Genius Group (GNS) shares surged over 30% in pre-market trade, on track to erase May losses of around 34%, after the company announced its board approved an $800 million AI treasury strategy planned through 2031. The strategy includes an initial $100 million allocation to a portfolio called the AGI Infinity Portfolio, with roughly $20 million directed into third-party, external funds that hold indirect stakes in SpaceX, OpenAI, and Anthropic. The move comes two months after the company liquidated its "Bitcoin-first" treasury, selling 84 Bitcoin worth approximately $5.7 million in April to retire $8.5 million in debt liabilities. The AGI Infinity Portfolio would be capped at 40% of Genius Group’s total assets, sitting alongside operating businesses and a planned Bitcoin treasury that could restart in 2027. Funding is expected from operating cash flow and the company’s existing $1.2 billion At-the-Market facility. Genius Group reported quarterly revenue of $3.3 million for the first quarter of 2026 and has a market capitalization of roughly $42 million. Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bearish’ over the past day.