Rocky|Jul 30, 2026 10:31
Lots of FUD today, but Leopold's top holding NBIS pre-market stock price is already climbing!
Last night, US stocks IREN, NBIS, and SNDK saw a massive drop, mainly because Leopold's fund had to sell off part of its holdings to meet margin calls!
But judging by today's recovery, the panic actually presents a great buying opportunity! NBIS at 150 is seriously tempting. First, it's NVIDIA's golden child, and second, its new narrative is all about building a Token Factory, which is exactly how Jensen Huang envisions it!
Plus, check out this list of bullish factors :
→ Partnership with Bloom Energy for power solutions
→ Major holdings by Leopold Aschenbrenner
→ £1.7 billion UK infrastructure expansion
→ NVIDIA Physical AI Lab
→ Inclusion in the Nasdaq 100 Index
→ Launch of AI Cloud 3.6 and Echo
→ $1 billion Reflection AI deal
→ Asset-light infrastructure model
→ $775 million secured debt financing
→ NVIDIA discloses 9.3% equity stake
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