We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and SharonAI Holdings Inc. (NASDAQ:SHAZ) ranks 26th on this list.
SharonAI Holdings Inc. (NASDAQ:SHAZ) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the first quarter of 2026. This stake consists of close to 796,000 shares. The firm operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments. It operates through a hybrid model that combines deployment in data centers with the development of its data center facilities in strategic locations. Its platform integrates compute, storage, networking, and automation into a unified enterprise solution serving AI labs, hyperscale customers, research institutions, and regulated industries.
Leopold Aschenbrenner likes SharonAI Holdings Inc. (NASDAQ:SHAZ) stock. As a premier NeoCloud provider utilizing high-density NVIDIA clusters, the bull case for the firm is entirely built on an unprecedented backlog conversion cycle set to activate in H2 2026. During the Q1 2026 earnings call, management confirmed major enterprise contract wins. SHAZ secured a massive five-year, $1.25 billion contract with ESDS, an India-based IT services powerhouse. This landmark deal is locked in to begin revenue recognition in September 2026. Post-quarter, SHAZ executed a $950 million, five-year take-or-pay infrastructure agreement with a global technology firm in the Asia-Pacific region. Revenue is scheduled to hit the tape in Q3/Q4 2026.
While we acknowledge the potential of SHAZ as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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