BlockBeats News, June 1st, according to on-chain analyst Ai Auntie (@ai_9684xtpa), Leopold Aschenbrenner's Situational Awareness LP only took positions in 3 small-cap stocks with a market cap of less than $1 billion in Q1, all of which have seen a price increase of 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 energy, cloud computing, and digital infrastructure, aligning with his core idea of "bullish on the physical bottleneck of AI development." Due to Leopold's influence, these three stocks also experienced varying degrees of price surges on the day of the 13F filing disclosure.
