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

VNET Group, Inc. (NASDAQ:VNET) is one of the 10 Best Stocks to Buy According to Billionaire Rob Citrone.

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.

READ NEXT15 Stocks That Will Make You Rich in 10 Years.

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.

While we acknowledge the risk and potential of VNET as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VNET and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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