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.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 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

New Era Energy & Digital's data-center plan looks risky because building with borrowed money from nothing means high interest costs and squeezed margins. As a small player with no experience, it faces liquidation risk if capacity is underutilized after a market change. Even if NUAI puts up capital for its joint venture with Stream, its revenue share looks small, raising the question of what NUAI actually contributes. x.com  x.com  x.com 

2CRSi's management is difficult to trust after a short report alleging fraud, even though the allegations are not confirmed. The report, as quoted by @TheBigBerbowski, claims 2CRSi built a fraudulent US structure to fabricate a growth story and that almost all its revenue likely comes from an undisclosed related-party scheme; @TheBigBerbowski finds it hard to believe for a family-run firm with heavy insider ownership. 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 

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 

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 

SharonAI has moved up in conviction after Nvidia's endorsement and sudden institutional support from Oaktree Capital, Situational Awareness and Goldman Sachs. Situational Awareness likes its Australian data-sovereignty angle and is not put off by the CEO's colorful history. Rising data center costs and scarce chips are hurdles for new teams, and heavy dilution lies ahead, with this raise adding 78% to the share count, so it is hard to size big this early. 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