA
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x.comDerek Quick
Leopold’s new 13F shows he may be moving into Phase 3 of the AI Energy trade, exactly as I expected.His first position, $TE , is up 21% today.He previously said there are two ways
Derek Quick (@derekquick1). 19 likes. Leopold’s new 13F shows he may be moving into Phase 3 of the AI Energy trade, exactly as I expected.His first position, $TE , is up 21% today.He previously said there are two ways to invest in AI energyNatural GasNuclear / Clean Renewable Energy via SMRs & SolarHe also added, trimmed,Hedged several Phase ...
23.5K views1 week ago
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> But 24 months ago, AI training required 100 megawatts. Today the minimum is 1 gigawatt.What does this even mean? What is the qualitative transition unlocked by "a gigawatt of compute"? Batch sizes in the high billions? Do we even know how this stuff converges?
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190.3K views
> But 24 months ago, AI training required 100 megawatts. Today the
Teortaxes▶️ (DeepSeek 推
She's sharing the day she finally hit rock bottom and the moment she finally got sober.She woke up manic after almost no sleep, buzzing with chaotic energy. After texting her ex-husband that she hadn’t drunk and driven the night before, she took an Uber to get her car — only to spiral even harder when the driver had a literal wooden peg leg. On the ride home she had a severe panic attack and the intrusive thoughts she battled every day became overwhelming.When she got home, she asked her ex-husb
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154.8K views
She's sharing the day she finally hit rock bottom and the moment she finally got
End3of6Days9 (Helen) 🇺🇸
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