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LA
Leopold A. Tracker
AI Infrastructure · AGI Buildout Thesis
AI Thesis
@LeopoldATracker
·
Months–Years
Updated 2026-07-09
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New today
14 fell out
TE, BE, WYFI…
Posting activity — last 90 days @LeopoldATracker
Analysis complete
5 steps completed · picks ready
Tracked Trades last 10d
-5.3%
open avg gain · last 10d
51 tracked
·
50 open
·
1 closed
50 open positions
| DRAM | 2026-07-06 · 4d | entry $65.31 | +6.1% since entry |
| SEI HIGH | 2026-06-24 · 16d | entry $75.98 | -10.0% since entry |
| SHAZ HIGH | 2026-06-22 · 18d | entry $91.91 | -13.1% since entry |
| AMT HIGH | 2026-06-22 · 18d | entry $176.43 | -6.5% since entry |
| AI | 2026-06-22 · 18d | entry $9.70 | -7.2% since entry |
| NVDA HIGH | 2026-06-18 · 22d | entry $210.69 | -3.8% since entry |
| INTC HIGH | 2026-06-18 · 22d | entry $133.99 | -16.0% since entry |
| ZS HIGH | 2026-06-16 · 24d | entry $127.23 | +15.6% since entry |
| WDC HIGH | 2026-06-16 · 24d | entry $681.08 | -15.1% since entry |
| VST HIGH | 2026-06-16 · 24d | entry $158.39 | -0.2% since entry |
| VRT HIGH | 2026-06-16 · 24d | entry $299.60 | +8.1% since entry |
| TT HIGH | 2026-06-16 · 24d | entry $475.34 | -0.7% since entry |
| TSLA HIGH | 2026-06-16 · 24d | entry $404.66 | +0.5% since entry |
| TLN HIGH | 2026-06-16 · 24d | entry $406.51 | -5.4% since entry |
| TER HIGH | 2026-06-16 · 24d | entry $409.35 | -11.4% since entry |
| STX HIGH | 2026-06-16 · 24d | entry $1031.34 | -13.7% since entry |
| SPGI HIGH | 2026-06-16 · 24d | entry $433.25 | -0.1% since entry |
| SNDK HIGH | 2026-06-16 · 24d | entry $1991.55 | -6.7% since entry |
| ROK HIGH | 2026-06-16 · 24d | entry $466.31 | +0.2% since entry |
| RDDT HIGH | 2026-06-16 · 24d | entry $175.39 | +14.4% since entry |
| PANW HIGH | 2026-06-16 · 24d | entry $279.90 | +20.9% since entry |
| OKTA HIGH | 2026-06-16 · 24d | entry $116.27 | +28.0% since entry |
| MU HIGH | 2026-06-16 · 24d | entry $1020.76 | -2.9% since entry |
| MRVL HIGH | 2026-06-16 · 24d | entry $278.67 | -12.7% since entry |
| MOD HIGH | 2026-06-16 · 24d | entry $284.97 | -14.6% since entry |
| MCO HIGH | 2026-06-16 · 24d | entry $468.41 | +4.0% since entry |
| MARA HIGH | 2026-06-16 · 24d | entry $14.42 | -8.4% since entry |
| LITE HIGH | 2026-06-16 · 24d | entry $875.36 | -10.2% since entry |
| JCI HIGH | 2026-06-16 · 24d | entry $145.17 | -3.2% since entry |
| CRWV HIGH | 2026-06-16 · 24d | entry $117.03 | -23.4% since entry |
| CRWD HIGH | 2026-06-16 · 24d | entry $679.49 | -70.8% since entry |
| CORZ HIGH | 2026-06-16 · 24d | entry $28.08 | -15.4% since entry |
| CIEN HIGH | 2026-06-16 · 24d | entry $430.30 | +7.4% since entry |
| CHKP HIGH | 2026-06-16 · 24d | entry $121.96 | +13.3% since entry |
| CARR HIGH | 2026-06-16 · 24d | entry $71.15 | -4.7% since entry |
| BE HIGH | 2026-06-16 · 24d | entry $280.88 | -8.6% since entry |
| ANET HIGH | 2026-06-16 · 24d | entry $168.01 | +9.9% since entry |
| AAOI HIGH | 2026-06-16 · 24d | entry $170.81 | -28.4% since entry |
| NBIS HIGH | 2026-06-15 · 25d | entry $260.07 | -16.9% since entry |
| RBLX HIGH | 2026-06-05 · 35d | entry $41.82 | +34.9% since entry |
| PYPL HIGH | 2026-06-05 · 35d | entry $41.29 | +9.8% since entry |
| FUBO HIGH | 2026-06-05 · 35d | entry $9.54 | -0.3% since entry |
| DKNG HIGH | 2026-06-05 · 35d | entry $24.93 | +5.4% since entry |
| WYFI HIGH | 2026-05-26 · 45d | entry $31.42 | +23.6% since entry |
| TE HIGH | 2026-05-26 · 45d | entry $10.45 | -30.4% since entry |
| KEEL HIGH | 2026-05-26 · 45d | entry $5.13 | -5.8% since entry |
| IREN HIGH | 2026-05-26 · 45d | entry $59.78 | -30.2% since entry |
| HIVE HIGH | 2026-05-26 · 45d | entry $4.10 | -17.9% since entry |
| CLSK HIGH | 2026-05-26 · 45d | entry $17.13 | -24.9% since entry |
| APLD HIGH | 2026-05-26 · 45d | entry $45.14 | -28.5% 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.
On the Radar
TE
Extended
📧 Entry · stop · target in your free daily email
Today's Market Read
$QQQ Price Action
WeeklyUPTREND ABOVE RISING 10wma
DailyUPTREND ABOVE RISING 21dma
0.25×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI -37 — UPTREND ABOVE RISING 10dma
· MCO -4.7 — NEUTRAL
3/3 internals risk-on — high conviction
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 (68) from @LeopoldATracker
| Ticker | Mentions | First picked | Last picked | Setup |
|---|---|---|---|---|
| TE | 15 | 2026-05-18 | 2026-07-05 | Extended |
| BE | 13 | 2026-06-16 | 2026-07-05 | Extended |
| WYFI | 12 | 2026-05-18 | 2026-06-25 | Extended |
| MU | 7 | 2026-06-16 | 2026-07-06 | Extended |
| HIVE | 6 | 2026-05-18 | 2026-06-16 | Extended |
| SEI | 5 | 2026-05-18 | 2026-06-24 | Extended |
| DRAM | 5 | 2026-06-06 | 2026-06-22 | Extended |
| SNDK | 5 | 2026-06-16 | 2026-06-22 | Extended |
| SHAZ | 5 | 2026-05-18 | 2026-07-06 | Extended |
| NVDA | 5 | 2026-06-21 | 2026-07-06 | Extended |
| KEEL | 5 | 2026-05-26 | 2026-07-05 | Extended |
| NBIS | 11 | 2026-06-15 | 2026-07-06 | Extended |
| CLSK | 6 | 2026-05-18 | 2026-06-16 | Extended |
| IREN | 13 | 2026-05-18 | 2026-07-06 | Extended |
| SKHY | 5 | 2026-07-06 | 2026-07-06 | Extended |
| WDC | 4 | 2026-06-16 | 2026-07-06 | Extended |
| CRWV | 4 | 2026-06-16 | 2026-07-06 | Extended |
| APLD | 4 | 2026-05-26 | 2026-06-16 | Extended |
| PUMP | 3 | 2026-05-18 | 2026-07-05 | Extended |
| PSIX | 3 | 2026-05-18 | 2026-07-05 | Extended |
| CORZ | 3 | 2026-05-18 | 2026-06-16 | Extended |
| STX | 2 | 2026-06-16 | 2026-06-16 | Extended |
| BOOM | 2 | 2026-06-06 | 2026-06-06 | Extended |
| RIOT | 2 | 2026-05-18 | 2026-05-18 | Extended |
| BTDR | 2 | 2026-05-18 | 2026-05-18 | Extended |
| VST | 2 | 2026-06-16 | 2026-06-21 | Extended |
| CEG | 2 | 2026-06-16 | 2026-06-21 | Extended |
| TLN | 2 | 2026-06-16 | 2026-06-21 | Extended |
| PLTR | 2 | 2026-06-16 | 2026-07-06 | Extended |
| MARA | 2 | 2026-06-16 | 2026-07-05 | Extended |
| INTC | 2 | 2026-06-21 | 2026-06-22 | Extended |
| TSLA | 2 | 2026-06-16 | 2026-07-06 | Extended |
| SPCX | 2 | 2026-06-15 | 2026-06-16 | Extended |
| DKNG | 1 | 2026-06-06 | 2026-06-06 | Extended |
| FUBO | 1 | 2026-06-06 | 2026-06-06 | Extended |
| RBLX | 1 | 2026-06-06 | 2026-06-06 | Extended |
| PYPL | 1 | 2026-06-06 | 2026-06-06 | Extended |
| NEE | 1 | 2026-07-06 | 2026-07-06 | Extended |
| SO | 1 | 2026-07-06 | 2026-07-06 | Extended |
| SMR | 1 | 2026-07-05 | 2026-07-05 | Extended |
| FCEL | 1 | 2026-07-05 | 2026-07-05 | Extended |
| OKLO | 1 | 2026-07-05 | 2026-07-05 | Extended |
| CRWD | 1 | 2026-06-16 | 2026-06-16 | Extended |
| PANW | 1 | 2026-06-16 | 2026-06-16 | Extended |
| ZS | 1 | 2026-06-16 | 2026-06-16 | Extended |
| CHKP | 1 | 2026-06-16 | 2026-06-16 | Extended |
| OKTA | 1 | 2026-06-16 | 2026-06-16 | Extended |
| RDDT | 1 | 2026-06-16 | 2026-06-16 | Extended |
| RELX | 1 | 2026-06-16 | 2026-06-16 | Extended |
| SPGI | 1 | 2026-06-16 | 2026-06-16 | Extended |
| MCO | 1 | 2026-06-16 | 2026-06-16 | Extended |
| VRT | 1 | 2026-06-16 | 2026-06-16 | Extended |
| MOD | 1 | 2026-06-16 | 2026-06-16 | Extended |
| JCI | 1 | 2026-06-16 | 2026-06-16 | Extended |
| TT | 1 | 2026-06-16 | 2026-06-16 | Extended |
| CARR | 1 | 2026-06-16 | 2026-06-16 | Extended |
| LITE | 1 | 2026-06-16 | 2026-06-16 | Extended |
| MRVL | 1 | 2026-06-16 | 2026-06-16 | Extended |
| CIEN | 1 | 2026-06-16 | 2026-06-16 | Extended |
| ANET | 1 | 2026-06-16 | 2026-06-16 | Extended |
| AAOI | 1 | 2026-06-16 | 2026-06-16 | Extended |
| ROK | 1 | 2026-06-16 | 2026-06-16 | Extended |
| SYM | 1 | 2026-06-16 | 2026-06-16 | Extended |
| TER | 1 | 2026-06-16 | 2026-06-16 | Extended |
| ISRG | 1 | 2026-06-16 | 2026-06-16 | Extended |
| SSNLF | 1 | 2026-06-16 | 2026-06-16 | Extended |
| AMT | 1 | 2026-06-22 | 2026-06-22 | Extended |
| AI | 1 | 2026-06-22 | 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.