Leopold says his fund is still up 80% YTD even accounting for July's losses

Business_Raisin_541 · 2026-08-02T08:09:51+00:00

=== SUMMARY === - The post defends a fund manager (“Leopold”) after July losses, citing his claim of still being up 80% YTD. - The author’s thesis is that the situation is “not as bad as Redditors make it out to be,” but acknowledges the lack of third-party verification. - Quality assessment: Speculation / news commentary, not well-researched DD. No position sizing, no verifiable data, no actionable market analysis. === SENTIMENT === NEUTRAL === TRADE IDEAS === No actionable trade ideas in this post. === COMMENTS SUMMARY === The community largely dismissed Leopold’s 80% YTD claim as misleading, noting his gains are driven by a large private Anthropic stake rather than public portfolio skill. Commenters also highlighted that simple long exposure like MU (~160% YTD) or a plain DRAM ETF outperformed him without leverage, framing his “success” as mediocre risk-adjusted performance. No actionable trade ideas in this post.

u/Business_Raisin_541 · Reddit — r/wallstreetbets · August 02, 2026 at 08:09 · ⬆ 221 pts · 💬 53 comments | View on Reddit ↗

AI Summary

Summary

The post defends a fund manager (“Leopold”) after July losses, citing his claim of still being up 80% YTD.
The author’s thesis is that the situation is “not as bad as Redditors make it out to be,” but acknowledges the lack of third-party verification.
Quality assessment: Speculation / news commentary, not well-researched DD. No position sizing, no verifiable data, no actionable market analysis.

Score 221

Comments 53

Upvote % 96%

More from Reddit — r/wallstreetbets

Capital One says it closed Trump Organization’s accounts after anti-money-laundering review

Aug 02, 05:47

Dip buying results vs spy

Aug 02, 03:22

USD/JPY correlation with SP500

Aug 02, 02:09

Cheesecake factory is where it’s at

Aug 01, 22:40

Crazy week, what should I do with my remaining calls?

Aug 01, 22:34