POPA ReconLeopold Portfolio
Leopold Portfolio All-in on AI infrastructure, not AI models. top-weight stocks NBIS (35%) : AI GPU Cloud SNDK (15%) : AI storage BE (13%) : Data center power CRWV (9%) : AI Cloud MU (6%) : HBM memory IREN / CORZ / APLD : Mining Site → Transition to AI Data Center TSMC / INTC : Semiconductor Manufacturing What they have in common is that they are all related to AI infrastructure. AI Model X AI App X AI Agent X Data Center O Power O GPU Supply Chain O Storage device O A particularly interesting part is the share of Bitcoin mining stocks. Leopold is investing in IREN, CORZ, and APLD as AI data…
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