Leopold’s latest holdings show that Micron and SanDisk are the largest long positions
In Leopold’s latest holdings, SanDisk and Micron account for 28%and 27.5%, respectively, and he has liquidated Nvidia,AMD and other put options.
Portfolio
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Bloomberg analyst McGlone says digital assets underperform the Nasdaq on a risk-adjusted basis
PANews relays Bloomberg senior analyst Mike McGlone's view: since 2017, the digital-assets index has underperformed the Nasdaq 100, while high volatility and positive correlation have also reduced its value for diversification.
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