SHAZ SharonAI Holdings Inc. - Ordinary Shares - Class A

$SHAZ If SHAZ ultimately gets into the $2B+ annual revenue neighborhood, continues selling the remaining 92MW, and the market decides this deserves a premium AI-infrastructure multiple, then a $6–10B valuation isn’t mathematically difficult to construct. There is a lot of money to be made here IF they can execute.

$SHAZ On WSj report 2 weeks it fell so much and now NVDA confirmed the partnership we are due for big bounce any time soon

$SHAZ SharonAI announces five-year strategic agreement with Rafay Systems SharonAI announced a five-year strategic agreement with Rafay Systems. Under the agreement, Sharon AI will use the Rafay platform as a centralized orchestration and operations layer across its AI Factory environments. The agreement formalizes Sharon AI's use of Rafay across its expanding AI infrastructure platform. "Sharon AI is delivering the trusted infrastructure and operational capabilities required to help customers realize measurable value," said James Manning, Co-founder and Chief Executive Officer of Sharon AI. "Our agreement with Rafay gives us a standardized platform for orchestrating and managing AI infrastructure across our expanding footprint. This should enable us to manage our compute capacity more efficiently, accelerate service delivery and provide customers with a consistent and secure experience as we scale.

$SHAZ theyre expanding the team for much bigger operations to follow more capacity larger markets .

$SHAZ NVIDIA Expands AI Infrastructure Capacity in Partnership With Australia’s Data Center Ecosystem | NVIDIA Newsroom. story not on broad tape 9/9 ....expanded consortium with NVDA FIRMUS and others to lead an AI Australia dominance ( Firmus hasnt IPO yet ....maybe they dont need to .hmmmmm?

$SHAZ options flow lesson: premium measures dollars committed, not conviction by itself. Contract count can look large when options are cheap, so premium is the cleaner size comparison. Direction still depends on trade side, structure, and context. The alert snapshot shows $343K in the Oct 16 $70 calls. Volume was 26.4x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

$SHAZ It is just overreaction in my opinion for shorts to pounce. This will comeback as it went down. We have a unique presence across Australia and New Zealand with broader APAC region.Nvidia is unchallenged now wait until AMD and other hyper scalers come and kick Nvidia very soon with better compute and all wanted their pie as well

$SHAZ NVDA pauses rev sharing on NEW DEALS Not SHAZ existing ...and theres no control issues within SHAZ voting power is locked up

$SHAZ The news is valid for companies having anti trust issues. We are not. Came back quickly. Next month we are having news in another pipeline. APAC region NBIS

$SHAZ launched its AI Cloud deployment for a global tech customer, marking a $950 m contract milestone.

$SHAZ -- one more. I'm not short this one, just noting the signal (red arrow) and follow through today.

$SHAZ signed a supplemental indenture to amend its 6% convertible senior notes and remove restrictive covenants.

SharonAI Holdings shares fell sharply Thursday, reversing from an opening price of $66.90 as investors sold into a positive but widely anticipated operational milestone. The company completed the first phase of a roughly $950 million, five-year AI cloud infrastructure agreement with an unnamed global technology customer with a major Asia-Pacific presence. Customer acceptance of the initial deployment triggered the release of escrowed funds and marked the first of several expected revenue-generating phases, with revenue expected to begin flowing gradually during Q3 and Q4 2026. Despite the positive update, the announcement triggered profit-taking after shares had already surged from around $40 in late July to the $65-$67 range. Selling pressure was compounded by potential dilution: recent SEC S-1/A filings registered about 26 million shares and $691.7 million of convertible securities for resale by existing shareholders, raising concerns about near-term supply. $SHAZ