Kevin Xu has taken a 100% "all-in" position in SharonAI Holdings ($SHAZ) at an average cost of $72.37, viewing it as the Australian equivalent to $NBIS. The bullish thesis is driven by Leopold Aschenbrenner’s 19.9% ownership stake and rumors of a potential deal with Anthropic, which reportedly plans to secure 1.4 GW of compute in Australia. Future catalysts include data center-related news and further developments regarding the Anthropic partnership.