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