SHAZ SharonAI Holdings, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
21:18
26 авг
26 авг
Nvidia's new revenue-sharing model for neoclouds is presented as a factual business update.
Nvidia's new revenue-sharing model for neoclouds is presented as a factual business update with recurring revenue potential, not an explicit trade call.
Низ.
13:45
26 авг
26 авг
The author lists stocks that could benefit from Nvidia's earnings as a research watchlist.
The author lists stocks that could benefit from Nvidia's earnings as a research watchlist, not stating any personal positions or forward calls.
Низ.
00:20
25 авг
25 авг
The author notes Shaz was sketchy before the Anthropic deal.
The author notes Shaz was sketchy before the Anthropic deal, a past-tense observation without a current directional position.
Низ.
10:35
21 авг
21 авг
The author jokingly welcomes a boost to NBIS and a SHAZ rally after receiving pushback.
The author jokingly welcomes a boost to NBIS and a SHAZ rally after receiving pushback on the DD, but expresses no explicit position or forward call.
Низ.
19:25
16 авг
16 авг
The author clarifies authorship of an article about SHAZ without expressing any current.
The author clarifies authorship of an article about SHAZ without expressing any current position or forward-looking view on the stock.
Низ.
17:21
15 авг
15 авг
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
04:38
14 авг
14 авг
Neoclouds tap crypto for GPU financing
Observes neoclouds tapping crypto protocols for cheaper GPU financing, questioning why protocol TVL is declining despite this tailwind.
Низ.
23:22
12 авг
12 авг
SHAZ flagged as compelling by author
Author calls $SHAZ "compelling" in passing; underlying catalyst (deal announcements, $1.8B cash, Asia-Pacific capacity expansion) comes from parent context, not author's own analysis.
Низ.
19:26
10 авг
10 авг
The author shares a broad watchlist of stocks and ETFs to buy on dips.
The author shares a broad watchlist of stocks and ETFs to buy on dips, but frames it as preparation rather than current positions or explicit buy calls.
Низ.
19:36
31 июл
31 июл
Watch these energy/grid and neocloud beneficiaries.
Watch these energy/grid and neocloud beneficiaries, which are expected to outperform due to compute and capacity shortages.
Сред.
18:14
31 июл
31 июл
Leopold 13G suggests NBIS and SHAZ stakes
Reports Leopold's fund (up 80% YTD) appears to hold significant NBIS and SHAZ stakes per 13G filings; no directional view stated.
Сред.
14:47
31 июл
31 июл
The author sarcastically implies the parent's list of names to trim are actually short.
The author sarcastically implies the parent's list of names to trim are actually short candidates, but provides no explicit position or directional call of their own.
21:19
30 июл
30 июл
The author attributes a -20% drop in SHAZ to shorting by funds anticipating a liquidation.
The author attributes a -20% drop in SHAZ to shorting by funds anticipating a liquidation, but does not state their own position or forward view.
Низ.
18:31
30 июл
30 июл
Monitor SHAZ as part of a broad market move following a reported Citadel liquidation.
Monitor SHAZ as part of a broad market move following a reported Citadel liquidation; no author position or directional call.
Сред.
14:08
30 июл
30 июл
The author sarcastically credits Mr Leopold's margin call for making BE, NBIS.
The author sarcastically credits Mr Leopold's margin call for making BE, NBIS, and SHAZ appear as gifts, but does not state a personal position or forward view.
Низ.
08:10
30 июл
30 июл
Monitor SHAZ as part of the drawdown narrative; no explicit author position, only context.
Сред.
04:44
30 июл
30 июл
Author is raising cash and shifting to quality, explicitly long NBIS while avoiding SHAZ.
Author is raising cash and shifting to quality, explicitly long NBIS while avoiding SHAZ, citing absurd risk/reward.
Низ.
12:38
29 июл
29 июл
The author recommends reading an article about SharonAI but does not state a personal position.
The author recommends reading an article about SharonAI but does not state a personal position or forward-looking view on the stock.
Низ.
12:35
29 июл
29 июл
"SHAZ earnings pivotal after bull/bear deep dive"
"SHAZ has a possible $2-4B ARR case and an Nvidia revenue-sharing launch-partner role, weighed against an open short report and CEO litigation; next week's earnings are pivotal."
Сред.
15:05
22 июл
22 июл
Author sold SHAZ for a small loss but plans to return.
Author sold SHAZ for a small loss but plans to return, having found a better trade opportunity to pursue instead.
14:15
22 июл
22 июл
Author expresses bullish conviction on Nokia ahead of strong earnings and urges fellow longs.
Author expresses bullish conviction on Nokia ahead of strong earnings and urges fellow longs to also consider Shazam, framing both as trade ideas.
Низ.
13:13
22 июл
22 июл
Location-specific GPU pricing premium from sovereign demand
Buy SHAZ as a location-specific compute provider; sovereign compute demand from governments prioritising capability over efficiency should drive premium GPU-hour pricing for geographically constrained infrastructure operators.
Сред.
15:52
21 июл
21 июл
Author argues BRUN is undervalued at $24 with a $120 price target due to its unique positioning.
Author argues BRUN is undervalued at $24 with a $120 price target due to its unique positioning for enterprise open-source AI compute, while NBIS and SHAZ are merely recovering from headlines.
Низ.
15:48
21 июл
21 июл
Author argues BRUN is undervalued at $1.5B with a $120 price target, citing contracted revenue.
Author argues BRUN is undervalued at $1.5B with a $120 price target, citing contracted revenue, high margins, insider ownership, and positioning for enterprise open-source GPU leasing, while NBIS and SHAZ are merely mentioned as headline peers.
Низ.
15:26
21 июл
21 июл
Buy SHAZ near $60 on potential bottom formation, with asymmetric upside but higher volatility.
Buy SHAZ near $60 on potential bottom formation, with asymmetric upside but higher volatility than NBIS.
Сред.
14:28
21 июл
21 июл
The author highlights a price target raise and potential catalysts for IREN but only asks why.
The author highlights a price target raise and potential catalysts for IREN but only asks why others aren't in SHAZ, not stating a personal position.
14:19
21 июл
21 июл
Author maintains existing long position in SHAZ, expecting upside if the company delivers.
Author maintains existing long position in SHAZ, expecting upside if the company delivers on its potential.
Сред.
14:14
21 июл
21 июл
The author boasts about going all-in on a single stock but provides no fundamental analysis.
The author boasts about going all-in on a single stock but provides no fundamental analysis or directional thesis, making it a watch.
Низ.
20:46
19 июл
19 июл
Buy SHAZ as a leveraged play on Anthropic's leaked plan to secure 1.4 GW of Australian compute.
Buy SHAZ as a leveraged play on Anthropic's leaked plan to secure 1.4 GW of Australian compute; Leopold Aschenbrenner (whose wife is Anthropic's chief of staff) disclosed a 19.9% stake bought at $68.73, stock round-tripped to entry after a 17% pop, offering a re-entry near cost basis ahead of potential Anthropic deal announcement.
Выс.
20:46
19 июл
19 июл
Reports B. Riley initiated coverage on SharonAI with Buy and $124 PT.
Reports B. Riley initiated coverage on SharonAI with Buy and $124 PT; speaker highlights 95% upside but does not commit personally.
Сред.
Об аналитическом покрытии SHAZ
Buzzberg отслеживает SHAZ (SharonAI Holdings, Inc.) в 26 источниках. Бычьих сигналов: 22, медвежьих: 0, от 26 аналитиков. Сентимент преимущественно бычий (23%). Всего отслеживаются 94 торговые идеи. За последние 7 дней: наблюдение: 3. Последние спикеры: itsalasdairmann, pepinveststocks, yieldchad.