GDS Holdings Limited (GDS): Billionaire Rob Citrone Is Loading Up on This Stock

GDS Holdings Limited (NASDAQ:GDS) has had a stop-start narration with Discovery Capital Management. The banal archetypal appeared successful the 13F portfolio of the money backmost successful the archetypal 4th of 2019. This involvement comprised conscionable nether 500,000 shares. In the adjacent quarter, this presumption was sold disconnected completely. A caller presumption was opened successful the 3rd 4th of the aforesaid twelvemonth but was sold disconnected arsenic good by the opening of adjacent year. A tiny stake, comprising nether 100,000 shares, was bought and sold disconnected successful the 2021. The contiguous position, bought successful the 3rd 4th of 2025, comprised implicit 1 cardinal shares, and was accrued to 1.43 cardinal shares successful the 4th fourth of 2025, representing an summation of 36%.

READ NEXT: 15 Stocks That Will Make You Rich successful 10 Years.

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GDS Holdings Limited (NASDAQ:GDS) has emerged arsenic 1 of the astir salient China-based stocks successful the US marketplace successful caller years. Even though Chinese stocks person faced macro headwinds amid a tariff war, hedge funds are bullish connected the quality of GDS to look from these unscathed. One of the reasons for this sentiment is the motorboat of the China Real Estate Investment Trust by GDS successful precocious 2025. Before the REIT launch, GDS traded astatine a depressed aggregate of astir 12x EBITDA. The C-REIT assets were valued astatine astir 22x 2026 EBITDA, importantly higher than marketplace expectations. The motorboat besides allows GDS to monetize information halfway assets astatine premium valuations and reinvest superior into high-growth AI infrastructure.

While we admit the imaginable of GDS arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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