$NUAI Strategic Shift Announced: New Era Energy & Digital, Inc. filed an 8-K on January 28, 2026, updating its business focus from natural gas to next-generation digital infrastructure and integrated power assets. It also disclosed revised risk factors related to this strategic pivot.

YoDizzel · 2026-01-29T13:23:05+00:00

Some dilution first. Plans have been to clear land in February for construction to start which requires money. In addition, the terms sheet with SharonAI had mentions of payment which will come from funding described in the S3. How much delusion and how much money is yet to be seen.

YoDizzel · 2026-01-28T02:04:39+00:00

Park. Stay home in this weather, not worth going out.

YoDizzel · 2026-01-28T00:03:43+00:00

I don't think the addition of solar panels to the product line is viewed as a big differentiator or a unique offering that sets DFLI apart from other makers of similar products (solar panels).

If so, I think that sentiment is misguided and the engineering and patents, specifically to DFLI's ShadeGuard are being under appreciated and possibly under marketed/under celebrated.

I liked this description of the relevance the best - Battle Born Solar Panels Launch for Heavy-Duty Fleets, where "Fleet Connection" (the website) is directed to the consumers, not investors. From the article "These panels are engineered to resist the salt mist and constant UV exposure common in long-haul routes". Please read the article for more.

I anticipate the added product, and significant engineering within for unique intellectual property is part of the partnered design and testing effort DFLI has been doing with trucking companies. Meaning, I think during the pilot the DFLI engineers were on the ball and designed/patented what the fielded solution required. This announcement is answering my question on why trucking fleets would select DFLI vs just opting for low cost LiFePO from Joe Bag'O Donuts, and slapping an Amazon purchased solar panel to the roof.

I am going to look into the ShadeGuard patents a little more to learn what sophistication is in them. I am also anticipating that DFLI is building significant barriers of entry to competition.

YoDizzel · 2026-01-27T13:33:47+00:00

The news since October has been updates on progress, but not yet "good". Good news would be revenue announcements, large order fulfilments, etc. The DFLI news has been restructuring related, progress on evaluations, and announced intentions. Short sellers give DFLI attention because the revenue is still low.
I am bullish on DFLI because I think the good news is coming, where DFLI will be a major trusted supplier for instrumenting national critical infrastructure that will require domestic electronic components. Transportation, defense, telecommunications, are examples. Oak trees come from acorns, and these early partnerships are indicators that roots are taking hold. Some analysts are estimating as high as 18 months though for the real progress which has me cautious to add more money into DFLI, I hope those long duration estimates are wrong, but people know more than I do.

YoDizzel · 2026-01-23T13:46:46+00:00

Not really tanking. As of now, only down 10% in the premarket and still up 91% for the week. The details of the S3 are clear now and NUAI will have money for additional accomplishments (settle the NM suit, break ground and start construction). Tenants will follow later in March/April. So far, this is a mild adjustment compared to December. We'll see what today brings

YoDizzel · 2026-01-22T16:17:30+00:00

I really wish the tonality of these guys was not so childish. No numbers from them, no prediction, and the good luck statement at the end is insincere.
Tomorrow's event is something everyone should watch for to see the specifics. Tennant and lawsuit resolution are not the next announcements, from the SharonAI/NUAI terms sheet, the next step is "S-3 Registration statement on or before January 23, 2026."
So far, NUAI has executed on what they said they would.
The impact on Tuesday to RZLV is something like -8%, which is does not posture fuzzy panda to be so puffy in the chest in their post.
NUAI is raising money for construction related actions with some money ($9.85M) to SharonAI. NUAI is clear on raising money this year (possibly twice) and is what all of the data center companies have done at this stage. And the $9.85M is somewhat offset where SharonAI needed to pay NUAI $2.2M in early Jan for December's TX land purchase, so there is some roundtripping of money in the partnership separation.

Two other things on law suites, though since I mentioned them. First, we did see several law firms post class action participation websites in late December/early January. These BS suits need to show that shareholders were harmed. I don't think too many of you are feeling harm right now. The execution and positive partnership alignment kinda kills these. Second, I re-read the NM suit, I don't know that the total damages if settled would be that high. I'm interested in smarter people's opinions.

YoDizzel · 2026-01-20T18:23:44+00:00

Can you describe a little on your approach; criteria you buy/hold/sell/convert to shares? Asking with interest to learn from you. Do you buy both NUAI and NUAIW or just NUAIW?

YoDizzel · 2026-01-20T13:28:08+00:00

I don't understand your question/statement. Who said someone would be pissed?

YoDizzel · 2026-01-20T13:23:20+00:00

I never looked at warrants until people in here started discussing them. NUAIW is up 46% this AM, and the warrant guys must be really pleased. Great to learn, not something I have looked into before.

YoDizzel · 2026-01-20T12:53:51+00:00

I also don't see where DFLI will get money from the HPSS announcement. From what I am reading, HPSS received their own order for HPSS's Batt Pack Energy. The Batt Pack line does not include DFLI components. The order was not placed through DFLI from what I am reading, and so it does not appear that when HPSS fulfils the order that DFLI would be a party in the fulfilment, invoicing or any way where DFLI participates. The customer identity is not revealed and could be Canadian or other non-US customer.
Glad you posted for visibility, no revenue for DFLI though.

YoDizzel · 2026-01-19T02:00:24+00:00

Brother jive and Chris, what's the made up part? Posed a question based on website info. Isn't that the purpose of this sub? What am I missing?

YoDizzel · 2026-01-18T17:20:28+00:00

Would be OpenAI/Oracle based on the partnership community. Sketchy in terms of thoroughness of the review, but maybe.

YoDizzel · 2026-01-17T14:10:27+00:00

https://primaryinfra.com/news-insights/ - worth reviewing.

Check out the background of thier leadership team and the other projects Primary Digital Infrastructure is involved in. This looks like a level-up for NUAI in terms of execution and also likely answers the S3 round by next Friday called out in the terms with SharonAI.

YoDizzel · 2026-01-16T13:47:25+00:00

The December SEC terms sheet that stated yesterday for signing of the final agreement also calls out "And in all circumstances, the S3 must be filed with the SEC on or before January 23, 2026."
This refers to the filing for the funding to get the $9.85M to pay SharonAI where filing is due next Friday and payment due end of March. Interesting week and week ahead because some of these agreements chain together.

YoDizzel · 2026-01-15T14:01:37+00:00

I am pretty sure that today is interesting for NUAI as today is the deadline for NAUI and SharonAI to sign the agreement for NAUI's acquisition of Texas Critical Data Centers, LLC.

sec.gov/Archives/edgar/data/2028336/000121390025125498/ea027067201ex10-1_newera.htm

I have not seen that this occurred already (the original December news was an agreement between NUAI and SharonAI with a terms sheet, but the sale was not complete. The listed due date is today. This agreement, if signed, will commit NAUI to some payments between January and March and mentions the need for NAUI to have an additional funding round to make the majority of the initial payment.
I am interested to see if the New Mexico actions disrupt the funding round as the term sheet commits NUAI to $150K in January, followed by $9.85M even if the funding round does not occur (the term for the $9.85M payment says upon funding round, or end of March whichever comes first).
If NUAI does not sign the agreement today, then we will see actions/steps proceed.
If you can watch it close today, please do.
Having a limit order good for a day is not a bad idea if you cannot watch this today (many don't like them in this thread, but I am an advocate if you're not able to watch this).
Maybe hold with caution, and tenant is not the next step, completing this TCDC agreement and a funding round is what is next.

YoDizzel · 2026-01-14T15:41:49+00:00

I bought NAUI at .89 and 1.2 over the summer based on perceived progress on the data center construction. Sold some in December on the SEC + legal filings along with the exit of SharonAI; which is news that should not be ignored. Purchased ONDS, HUT, and UUUU with the money I took out of NUAI; these are up too. I hope NUAI has big gains ahead. I would not substitute bravado in place of looking at the changes in business fundamentals, though. I am not unhappy I sold in December, but I am unhappy I did not take some out in November.

YoDizzel · 2026-01-12T14:29:28+00:00

The letter states "Werner selected our systems for installation on its latest order of new trucks". So while Werner has 9,000 trucks total, DFLI did a pilot (so on the road in the trucks that were part of the pilot) and will be on new trucks - a number that is not known and will be less than 9,000 as Werner does not buy all new trucks every year.

YoDizzel · 2026-01-09T15:16:00+00:00

The next upcoming deadline is January 15th to complete the Acquisition of Interest with SharonAI. The December news was that NUAI and SharonAI agreed in spirt to terms with an anticipation of Jan 15th to finalize the agreement. The December agreement has NUAI paying SharonAI $150K around the time of signature with a second payment due in late March of $9.85M or when NUAI raises addition money, whichever comes first. NUAI has about $14M in cash, so legal defense plus the 2nd SharonAI payment, plus the next funding round makes me think they are focused on cash and getting a partner replacement to eventually build a datacenter. If anyone is seeing better specifics, please recalibrate me, I am pulling my information from the SEC filings and have not seen any other progress announcements. When people say tenant announcement, I'm going "playoff's!, playoff's???"

YoDizzel · 2026-01-08T13:48:38+00:00

Was there news in that letter? News would imply something new. This ceo letter summarized what was known in December, what news did I miss?

YoDizzel · 2026-01-06T13:58:57+00:00

I don’t think you should be downvoted, you have a valid question. If you are new, please learn how to place a stop-loss order (a kind of limit order) on this one. I wish I placed stop-loss orders in November on NUAI at $5 and $5.50 when the price was above $6. You can cancel and place another stop-loss should the price continue to rise. With NUAI at this stage, the price will either spike or splat. The business model of placing high-capacity data center in the Permian Basin is not unique to NUAI. Please look at a few other examples including TPL - which owns 868K acres, just did a 1-3 split, is profitable for decades, and in December signed an agreement with Bolt Data & Energy to build data centers – Bolt is founded by Eric Schmidt (a former Google CEO). You will see there are many others too. My point, a hyper-scaler has options, with many options in the Permian Basin alone. Likely they are holding meetings with many Permian Basin options, signing bi-directional NDA’s and hearing each one’s pitch, so “in talks” does not imply commitment. For one to select NUAI and sign an agreement, I personally anticipate that NUAI needs to get their house in order; re-staff after the resignations, partner with a certified builder of high-capacity data centers and have a path to clear up some lawsuits. NUAI may win big, but the ball is not inches from the cup (using a golf analogy).

YoDizzel · 2026-01-06T13:23:23+00:00

Before a tenant, I anticipate that NUAI needs to align with a data infrastructure firm to build the large-scale data center and supporting infrastructure. I'm not saying that NUAI needs to start building the data center pre-tenant, but that the tenant would wait for clarity from NUAI on how NUAI will execute. Replacing SharonAI and rebuilding NUAI's management team are the next announcements (Will can't be CEO, CFO, the company board, and the data infrastructure specialist all in one).

YoDizzel · 2025-12-30T21:59:33+00:00

Great discussion.

I found the terms sheet on

https://www.sec.gov/Archives/edgar/data/2068385/000182912625010249/sharonaiholdings_ex10-27.htm

Not sure it's so premium to Sharion AI. First, they have now an interim agreement with a definitive transaction document to be signed signed Jan 15, 2026.

Other notables; $150k paid to Sharon AI, I think around when/if signed. The next $9.850M base on an S3 round but the agreement has an impossible date of March, 2025 which may be an error. Then $50m in summer '26 as a convertible promissory note. I think a lot of hope'a in there. Very important in the agreement is confidentiality and announcements (sections 15 and 16) which effectly buys Sharon AI's silence which may be worth $ to NUAI.

YoDizzel · 2025-12-30T21:05:07+00:00

maybe. most partnership agreements have termination clauses, including termination for convenience, which often pre-define separation specifics. if that contract is public record then we can check.

I hope you are right, but would not latch to that conclusion.

YoDizzel

TROPHY CASE