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BlockBeats News, June 1st, according to on-chain analyst Ai Auntie (@ai_9684xtpa), Leopold Aschenbrenner's Sentient Fund only took positions in 3 small-cap stocks with a market value of less than $1 billion in Q1, all of which have surged by 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 principle of "bullish on the physical bottlenecks of AI development." Due to Leopold's influence, the three stocks also experienced varying degrees of increase on the day of the 13F filing disclosure.
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