10 Best Stocks to Buy According to Billionaire Rob Citrone

9. VNET Group, Inc. (NASDAQ:VNET)

Discovery Capital Management’s Stake: $53 Million

VNET Group, Inc. (NASDAQ:VNET) has registered the most intense buying activity among all the top stocks in the 13F portfolio of Discovery Capital Management. The fund increased its stake in the company by 292% in the fourth quarter of 2025, compared to filings for the previous quarter. At the end of the year, it owned more than 6.3 million shares in the firm. Discovery has owned shares of the company in past years as well, but none have touched the highs registered at the end of last year. Previously, the highest number of shares owned by the fund in the company was 1.6 million, back in the fourth quarter of 2014.

VNET Group, Inc. (NASDAQ:VNET) is on the radar of elite hedge funds as a high-growth AI infrastructure play in China. In the fourth quarter of 2025, the company reported revenues of RMB 2.69 billion, beating analyst forecasts. This was primarily driven by a 47% year-over-year surge in wholesale revenue. The company also delivered a record 404 MW of capacity in 2025. Hedge funds are buying the 2026 guidance, which anticipates delivering another 450–500 MW to meet AI demand. Another important consideration is the balance between the traditional retail business of the firm with high-growth AI workloads. In Q4 2025 alone, VNET secured five wholesale orders totaling 135 MW. Management highlighted during the March earnings call that AI-driven demand was accelerating, with more customers seeking high-performance, liquid-cooled data center solutions.