Who mentions $SHAZ most on Surfaced?

@midascabal (Midas) mentions $SHAZ most — 21 mentions in the past 12 months.

When was $SHAZ first mentioned on Surfaced?

The earliest tracked mention of $SHAZ in the Surfaced archive was on May 18, 2026.

How many voices track $SHAZ?

14 FinTwit voices have mentioned $SHAZ 48 times in the past 12 months.

What kind of voices mention $SHAZ most?

$SHAZ is mentioned most by Long Research voices on Surfaced.

$SHAZ — FinTwit mentions on Surfaced

Recent calls

10 calls

@midascabalJul 9, 2026 · 6:32 AM

$SHAZ SharonAI's moat isn't software. It's not IP. It's strategic site acquisition for power access. Power is the scarce resource. They control it.

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@midascabalJul 7, 2026 · 7:06 PM

Be Leopold Aschenbrenner > Ex-OpenAI researcher (fired after AGI manifesto) > Raise $225M from top founders for AI-focused hedge fund > Ditch crowded plays: Dump NVIDIA & Intel holdings > Go all-in on AI's real bottlenecks: power & compute > $885M long Bloom Energy (fuel cells powering data centers) > Massive short on Infosys (AI coders killing IT outsourcing) > $700M in CoreWeave (GPU cloud for AI training) > Marries the Chief of Staff at Anthropic > Hears that Anthropic is going to be buying 20 billion worth of compute in Australia > Buys in HUGE on companies like $IREN and $SHAZ who are buying compute in Australia He is no doubt the greatest trader alive.

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@jasonl_capitalJul 7, 2026 · 12:56 PM

7. $SHAZ - SharonAI Holdings Six-year strategic compute collaboration with NVIDIA. Deploying up to 40,000 GB300 GPUs across 72MW of new capacity in Australia. Leopold Aschenbrenner declared a position. Also expanding into Texas with a 1GW+ campus joint venture. https://t.co/p8uCD7jb3i

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@jasonl_capitalJun 30, 2026 · 12:10 PM

5. $SHAZ - SharonAI Holdings Australian neocloud that IPO'd in early 2026. Signed a six-year NVIDIA compute deal for 72 MW and up to 40,000 GB300 GPUs. Announced $1.6B in strategic financing in June. Expanded VAST Data partnership to support approximately 100,000 GPUs. https://t.co/sZYpBBTAUa

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@almacap114204Jun 29, 2026 · 9:25 PM

Seeing a lot of investors valuing $SHAZ on a EV/EBITDA basis, whilst that is a useful sense check you should also compare them to peers on a EV per MW (ascribing more weight to where the data centres are built out first, then contracted, then grid connected but not contracted, and finally to pipeline). Additional credit should also be given to track record, $NBIS extreme execution warrants a higher EV per MW because you can have a high degree of confidence they will execute

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@ckcapitalxxJun 29, 2026 · 9:25 PM

$SHAZ is up 13% after hours after Leopold disclosed a near 20% stake. https://t.co/0NtlYdiF7A

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@nolimitgainsJun 29, 2026 · 8:45 PM

Leopold Aschenbrenner just filed the 13G. Situational Awareness now holds a 19.9% stake in $SHAZ with 5.4M shares. Stock is ripping after hours. https://t.co/YLzVmhhLJ0

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@intheassemblyJun 12, 2026 · 1:18 PM

Did he know something? Sharon AI $SHAZ just announced a 6-year strategic collaboration with $NVDA. The stock is up 27% in 2 days, and 43% since we flagged it as one of Leopold Aschenbrenner’s new positions. https://t.co/M7juHnOhYw

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@investmentguru_May 19, 2026 · 10:40 AM

$SHAZ — SharonAI Holdings | The Sovereign AI Neocloud Flying Under the Radar Australia’s pure-play GPU neocloud just had a monster few months of contract wins nobody’s talking about — a $1.25B 5-year AI infrastructure deal in April, followed by a fresh $950M 5-year cloud computing agreement signed just last week — both deploying NVIDIA Blackwell clusters across NEXTDC data centers in the Asia-Pacific. Add a $500M debt facility, a Cisco/NVIDIA Secure AI Factory launch, and a World Wide Technology supply chain partnership, and you’re looking at a company that went from OTC obscurity to Nasdaq-listed in February with a rapidly building contract backlog. The bear case is real — TTM revenue is only ~$1.6M and net losses are steep, meaning execution risk is sky-high and this is pure “show me” territory. But if even a fraction of that $2B+ contracted TCV converts on schedule starting Q3 2026, the revenue inflection could be violent. Sovereign AI infrastructure in APAC is a white space, and $SHAZ is positioning itself as the picks-and-shovels play for it. this is high risk, high optionality. Not financial advice.

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@michaelsikandMay 18, 2026 · 11:36 AM

Leopold Aschenbrenner JUST added two new positions under $1B MC. $SHAZ - Australian neocloud and GPU cloud play. Market cap roughly $897M. IPO'd on NASDAQ in February 2026 at $30, raising $125M led by Oaktree and Two Seas. Q1 print showed over $2.2 billion in total contracted value and an exit 2026 run rate target of at least $470 million. Anchored by a $1.25B five year ESDS deal and a $950M five year Asia Pacific contract, both ramping Q3 and Q4 2026. Capacity guidance was raised from 70MW to 100MW for 2026 and early 2027. $350M convertible just raised for GPU procurement. $HIVE - Bitcoin miner pivoting hard into AI and HPC. Market cap around $581M. Runs green powered data centers in Canada, Sweden, and Paraguay, posted 290% YoY hashrate growth and over 2% of the global Bitcoin network. Just launched a purpose built AI cloud platform in Paraguay called BUZZ, raised $75M in exchangeable notes in April for AI and data center expansion, and got TSX listing approval this month. Thesis is cheap renewable power plus existing infra as a real option on a miner rerate into neocloud. Cheap power plus GPUs outside the US is where the alpha lives?

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