Episode
Leopold is Back: 13F Filings Reveal a New Bet
- Podcast
- Limitless: An AI Podcast
- Published
- May 18, 2026
- Duration seconds
- 1896
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/d5725171
Actions
POST https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/leopold-is-back-13f-filings-reveal-a-new-bet/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/leopold-is-back-13f-filings-reveal-a-new-bet.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Leopold Aschenbrenner is back with his latest 13F filing and his sharp shift from bullish to bearish on major AI and semiconductor names like NVIDIA, AMD, and Broadcom. Although these positions date back to Q1, we can use this to explore his long positions in power, infrastructure, and data center-related companies. More importantly, we need to find out where the puck is moving next. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ POLYMARKET | #1 PREDICTION MARKET 🔮 https://bankless.cc/polymarket-podcast ------ TIMESTAMPS 0:00 Leopold the Bear 1:26 Massive Semiconductor Short 3:35 CoreWeave and Energy 6:08 Changing Thesis 9:30 The Strategy 12:07 New AI Bottleneck 16:31 Where the Trade Breaks 20:38 Retail Versus Trader 23:58 Energy and Infrastructure 25:59 Stack-Wide Opportunity 28:25 Closing ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures