$NUAI 0.39 Noisy

Notable posts

• @wallstengine bullish 81 eng

  B. Riley Initiates Coverage on $NUAI with Buy Rating, PT $10 Analyst comments: "New Era Energy & Digital, Inc. is an AI infrastructure platform built around the Texas Critical Data Centers (TCDC) campus in Ector County, Texas, with vertically integrated front-of-meter and behind-the-meter generation. NUAI emerged in its current form following an August 2025 strategic pivot from New Era Helium Corp., a helium and natural gas producer. Our Buy rating reflects three primary drivers: (1) a Permian Basin land position with an embedded Macquarie covenant that ties credit facility availability to binding hyperscaler lease execution; (2) an atypical hyperscaler commercial origination supported by a partner stack including Apollo, Macquarie, Stream Data Centers, and Thunderhead Energy; and (3) a materially de-risked capital structure following the April 2026 ~$120 million equity raise, $290 million Macquarie term loan facility, and repayment of the $50 million SharonAI convertible. We see continued execution in the near term, primarily through an initial PPA at the TCDC site and a definitive JV agreement with Stream, on the path to an eventual hyperscaler lease later this year. We base our $10 PT on a sum-of-the-parts analysis of the TCDC phased buildout." Analyst: Nick Giles

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• @chinoalemano mixed 75 eng

  $SHAZ - Swing 3 ($100k => $1M). 2,455 shares @ $61.99. Rolling the full $152k from $NUAI. ➟ Fresh $1.32B contract, revenue starts Sept 1. ➟ Leopold bought $500M at $68. ➟ @kevinxu bought $55k at $72. ➟ Anthropic looking for MWs in Australia. ➟ Leopold is an early investor in SHAZ. ➟ $NVDA partner. Fun fact: SharonAI is the company that sold NUAI its Texas data center stake. I'm not totally sold. But it could work. Don't invest what you can't afford to lose. This is not financial advice. Do your own research. I'm swinging $SHAZ.

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