SIGNAL//SYNTH
Ai

New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade

aired Aug 18, 2026
Signal
83.6/ 100
High signal
confidence 0.99
Orig56.3
Actn91.0
Dens100.0
Dpth100.0
Clty80.6
Summary

Ejaaz: This week, every famous investor in America published their investment portfolios for the world to see. Ejaaz: We're talking about over $200 billion worth of investments across the entire Ejaaz: AI stack from the likes of Warren Buffett, Ray Dalio, and even our good friend Leopold Ashenbrenner.

Why listen

It goes beyond the title with direct discussion of josh, ejaaz, like, including: Ejaaz: We're talking about over $200 billion worth of investments across the entire Ejaaz: AI stack from the likes of Warren Buffett, Ray Dalio, and even our good friend Leopold As.

Key takeaways
  1. 01Ejaaz: They sold a lot of major stocks, including Nvidia and some memory stocks as well
  2. 02We're looking at a sheet of paper from a company Josh: that no longer exists because as we know, Leopold was liquidated tragically
  3. 03Josh: He was very much memory pilled
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