Kevin Xu has taken a 100% "all-in" position in SharonAI Holdings (SHAZ) with an average cost of $72.37, citing a thesis that the company is the Australian equivalent of NBIS. The investment is based on a 19.9% ownership stake held by Leopold and rumors of a deal with Anthropic to secure 1.4 GW of compute in Australia. Visual data shows the asset recently climbed to $84.06, representing a 16.16% total return on the position.