Apr. 24 at 3:03 PM
Smart money rotation getting LOUD
Leopoldās tracker just crossed
$5M AUM⦠launched Mar 5⦠already +50%+ and climbing. Thatās not luck ā thatās positioning.
šClick to view @NasdaqPulse for timely updates amid the volatility.
Core thesis is simple but powerful: in the AI cycle, own the picks & shovels ā power, compute, storage > just software hype.
Look at the lineup:
$BE ā energy backbone for data centers
$CORZ ā pivoting into AI compute hosting
$SNDK ā flash storage = data bottleneck solved
$IREN ā renewable-powered AI infra
$APLD ā purpose-built AI cloud
This isnāt chasing narratives ā itās owning the infrastructure layer that EVERYTHING runs on.
While most are debating models⦠capital is flowing into capacity.
Follow the money, not the noise.