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NUNUAI

New Era Energy & Digital, Inc.

Trending onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$NUAI·$254M·Oil & Gas Energy·Energy
$4.13+3.8%YTD+35.1%1Y+921.8%
Mentions · last 7 days
2026-07-10: 56 posts2026-07-11: 37 posts2026-07-12: 30 posts2026-07-13: 97 posts2026-07-14: 65 posts2026-07-15: 111 posts2026-07-16: 67 posts471+23%
Price updated 3m ago·X counts updated 18h ago
NUNUAI
$NUAINew Era Energy & Digital, Inc.
$4.14+3.76%471 posts+23%
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 hypeWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Oil-and-gas-turning-AI-datacenter micro-cap up 921% t12m — legal cloud just cleared.

New Era Energy & Digital is a very small-cap oil-and-gas company that has aggressively re-pitched itself as an AI-data-center power/infrastructure play with new leadership. Community treats it as the 'early IREN' setup.

Where the setup nets out:

  • Revenue is minuscule: quarterly revenue $0-1M against a $300M market cap — this is entirely priced on the pivot narrative.
  • Cash burn is severe: operating margin -900% (Q1 tiny-denominator artifact), FCF yield -6%.
  • The New Mexico trustee-claims settlement (July 10) is real: a $1M settlement dismisses a specific legal overhang that had been suppressing the tape.
  • Leadership refresh is aggressive: Charles Nelson promoted to Chairman + CEO on July 1, plus new COO José Rodriguez invited to speak at Data Center World Power — real credibility building.
  • A shareholder class-action investigation (July 10) is boilerplate follow-on to any speculative small-cap that has run.
  • Position confirms the run: YTD +35%, t12m +921% — the tape has fully digested the pivot story.
  • Today's -10.7% is real volatility in a beta 1.2 name.

The forward view: the way this becomes a real trade is a signed hyperscaler contract combined with a specific power-capacity disclosure — the community's IREN-2025 comparison depends on it. The way it stays speculative is another quarter of narrative-only progress. The August 13 Q2 print is a cash-runway checkpoint. What breaks it lower: a dilutive raise, or a specific hyperscaler-pursuit disclosure that fizzles. This is a very-small-cap narrative option with all the risks that implies.

Agrees with X sentimentThe bullish X read on the New Mexico legal settlement, new leadership, and DCW invite is directionally right on the narrative building. Our take agrees the setup is compelling — but requires a signed hyperscaler contract to actually justify the +921% run.

What to watch: August 13 Q2 earnings for cash runway, and any signed hyperscaler power-capacity contract; a dilutive raise or fizzled hyperscaler pursuit would break the coil the wrong way.

On the calendar: 2026-08-13 — Q2 2026 earnings

X sentiment

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

Bullish sentiment31 posts analyzed · as of 2026-07-15

New Era Energy & Digital chatter is bullish turnaround. NUAI just cleared a major legal overhang - New Era received final court approval of its settlement with the State of New Mexico dismissing trustee claims for only $1M. Bulls flag New COO José Rodriguez (invited to speak at Data Center World Power at a ~$500M market cap company), new CEO Charlie transforming the capital structure, and RSU packages that are 'even more bullish than the DCW invite.' Community frames NUAI as a $5-6 stock with 10-20x upside on a pending hyperscaler deal announcement and compares it to IREN in early 2025 at $5. Chart bulls target a $6-10 breakout. No meaningful bear thread.

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

No material change from last week — the Grabar Law Office investigation overshadows any oil price or digital asset macro tailwind.

What this means for $NUAI

Direct beneficiary — Exploration-stage oil and gas company with additional investments in digital assets and blockchain technology; the business model is a direct conduit for the oil price and digital asset macro thesis amid investigation overhang.

Top industry ETF

$XLEEnergy Select Sector SPDR
+27.5%YTD
+32.4%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
Q1 2026May 14, 2026$-0.15$-0.07-114.3%
Q4 2025Mar 11, 2026$-0.41——
Q3 2025Nov 13, 2025$-0.20——
Q2 2025Aug 14, 2025$-0.21——
Next earningsThu, Aug 13·consensus EPS $-0.09

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$1.9M$622K – $3.1M-$0.43-$0.51 – -$0.352
FY27$13.5M$11.1M – $15.9M-$0.82-$1.06 – -$0.582
FY28$276.7M$220.3M – $333.2M-$0.62-$0.78 – -$0.461

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.0.6×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.40%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.-20.6%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.-13.3%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 today13.5% 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.β1.235-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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

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.

8-KPress release / Reg FDMay 198-K — Item 7.01: Press release / Reg FD
AI summary

New Era Energy & Digital, Inc. (NUAI) published a new investor presentation to its IR website on May 18, 2026, furnished as Exhibit 99.1. No specific content details, business updates, or financial metrics are described in the 8-K body text. This is a routine Reg FD disclosure with no material announcements visible in the filing.

S-3/AShelf registrationMay 18S-3/A
AI summary

New Era Energy & Digital, Inc. filed Amendment No. 1 to its Form S-3 registration statement (Registration No. 333-295703) on May 18, 2026, updating its shelf registration for continuous or delayed securities offerings. No total offering amount or specific security details are disclosed in the excerpt. This is an administrative shelf registration amendment.

S-3Shelf registrationMay 8S-3
AI summary

New Era Energy & Digital, Inc. (NUAI) filed a new Form S-3 registration statement on May 8, 2026, for continuous or delayed securities offerings. The company is a Nevada corporation headquartered in Midland, Texas. No specific offering amounts or security types are disclosed in the initial S-3 filing. This shelf registration provides future capital raise flexibility as NUAI continues to fund its Texas data center operations.

+ 45 other (13 8-Ks · 6 13Gs · 4 EFFECTs · 3 CORRESPs) in window

Recent news

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

Week ahead: Earnings season shifts into high gear as inflation loomsproactiveinvestors.com·4d agoGlancy Prongay Wolke & Rotter LLP Announces Investigation of New Era Energy & Digital, Inc. (NUAI) on Behalf of Investorsgurufocus.com·7d agoGlancy Prongay Wolke & Rotter LLP Announces Investigation of New Era Energy & Digital, Inc. (NUAI) on Behalf of Investorsbusinesswire.com·7d agoNew Era Energy & Digital resolves trustee claims in New Mexico lawsuitproactiveinvestors.com·7d agoNew Era Energy & Digital resolves trustee claims in New Mexico lawsuitproactiveinvestors.com·8d ago
Voices on X · top 15 · last 7 days

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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