Xico
18.3K posts

Xico
@XiicoSousa
FP&A | #ICT Student | Futures $ES $NQ

🚨 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.




We're likely completing W4 while both Weekly MACD and RSI are "oversold" ... Blow of Top should be coming next 📈













In the bigger picture, I’m even more bullish on $BABA … call me crazy 🫡 Target 1 🎯 - $250-$335 Target 2 🎯 - $420-$470








$HOOD JUST POSTED ITS APRIL METRICS User growth is steady but platform monetization continues scaling much faster: • 27.6M funded customers (+1.65M YoY) • $345B platform assets (+49% YoY) • $249B equity volumes (+57% YoY) • 225M options contracts (+34% YoY) • $18B margin book (+114% YoY)







