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Monaco Quant
10.7K posts

Monaco Quant
@Monaco_Trader
Proprietary trading system 30 years in the making, $PLTR, $RKLB, $HIMS, $RDW, $ASTS, $IREN $NBIS $HIMS $OSCR $SOFI current top 10 holdings. Pilot and Lessor
Vienna, Monaco and Zurich Katılım Mart 2018
4K Takip Edilen1.4K Takipçiler
Monaco Quant retweetledi
Monaco Quant retweetledi

🚨 Leopold Aschenbrenner's 13F just dropped
Check this out, this is absolutely INSANE.
Every major name. All brand new this quarter:
SMH VanEck Semi ETF – $2.04B
NVDA – $1.57B
ORCL – $1.07B
AVGO – $1.01B
AMD – $969M
MU – $584M
TSM – $535M
ASML – $494M
INTC – $159M
Last quarter he held a $747M bullish call on Intel.
THIS QUARTER IT IS A PUT.
He also cut his CoreWeave call from $774M down to $141M
FULL EXITS:
Lumentum, Coherent, Tower Semiconductor, Cipher Mining, Hut 8
What he kept and added:
The bitcoin miners turning themselves into AI data centers.
Applied Digital, Bitfarms, CleanSpark, IREN, Riot.
Plus a brand new stake in Hive Digital.
The thesis writes itself.
Long the companies pouring the concrete for the data centers. Short the chips going inside them.
The man who wrote the manifesto on AGI just bet against the semiconductors building it.
We’ve been in this game for a very long time, and when we make a new move, we’ll share it here.
Turn on notifications so you don’t miss the signal. This is VERY important.
Many people will regret not following us.

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Monaco Quant retweetledi


And on today's episode of Number 10 Clowning Street:
Streeting has now left the building after just 15 minutes with the Prime Minister.
British Intel@TheBritishIntel
🇬🇧 WATCH: WES STREETING ARRIVES AT NO.10 FOR STARMER TALKS Wes Streeting has arrived at Downing Street for talks with Keir Starmer as pressure on the Prime Minister continues to intensify. All eyes now on No.10.
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Monaco Quant retweetledi
Monaco Quant retweetledi

@RSMorison I wouldn’t chase it, but buy on any significant pullbacks ! But who knows, this could go straight to $100
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@Monaco_Trader What’s your thoughts ? I’ve been in it since Friday, a little late but at least in it
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