Why Smart Money Is Accumulating $SHAZ Despite the Selloff

Michael Esther

07-15 11:43

10 months ago, Leopold bought $SanDisk Corp.(SNDK)$ at $140 it spiked 1700%

Last month, he bought this stock and its already down 20% ⬇️

$SharonAI Holdings Inc.(SHAZ)$ — SharonAI

His fund just pushed its stake to 19.9%. That's not a nibble.

Why I think he's buying here:

🔹 It's a neocloud rents out GPU compute, the buildout's tollbooth

🔹 Deploying up to 40,000 NVIDIA GB300s (72MW AI factory)

🔹 Just closed a $1.6B private placement — oversubscribed

🔹 Down ~30% from June highs = same shovels, cheaper

The tell: his book is short the chipmakers via billions in puts, but long the compute + power layer. He's not betting on AI hype he's betting on the bottleneck.

My 1-yr target: $200 base / $300 if the GPU ramp lands.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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