$SHAZ 0.57 Developing

Notable posts

• @StockSavvyShay neutral 1698 eng

  Leopold Aschenbrenner's Situational Awareness exited its entire public-equities book through a single-buyer transaction just as its former holdings are ripping today: • $BE +26% • $NBIS +25% • $SHAZ +26% • $IREN +25% • $SNDK +20% • $CRWV +20% • $TE +14% • $AMD +13% https://t.co/zxiMPBq2b9

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay neutral 1043 eng

  Leopold Aschenbrenner’s Situational Awareness disclosed a 19.9% stake in $SHAZ totaling 5.4M shares. https://t.co/vlhKvx6oN1

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• @StockSavvyShay bullish 940 eng

  Leopold Aschenbrenner’s Situational Awareness is seeking fresh capital after leveraged AI bets suffered sharp losses. He told investors this may be “a particularly good time to add funds” signaling he views the selloff as a buying opportunity rather than start of a deeper unwind. $TE, $SNDK, $SHAZ, $NBIS, $BE, $CRWV, $IREN

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• @StockSavvyShay bullish 1089 eng

  $NVDA is partnering with Australian providers including $IREN and $SHAZ to build up to 2GW of AI infrastructure by 2027 with IREN bringing its 800MW Bundey campus into the rollout. Nvidia calls AI factories “the essential resource of the AI economy” while IREN says DSX gives it a “repeatable blueprint” to bring capacity online at scale. This is another example of AI compute moving toward regions with available power turning Australia into a much bigger market for Nvidia infrastructure and giving IREN another path to monetize Bundey.

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• @StockSavvyShay bullish 912 eng

  Leopold Aschenbrenner’s fund fell 67% in July but remains up 80% YTD and will keep investing in public equities. Calling the losses “very expensive scars” he said fund will stop using bank leverage so it can “fight another day.” $TE, $SNDK, $NBIS, $BE, $CRWV, $IREN, $SHAZ https://t.co/lYdLa40MMK

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• @wallstengine bullish 574 eng

  $NVDA TARGETS UP TO 2GW AUSTRALIA AI BUILDOUT BY 2027 NVIDIA is partnering with Firmus, Sharon AI $SHAZ, $IREN, Megaport, ResetData, CDC, NEXTDC and AirTrunk to build AI factories across Australia using its DSX platform. The partners will operate the infrastructure, while NVIDIA supplies the accelerated compute, networking, software and reference architecture designed to support multiple generations of GPUs. ▪️ Sharon AI plans to deploy up to 68,000 NVIDIA GPUs with Quantum InfiniBand and Spectrum-X networking ▪️ IREN will apply the DSX blueprint across its portfolio, including its 800MW Bundey campus in South Australia ▪️ CDC already operates 550MW+ across Australia and New Zealand, with another 800MW under construction ▪️ NEXTDC and AirTrunk are expanding liquid-cooled, high-density infrastructure for AI workloads ▪️ The capacity will support local AI development using NVIDIA compute and Nemotron open models

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• @StockSavvyShay neutral 335 eng

  10 NAMES MAPPING THE AI CLOUD LANDSCAPE 1. $CRWV combines deep $NVDA integration with software designed to keep massive AI training clusters running efficiently 2. $NBIS combines in-house hardware + software with control over infrastructure and power creating more opportunities to improve efficiency 3. $DOCN makes AI inference and agent development accessible to smaller businesses through a managed cloud platform 4. $IREN combines owned land with a large secured power pipeline giving it a foundation for expanding AI capacity 5. $SHAZ combines regional partnerships with sovereign cloud capabilities to serve customers needing local infrastructure and data control 6. $NET combines AI inference with developer tools, storage and security making it easier to build applications across its edge network 7. Crusoe builds its campuses around available energy aligning data center development with power needed to operate them 8. Lambda specializes in dense GPU clusters with managed software that simplifies training and running AI models 9. $AKAM brings computing, security and content delivery together across an established global network close to customers 10. $FSLY uses lightweight WebAssembly execution to start applications quickly and handle requests close to users

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