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This page analyzes public posts from @LeopoldATracker. Leopold A. Tracker does not endorse, sponsor, or have any relationship with this platform. Picks are AI-extracted from publicly available posts and may contain errors. Not financial advice.
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Leopold A. Tracker

AI Infrastructure · AGI Buildout Thesis

AI Thesis @LeopoldATracker · Months–Years Updated 2026-08-31
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New today +20 new picks GEV, ETN, POWL… 2 promoted to setting up VST, SKHY 1 fell out SEI

Posting activity — last 90 days @LeopoldATracker

90d ago 111 unique tickers · 2007 mentions today

Analysis complete

✓
5 steps completed · picks ready

Tracked Trades last 10d

-8.7%
open avg gain · last 10d
17 tracked · 15 open · 2 closed · best MU +-5.4%
15 open positions
VST 2026-08-31 entry $137.09 +0.2% since entry
IREN 2026-08-26 · 5d watch $42.21 -12.1% since tracked
SEI 2026-08-26 · 5d entry $52.89 -99.9% since entry
TE 2026-08-26 · 5d entry $4.65 -4.3% since entry
MU 2026-08-26 · 5d entry $932.97 +2.5% since entry
SNDK 2026-08-26 · 5d entry $1480.77 +6.0% since entry
PLTR 2026-08-26 · 5d entry $172.73 +7.9% since entry
CRWV 2026-08-26 · 5d entry $88.04 -3.6% since entry
KEEL 2026-08-26 · 5d entry $3.51 -10.3% since entry
BE 2026-08-26 · 5d entry $217.45 -5.2% since entry
WDC 2026-08-26 · 5d entry $450.75 -0.0% since entry
NVDA 2026-08-26 · 5d entry $213.05 +3.7% since entry
WYFI 2026-08-26 · 5d entry $20.40 -7.2% since entry
NBIS 2026-08-26 · 4d entry $223.29 -7.0% since entry
DRAM 2026-08-24 · 4d entry $57.68 -1.4% since entry

Leopold A. Tracker's AI synthesis

High-conviction AI infrastructure investor — tracking semiconductor, data center, and hyperscaler capex plays through the AGI buildout cycle.

Setting Up Now (15 stocks)

BE 18 mentions · Avg confidence 91%
Setting Up
📧 Entry · stop · target in your free daily email
IREN 15 mentions · Avg confidence 90%
Setting Up
📧 Entry · stop · target in your free daily email
NVDA 15 mentions · Avg confidence 88%
Setting Up
📧 Entry · stop · target in your free daily email
VST 9 mentions · Avg confidence 91%
Setting Up
📧 Entry · stop · target in your free daily email
CRWV 8 mentions · Avg confidence 88%
Setting Up
📧 Entry · stop · target in your free daily email
WYFI 7 mentions · Avg confidence 93%
Setting Up
📧 Entry · stop · target in your free daily email
+ 9 more in your free daily email ↓

On the Radar

SEI 3 mentions
Extended
📧 Entry · stop · target in your free daily email

Today's Market Read

$QQQ Price Action
WeeklyUPTREND ABOVE RISING 10wma
DailyUPTREND ABOVE RISING 21dma
0.09×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI 107 — BELOW 10dma · MCO -13.7 — NEUTRAL

2/3 internals risk-on — be selective

Last 10 days · 17 fires →

Gameplan

Take concentrated long positions in the picks-and-shovels of AI infrastructure — semis, power, networking, hyperscalers — and hold through volatility as long as the AGI buildout thesis holds.

Do
  • ✓Scan @LeopoldATracker for high-conviction AI compute stack names: GPU makers, data center REITs, power infra, networking.
  • ✓Enter on technical setups near support — AI infra names have violent pullbacks that create entries.
  • ✓Hold through volatility as long as AI capex cycle thesis remains intact (hyperscaler guidance not cutting).
Avoid
  • ✕Software/application layer plays — thesis is infrastructure, not apps built on top.
  • ✕Chasing extended moves; AI infra names overshoot — wait for pullback to support or base formation.
  • ✕Treating any single tweet mention as high-conviction; look for repeated, thesis-backed mentions.
Strategy Fit
Bull trend strategies — AI infra names are in secular uptrends — supertrend_pullback, weinstein_stage2, sma_trend align with the multi-year thesis.
Breakout / base patterns — High-conviction tech names build long bases then break out — base_and_break, vcp_patterns, ipo_base are ideal entries.
Momentum strategies — When capex cycle accelerates, AI names show RS leadership — rs_momentum, ema_cross_fast capture the legs.

📋 All tracked tickers — last 90 days (111) from @LeopoldATracker

Ticker Mentions First picked Last picked Setup
BE 18 2026-06-16 2026-08-30 Now
IREN 15 2026-06-15 2026-08-30 Now
NVDA 15 2026-06-21 2026-08-30 Now
VST 9 2026-06-16 2026-08-30 Now
CRWV 8 2026-06-16 2026-08-13 Now
WYFI 7 2026-06-16 2026-06-25 Now
KEEL 5 2026-06-22 2026-08-30 Now
WDC 4 2026-06-16 2026-07-06 Now
PLTR 5 2026-06-16 2026-08-26 Now
NBIS 20 2026-06-15 2026-08-26 Now
SNDK 13 2026-06-16 2026-08-30 Now
MU 14 2026-06-16 2026-08-30 Now
TE 13 2026-06-16 2026-08-27 Now
SKHY 7 2026-07-06 2026-08-22 Now
DRAM 5 2026-06-06 2026-06-22 Now
SEI 3 2026-06-24 2026-06-24 Extended
CEG 3 2026-06-16 2026-08-30 Extended
MRNA 3 2026-08-19 2026-08-22 Extended
SHAZ 3 2026-06-22 2026-07-06 Extended
APLD 3 2026-06-16 2026-08-30 Extended
STX 2 2026-06-16 2026-06-16 Extended
BOOM 2 2026-06-06 2026-06-06 Extended
TLN 2 2026-06-16 2026-06-21 Extended
MARA 2 2026-06-16 2026-07-05 Extended
INTC 2 2026-06-21 2026-06-22 Extended

Status reflects today's technical setup vs the investor's pick. Pro unlocks per-pick reasoning, RSI/MA values, strategy signals, and entry levels.

Playbook config
StyleAI Thesis
HorizonMonths–Years
Source@LeopoldATracker
Stock picks shown are AI-extracted from public posts by @LeopoldATracker. Accuracy is not guaranteed. Leopold A. Tracker has no knowledge of or affiliation with this service. Past mentions are not recommendations. Always do your own due diligence before investing.

About this playbook

Named after the "Leopold AI" thesis that artificial intelligence will require a generational build-out of physical infrastructure, this playbook identifies stocks exposed to the AI compute stack: GPU manufacturers, data center REITs, power infrastructure companies, and high-bandwidth networking. The thesis is that AI model training and inference demand will drive decades of capex across the supply chain.

What to look for: Direct exposure to AI compute infrastructure (semiconductors, power, cooling, networking, real estate) + hyperscaler capex cycle beneficiary + high revenue visibility from data center buildout.
Origin: LeopoldATracker (@LeopoldATracker), AI infrastructure investor