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$SMH

VanEck Semiconductor ETF
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VanEck Semiconductor ETF tracks a basket of public semiconductor companies.

sentiment mix
bull 0%bear 100%neu 0%

signal summary

latest high-conviction thesis
Leopold Shorts VanEck Semiconductor ETF $2 Billion as Largest Position▾

The VanEck Semiconductor ETF (SMH) is Leopold's single largest short at $2B, providing diversified semiconductor exposure with Nvidia as 20% holding.

leopold aschenbrennerT1Limitless Podcast2026-05-18
confidence 88 / 100impact High
key themes
  • AI Infrastructure100%
  • Memory & Storage100%
  • Grid & Power Infrastructure100%
  • Neoclouds & Cloud Computing100%
  • Semiconductors100%

bull thesis · 0

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  • — none —

bear thesis · 1

95 / 100
  • •Leopold Shorts VanEck Semiconductor ETF $2 Billion as Largest Position

mentions · 1

Limitless PodcastThe Best AI Investor Just Shorted the Entire Market1 mentions · 0▲ 1▼ 0○ · 4 months ago
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