HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet

2 days ago 4

David Moadel

Mon, May 18, 2026 astatine 9:35 AM CDT 4 min read

Quick Read

Hive Digital Technologies (HIVE) surged 34% to $3.60 and T1 Energy (TE) jumped 20% to $6.76 pursuing buzz astir Leopold Aschenbrenner’s 13-F filing.
However, verified positions successful Riot Platforms (RIOT), CleanSpark (CLSK), and CoreWeave (CRWV) stay level oregon down, suggesting anemic organization conviction.
Traders are chasing societal media speculation astir Aschenbrenner’s AI infrastructure bets, but immoderate of his verified purchases successful infrastructure plays are sluggish, which indicates that the Hive and T1 Energy rally whitethorn beryllium a crowded brace commercialized alternatively than a genuine organization thesis.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Hive Digital Technologies wasn't 1 of them. Get them present FREE.

Shares of HIVE Digital Technologies (NASDAQ:HIVE) are up 34% successful mid-morning trading Monday, portion T1 Energy (NYSE:TE) shares person climbed 20%. The catalyst: a question of societal media buzz astir a 13-F disclosure from Leopold Aschenbrenner's Situational Awareness LP.

HIVE banal traded adjacent $3.60 aft closing Friday adjacent $2.73. TE banal pushed to $6.76, from a Friday adjacent of astir $5.60.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Hive Digital Technologies wasn't 1 of them. Get them present FREE.

Yet, immoderate of the names Aschenbrenner verifiably accrued successful his Q1 2026 filing are sitting this rally out. That spread is the existent communicative for HIVE and T1 Energy traders.

[wsr-stock-price-target ticker="HIVE"]

[wsr-analyst-ratings ticker="TE"]

Who Is Aschenbrenner and Why Traders Care

Aschenbrenner is simply a German capitalist and erstwhile OpenAI Superalignment researcher who departed the institution successful 2024. He's champion known for the wide circulated 2024 effort Situational Awareness: The Decade Ahead, which argued for assertive artificial wide quality (AGI) timelines and the geopolitical stakes of the buildout.

He founded Situational Awareness LP successful 2024 to put down the AI-buildout thesis. Per QuiverQuant expert Matthew Kerr's writeup, the money holds astir $3.85 cardinal crossed 34 positions arsenic of the March 31 reporting period.

What the 13-F Actually Shows

The header determination from Aschenbrenner's money is simply a pivot to monolithic downside hedges connected AI chips. Per Kerr's writeup, Aschenbrenner's money accrued its equity stakes successful CleanSpark (NASDAQ:CLSK), Riot Platforms (NASDAQ:RIOT), and CoreWeave (NASDAQ:CRWV), among others. These are the verified beneficiaries of the filing per Kerr.

The Divergence Tells the Story

Here's the rub: HIVE and T1 Energy were flagged successful a abstracted QuiverQuant X post, not the expert writeup. HIVE fits a Bitcoin (CRYPTO:BTC)-miner-pivoting-to-AI parallel with Aschenbrenner's verified picks, and TE fits a powering-AI-data-centers thesis. Neither, however, is explicitly named successful the confirmed buys.

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