VNET Group, Inc. (VNET): Billionaire Rob Citrone More Than Doubles Stake

VNET Group, Inc. (NASDAQ:VNET) has registered the astir aggravated buying enactment among each the apical stocks successful the 13F portfolio of Discovery Capital Management. The money accrued its involvement successful the institution by 292% successful the 4th fourth of 2025, compared to filings for the erstwhile quarter. At the extremity of the year, it owned much than 6.3 cardinal shares successful the firm. Discovery has owned shares of the institution successful past years arsenic well, but nary person touched the highs registered astatine the extremity of past year. Previously, the highest fig of shares owned by the money successful the institution was 1.6 million, backmost successful the 4th fourth of 2014.

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VNET Group, Inc. (NASDAQ:VNET) is connected the radar of elite hedge funds arsenic a high-growth AI infrastructure play successful China. In the 4th fourth of 2025, the institution reported revenues of RMB 2.69 billion, beating expert forecasts. This was chiefly driven by a 47% year-over-year surge successful wholesale revenue. The institution besides delivered a grounds 404 MW of capableness successful 2025. Hedge funds are buying the 2026 guidance, which anticipates delivering different 450–500 MW to conscionable AI demand. Another important information is the equilibrium betwixt the accepted retail concern of the steadfast with high-growth AI workloads. In Q4 2025 alone, VNET secured 5 wholesale orders totaling 135 MW. Management highlighted during the March net telephone that AI-driven request was accelerating, with much customers seeking high-performance, liquid-cooled information halfway solutions.

While we admit the imaginable of VNET 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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