Leopold is Back: 13F Filings Reveal a New Bet

In the Loop AI · May 18, 2026 · 31m · transcript

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…