KEEL Keel Infrastructure Corp

$KEEL Trading at $2.50 after touching $7+ is painful to watch, but I still believe the long-term story is intact. The power, the sites, the demand for AI infrastructure, and the potential lease announcements haven't suddenly disappeared. I’m not going to pretend I know exactly what’s happening behind every candle, but this kind of price action feels like the market is trying to shake out impatient holders and pick up cheap shares. The real test is execution. If management delivers on the leases and turns this pipeline into long-term revenue, these prices could look very different a few years from now. I didn't invest in KEEL for a quick trade. I'm here for the bigger picture. HODL and let them cook.

$KEEL Ignore the noises lady and gent; you have to be in it to win it. The rebounce will be glorious.

$KEEL It’s not complicated: apart from the institutions selling short positions and the like, everyone is losing money; only those who stick it out will hit the jackpot. Right now, I’m showing big paper losses—I’ve been through this before—but rest assured, the market will bounce back. here The name of the game is patience.

$KEEL The sector and its investors are going to have to learn the difference between neoclouds and colocation. You want to own the power and ignore the use case. That's the thesis

$KEEL siting with 95k shares at 3.4 average. Yeah I’m down, but I like this pick. Sticking with it and will average down weekly. Got nothing but time..

$KEEL This board is full of amateur whining bitches. Go day trade somewhere else! This is a coordinated rotation out of this sector by the big dogs to buy up your shares. It’s so obvious to anyone with half a brain. Cheers to people like Doodle et al that actually do a little research, and most importantly, understand what they are reading and seeing. Mr. Ben Gagnon is knocking it out of the park. His duty is not to day traders, but to put Keel into a position to succeed. Cheers to him, Mr Duso, Ganesh and others. This is a textbook case for the literate. Go ahead and sell your shares to BR, Jane Street, Citadel and others—-they are picking them up for cheap. Keel’s next earnings report will be shitty because they have had no earnings, yet other than BTC going up this quarter. Look at the BTC chart by the way. Keel stock will go down until they release partners/customers/deals. Easy as that. Finance 101. You can’t fix stupid, and common sense is anything but common. Hold mfers!

$KEEL if you watch this week’s All In Podcast, they (and especially Chamath) fully endorse Land/Power/Shell energy infrastructure companies as the standout winners in the AI compute race. Demand massively exceeds supply and there is now a spot market for compute - SpaceX paying $50 billion per GW!! Be patient and watch KEEL cook 🔥🚀🚨

$KEEL futures are pointing towards a bounce in AI related stocks as investors buy the dip.

$KEEL woowhee! Today was only the 3rd green day in 17 days and the previous two were indecisive doji candles 🤷🏻‍♂️🤦🏻‍♂️😤🤬 Here’s hoping for a massive resurgence to $4+

$KEEL as you dumbasses are selling, institutions are scooping it up, so far 400 million shares out of 600

$KEEL Anthropic nearly doubled earning, ASML is sold out till 2030, Tsmc had another record profit ….. this whole AI trade is alive.

$KEEL Here we go!!! Load up!!! Market makers shorting everything after the "YIKES" by Elon due to the Chamath Palihapitiya report. Hahahahahaha!$!$!$ Follow the fear and keep buying. AI isn't going anywhere and the big boys know it so they feed the internet and the news stations with the opposite news of what they are doing behind closed doors to scare everyone into selling so they can keep buying shares on the cheap.

$KEEL A reminder of when I first mentioned this and where it came from. Never have I mentioned this site is being sold to KEEL. There's nothing supporting that claim started by an irresponsible person. Allentown Mayor Matt Tuerk mentioning KEEL as the operator is the first statement by a public offical linking KEEL to Allentown. Before this occured it was from the breadcrumb below. Took more than 30 days to develop as "approved" and everything else has been noise. What's on record for End User "to-be-determined end user technology company."

$KEEL I’m pretty sure Ben didn’t have this share price/market cap destruction on his bingo card, but alas we have major macro headwinds - war, CPI inflation induced rate hikes, upcoming midterms, AI revenue scare, AI capex scare/fear of bubble, increase in cost of capital, algo bot shorting, Leopold hedge unwinding. Pros: 1) Keel has approved sites with power. High demand from hyperscalers who need compute; 2) Leases incoming Q4/Q1 to rerate stock price and validate revenue stream (reason why this has been getting slammed) 3) $800 M balance sheet. Good until 2028. No immediate risk of insolvency or dilution. 4) High institutional ownership. Massive exec hiring spree, large amount of job listings posted - growing company 5) Technically very oversold. Near bounce zone. Upcoming tech earnings as catalyst. Midterms over in 3 weeks

$KEEL Good news folks is everything is foward looking here. Behind the scenes major progress is being made. The sector will heat up again and they will drop some major contracts with it. The market is in early stages with AI and doesn't know how to rate any of these data center developers. Still being traded like a trash btc miner. Hopefully by Midterms/earnings things to start to shift significantly. Had Ben not done those convertibles, this thing would easily be under $2. Just look at SLNH. They have low cash and high dilution at the worst possible time. That used to be us, but with 800 million, it's not anymore.

$KEEL just a quick reality check….this is a throw the baby out with the bath water scenario. It’s a sector wide sell off that I’m not ignoring. That being said, the talk about debt costs and AI build out slowing down does not make much sense, atleast on a per company basis. Majority of the money funding the AI build out is coming from the MAG7 which have trillions of combined annual revenue to spend. Majority of which is not borrowed. Is there certain companies like CoreWeave that have taken on debt, yes. Keel is a colocation provider (like Digital Realty for example) so they don’t carry exposure to rising/revolving tech infrastructure costs that a business like CoreWeave does and thus won’t carry the debt burden. Keel is purely an execution based risk at this point. With Moses Lake, Sharon, and Panther creek monetized and operstional, it should bring in between $500-$900 million annually revenue wise. Which would obviously be huge for the stock price and what I’m betting on.

$KEEL Buy when everyone hates the sector! Buy when others get liquidated for having been too leverage on margin and they didn’t learn from Leopold! Buy when others don’t have a long-term vision and sell for a loss or for pennies! Now is the time!  

$KEEL The inflation has been caused by one thing, the war with Iran. Only thing keeping inflation up and rising is the oil prices, gasoline prices, and air fare. All these are up because of the war. Thanks Trump..

$KEEL CPI wasn't bad. This reading shows there will be no rate raise this month. Don't be manipulated..

$KEEL Imagine if BLACKROCK says "we just bought 15% KEEL", and we are buying keel for 20$ per share after!