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Prateek_0x
Trenches Warrior, Crypto Degen 2017 batch. I love crypto, AI and rockets. My Trading Journal: https://t.co/NJZaqxmy1l TG: Prateek_0x
Leopold is just killing it. Two billion-dollar banger positions quarter on quarter. Intel and BE.
Built a dashboard to track his positions in real-time, along with his Homeruns with thesis based on Situational awareness Manifesto, Funds evolution, etc.
Feb 26, 2026
Situational Awareness 13F filing for Q4
- Massive size-up in BE (>+$800m)
- CRWV calls scaled hard, stock added
- Big adds to CORZ, IREN, APLD, CIFR
- Optical/AI infra adds: LITE, COHR, TSEM, SEI
- INTC calls unchanged
AUM increased materially, deployed into mostly existing positions with Bloom Energy the main big add
as always the listed value of calls is overstated
11.1K
Longed some $MET here. It seems quite undervalued given its revenue and fees figures compared with JUP and other DEXs.
Also, Meteora’s market-cap to annualized-fees and market-cap to annualized-revenue ratios are the lowest among major protocols. With ~$117M in annualized revenue and a $140M market cap.
They have also deployed more than $12M in buybacks to date.
7.29K
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