Episode 907: SharonAI is a Scam. Shkreli vs Aschenbrenner. NEW biotech Long! OpenAI is Bullish

**Martin Shkreli** (0:00)
I want to show you a crazy thing I saw the other day. I had my friend, my friend works here, and he came to the office and showed me.
OK, here it is. You have to agree to the terms and conditions before you can use the site. It's really funny. All right, so this is a company that... I actually want to short this.
It's called SharonAI. No joke. This is one of the craziest stories I've ever seen. OK, you guys ready for story time?
I'm long SpaceX. It's really just to test my trading tool. I'm not like that bullish or anything. SharonAI is one of Leopold's oldings. I refuse to believe this. KarenAI, exactly. No, I'm going to do a big account challenge. Sorry, I just can't. I don't want to do the piker challenge, but I guess I could try to do both.
I don't know. We'll see. Okay, so SharonAI is some weird... I don't even know what it is, to be honest, but do they have a business at all? This guy, James Manning, is apparently... So this guy is apparently an Australian mobster, is the way it was described to me. You know, I don't know him, but it's something kind of crazy. Okay, so SharonAI told investors NVIDIA was a strategic shareholder, and then withdrew the statement. The 10K signed by the CEO, Manning, this Australian dude, told investors NVIDIA is a strategic shareholder in SharonAI. No way, they put me in jail. Let me see, NVIDIA...
We are substantially dependent on NVIDIA? Okay, sure. I want to see this for myself, you know? That's quite a thing to lie about. There's a word for that. What's the word when you lie about something the security is filing? Oh yeah, fraud! I still don't see it. I'm sure it's in here somewhere though. Oh no, I didn't see it. Where is it? Did they take it out? Is this like a... Oh, there it is. There it is. Okay. NVIDIA is a strategic shareholder in SharonAI. What does that mean? I mean, that's a pretty big claim. If NVIDIA puts money in a company, that's a good thing, right? On April 13, 2026, SharonAI filed a form 8K stating NVIDIA Corporation was not a strategic shareholder in the company and does not hold any equity securities in the company. Like, just that alone is like, what kind of company is this, bro? Who does that? Yeah, dude. I'm dating Sydney Sweeney. Signed. Correction. I'm not dating Sydney Sweeney.
Um, speaking of which, my budbud, my son is doing amazing.
Um, um, bullish on OpenAI.
I think the numbers were quite good, and I think their revenue has gone up quite a lot.
Um, he's sort of walking now. He prefers crawling right now. Okay. So yeah, he's the best little guy. He'll be on stream next week. Shaz is trying to be the core weevil of Australia. So they have a $1.25 billion contract with a company called ESDS Software Solution. They can deploy 20,000 B200s, certified NVIDIA Cloud Partner. Today, Sharon AI Holdings, a leading Australian neocloud, announced a significant expansion of its AI Cloud Services business with ESDS Software Solutions, LTD. Who is ESDS Software Solutions? India's sovereign cloud and AI ecosystem provider. Well, if they're the provider, then why do they need them? This doesn't look like a company that can afford $1.25 billion. Our clients. Honeywell, I've heard of. Jindal Aluminum, KPMG doesn't need GPUs. For what?
Yeah, I've heard a couple of these companies because I know Indian stocks a little bit, but these aren't. I'm not sure that these are more key clients. Okay, Accenture. Again, why do they need GPUs? Airtel is a big company. But again, are these guys really buying tons of GPUs? This is a privately-held company, I'm assuming, pre-IPO. So there is some unlisted market of some kind. $600 million market cap is going to buy $1.25 billion of cloud services, maybe. I don't know what the margin for that, you know, usually it's like a 10% margin to do this kind of business. It's not very great. So it's a $1.4 billion market cap according to this, but it could be more shares than we think. We don't know. But I heard this guy, James Manning, is a very colorful character. All right, what else do we add to Godel? Make sure you sign up godelterminal.com, chat with me all day on Godel.
Lots of little fixes. So even for things like, not that it matters too much, but crypto, you have that whole, you know, instead of having a million zeros, you now have the crypto notation for the zeros, which I think is kind of cool. And that doesn't just apply to crypto. It's like anything with lots of zeros, which does happen. We do have Alcu and Time and Sales. So trying to look at venue by venue trades. Let's change it on to steep. New pictures of Budbud. Yeah, I have a bunch of pictures of Budbud. I'll have to dig him up. He's very cute. OK, Google plans to reorganize its AI programming strike team to catch up with Anthropic. The information is reporting. I was the first guy to be bullish on Liquidia, so I don't know when you say even Martin knows that. I don't know what that means. I wrote a bull thesis on Liquidia when it was $3.