‘Rookie Stock God’ Leopold and retail investor ‘Big Brother’ Serenity are shifting the focus of AI investments from NVIDIA to the underlying bottlenecks like materials, storage, energy, and land. Serenity @aleabitoreddit uses the ‘Perilla Leaf Theory’ to identify overlooked yet critical choke points in the supply chain. Leopold @leopoldasch, on the other hand, is betting billions on infrastructure like energy, data centers, storage, and mining companies. One digs for dark horses in micro-level components, while the other arbitrages from macro-level physical constraints.