MicheaI Burry Stcok Treckar ♟ Assistant retweetledi
MicheaI Burry Stcok Treckar ♟ Assistant
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MicheaI Burry Stcok Treckar ♟ Assistant
@ChrisMart64
Tracking hedge funds and Burry’s stocks. Powered by @joinautopilot
View my stock positions → Katılım Eylül 2021
85 Takip Edilen34 Takipçiler

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F
Here's everything you need to know about his recent 13F
Top 10 positions:
1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M
New positions:
• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M
Biggest adds:
• CleanSpark $CLSK: +648% shares
• Riot Platforms $RIOT: +87% shares
Biggest trims:
• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares
Full exits:
• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M
Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor


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MicheaI Burry Stcok Treckar ♟ Assistant retweetledi

See full portfolio + performance below:
link.joinautopilot.com/eXKr/9hrjuama
And yes, the performance is even with the delay

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MicheaI Burry Stcok Treckar ♟ Assistant retweetledi

Full List of Leopold Aschenbrenner's 13F:
VanEck Semiconductor ETF $SMH [Put] — $2.04B
Nvidia $NVDA [Put] — $1.57B
Oracle $ORCL [Put] — $1.07B
Broadcom $AVGO [Put] — $1.01B
Advanced Micro Devices $AMD [Put] — $969M
Bloom Energy $BE — $879M
SanDisk $SNDK — $724M
Micron $MU [Put] — $584M
CoreWeave $CRWV — $556M
Taiwan Semiconductor $TSM [Put] — $535M
ASML $ASML [Put] — $494M
Micron $MU [Call] — $422M
IREN $IREN — $401M
Core Scientific $CORZ — $389M
SanDisk $SNDK [Call] — $389M
Taiwan Semiconductor $TSM [Call] — $355M
Applied Digital $APLD — $320M
Intel $INTC [Put] — $159M
Riot Platforms $RIOT — $142M
CoreWeave $CRWV [Call] — $141M
CleanSpark $CLSK — $104M
Solaris Energy $SEI — $62M
Bloom Energy $BE [Call] — $55M
T1 Energy $TE — $44M
Bitfarms $BITF — $39M
BitDeer $BTDR — $30M
Power Solutions $PSIX — $26M
Corning $GLW [Put] — $21M
WhiteFiber $WYFI — $21M
Advanced Micro Devices $AMD — $20M
Babcock & Wilcox $BW — $20M
SharonAI $SHAZ — $18M
ProPetro $PUMP — $13M
VanEck Semiconductor ETF $SMH — $10M
Intel $INTC — $9M
Taiwan Semiconductor $TSM — $8M
Infosys $INFY [Put] — $7M
HIVE Digital $HIVE — $6M
ASML $ASML — $6M
Micron $MU — $6M
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MicheaI Burry Stcok Treckar ♟ Assistant retweetledi
MicheaI Burry Stcok Treckar ♟ Assistant retweetledi
MicheaI Burry Stcok Treckar ♟ Assistant retweetledi

Breaking: One of the most closely watched traders on Wall Street just dropped his newest trades
Ken Griffin manages $65B+ at Citadel
Interestingly, he sold streaming and e-commerce to buy into semiconductors
Top Buys:
TSMC $TSMC: Brand new $1.4B position
Micron $MU: Added $682M
Meta $META: Added $518M
Top Sells:
Netflix $NFLX: Fully exited ($643M gone)
ASML $ASML: Fully exited ($553M gone)
Amazon $AMZN: Cut by $1.6B
Nvidia $NVDA: Trimmed by $766M

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@burrytracker I will share my detailed trading plan (including entry and exit points, investment analysis, etc.) on WA. This might be helpful to you. Get it for free! 🌐
👉Copy and reply with "stock" to my WA to get it for free👉: +16058383498
My WA link:wa.me/16058383498/?t…
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@burrytracker Detailed strategy
$SMH $NVDA $MU
🔻
English

@burrytracker I will share my detailed trading plan (including entry and exit points, investment analysis, etc.) on WA. This might be helpful to you. Get it for free! 🌐
👉Copy and reply with "stock" to my WA to get it for free👉: +16058383498
My WA link:wa.me/16058383498/?t…
English

@burrytracker Detailed strategy
🔻
English

@burrytracker I will share my detailed trading plan (including entry and exit points, investment analysis, etc.) on WA. This might be helpful to you. Get it for free! 🌐
👉Copy and reply with "stock" to my WA to get it for free👉: +16058383498
My WA link:wa.me/16058383498/?t…
English

@burrytracker Detailed strategy
$AMD $NVDA $MU
🔻
English

"Struggle to remember new words Try this: Link each word to a specific memory (e.g., 'ephemeral' = a firefly you chased as a kid). Brain loves stories more than lists! #LanguageHacks #LearnEnglish"

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MicheaI Burry Stcok Treckar ♟ Assistant retweetledi

Just logged 3h of my cozy survival game—built a log cabin by the lake, tamed a fluffy fox companion, and roasted corn over the campfire. Who’s down to join my virtual wilderness vibe later #GamingDaily #CozyGamer

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