HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet
HIVE Digital Technologies (HIVE) and T1 Energy (TE) saw significant stock surges of 34% and 20% respectively, driven by social media speculation surrounding Leopold Aschenbrenner's 13-F filing. This rally is noted as a potential "crowded pair trade" as Aschenbrenner's verified holdings in companies like CleanSpark, Riot Platforms, and CoreWeave remained flat or declined, indicating a lack of broader institutional conviction in the speculative picks. The article suggests that traders are chasing buzz rather than confirmed institutional theses, especially given the sluggish performance of Aschenbrenner's explicit infrastructure investments and a dip in Bitcoin prices.
https://247wallst.com/investing/2026/05/18/hive-digital-rockets-34-t1-energy-jumps-20-on-aschenbrenner-buzz-but-cleanspark-riot-coreweave-stay-quiet/