SH SHAW Загрузка... : Бычьи и медвежьи мнения аналитиков

Nvidia's $500 billion financing deal with BlackRock and others is directing massive capital toward capex beneficiaries in the AI compute stack. Companies like Nebius, Coreweave, and Shaw are surging as a direct result of this capital inflow, with Nebius crushing its earnings.

He is holding Shaw because he trusts Leopold Ashenbrunner's judgment more than his own, and despite the stock not looking great, he won't sell believing Ashenbrunner's longer-term view is superior.

Buying and holding Shaw because the speaker is not smarter than Leopold Ashenbrunner, who picked it. Trusting the expert's conviction and holding despite a poor entry, expecting it to work out.

Leopold Ashen Brener purchased 20% of Chiron AI (Shaw) and the company signed a $1.32 billion 5-year cloud deal with an unnamed global AI lab (likely Anthropic). Insider connections (Leopold is married to Anthropic's chief of staff) suggest asymmetric information. Copying Leopold's entry is a bet on his smart-money signal and the transformative deal.

Shaw is a scam stock pumped by Leopold Ashen Brener, who accidentally bought 20% instead of 2%, signaling a local top. The stock is down significantly, and he is ready to cut his position with a 50% loss, advising avoidance.

Leopold Ashen Brenner's Situational Awareness fund took a 19.9% stake in Shaw (Sharon AI), an Australian Neocloud company. The stake is just below the 20% threshold that would trigger equity method accounting, showing conviction. Leopold's endorsement answers capital and execution concerns, reduces reputational taint from past Nvidia partnership misstatement, and provides an asymmetric setup with the stock likely to rip higher as previous Leopold picks have done.

Leopold Ashenbrenner’s Situational Awareness fund filed a 19.9% stake in Shaw (Shaw Communications / Sharon AI), a heavily shorted Australian Neocloud. The stake is the maximum before triggering onerous accounting and gives him board leverage. The company now has $1.6B in cash plus a $500M debt facility, making its GPU buildout financially realistic. Leopold’s track record and reputation drastically reduce execution risk and reputational taint from past Nvidia partnership controversy, setting up a short squeeze. Entry at $89 with stop below 76, targeting $125.

Shaw AI (Sharon AI) is a tiny, highly speculative Australian neocloud play similar to a riskier Coreweave. It has a massive AI infrastructure contract, a claimed Nvidia partnership, oversubscribed financing, and Leopold taking a 20% stake. Despite a short report calling it a scam, he bought a very small position after-hours to see how it plays out.