Always play the game within the game. L/S. Not financial/investment advice. Posts are satire. I hate stock promotes more than Justin beiber hates his wife
$hg/ $hgraf may be the craziest cdn promote since 2021. I knew Cdn exchanges were filled with crooks but this takes the cake. Something about Canada where companies can have no substance but able to generate a cult baffles me. Promoters around this smells dirty. Respect the pump.
$Shaz up 15%
Again here, easy long. Whether you want to believe in the story or not here are the facts.
- Most comps trade 5x the valuation
- fantastic + relevant theme
- Leopold (AI god), Two seas, oak tree, three fundamentally focused funds are backing this co alongside galaxy and others (check their 13fs)
- float is extremely tight with insider holding + major funds holding
- shorts are focusing on the wrong side of the story, theyโll need to cover
At the end of the day, this is not a difficult business to run/build. Biggest barrier to entry is finding power and capital. Look at $nbis $iren all these companies that have come before, run by borderline idiotic capital market โgurusโ that manage to build something here. Same with Shaz.
Shorts tried to hammer in on character assassination but that type of short report donโt work anymore. Just look at $RR. All the while, $Shaz is a real co.
This stock will really go when $Shaz announces a real Asian hyperscaler as a customer (which I think is inevitable), and you will miss the boat crying about how the ceo was a bad gambler when he was younger.
$Shaz up 15%
Again here, easy long. Whether you want to believe in the story or not here are the facts.
- Most comps trade 5x the valuation
- fantastic + relevant theme
- Leopold (AI god), Two seas, oak tree, three fundamentally focused funds are backing this co alongside galaxy and others (check their 13fs)
- float is extremely tight with insider holding + major funds holding
- shorts are focusing on the wrong side of the story, theyโll need to cover
At the end of the day, this is not a difficult business to run/build. Biggest barrier to entry is finding power and capital. Look at $nbis $iren all these companies that have come before, run by borderline idiotic capital market โgurusโ that manage to build something here. Same with Shaz.
Shorts tried to hammer in on character assassination but that type of short report donโt work anymore. Just look at $RR. All the while, $Shaz is a real co.
This stock will really go when $Shaz announces a real Asian hyperscaler as a customer (which I think is inevitable), and you will miss the boat crying about how the ceo was a bad gambler when he was younger.
$shaz how can short sellers call fake when leopold, two seas, oak tree legitimately three fundamental investors participated in the deal. This is coming from a short seller myself.
Key thing about this is that the float is also TIGHT.
Not counting galaxy and other hedge funds that have bought in
You guys do good work, Im active on the short side as well, but dont think yall understand the business well enough. Many of these multi billion dollar โneocloudโ businesses were in bed with sketchy founders, random RPTโs etcโฆ but the most important thing about these businesses is that it can raise capital and build the infrastructure out. Literally a brain dead business, hard to fake.
$shaz here not only is it:
- extremely undervalued to comps
- three firms who care about fundamentals: two seas, oak tree, leopold participated in the deal
- most important: insanely tight float dynamics
- relevant theme
Makes it a tough candidate to go short activism on.
I understand the red flags but I think you guys got it wrong. Good luck
$shaz how can short sellers call fake when leopold, two seas, oak tree legitimately three fundamental investors participated in the deal. This is coming from a short seller myself.
Key thing about this is that the float is also TIGHT.
Not counting galaxy and other hedge funds that have bought in
Leopold Aschenbrenner JUST added two new positions under $1B MC.
$SHAZ - Australian neocloud and GPU cloud play. Market cap roughly $897M. IPO'd on NASDAQ in February 2026 at $30, raising $125M led by Oaktree and Two Seas. Q1 print showed over $2.2 billion in total contracted value and an exit 2026 run rate target of at least $470 million. Anchored by a $1.25B five year ESDS deal and a $950M five year Asia Pacific contract, both ramping Q3 and Q4 2026. Capacity guidance was raised from 70MW to 100MW for 2026 and early 2027. $350M convertible just raised for GPU procurement.
$HIVE - Bitcoin miner pivoting hard into AI and HPC. Market cap around $581M. Runs green powered data centers in Canada, Sweden, and Paraguay, posted 290% YoY hashrate growth and over 2% of the global Bitcoin network. Just launched a purpose built AI cloud platform in Paraguay called BUZZ, raised $75M in exchangeable notes in April for AI and data center expansion, and got TSX listing approval this month. Thesis is cheap renewable power plus existing infra as a real option on a miner rerate into neocloud.
Cheap power plus GPUs outside the US is where the alpha lives?
JUST IN: Leopold Aschenbrenner just updated his stock portfolio for his Situational Awareness Fund
This is every SINGLE STOCK he owned so far the end of Q1 (This does not include options)
$878.7M of Bloom Energy $BE
$724.4M of Sandisk $SNDK
$556.1M of CoreWeave $CRWV
$401M of Iren Limited $IREN
$389.1M of Core Scientific $CORZ
$320M of Applied Digital $APLD
$142.2M of Riot Platforms $RIOT
$104.5M of Cleanspark $CLSK
$62.5M of Solaris sei-network:native
$43.9M of T1 Energy $TE
$38.8M of Bitfarms
$29.8M of Bitdeer $BTDR
$26.3M of Power Solutions $PSIX
$21M of Corning $GLW
$20.9M of WhiteFiber $WYFI
$20.2M of $AMD
$19.9M of Babcock and Wilcox $BW
$18.1M of SharonAI $SHAZ
$13.1M of Propetro $PUMP
$10.3M of $SMH
$8.9M of Intel $INTC
$7.6M of Taiwan Semi $TSM
$6.4M of Hive Digital $HIVE
$6.1M of $ASML
$5.9M of Micron $MU
$Shaz lol seems like leopold participated in the IPOโฆ the AI god.
Issue with short sellers here, they donโt understand that there are some businesses like neocloud that even an idiot can run aka $NBIS. Leopold understands that, Shaz is literally building the NBIS of Asia with a valuation under a billion. All u need is capital. This is an easy long. All comps trading 5x
Situational awareness leopold on $SHAZ a $NBIS $WULF $IREN $CORZ $CIFR comp thatโs going for under $1 billion market cap, while all comps go for 5x.
Seems like all the noise from bleeker street was irrelevant. leopold gives this company legitimacy. Easy long for the ride up.
https://t.co/3UeYjDWExo
NEW: We're short POET Technologies. $POET announced Celestial AI/Marvell cancelled product orders. We believe POET isnโt being transparent and this isn't the only dead partnership. Full report:
https://t.co/MdDXVmCgeN
*NVIDIA AND IREN ANNOUNCE STRATEGIC PARTNERSHIP TO ACCELERATE DEPLOYMENT OF UP TO 5 GIGAWATTS OF AI INFRASTRUCTURE
*NVIDIA TO INVEST UP TO $2.1B IN $IREN
$IREN $NVDA