Leopold Aschenbrenner opened only 3 small-cap positions with market caps below $1 billion in Q1, each posting gains of over 130% from April to date

Odaily Planet Daily News: According to monitoring by on-chain analyst Ai Yi, Leopold Aschenbrenner's Situational Awareness Fund opened only 3 small-cap positions with market caps below $1 billion in Q1, and each has posted gains of over 130% from April to date. The three stocks are T1 Energy Inc. (up 140.5%), SharonAI Holdings (up 233.6%), and HIVE Digital Technologies (up 137.9%). All belong to the AI infrastructure sector, covering power energy, cloud computing, and digital infrastructure — consistent with its core thesis of "going long on the physical bottlenecks of AI development." Due to Leopold's influence, all three stocks also experienced varying degrees of increase on the day the 13F filing was published.