degentrading
Former TradFi Options Market Maker, Delegate at Lido DAO
SharonAI's new five-year B300 contract looks highly profitable. Priced at about $4.15, it pays back in roughly three years including the data-center shell, leaving the remaining two years as pure profit. SharonAI holds about $1.9B of cash against a roughly $2B market cap, though it also carries convertible debt. x.com
SharonAI is well placed to win part of Anthropic's reported plan to lease up to 1.4GW of compute in Australia, since no single cluster there can supply it and IREN's 800MW site only gets power in 2028. If its planned 40,000 GB300s are not yet leased, they could generate about $2.1-3.85 billion of annual revenue, or $6-12 billion over a three-year deal, versus a market cap near $2-2.5 billion. Situational Awareness, which backed Fluidstack before its Anthropic deal, owns about 20% of SharonAI. x.com x.com x.com
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.com
Nebius and CoreWeave results are constructive for SharonAI because the marginal price of scarce near-term AI compute is rising, and SharonAI has plenty left to sell. As of August 6 it had 212 MW secured and 92 MW uncontracted, up from 16 MW uncontracted on July 16. On consensus it trades at 0.8x 2027 EBITDA, versus 11.8x for Nebius, 9.9x for IREN and 5.6x for CoreWeave. It is early stage with higher execution risk, and uncontracted capacity hurts if pricing deteriorates. x.com x.com
SHAZ is probably a short, with shady details about the company easy to find, but shorting it is unwise. The same team took NUAI up 20x from its bottom, SHAZ's SPAC NAV is $500 a share, and staggered unlocks give insiders reason to keep the price up in a thinly traded stock. x.com
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.com
SharonAI is an early bet on compute access, the real AI bottleneck, now backed by Leopold Aschenbrenner's Situational Awareness, which disclosed a 19.9% passive stake. It rents high-density NVIDIA GPU clusters so AI teams can scale without building data centers, anchored a $1.6B financing, and is expanding AI factories across Australia and APAC, with backlog conversion expected to ramp hard in H2 2026. Risks include heavy dilution from raises and warrants, brutal competition and execution. 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.com
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.com
Sharon AI landing its first deal with Nvidia is a bullish sign, and an impressive win for a company that small. @burak_finance cites $2.2B in take-or-pay contracts, a six-year Nvidia deal and $1.6B of oversubscribed financing from Oaktree and other top institutions. x.com
Contracted AI compute demand makes four AI infrastructure stocks worth buying at 52-week lows. Applied Digital has a $36B backlog and expects 600+ MW online within 12 months; Cipher Mining has $8.5B+ in AI leases with payments ramping; CleanSpark has a 20-year $6.6B lease and 1.8+ GW power portfolio; CoreWeave has a $104B backlog and raised its year-end ARR target to $18.5-19.5B. x.com x.com
TeraWulf deserved to rise on its Anthropic deal, and Sharon AI on a possible deal using its existing Australian data center footprint, unlike IREN, whose move is pure speculation with no physical footprint in Australia. Holding through the market's short-term flushes is the hard part of owning them long term. x.com
