Serenity Defends Leopold: Investment Mistakes Exaggerated, Still Up ~80% This Year

Odaily News, "White-Haired Stock God" Serenity stated that media and social platforms have made "seriously inaccurate" assessments of AI investor Leopold, and it is unfair to describe his multi-year investment strategy as a "crash" or "failure."

Serenity noted that Leopold's long-term investment judgments, such as those involving SanDisk (SNDK) and Bloom Energy (BE), had previously generated significant returns. However, after the sharp market decline in July, critics not only attacked his investment strategy but also launched personal attacks, a development Serenity finds disappointing.

Serenity believes the July market crash did expose issues with the strategy's leverage usage, liquidity management, and hedging mechanisms. Nevertheless, Leopold's overall performance this year still achieved a return of approximately 80%, placing him at the leading level within the hedge fund industry.