SharonAI Holdings, Inc. Class A Common Stock vs Leon Technology: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

SharonAI Holdings, Inc. Class A Common Stock (SHAZ)

Q3 202616 Jul – 23 Sep 2026

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Massive contract backlog and capacity growth SharonAI signed multiple multi-year AI cloud deals, including a $1.32B contract and a $373M agreement, pushing total contracted revenue to $8.8B and secured capacity to 212MW. This shows strong demand and future revenue, which supports a higher stock price.
This is the core positive driver: growing contracted revenue and capacity signal future growth.
NVIDIA partnership and GPU scale-up A six-year, $4.9B collaboration with NVIDIA provides supply certainty and a guaranteed minimum revenue stream. The company plans to deploy over 64,000 NVIDIA GPUs by mid-2027, up from 62,000, reinforcing its AI infrastructure leadership.
The NVIDIA deal is a major strategic positive that de-risks supply and boosts revenue visibility.
Strong funding and cash position SharonAI raised about $2.2B since December 2025, including a $1.6B oversubscribed round, and ended Q2 with $1.9B in cash. This funds its buildout and reduces near-term financing risk, supporting the stock.
Capital raised ensures the company can execute its growth plans without immediate cash concerns.
Huge net loss despite revenue growth Q2 revenue was only $1.9M, while net loss hit $430.4M, mostly a non-cash $400.4M fair value loss on convertible notes. Adjusted EBITDA was just $0.6M, highlighting that profits are far off and the buildout is ahead of revenue.
This is the main counterweight: massive losses and tiny revenue could pressure the stock despite growth prospects.

August 202616 Jul – 23 Sep 2026

▲3▼1

Massive contract backlog and capacity growth SharonAI signed multiple multi-year AI cloud deals, including a $1.32B contract and a $373M agreement, pushing total contracted revenue to $8.8B and secured capacity to 212MW. This shows strong demand and future revenue, which supports a higher stock price.
This is the core positive driver: growing contracted revenue and capacity signal future growth.
NVIDIA partnership and GPU scale-up A six-year, $4.9B collaboration with NVIDIA provides supply certainty and a guaranteed minimum revenue stream. The company plans to deploy over 64,000 NVIDIA GPUs by mid-2027, up from 62,000, reinforcing its AI infrastructure leadership.
The NVIDIA deal is a major strategic positive that de-risks supply and boosts revenue visibility.
Strong funding and cash position SharonAI raised about $2.2B since December 2025, including a $1.6B oversubscribed round, and ended Q2 with $1.9B in cash. This funds its buildout and reduces near-term financing risk, supporting the stock.
Capital raised ensures the company can execute its growth plans without immediate cash concerns.
Huge net loss despite revenue growth Q2 revenue was only $1.9M, while net loss hit $430.4M, mostly a non-cash $400.4M fair value loss on convertible notes. Adjusted EBITDA was just $0.6M, highlighting that profits are far off and the buildout is ahead of revenue.
This is the main counterweight: massive losses and tiny revenue could pressure the stock despite growth prospects.

Latest16 Jul – 23 Sep 2026

▲3▼1

Massive contract backlog and capacity growth SharonAI signed multiple multi-year AI cloud deals, including a $1.32B contract and a $373M agreement, pushing total contracted revenue to $8.8B and secured capacity to 212MW. This shows strong demand and future revenue, which supports a higher stock price.
This is the core positive driver: growing contracted revenue and capacity signal future growth.
NVIDIA partnership and GPU scale-up A six-year, $4.9B collaboration with NVIDIA provides supply certainty and a guaranteed minimum revenue stream. The company plans to deploy over 64,000 NVIDIA GPUs by mid-2027, up from 62,000, reinforcing its AI infrastructure leadership.
The NVIDIA deal is a major strategic positive that de-risks supply and boosts revenue visibility.
Strong funding and cash position SharonAI raised about $2.2B since December 2025, including a $1.6B oversubscribed round, and ended Q2 with $1.9B in cash. This funds its buildout and reduces near-term financing risk, supporting the stock.
Capital raised ensures the company can execute its growth plans without immediate cash concerns.
Huge net loss despite revenue growth Q2 revenue was only $1.9M, while net loss hit $430.4M, mostly a non-cash $400.4M fair value loss on convertible notes. Adjusted EBITDA was just $0.6M, highlighting that profits are far off and the buildout is ahead of revenue.
This is the main counterweight: massive losses and tiny revenue could pressure the stock despite growth prospects.