Danh mục Q1 của Leopold tăng hơn 130% nhờ 3 cổ phiếu AI vốn hóa nhỏ

The Huoxing Finance report states that on June 1, according to on-chain analyst Aunt Ai (@ai_9684xtpa), Leopold Aschenbrenner’s Situational Awareness Fund only established positions in three small-cap stocks with market capitalizations below $1 billion during Q1, all of which have risen over 130% since April. These three stocks are T1 Energy Inc. (up 140.5%), SharonAI Holdings (up 233.6%), and HIVE Digital Technologies (up 137.9%), all belonging to the AI infrastructure sector, covering power energy, cloud computing, and digital infrastructure—aligning with his core thesis of “longing the physical bottlenecks of AI development.” Due to Leopold’s influence, all three stocks experienced varying degrees of price increases on the day the 13F filing was published.