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SHAZ should rise at least 10%, perhaps more, on Nvidia's announced 2GW AI infrastructure expansion in Australia with SHAZ, IREN, Firmus and others. x.comÂ
Sharon AI is turning from a speculative story stock into a contract-backed sovereign AI compute play, though the sharp post-news pullback argues against blind short-term buying. Governments in Asia-Pacific, Australia and Europe want AI data off US public clouds, which drove its $950M domestic contract, and $350M of GPU funding is secured. It partners with NEXTDC instead of building data centers. Q1 revenue was only about $2M with a $58.1M net loss. x.comÂ
SharonAI looks untrustworthy: its 10-K falsely claimed NVIDIA as a shareholder. Per @DeepSailCapital, it once had a joint venture with NUAI that it "sold" and its management seems as shady as NUAI's, while a post the author replies to says customer ESDS is not legitimate and calls it a pump and dump. x.com x.comÂ
SharonAI, the IREN of Australia, offers the best risk/reward on potential catalysts. Leopold owns 19.9%, rumors of an Anthropic deal are swirling, and Nvidia might take a stake. Compass Point raised its price target to $110 from $90 and maintained a Buy rating, implying 83% upside. x.comÂ
Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com … Show more
SharonAI looks like a pump and dump, with management as shady as NUAI's, with which it once had a joint venture it says it sold. Short seller Bleecker Street reports that the CEO allegedly siphoned millions and that the $1.25bn anchor contract is with a small Indian data center operator whose newest major customer is sanctioned. That operator, ESDS, is not a legitimate customer. @RHouseResearch says SharonAI falsely claimed NVIDIA as a shareholder in its 10-K. x.com x.comÂ
Anthropic's customer spending and compute buildout show AI monetizing at scale, a bullish read-through for Nvidia, Broadcom, Alphabet, Amazon, Microsoft, Nebius, CoreWeave and Hut 8. Its IPO filing reports H1 revenue up 14-fold to $16.3B, 11,900+ customers spending $100K+ annually and 1,900+ spending $1M+, alongside $9B in H1 infrastructure spending and about $430B in future compute commitments. x.comÂ
Nvidia's cash could have more value invested in AI companies with strong demand but too little capital to scale, especially neoclouds that can execute. Their valuations look very attractive now, making equity stakes preferable to more buybacks or dividends despite criticism of circular deals. SpaceX may need the money less because it is already very big. x.com x.com x.comÂ
AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com x.comÂ
SharonAI is a neocloud renting out GPU compute, a tollbooth on the AI buildout, with a one-year target of $200 base and $300 if the GPU ramp lands. It is deploying up to 40,000 NVIDIA GB300s in a 72MW AI factory and just closed an oversubscribed $1.6B private placement. Leopold's fund raised its stake to 19.9% while its book shorts chipmakers but stays long compute and power, a bet on the bottleneck. The shares are down about 30% from June highs. x.com x.comÂ