{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"New 13F Filings: Leopold's Ghost Portfolio and The Shifting AI Trade","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/b9099693\"></iframe>","width":"100%","height":180,"duration":1804,"description":"Today we review major 13F filings and what they show about positioning across the AI stack, including memory, chips, power, and infrastructure. We highlight concentrated bets in names like SanDisk, Micron, and Alphabet, along with broader exposure to NVIDIA, TSMC, SpaceX, and related infrastructure plays.\n------\n🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒\nhttps://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless\n------\n🌌 LIMITLESS HQ ⬇️\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 AI Money Stacks\n2:51 Memory Theses\n5:02 Buffett Bets on Google\n10:19 The Infrastructure Layer\n19:48 Payments and AI Rails\n21:21 Consensus Winners Emerge\n24:53 Power, Memory, Neoclouds\n27:10 Closing\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}