# Leopold is Back: 13F Filings Reveal a New Bet

Page: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/leopold-is-back-13f-filings-reveal-a-new-bet
Text version: https://stenobird.com/podcast/limitless-an-ai-podcast-7326914/leopold-is-back-13f-filings-reveal-a-new-bet.md
Podcast: [Limitless: An AI Podcast](https://stenobird.com/podcast/limitless-an-ai-podcast-7326914)
Published: 2026-05-18T18:29:13+00:00
Episode link: https://share.transistor.fm/s/d5725171
Audio file: https://media.transistor.fm/d5725171/fd3253da.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/limitless-an-ai-podcast-7326914/episodes/leopold-is-back-13f-filings-reveal-a-new-bet
Duration seconds: 1896

## Resource

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

## Actions

- request_transcript: `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.
- read_markdown: `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.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.