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NUNUAI

New Era Energy & Digital, Inc.

$NUAI·$302M·Oil & Gas Energy·Energy
$4.75+1.8%YTD+79.0%1Y+1013.8%
Mentions · last 7 days
2026-08-21: 35 posts2026-08-22: 19 posts2026-08-23: 13 posts226-7%
Price updated 3h ago·X counts updated 8d ago
NUNUAI
$NUAINew Era Energy & Digital, Inc.
$4.75+1.82%226 posts-7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NUAI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-08-30

Falling on heavy selling — points lower unless it turns around.

Micro-cap Texas oil & gas repositioning as an AI data center play — up 825% over 12 months, but also just filed a 'non-reliance' financial restatement.

New Era Energy & Digital is a Midland, TX-based company originally in oil & gas that has repositioned as an integrated data-center + power play — it's trying to sell the story that owning land, generation, and energy in one package is the AI-infra differentiator. It's been an enormous move, and it's now cracking.

What you're looking at:

  • The move is extraordinary: shares up 825% over 12 months and 79% YTD — the market has repriced this from a busted micro-cap into a $302M AI-data-center story on very thin revenue.
  • Revenue reality doesn't support the cap: quarterly revenue was $802,000 (not million, thousand) against a $302M market cap prints 204x sales — the equity is pricing the pivot, not the business.
  • Accounting red flag is severe: on July 30 NUAI filed an Item 4.02 8-K — 'non-reliance on previously issued financials' is the filing you never want to see; restated financials and class-action risk.
  • Price action is cracking: down 9% today, 9% below the 50-day, 2% below the 200-day, at 48% of the 52-week range — the tape is pricing that the pivot may not land at what the run implied.
  • The bull case (Texas Critical Data Centers permits, land + generation ownership) is real but early — 'has permits' vs 'has revenue' is many quarters apart.

The November 12 print + restated financials are the resolution — clean restated financials plus a signed data-center customer breaks the downtrend; another thin quarter with accounting overhang continues the selloff toward $3.

What to watch: November 12 earnings and the restated financials from the July 30 Item 4.02 filing — clean restated financials plus any signed data-center customer breaks the current downtrend; another thin-revenue quarter with unresolved accounting overhang continues the selloff toward $3.

On the calendar: 2026-11-12 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment12 posts analyzed · as of 2026-08-30

The mood on NuAI is bullish with real sector caveats — bulls anchor on a 51.1% earnings jump, an OBV/price uptrend consolidating for a year, and the vertically integrated "own the land, own the generation, own the energy" datacenter thesis for AI hyperscalers; one poster calls it "the best datacenter stock." The counter-thread flags the whole neocloud complex "falling apart" with valuations 50% off highs even as MWs get leased, and warns to "size accordingly." A late-September industry event with NUAI IR is on the calendar.

Read the AI verdict + X sentiment for $NUAI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Exploration-stage oil and gas company with additional investments in digital assets and blockchain technology.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Energy sits in its cycle right now — and what that implies for $NUAI.

Oil & Gas Energy · Energy

Oil price cycle — WTI trading in the $70-$85 band — is the core driver; OPEC+ production discipline and US shale cost structures determine free-cash-flow at current strip. Geopolitical risk premium provides a floor but macro demand uncertainty caps the upside.

What this means for $NUAI

Direct beneficiary — upstream production economics move directly with oil price; New Era Energy & Digital, Inc.

Top industry ETF

$XLEEnergy Select Sector SPDR
+30.9%YTD
+41.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-79.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-12.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
204.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$-0.18$-0.09-111.8%
Q1 2026May 14, 2026$-0.15$-0.07-114.3%
Q4 2025Mar 11, 2026$-0.41——
Q3 2025Nov 13, 2025$-0.20——
Next earningsThu, Nov 12·consensus EPS $-0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$802K+145.8%16.4%-901%$-0.32$-7.7M
Q4 FY25$190K+834.5%100%-2260%$-0.39$-4.9M
Q3 FY25$159K-51.6%100%-2637%$-0.20$-3.0M
Q2 FY25$209K—100%-891%$-0.21$-2.0M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8M$600K – $3.0M-$0.43-$0.51 – -$0.352
FY27$13.4M$11.1M – $15.8M-$0.82-$1.06 – -$0.582
FY28$194.0M$187.2M – $200.8M-$0.62-$0.72 – -$0.522

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.48%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 42.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today16.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 2 other (2 awards) in window

See when $NUAI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 178-K — Item 7.01: Press release / Reg FD
AI summary

New Era Energy & Digital (NUAI) filed an 8-K under Items 7.01 and 9.01, furnishing a Regulation FD disclosure effective August 17, 2026. New Era Energy & Digital is a Midland, TX-based energy and digital infrastructure company. No specific details of the disclosure were available in the excerpt.

8-KEarnings restatementJul 308-K — Item 4.02: Earnings restatement
AI summary

NUAI (NUAI) filed an 8-K on 2026-07-30 covering items 4.02. On July 24, 2026, the Audit Committee (the “ Audit Committee ”) of the Board of Directors (the “ Board ”) of New Era Energy & Digital, Inc., a Nevada corporation (the “ Company ”), determined, after consultation with management and Weaver and Tidwell, L.L.P., the Company’s independent registered public accounting firm, that the previously issued un Materiality depends on the specific disclosed events.

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement
AI summary

NUAI entered into a material definitive agreement with Consent Letter with terms including $100 million, disclosed under 8-K Item 1.01. Investors should review the full agreement filed as an exhibit for definitive terms, conditions, and any material obligations.

3New insider — initial holdingsJul 83
AI summary

Initial Form 3 ownership statement filed by Andrew Casazza, a newly reportable officer or director at New Era Energy & Digital, Inc. (NUAI), disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying role. No operational implications for the company.

8-KOfficer or director changeJul 68-K — Item 5.02: Officer or director change
AI summary

New Era Energy & Digital, Inc. promoted Charles Nelson from President and Chief Operating Officer to Chairman of the Board and Chief Executive Officer, effective July 1, 2026. In connection with the promotion, the company amended Nelson's existing employment agreement to reflect his new title and expanded responsibilities. Nelson originally joined the company in January 2026 as President and COO, and his rapid elevation to CEO and Chairman signals the board's confidence in his leadership of the Midland, Texas-based energy and digital infrastructure company.

3New insider — initial holdingsJun 233
AI summary

Form 3 filed by Rovell Darin Charles (Other (specify below) Chief Accounting Officer 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: Exhibit List: Exhibit 24 - Power of Attorney /s/ E. Will Gray II, Attorney-in-Fact for Darin Rovell 06/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26)) at NUAI on 2026-06-23. This initial statement of beneficial ownership reports the filer's securities holdings as required under Section 16(a). Filing is routine and indicates an insider's initial ownership disclosure following appointment or acquisition of 10%+ stake.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
AI summary

NUAI (NUAI) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include Exact Name, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

New Era Energy & Digital, Inc. (NUAI) announced on May 28, 2026 a pending $1.0 million settlement agreement with the United States Trustee for the bankruptcy estates of Acacia Resources, LLC and Acacia Operating Company, LLC, resolving all claims brought by the State of New Mexico against NUAI and certain related parties. The claims will be dismissed with prejudice upon court approval of the settlement. Settling the New Mexico claims for $1.0 million removes a near-term litigation overhang for this small-cap energy company, though the amount is modest relative to the typical scale of energy bankruptcy proceedings.

+ 46 other (12 8-Ks · 10 13Gs · 3 10-Qs · 3 EFFECTs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

FTSE 100 Live: London flat as jobs numbers fail to impressproactiveinvestors.com·14d agoNew Era Energy & Digital, Inc. (NUAI) Q2 2026 Earnings Call Transcriptseekingalpha.com·14d agoNew Era Energy & Digital Q2 Earnings Call Highlightsmarketbeat.com·14d agoNew Era secures key permits for Texas Critical Data Centers, sees capacity risingproactiveinvestors.com·15d agoNew Era Energy & Digital, Inc. (NUAI) Reports Q2 Loss, Misses Revenue Estimateszacks.com·17d ago
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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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