Even without knowing Leopold, z started holding $Lumentum(LITE.US) from mid-2025 and continued to hold $Sandisk(SNDK.US) through the end of 2025, then $Bloom Energy(BE.US) in early 2026, etc. This aligns closely with Leopold's portfolio strategy, showing that as long as your cognitive framework is correct and logical, you will inevitably arrive at similar conclusions—the so-called "great minds think alike" 🐂🍺. We look forward to z sharing personal experiences and insights even after a period of 沉淀 (reflection) and if he no longer discloses his full positions publicly. Wishing z smooth sailing in future investments 😃
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