Is SHAZ a good stock to buy? We came across a bullish thesis on SharonAI Holdings Inc. on Acid Investments’s Substack by N.R98. In this article, we will summarize the bulls’ thesis on SHAZ. SharonAI Holdings Inc.’s share was trading at $91.91 as of June 22nd. SHAZ’s forward P/E was 16.47 according to Yahoo Finance.
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SharonAI Holdings Inc. operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments. SHAZ is aiming to capitalize on accelerating demand for AI compute infrastructure amid tightening supply of advanced GPUs and rising geopolitical emphasis on domestic AI capacity. A bare metal neocloud provider delivering physical GPU infrastructure, networking, and power capacity, while requiring customers to build higher layer software stacks, positioning it as a flexible infrastructure backbone for AI workloads.
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Recent capital formation has significantly de-risked the balance sheet, with a large institutional-backed raise involving strategic investors and a six-year NVIDIA partnership supporting accelerated GPU procurement and deployment plans. The company already operates hundreds of GPUs online and is deploying thousands more through convertible note proceeds, targeting next-generation hardware including B200 and B300 architectures across its Australian data center footprint.
Market positioning is strengthened by limited regional competition in APAC sovereign cloud infrastructure and Australia’s classification as a highly permissive jurisdiction for advanced AI chip deployment. The market is implicitly valuing the company at roughly 3.5 to 4 billion dollars of enterprise value, implying a high EV per GPU compared with global neocloud peers trading in the 300,000 to 400,000 dollar range per GPU.
If SharonAI executes its plan to scale toward 55,000 GPUs by mid 2027, implied capacity buildout could drive a substantial re-rating and potentially deliver a multibagger outcome from current levels. the investment case is a high-conviction, high-risk but highly convex sovereign AI infrastructure opportunity driven by structural compute scarcity and accelerating agentic AI demand.
Previously, we covered a bullish thesis on Applied Digital Corporation (APLD) by DoU92 in December 2024, which highlighted the AI-driven pivot into HPC data center infrastructure, scalable capacity buildout, and undervaluation versus growth trajectory. APLD’s stock price has appreciated by approximately 374.78% since our coverage. N.R98 shares a similar view but emphasizes sovereign neocloud positioning in APAC and GPU scarcity-driven pricing power.
SharonAI Holdings Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 12 hedge fund portfolios held SHAZ at the end of the first quarter which was 0 in the previous quarter. While we acknowledge the risk and potential of SHAZ as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SHAZ and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
