林晚晚的猫|5月 19, 2026 11:28
Feeling a bit emotional. Leopold, this guy’s portfolio is enough to manipulate the entire market.
I pulled up his newly disclosed buys and sells from yesterday and checked the closing prices.
The three companies he heavily added to yesterday all skyrocketed:
TE (local solar energy), SHAZ (AI computing junior), HIVE (mining company);
Meanwhile, the optical module stocks and second-tier mining companies he sold off completely tanked.
But to be honest, the market’s copycat behavior is a bit crude.
First, this portfolio is already outdated.
The 13F filing is a snapshot from the end of March, which is almost two months ago. Chances are, his actual holdings have already changed significantly.
Second, put options are easily misunderstood.
Seeing a put and immediately calling it bearish is oversimplified—you don’t see the strike price, expiration date, or other details, so you can’t tell if it’s truly bearish or just a hedge.
So yeah, copying trades is one thing,
but it doesn’t mean you’ll always get it right.
In fact, it might leave us with opportunities to pick up bargains.
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