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Small-cap AI infrastructure is indeed strong this round, with over 130% increase indicating that funds are starting to bet on physical bottlenecks.
These three stocks are T1 Energy, SharonAI Holdings, and HIVE Digital Technologies, with increases of 140.5%, 233.6%, and 137.9%, respectively, all belonging to the AI infrastructure sector, aligning with their philosophy of "long AI development's physical bottlenecks"; the stock prices rose following the 13F filing date.