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Leopold A. Tracker

AI Infrastructure · AGI Buildout Thesis

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AI Thesis @LeopoldATracker · Months–Years Updated 2026-10-15
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New today 9 fell out NVDA, BE, LITE…

Posting activity — last 90 days @LeopoldATracker

90d ago 99 unique tickers · 1301 mentions today

Analysis complete

✓
5 steps completed · picks ready

Tracked Trades last 10d

-8.2%
open avg gain · last 10d
18 tracked · 11 open · 7 closed · best NBIS +5.3% · 50% win rate
11 open positions
KEEL 2026-10-15 entry $2.56 +0.2% since entry
NBIS 2026-10-15 entry $186.02 +1.3% since entry
COHR 2026-10-15 watch $263.33 -6.7% since tracked
CRWV 2026-10-14 · 1d watch $77.82 —
TE 2026-10-13 · 2d entry $3.22 -8.7% since entry
IREN 2026-10-12 · 3d entry $36.33 -13.7% since entry
VST 2026-10-09 · 6d entry $157.25 -1.3% since entry
LITE 2026-10-02 · 13d entry $1045.79 -16.8% since entry
MU 2026-09-29 · 16d entry $1077.69 -11.6% since entry
NVDA 2026-09-28 · 17d entry $229.70 -3.5% since entry
SNDK 2026-09-28 · 14d entry $1777.80 -21.5% since entry
Last 10 winning trades
NBIS 2026-09-28 → 2026-10-06 (8d) target +5.3% 0.2R
SKHY 2026-09-21 → 2026-10-05 (14d) target +4.0% 0.2R
7 closed in last 10d · best NBIS +5.3%
View full history →

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 (6 stocks)

SNDK 24 mentions · Avg confidence 89%
Setting Up
📧 Entry · stop · target in your free daily email
COHR 7 mentions · Avg confidence 89%
Setting Up
📧 Entry · stop · target in your free daily email
MU 21 mentions · Avg confidence 90%
Setting Up
📧 Entry · stop · target in your free daily email
NBIS 14 mentions · Avg confidence 91%
Setting Up
📧 Entry · stop · target in your free daily email
KEEL 8 mentions · Avg confidence 90%
Setting Up
📧 Entry · stop · target in your free daily email
VST 12 mentions · Avg confidence 90%
Setting Up
📧 Entry · stop · target in your free daily email

On the Radar

NVDA 21 mentions
Extended
📧 Entry · stop · target in your free daily email

Today's Market Read

$QQQ Price Action
WeeklyBELOW 10wma-structure
DailyBELOW 21dma-structure
-1.59×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI -353 — UPTREND ABOVE RISING 10dma · MCO 20.1 — OVERBOUGHT

1/3 internals risk-on — be selective

Last 10 days · 18 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 (99) from @LeopoldATracker

Ticker Mentions First picked Last picked Setup
SNDK 24 2026-08-12 2026-09-22 Now
NVDA 21 2026-08-12 2026-09-28 Extended
BE 15 2026-08-13 2026-09-22 Extended
COHR 7 2026-08-30 2026-09-21 Now
LITE 6 2026-08-30 2026-09-18 Extended
MU 21 2026-08-22 2026-09-30 Now
NBIS 14 2026-07-19 2026-09-14 Now
AMD 14 2026-08-12 2026-09-22 Extended
KEEL 8 2026-08-22 2026-09-22 Now
APLD 7 2026-08-12 2026-09-22 Extended
IREN 18 2026-07-19 2026-09-22 Extended
VST 12 2026-08-24 2026-09-22 Now
CRWV 11 2026-07-19 2026-09-14 Extended
TE 9 2026-08-13 2026-09-22 Extended
SKHY 7 2026-08-22 2026-09-20 Extended
MRVL 5 2026-09-04 2026-09-21 Extended
AVGO 5 2026-08-12 2026-09-16 Extended
SEI 4 2026-09-06 2026-09-16 Extended
RIOT 4 2026-09-01 2026-09-14 Extended
CRDO 4 2026-08-30 2026-09-16 Extended
META 4 2026-09-17 2026-09-22 Extended
WYFI 4 2026-09-01 2026-09-22 Extended
MRNA 4 2026-08-19 2026-09-17 Extended
PLTR 4 2026-08-12 2026-08-31 Extended
WDC 3 2026-09-08 2026-09-16 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