SHAZ SharonAI Holdings Inc. - Ordinary Shares - Class A

$SHAZ Lastly, Sovereign AI contracts secured with Govt offtaker = greater bankability, and possibly debt financing closer to 6%. I believe we are going to get a lot of really good news and catalysts going into 2027. If you're buying under $50 you're 100% stealing.

$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 days like this are for buying, you know the seconds rates start to fall this will skyrocket, easy 10 bagger

$SHAZ NOTE: This is my speculation based on DD. Multi-Billion Dollar Sovereign AI Catalyst Loading. 🚨 Expect massive GOVT cloud contracts to drop within 2 quarters post-ASX IPO. The unallocated inventory math is explosive: • Current Base: $3.90B customer TCV is backed by ~36,500 GPUs. • The 31,500 Chip Gap: SHAZ has left nearly half of its 68,000 mid-2027 fleet completely unallocated. • The 30% Sovereign Premium: Regulated federal/defense workloads pay a strict compliance premium. At sovereign rates, this unsold compute yields est. $7.0 Billion in 5-year TCV potential. High-tier Blackwell compute is NOT hard to sell. Demand is overwhelming. Management is holding this capacity back to lock in maximum-margin state deals (which can only be done after VAST layer is adopted).

$SHAZ Extreme Sovereign AI mispricing. 🚨 Following Rafay & VAST DataEnclave rollouts, the tech stack is frozen and ASX IPO ready. 🇦🇺 Perfect setup to dominate the APAC region. Think NBIS of Europe, but built for Australia. While main rival Firmus Technologies builds heavy shell space, SHAZ scales dynamically inside premium NEXTDC networks. Look at the extreme mathematical valuation gap: • Below Cash Value: Trading at a $1.69B market cap, sitting completely under the $1.86B cash/liquid assets in the bank from summer private raises. • CapEx Fully Funded: Independent $356M Goldman Sachs facility completely secures the 64k-68k GPU rollout. Physical replacement value of this Blackwell setup scales closer to $5B. • Anchoring Trap: Market is irrationally anchoring SP to old, pre-raise chart history. Intrinsic value has structurally shifted forever. Buying cash at a discount and getting a premier sovereign AI footprint for free before Q4 billings fire up. 🎯

$SHAZ trying my first bull put credit spread here as a test and learning trade. Sold the 50 put / bought the 45 put, Oct 16 expiration, for a $1.75 credit. Defined risk: max profit $175, max loss $325, breakeven $48.25. I'm fine if it doesn't work. I want to learn how the spread behaves as it gets close to expiration.

$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 there's Sam at it again ..unintentionally hacked Australia govt of all places ...trying to undermine the Ai progress being made by competitors....he has to stop.

$SHAZ Sharon AI and are proud to sponsor Forefront’s Cloud & IT Infrastructure Summit NSW 2026, taking place at Doltone House Darling Island in Sydney on 24 September