Leopold’s Situational Awareness discloses new long positions in NVDA, AMD, TSM, MU, and other semiconductor names plus adjustments to Bitcoin mining holdings in its latest 13F filing

Leopold’s Situational Awareness 13F is out. New positions include $TE, $HIVE, $SHAZ, $INTC, $AMD, $SMH, $TSM, $MU, $GLW, $ASML and $NVDA Added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV and $SNDK. Trimmed $SEI, $CORZ and $BE. Exited $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT. OPTIONS ACTIVITY: Opened PUTS on $NVDA, $ORCL, $SMH, $AMD, $INTC, $AVGO, $MU, $TSM, $ASML and $GLW ... Opened CALLS on $MU, $TSM and $SNDK; trimmed $CRWV calls... Exited $EQT calls. $BE calls and $INFY puts were unchanged.