Arthur|Aug 15, 2026 06:20
Leopold's holding as of 30 June 2026 are out, extremely concentrated positions in memory and neoclouds name.
Now we understand why these 2 sectors corrected the hardest in July and why the recovery been swift and V-shaped as well.
Clearly the July carnage in semi names was a positioning cleanse very akin to crypto liquidation.
This is one of the best set up you can get combine with fundamentals acceleration in the semi and AI space.(Arthur)
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