Who mentions $KEEL most on Surfaced?

@dustinhuntwn (Dustin) mentions $KEEL most — 74 mentions in the past 12 months.

When was $KEEL first mentioned on Surfaced?

The earliest tracked mention of $KEEL in the Surfaced archive was on Feb 10, 2026.

How many voices track $KEEL?

17 FinTwit voices have mentioned $KEEL 248 times in the past 12 months.

What kind of voices mention $KEEL most?

$KEEL is mentioned most by Long Research voices on Surfaced.

$KEEL — FinTwit mentions on Surfaced

Recent calls

74 calls

@dustinhuntwnJul 9, 2026 · 1:28 PM

$KEEL Completed another step in the permit process for Sharon, PA and is now down to the last step which is the "Technical Review". https://t.co/IIKEidCFTR

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@midascabalJul 9, 2026 · 6:26 AM

$KEEL has the same setup: Secured power. Grid connections in place. Three leases targeted this year. The precedent shows us what happens when the first signature comes.

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@almacap114204Jul 1, 2026 · 4:23 PM

Added some $FRMI and $KEEL here, both very cheap on a $ EV per MW basis - thesis is that simple. Majority of my money remains in memory though, demand due to more than 5.00x by 2030 whilst supply only doubles. I think all memory stocks should comfortably deliver 4.00x+ (more likely 8.00x+ given inevitable multiple expansion) returns by 2030 as a result.

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@jasonl_capitalJun 30, 2026 · 12:10 PM

7. $KEEL - Keel Infrastructure Corp Digital and energy infrastructure company building HPC and AI data center capacity in North America. Raised $458M via convertible notes for data center development. Early stage but positioned in the physical infrastructure layer that every AI company needs.

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@ckcapitalxxJun 29, 2026 · 9:04 PM

Nobody is really talking about $KEEL and it has over 80% upside to the Street high target that just dropped. Citizens just initiated it last week with an Outperform rating and a $10 target. The stock sits around $5.80. KEEL is building AI and HPC data centers on secured power in some of the most power constrained, in demand markets in the country, with a 2.2 gigawatt pipeline and $533 million in liquidity to fund it. First revenue is expected in 2027 as the sites come online. A funded AI infrastructure play in the right markets at the right time, sitting at half the Street high target. Worth a look.

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@investmentguru_Jun 29, 2026 · 1:29 PM

$KEEL Keel Infrastructure joins Russell 3000 index

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@bullofbritainJun 24, 2026 · 8:29 AM

$KEEL has been completly immovable in this chop, has been such a nice hedge for the port. A lot of the strength comes from it's - pricing in ahead of the $AMZN deal - despite no public confirmation yet. Should probably assume that it will be a sell the news event. In which I will buy-in if we sell off. Management expects 3/3 lease deals to be made this year, which should re-rate the company from anywhere to 5-7B.

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@moninvestorJun 22, 2026 · 9:10 AM

Two stocks in my portfolio that are leading the pre-market: > $KEEL +5.41% > $PENG +7.22% https://t.co/wiey2Dk8pa

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@dustinhuntwnJun 22, 2026 · 7:34 AM

$KEEL (KEEL Infrastructure Corp) will not only be added to the Russell 3000 Index but will also be simultaneously added to the Russell 2000 Index. https://t.co/fSF43w23YG

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@moninvestorJun 19, 2026 · 8:50 PM

$KEEL is up 50% in the past month. Very simple thesis: - Market cap around $3.8 billion. - Up 167% year to date. - Leopold increased his positions. - Grid connections already in place. - 2.2 GW Pipeline. Two near-term catalysts: 1 - CEO Ben Gagnon has committed to signing 3 leases by year-end, one for each site. 2 - Set to join the Russell 3000 in the June reconstitution. The portfolio is over three sites: 1 - Panther Creek, PA, 350 MW, with a path to 400-430 MW and a load study supporting 500+ MW long term. 2 - Sharon, PA, 110 MW (30 MW operational, 80 MW under development). 3 - Moses Lake, WA, 18 MW pilot site. There's currently a massive gap between KEEL and its peers. In my view, that gap exists largely because KEEL hasn't yet secured a hyperscaler deal. The market is treating that as an uncertainty, but it only takes one deal to remove that uncertainty. A single hyperscaler contract could completely change investor perception and start closing the valuation gap.

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@dustinhuntwnJun 18, 2026 · 8:43 AM

$KEEL has the watts. The watts were the hard part. Everything else is just waiting on a signature. By the per-megawatt math in its own deck, KEEL trades around $4.5 million per megawatt expected energized by 2027, up from roughly $3 in early May. The market has started re-rating it off the leaseless-miner floor toward operators with signed contracts, a cohort that trades up toward $9 a watt as capacity comes online. KEEL is barely into the bottom of that band with no lease in hand yet. The move so far is the market beginning to price what's coming, not finishing the job. 341 MW already energized. Another 430 MW locked under signed utility agreements. Total pipeline roughly 2.2 GW across Pennsylvania, Washington, and Quebec, while the rest of the field is still standing in the interconnection line. Balance sheet is clean — something like half a billion in liquidity, topped up by a fresh $458 million convertible raise that funds near-term campuses through lease signing and overhead into 2028. They can hold out for the right tenant and the right terms instead of taking a thin deal to feed the tape. The template isn't a mystery. APLD just did it again — 15 years, around $5 billion, 210 megawatts, third lease with the same investment-grade hyperscaler, contracted book now near $36 billion. KEEL is standing roughly where APLD stood before its first anchor. That was the cheapest APLD would ever be. Management has guided 3 leases by year-end. The tape agrees. $3.7 billion cap pressed right up against a 52-week high near $6.60, sitting just under the line while accumulation runs quietly off most screens. Coils like that don't stay coiled. Being early is indistinguishable from being wrong — right up until it isn't. When the name lands, the no-lease discount comes off for good, and everyone who waited for certainty pays up to get it.

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@photonbullJun 13, 2026 · 5:04 PM

$KEEL remains one of my favorite datacenter plays

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@ckcapitalxxJun 13, 2026 · 2:01 PM

$KEEL has a realistic path to a 10x, and it is simpler than people think. It all comes down to leasing the power they already control. Here is the math that gets you there. KEEL controls a 2.2 gigawatt pipeline across Pennsylvania, Washington, and Quebec, with grid interconnections already in place. That power is the entire asset. The whole business model is turning secured megawatts into signed leases that throw off long term recurring revenue. Start with what a lease is actually worth. AI data center colocation runs roughly $150 to $200 per kilowatt per month. Take the three leases the CEO has committed to signing by year end. Panther Creek at 350MW, Sharon at 110MW, and Moses Lake at 18MW. That is roughly 478MW of near term capacity. Leased out, that alone is somewhere in the range of $850 million to $1.1 billion in annual recurring revenue. On a company with a current market cap a fraction of that. Now extend it to the full pipeline. 2.2 gigawatts fully leased at those same rates is north of $4 billion in annual recurring revenue. Data center operators with contracted hyperscaler revenue trade at 6 to 7 times sales. Put a conservative multiple on $4 billion in recurring revenue and you land around a $30 billion company. From where this trades today, that is the 10x. And here is why the path is simple, not complicated. KEEL does not need to invent anything. They do not need a new product. They do not need to win a technology race. They already own the power. They already have the interconnections. They just need to sign the leases, and the CEO has told the market the priority for this year is signing three of them. Every lease that gets signed converts speculative power into contracted cash flow and re rates the entire pipeline behind it. We saw $DGXX do exactly this with Cerebras. The first signed hyperscaler lease changes the whole story overnight. Secured power. Grid connections in place. Three leases targeted this year. A 2.2 gigawatt pipeline behind it. The path to a $30 billion company runs straight through those signatures. And they are coming.

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@jasonl_capitalJun 12, 2026 · 1:48 PM

5. $KEEL - Keel Infrastructure Formerly Bitfarms, rebranded April 2026. 2.2GW power pipeline across Pennsylvania, Washington, and Quebec. Just closed $458M in new convertible funding. Pre-revenue on AI data centers - targeting hyperscaler lease signings by year-end. Earliest stage play on this list.

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@dustinhuntwnJun 11, 2026 · 6:56 AM

$KEEL Main Themes & Key Points Ben Gagnon Made: 1. The $ 400M+ Convertible Notes Raise (Opportunistic & Strategic) • They raised capital at one of the best times in the last 18 months due to strong market demand and stock performance. • Terms are excellent: low 1.25% coupon (very cheap capital), attractive conversion price, and efficient capped call structure to minimize dilution. • Existing liquidity ($533M pre-raise) already fully funded the base plan: permitting, lease execution, Moses Lake construction start, and G&A runway into 2028. • The new money is extra firepower for acceleration — especially securing and advancing expansion capacity (e.g., beyond the current 2.2 GW pipeline, like at Scrubgrass and additional Panther Creek potential). The market isn’t yet giving them credit for this upside. 2. Balance Sheet Strength • Strengthens their position significantly — now heading toward a ~$1B balance sheet. • Reduces BTC exposure in the treasury (now <15%). • Sends a strong message to potential hyperscaler clients: they are well-capitalized, low-risk partners who can move fast. 3. Update on the 3 Leases (2026 Priority) • Guidance remains unchanged: Sign one lease at each of Panther Creek, Sharon, and Moses Lake by year-end. • High confidence in execution. • Active discussions ongoing; they are advancing engineering/architecture to match customer needs. • Each signed lease is expected to be a major “valuation-reshaping event.” 4. Other Highlights • They want to be developers and owners of the sites, not operators (will outsource operations). • Focused on high-value, constrained power markets in North America. • Discussed co-lo capex costs, AI tokenization trends, and long-term vision as a pure-play HPC/AI energy infrastructure company Overall Tone Ben was confident, transparent, and bullish on the setup. He emphasized that the raise was not out of necessity but to accelerate growth and secure more upside for shareholders. The company is in execution mode for 2026 (leases) with delivery/revenue targeted for 2027. Bottom line from the interview: The convertible raise de-risks and accelerates the story without changing the core lease timeline. It reinforces KEEL’s strong positioning in the AI power bottleneck.

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@dustinhuntwnJun 9, 2026 · 1:49 PM

$KEEL Like I said a few days ago $6 isn't jack squat neither is $10 or $15. People flipping now are going to see this $15 by end of summer.

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@moninvestorJun 9, 2026 · 1:36 PM

$KEEL - I am not a TA, but I believe the stock is heading to $10. https://t.co/Q5Fv8tyVZt

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@ckcapitalxxJun 8, 2026 · 5:31 PM

There is speculation building that Amazon could be the tenant at $KEEL’s Moses Lake site after AWS posted a Data Center Manager role in Moses Lake, Washington. Cant confirm that connection. But honestly the tenant name matters less than what people are missing about this entire company. This may just be the start for $KEEL. Here is what they own. Panther Creek. The flagship. 350 megawatts of secured grid connected capacity under an energy services agreement with PPL, with a path to 400 to 430 megawatts and a load study supporting expansion beyond 500 megawatts. Backed by a $300 million project financing facility. Targeting 50 megawatts energized by year end. Sharon. 110 megawatts of secured capacity. Two 80 megawatt substations under development targeting full energization by year end. Moses Lake. 18 megawatts with an option to add 10 more. All core modular data center equipment and backup generators already secured. Built for liquid cooled NVIDIA GB300 class deployments. Targeting completion December 2026. That is roughly 478 megawatts of near term secured capacity across three sites. And behind it sits a 2.2 gigawatt total pipeline including Scrubgrass and the Quebec sites. Here is the key point on Moses Lake. People look at 18 megawatts and laugh. They are missing it. The 18 megawatts is not about the revenue. It is the fastest site to deployment and it becomes the first proof of execution. The first signed lease with an investment grade tenant validates the entire 2.2 gigawatt pipeline. The first domino always matters more than its size. And the balance sheet funds all of it. Roughly $533 million in cash and Bitcoin, enough to carry Panther Creek, Sharon, and Moses Lake through lease execution and construction out to 2028. The CEO said the 2026 priority directly. Sign three leases by year end. One at Panther Creek. One at Sharon. One at Moses Lake. Targeting investment grade tenants. The market is pricing roughly 1.7 gigawatts of theoretical pipeline. The execution is happening right now. And if one of those three leases lands with a hyperscaler attached, this re-rates instantly.

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@moninvestorJun 8, 2026 · 3:22 PM

$KEEL - may have landed a deal with Amazon. Stock up 11% today. Note: This is based on rumors on X. Deal not confirmed yet. But this is one to watch. 👀 https://t.co/2o1TbajaFk

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@dustinhuntwnJun 8, 2026 · 8:02 AM

$KEEL AWS posted a job to manage a data center in Moses Lake, WA. The listing literally says the facility is "still under development." Some context most people are missing: Wayne Duso sits on KEEL's board. He used to run Amazon's entire data center infrastructure org. The job posting mentions GovCloud — that's AWS's federal cloud region, and it runs through the Pacific Northwest. Moses Lake isn't a random commercial site. It feeds directly into that corridor. Turner Construction is already confirmed as GC. These guys don't do strip malls. Now look at the week's sequence — permits cleared June 1, $400M raise plus a Coverage Letter to Turner on June 4, construction kicks off June 8, and now AWS is hiring the facility manager. That's not coincidence. That's choreography. The real announcement hasn't dropped yet. Watch EDGAR. At the end you can follow me,I'll be updating you with the latest info on KEEL and more related content.

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@dustinhuntwnJun 5, 2026 · 2:26 AM

$KEEL The market saw dilution. The filing said "we're building now." May 11 — Ben: "$520M is more than the CapEx budgeted to GET US TO A LEASE." CFO Mir: "Construction funded by equity-linked offerings." Ben: "Designing to customer specifications." "NTP is the last thing standing between us and a signed agreement." May 29 — Ben on X: "129 investor meetings since May 11. All of 2025 we did 168. Pump the brakes on calls. Back to work." June 4 — $350M convertible notes. Use of proceeds: "equipment deposits and letters of credit for expanding and accelerating data center projects." The CFO already told you equity-linked offerings fund construction. This $350M is that. You don't put down equipment deposits and post letters of credit without a customer on the other end. Market sold it off as dilution. The use of proceeds is telling you they're building right now. If this helped you out, follow for more.

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@investmentguru_Jun 5, 2026 · 1:58 AM

$KEEL Keel Infrastructure just announced a $350 million convertible senior notes offering due 2032, with an additional $58M greenshoe option on top. That’s up to $408M in new debt hitting the capital structure. KEEL already holds $533M in liquidity — $336M cash + $197M in unencumbered Bitcoin . They are not raising out of desperation. KEEL is an AI data center + energy infrastructure company. Capital-intensive business by nature. You need dry powder to win site acquisitions, secure power contracts, and build ahead of demand. This looks more like growth financing than distress financing. Short-term pain is real. Convertible notes = potential dilution overhang. Long-term thesis intact if capital gets deployed into accretive data center capacity. Watch how they deploy the $350M. That’s the verdict. Let’s hope if any new deal announced in short term. Still bullish call flow

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@ckcapitalxxJun 4, 2026 · 10:54 PM

A $350 million raise just handed me a discount on the one my favorite infrastructure stocks with potentially three lease signings lined up before year end. I am buying the dip. Here is why this dilution does not scare me one bit. It is not even a stock offering. It is a convertible notes raise with capped call transactions built in specifically to reduce dilution. About as shareholder friendly as a raise gets. They are funding the buildout without flooding the market with shares. And they need the capital for one reason. To turn secured power into leased revenue. $KEEL controls 2.2 gigawatts of pipeline across Pennsylvania, Washington, and Quebec with grid interconnections already in place. This raise converts that power into operational AI data center capacity. Now the catalyst that changes everything. On the Q1 call CEO Ben Gagnon said the 2026 priority is to sign three leases by year end. One at Panther Creek. One at Sharon. One at Moses Lake. He called a signed lease the single most important inflection point for the entire business. Three leases. Three sites. All targeted this year. And look at how the stock got here. It ran from the low $4s to over $6 in a multi week run of higher lows where every single dip got bought. The market has been front running this lease catalyst the entire time. Now you get a temporary dilution dip, on a shareholder friendly raise, sitting directly in front of three potential lease signings. We have seen this movie. $DGXX signed Cerebras and re-rated overnight. When the first $KEEL lease lands it does the same and there is no looking back. The dilution created the entry. The leases are the catalyst.

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@bullofbritainJun 4, 2026 · 8:39 PM

Bought $KEEL here. Dilution is the most 10 iq bear take on a company ever. Best buying opportunity on the market. I dont even know why algos have this in their system to auto-sell

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@dustinhuntwnJun 4, 2026 · 1:51 PM

$KEEL Funds are going to begin accumulating for the Russell Index inclusion. There is a huge discrepancy between our market cap and the other 5 or 6 companies with contracts. That's about to change. Like if you STILL believe $KEEL. You can follow me,I'll be updating you with the latest info on KEEL and more related content.

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@wolfgangkasperJun 3, 2026 · 9:07 PM

I also have had a position in $KEEL quite surprised to see how strong it was today regardless of market selloff. This is my 3rd largest position aside from $ASTS and $EOS.AX that of which I do not intend selling anytime soon.

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@ckcapitalxxJun 3, 2026 · 7:32 PM

$KEEL has more than doubled in the last month and they have not signed a single lease yet. That is what makes this setup so compelling. The entire move so far is built on anticipation. The CEO met with over 160 investors and recently said they would have to pump the brakes on further investor calls. The market read that exactly how you would expect. Something is coming. And here is the part that matters most. On the Q1 call CEO Ben Gagnon said it directly. The 2026 priority is to sign three leases by year-end. One at Panther Creek. One at Sharon. One at Moses Lake. He called a signed lease the single most important inflection point for the entire business. Three leases. Three sites. All targeted before the end of this year. Look at the capacity behind it. Panther Creek has 350 megawatts of secured gross capacity. Sharon has 110 megawatts. Moses Lake has 18 megawatts. 2.2 gigawatts of total pipeline with grid interconnections already in place. And the balance sheet funds the whole thing. $533 million in liquidity, enough to carry them through lease execution out to 2028. The stock doubled on anticipation alone. Now imagine what happens when the first of those three leases actually gets signed. We have seen exactly how this plays out. $DGXX signed Cerebras and the entire narrative re-rated instantly. A signed lease converts $KEEL from a speculative power play into a contracted revenue machine with long term cash flow. Management has already told us three of them are the goal this year. The doubling was just the warm up. The leases are the catalyst. And when they sign there is no looking back.

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@dustinhuntwnJun 3, 2026 · 8:38 AM

$KEEL Good news is we shouldn't need to do any convertible notes until July or August since Moses Lake is paid for. Sharon and PC will costs around 5 billion together. Maybe 6 billion. This time the notes need to be capped much higher like $40 or $50. Last time I think they capped them a bit low at $11.88 before dilution hits. It's only 588 million, so not too bad. Wouldn't mind them also snagging more sites if they can locate them in PA, Washington, or Canada. If this helped you out, follow for more.

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@dustinhuntwnJun 2, 2026 · 6:49 AM

$KEEL Like I said a few days ago $6 isn't jack squat neither is $10 or $15. People flipping now are going to see this $15 by end of summer. For more updates, feel free to follow me.

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@wolfgangkasperJun 2, 2026 · 1:53 AM

Didn't get leaps, got Jan 27 $7 calls at open! $KEEL There is high asymmetry if they can leases signed. https://t.co/gTJFsGe09O

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@moninvestorJun 1, 2026 · 3:56 PM

$KEEL - Reminder that the CEO is confident about getting 3 leases signed this year. Stock currently up 7.57%. Past month: +97%. YTD: +160%. https://t.co/RNgCs3Phbb

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@ckcapitalxxJun 1, 2026 · 12:33 PM

I went long $KEEL at $3 and we have nearly doubled since. The part that should make everyone excited is they have not even signed a lease yet. Think about that for a second. The entire move so far has happened on the anticipation of what is coming. Not the actual catalyst. The catalyst is still ahead of us. $KEEL controls hundreds of megawatts of power secured land across Pennsylvania and Washington. Panther Creek. Sharon. Moses Lake. Sites positioned in exactly the kind of power rich locations that AI data center operators are desperate for right now. Permitting is progressing. The infrastructure is being built. Everything is lining up for the moment a hyperscaler or neocloud signs on the dotted line. When that first lease gets signed everything changes overnight. A signed colocation agreement converts $KEEL from a speculative power play into a contracted revenue machine with guaranteed long term cash flow. That is the moment the market completely re-rates this company. We have seen exactly how this plays out. $DGXX signed Cerebras and the entire narrative shifted instantly. A lease announcement is not a gradual catalyst. It is a step change. And the stock has already nearly doubled without it. Once the leases come there is no looking back. The speculation phase ends and the execution phase begins and the valuation follows the contracted revenue.

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@dustinhuntwnJun 1, 2026 · 6:18 AM

$KEEL I am a firm believer now of $20 sometime between end of summer and end of year. Ben has crushed it with his goals this year and we haven't even signed one lease yet. What I'm most excited about is their $ kw per hour. It's going to easily beat contracts already signed. Also,if people only realized, we are still in the 1st inning of this company rising to prominence. This isn't a pump and dump btc mining stock anymore. This is a stock with 2.2 GW of power that could easily net 5 billion a year in revenues in a couple years. You don't find stocks like that at $5 with a market cap of 3.5 billion. So $5 isn't jack squat. Neither is $10. Neither is $15.

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@moninvestorMay 31, 2026 · 8:28 PM

Out of all the data center stocks, I think I own three of the best with the most potential from today’s price levels: $IREN $KEEL $NUAI

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@wolfgangkasperMay 31, 2026 · 2:26 PM

@itsmichaelluu Leopold is no joke. I actually got a starter position on $KEEL too, need to get some leaps.

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@moninvestorMay 29, 2026 · 5:14 PM

$KEEL - I started a position right after making this post. I’m currently up 15%. Read this to learn more about the ticker. The stock had an incredible recovery today, up 8% intraday.

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@dustinhuntwnMay 29, 2026 · 6:00 AM

$KEEL Wulf has 4 times the market cap and Cipher 3 times as much as KEEL. 3 leases will close that gap so quickly. Patience pays off... https://t.co/5oHj8325l1

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@dustinhuntwnMay 27, 2026 · 6:32 AM

$KEEL Pennsylvania fast track Sharon on the list https://t.co/hurLibqxLL

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@dustinhuntwnMay 26, 2026 · 6:07 AM

$KEEL 3 leases coming in next 3 to 4 months. Moses Lake will more than likely coming in June. Panther Creek possibly July? Sharon in September or October? Construction needs to begin soon on all these sites and permitting is finalizing as we speak. It's possible we get all 3 leases in the summer. Last year's high was $6.60 in October. No reason we shouldn't begin to run hard next few weeks into a new 52 week high. Not to mention the Russell Index inclusion. We will have a juicy NTP at Moses Lake soon follow by signed lease. Hitting NTP takes most risks out of equation, especially at a smaller site like Moses Lake with long-lead items already ordered.

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@moninvestorMay 25, 2026 · 6:36 PM

$KEEL is a very interesting stock. - Market cap around $2.9 billion. - Up 85% year to date. - Leopold increased his positions. Two near-term catalysts: 1 - CEO Ben Gagnon has committed to signing 3 leases by year-end, one for each site. 2 - Set to join the Russell 3000 in the June reconstitution. The portfolio is over three sites: 1 - Panther Creek, PA, 350 MW, with a path to 400-430 MW and a load study supporting 500+ MW long term. 2 - Sharon, PA, 110 MW (30 MW operational, 80 MW under development). 3 - Moses Lake, WA, 18 MW pilot site. There's currently a massive gap between KEEL and the rest of the neocloud space, but that gap is deceiving. It exists solely because KEEL hasn't yet landed a hyperscaler deal, and just one deal is all that's required to start closing it.

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@dustinhuntwnMay 22, 2026 · 2:37 AM

Look at $KEEL (formerly Bitfarms). They literally rebranded their entire company, dumped their Bitcoin mining roots, and their stock is up ~75% YTD purely on the promise of a 2.2 GW pipeline and aiming to sign 3 tech leases by the end of the year. They are losing money on paper, but the market is heavily pricing in their AI future. Between $HIVE's 33% rip on an unbuilt 2027 gigafactory and $KEEL's total identity shift, the trend is clear: Wall Street is treating power pipelines like gold, and they want explicit AI infrastructure plays. $CLSK has arguably the best, most operational, highest-quality data center capacity in Texas and Georgia right now. But by staying quiet and focusing purely on the fundamentals instead of screaming 'AI infrastructure' from the rooftops, they are letting peers with far weaker immediate cash flows hijack the valuation multiples.

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@dustinhuntwnMay 19, 2026 · 3:44 AM

$KEEL In that Power Analysis interview I found it Interesting that Ben said that Keel is still being valued like a 2027 Bitcoin mining company, which implies that none of the progress they have made in their pivot to HPC/AI is baked into the current share price. Meaning that once a lease is signed [the real inflection point according to Ben on the earnings call] the rerating to the upside has the potential to be explosive. It is on Ben now to sign the deal and start AI race. Until they sign something substantial, market will still treat this as crypto company . Once the deal gets signed , they will rerate. Also,might be that investors aren't waiting for the contracts to drop before they invest with this one. If that's the case, $7 to $8 makes sense soon. And then $10 to $20 afterwards with leases. For more updates, feel free to follow me !

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@thevalueistMay 18, 2026 · 1:13 PM

$KEEL Keel Infrastructure: The Transition from Mining to AI Power Hubs, and Investment Thesis. Keel Infrastructure is attempting one of the more challenging pivots in the current infrastructure landscape — converting a legacy Bitcoin mining operation into an AI-focused data center developer. The strategic logic is grounded in a real asset: a 2.2 GW power pipeline across North America. In an environment where electrical capacity has become the binding constraint on data center development, that pipeline is the company's primary source of value, and it's a scarce one. Power rights at scale, particularly in desirable geographies, are not easily replicated on any near-term timeline. The financial picture reflects the transitional state. Crypto-mining revenue is declining as the business pivots away from it, and long-term leasing contracts — the target revenue model — have not yet replaced that income stream at meaningful scale. Liquidity exists, and land assets provide a tangible balance sheet foundation, but the capital runway is finite and the construction timeline is not. That gap between available capital and the investment required to convert power rights into operational data center capacity is the central financial risk. Management has been expanded to support the buildout, which is a necessary step — developing large-scale HPC infrastructure requires a different organizational capability than operating mining rigs. The quality of that expansion and its ability to execute complex construction programs while simultaneously securing investment-grade tenants will be the operational proof points the market needs to see. Tenant quality matters as much as timeline. Investment-grade counterparties provide the contract durability and credit support that justify the capital required to develop at this scale. Without them, the leasing model is speculative regardless of how attractive the power assets are. Securing those relationships before the capital runway becomes a constraint is the critical near-term execution requirement. The valuation framework here is unconventional by design. This is not an earnings story — it's a scarcity story, and the thesis rests almost entirely on whether Keel can convert power pipeline into contracted, operational infrastructure before liquidity becomes the limiting factor rather than opportunity.

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@dustinhuntwnMay 18, 2026 · 10:36 AM

$KEEL just a friendly reminder we are two weeks away from June. This should begin to push higher. 3 contracts are not coming by end of year but by summer or possibly early fall at latest. The last site is Sharon and is expected to start construction in October. People that say end of year aren't paying attention. Ben will have negaotations done around the time of NTP. I'm starting to think this is a 2 or 3 year hold. Why sell at $10 to $15 or even $20 when we are probably talking $50+ in a few years. We are still in infancy stages here, but I think Ben is defined the right guy to be leading a company like this. It's weird to find a CEO who even cares about shareholders with a market cap like this. Feel free to follow for more.

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@ckcapitalxxMay 15, 2026 · 10:57 AM

$KEEL lovers. I think you need to look at $VIVO. Similar thesis. And I say this as someone invested in both. Here is what makes $VIVO so interesting right now. $KEEL has 350MW in Pennsylvania, 110MW in Pennsylvania, and 18MW in Washington. Power secured land in constrained markets waiting on permits and a hyperscaler lease. That is exactly the thesis everyone loves. $VIVO has that same setup. But with one massive difference. 41.5MW in Norway already operational today. $31 million in annualized revenue already running. Grid demand response already activated and paying an additional $1.9 million in pure EBITDA. Hyperscalers already in active RFP. The switch is already flipped. And then behind Norway the pipeline looks a lot like what $KEEL is building toward. 291MW of secured powered land in Finland. One of the most power constrained and strategically positioned data center markets in Europe. Renewable energy at some of the lowest costs on the continent. A 25MW sovereign AI data center platform already in place in the UAE. One of the fastest growing AI infrastructure markets in the world with sovereign governments actively seeking independent trusted operators outside of US hyperscaler control. $KEEL is building toward exactly this kind of multi-site power secured pipeline. $VIVO already has it. And one site is already generating real revenue today. $2 billion market cap for $KEEL. $78 million for $VIVO. If you like the $KEEL thesis you should at least have $VIVO on your radar.

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@dustinhuntwnMay 15, 2026 · 3:55 AM

$KEEL First Deal announced (Late June): Price movement from $5 to $9 Second Deal announced (Early September): Price movement from $8 to $14 Thir Deal announced (Late December): Price movement from $12 to $18. Offering announced (Early January) Price movement from $16 to $11. Execution of all sites and NTP for Scrubgrass. (Mid 2027) Price movement from $11 to $17 Deal signed for Scrubgrass (Late 2027) Peice movement from $17 to $28 Don’t just watch from the sidelines. Hit follow and let’s stack together.I'll always keep the KEEL channel up to date.

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@dustinhuntwnMay 14, 2026 · 2:01 AM

$KEEL If Sharon gets $230 per kW per month like DGXX, that’s $304 million in annual revenue. BlackRock looks very likely to sign on and appears willing to pay even more than a hyperscaler. So we’re talking two enterprise deals at the smaller sites plus one hyperscaler deal at Panther Creek. That easily pushes total revenue over a billion dollars a year, with most of it dropping straight to profit. The current 600-share valuation looks high compared to peers, but these contracts should more than justify it. Ben likes the stock because he sees it trading at least $50 within a year or two. Like if you STILL believe $KEEL . You can follow me,I'll be updating you with the latest info on KEEL and more related content.

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@dustinhuntwnMay 13, 2026 · 2:27 AM

$KEEL Ben is one of the smartest ceos around. He actually puts in the work unlike Jason Les and Fred Thiel who steal shareholder money and do nothing. Ben said location is most important factor for these tenets. No doubt they will sign 3 leases that are A+++ this year. He confirmed what he has been saying all along with the cooler temperatures and closer to huge hubs in the NE and W coast with fiber optic cables. The leases signed in Texas are for AI training models and not actually using the AI applications. He also said the demand was so high at Mose Lake they didn't even need to offer gpus as a service, which now confirms to me that they should be able to beat DGXX $230 kw per month deal. That's exactly why they threw out buying their own chips. The demand is so high that they didn't need to do what Iren did. Think about that. Like if you AGREE. Finally,you can follow me,I'll be updating you with the latest info on KEEL and more related content.

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@dustinhuntwnMay 12, 2026 · 7:09 AM

$KEEL This was the highlight of the call and the clearest, most aggressive guidance we’ve heard from any of these ex-miner names: • “Our 2026 priority is clear. Sign 3 leases by year-end, 1 at Panther Creek, 1 at Sharon, and 1 at Moses Lake.” • “There is a reason we are intensely focused on getting 3 leases signed this year… where we expect each lease to be an event that reshapes how this company is valued.” • “We are executing now. 3 leases signed by year-end, revenue commencing in 2027. That is the plan. That is what we are focused on delivering. • Active conversations with multiple potential customers; engagement quality is strong and response to their permitting/power progress has been positive. • Sites are tailored for hyperscalers, neoclouds, and next-gen GPUs (explicit shout-out to stronger demand for Nvidia Vera Rubin timelines in ’27). • Power scarcity in these exact markets gives them real negotiating leverage.

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@ckcapitalxxMay 11, 2026 · 6:17 PM

This is why you buy the dips on a stock you have conviction in. Up over 50% now i’m on $KEEL position in less than a month. https://t.co/AApuHjQc3Z

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@dustinhuntwnMay 11, 2026 · 3:40 PM

$KEEL ready for recent high now. What a reversal to reclaim $4

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@dustinhuntwnMay 9, 2026 · 3:19 AM

$KEEL Keel Infrastructure Corp (KEEL) is scheduled to report Q1 2026 earnings on May 11, 2026, before the market opens. The company will host a conference call on the same day at 8:00 AM EDT to discuss these results, which are heavily anticipated as the company pivots toward AI and high-performance computing workloads. But it’s never been about earning on Monday to me. It’s about their transformation to data centres business. Market will re rate KEEl once a contract signed. Also,a legit aspect not a whole lot of people are talking about. its no coincidence that they are speaking at needham the day after earnings. Why the Conference Matters: Investors at the Needham conference will be looking for proof that Keel is a "serious" player compared to Hut 8 and Applied Digital. Without an announcement, management would be walking into a room full of skeptical analysts with nothing new to show for their recent rebrand. Clues from the Calendar The timing isn't just a coincidence—it's coordinated: • May 5-6: Larry Fink (BlackRock) hints at a hyperscaler partnership "this week." • May 11 (Monday): Keel reports Q1 earnings. • May 12 (Tuesday): Keel presents to New York's biggest tech investors. KEEL Permits approved, ER over a month early, ER on a Monday morning, and large amounts of calls being bought. All signs point to something major coming. Like if you STILL believe $KEEL. For more updates, feel free to follow me or join my pinned group!

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@dustinhuntwnMay 8, 2026 · 3:32 AM

$KEEL After an 80% gain in the past 30 days, you can tell who missed out making any money on that. Very emotional today. Emotional trading always works out well...... Just a reminder that stocks will move both directions on the journey to new highs Also,it’s never been about earning on Monday to me. It’s about their transformation to data centres business. Market will re rate KEEL once a contract signed. Like if you STILL believe $KEEL . Also, feel free to follow me or join my pinned group for more updates!

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@dustinhuntwnMay 7, 2026 · 2:04 AM

$KEEL We’d be in rough shape without Stronghold acquisition. By far best move in industry. Almost 2 GW and only paid 175 million in the best market in U.S. for hyperscalers.

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@almacap114204May 6, 2026 · 5:23 PM

$KEEL, have opened a small position based off initial research. Will share thesis in due course.

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@ckcapitalxxMay 6, 2026 · 4:49 PM

$KEEL up 35% in a week and the first hyperscaler lease has not even been signed yet. That is what makes this so interesting. The entire re-rating thesis has not even started. This move is purely the market waking up to what was already there. 2.2 gigawatts of secured power pipeline. $520 million in liquidity. Clean capital structure. Northland Securities initiated with a Buy and a $7 price target. The per watt gap to every peer still massive. The real move happens when a name signs on the dotted line. One investment grade lease at Panther Creek or Sharon and this goes from a Bitcoin miner winding down to a contracted AI infrastructure landlord overnight. The multiple the market assigns to contracted AI infrastructure is $4 to $23 per watt. Right now $KEEL is at $1.80 per watt and climbing. The deal has not happened yet. When it does this chart looks very different.

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@dustinhuntwnMay 6, 2026 · 2:57 AM

$KEEL After seeing the DGXX deal, I am even more bullish on KEEL. If we sign 3 leases with over $200 kw per month, we are are going to be $20 end of year.

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@ckcapitalxxMay 4, 2026 · 2:11 PM

$KEEL making some moves with the big dogs today. Still insanely undervalued here. https://t.co/9sdnMpGBwm

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@dustinhuntwnMay 4, 2026 · 4:21 AM

$KEEL My guess is we are in a 1 to 2 month window for first lease at most. June has been my prediction and I'm sticking with it. Come May 11th, we just need to hear good news on all sites progressing including Scrubgrass. I guarantee you Ben is going to be so happy in the earnings call. He knows what's coming. Also would like to see keel go same route as Hut 8 in offering investment grade senior notes that eliminates refinancing risks or dilution to shareholders to power construction for 3 sites( Moses lake, Sharon, Panther Creek). Hut 8 did it. Why not us? Creative finance is the way to go the demand should be there with all the announcements the future here is extremely bright and the street still hasn't repriced this stock into its new role. No need to destroy current shareholder value. The way things are playing out I expect a run very similar to $WULF over the next 12 months if all goes to plan

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@ckcapitalxxMay 1, 2026 · 4:02 PM

Analyst see $KEEL with essential 0 downside as the lowest rating is at its current price. Average price for analyst has 45% upside and some analyst see us with over 100% potential. $KEEL is just starting its run. https://t.co/LoU42BlywH

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@dustinhuntwnMay 1, 2026 · 4:59 AM

$KEEL Northland Securities Initiates Keel Infrastructure(https://t.co/LQzQOL79Ah) With Buy Rating, Announces Target Price $7 https://t.co/b7NolOQCDw

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@dustinhuntwnApr 30, 2026 · 3:12 AM

$KEEL Keel Wins Zoning Approval for AI Data Center Expansion at Former Bitcoin Mine. Great step toward building and hiring! https://t.co/B02803stW2

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@dustinhuntwnApr 28, 2026 · 3:42 AM

$KEEL Keel Infrastructure Schedules First Quarter 2026 Conference Call on May 11, 2026 Nobody is talking about Moses Lake. Possible news soon? It's hilarious because Ben just did 2 interviews plus and earnings call last month and we get another earnings call in 2 weeks. Gotta be something new to talk about.

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@dustinhuntwnApr 27, 2026 · 2:37 AM

$KEEL is currently trading at just 70 cents per watt, while its peers are valued between $4 and $23 per watt. The valuation gap is already ridiculous. But what makes this setup truly explosive is something else. KEEL hasn’t signed even one hyperscaler lease yet. The second an investment-grade tenant inks a long-term AI compute deal at Panther Creek or Sharon, the entire valuation model gets rewritten overnight — not gradually, but instantly. Wall Street coverage kicks in immediately. Institutions that can’t touch Bitcoin miners suddenly start treating $KEEL like a pure-play AI infrastructure REIT. That per-watt multiple then compresses from 70 cents toward where the rest of the sector already trades. At $4 per watt, that’s a 5x from current levels. At $9 per watt, it’s a 12x. At $16 per watt, it’s over 22x. All it takes is one deal. One press release. One signed lease. This catalyst isn’t years away. Hyperscalers are starving for secured power right now, and KEEL is sitting on 2.2 gigawatts of it — currently priced at just 70 cents per watt.

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@ckcapitalxxApr 26, 2026 · 1:47 AM

Data center capex crossed $1 trillion in 2026. A milestone analysts thought was three years away. This makes AI data center buildout is the largest capital investment cycle in human history. These are my three favorite ways to play it. $NBIS The most contracted neocloud outside of CoreWeave. $46 billion in backlog from Microsoft and Meta. Nvidia invested $2 billion directly. 547% revenue growth year over year. Guiding $7 to $9 billion ARR by end of 2026. The man who built Russia's Google, lost it to Putin, and rebuilt from nothing is running this company. Path to $500 billion market cap is a math problem not a dream. $CRWV The gold standard of AI compute infrastructure. $66 billion market cap. Microsoft committed $10 billion. $11 billion contract from Applied Digital alone. The hyperscalers are their customers and their customers are addicted. CoreWeave is not a bet on AI. It is a bet on the infrastructure that makes AI physically possible. The lease is signed. The revenue is contracted. The flywheel is already spinning. $KEEL The most asymmetric setup in the entire data center trade. 2.2 gigawatts of secured power pipeline trading at 70 cents per watt while CoreWeave trades at $23 per watt and NBIS trades at $16 per watt. Yes the pipeline is not yet contracted. That is the opportunity. One signed hyperscaler lease transforms this from a Bitcoin miner winding down into a contracted AI infrastructure landlord overnight. $520 million in liquidity. Clean balance sheet. Panther Creek Pennsylvania alone is 350MW in one of the most power constrained corridors on the east coast. Three different stages. Three different risk profiles. One theme. The world needs more AI compute than it can physically build right now.

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@ckcapitalxxApr 25, 2026 · 12:36 AM

70 cents per watt while every peer trades at $4 to $23 per watt. That gap alone is insane. But here is what makes it explosive. $KEEL has not signed a single hyperscaler lease yet. The moment one investment grade tenant signs a long term AI compute lease at Panther Creek or Sharon that entire valuation framework has to be repriced overnight. Not gradually. Overnight. Street coverage initiates. Institutions that cannot touch a Bitcoin miner start modeling this as an AI infrastructure REIT. The per watt multiple compresses from 70 cents toward where every single peer already trades. At $4 per watt that is a 5x from here. At $9 per watt that is a 12x from here. At $16 per watt that is a 22x from here. One deal. One press release. One signed lease. The catalyst is not years away. Hyperscalers are desperate for power secured land right now. $KEEL has 2.2 gigawatts of it sitting valued at 70 cents per watt.

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@dustinhuntwnApr 24, 2026 · 7:06 AM

$KEEL So, Hut 8 gets almost $160 kw per month and APLD just signed a contract at North Dakota site for just under 140 kw per month. Big price difference in location. North Dakota is in the middle of nowhere where Keel has much better locations. Imagine if Ben gets 180 kw per month in his contracts or even 170 to start with. This is very familiar to what Cipher, Iren, and Wulf did last year. It's giving me flashbacks like crazy!! Looking forward to the next 9 months.I'd expect this momentum to continue until leases are signed. I'd like to accumulate more so hopefully it doesn't go too fast lol.

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@ckcapitalxxApr 23, 2026 · 6:46 PM

I increased my position after the slight dip today after the top in $KEEL , and here is some reasoning on why for those who aren't familiar with $KEEL . Many of you remember $BITF. The Canadian Bitcoin miner that traded between $1 and $6 for years while the crypto cycle did its thing. That company no longer exists. What replaced it is one of the most interesting AI infrastructure setups on the market and almost nobody has updated their thesis. On April 1 2026 Bitfarms completed a full legal redomiciliation from Canada to the United States. Reheadquartered in New York City. Rebranded as Keel Infrastructure. New ticker $KEEL on Nasdaq and TSX. 99.3% of shareholders voted yes. The board voted unanimously. This was not a half measure. This was a complete corporate transformation approved by essentially everyone who touched it. The name is not an accident. A keel is the foundational spine of a ship. Remove it and everything collapses. Management chose that name deliberately because that is exactly what they are building. The irreplaceable foundation that AI compute platforms are built on top of. Now let me tell you what this company actually is today. The single most valuable asset in AI infrastructure right now is not GPUs. It is not software. It is secured power capacity in constrained markets. Every hyperscaler on earth is in a desperate race to find power for their data centers. They are waiting years for grid connections. They are paying premiums nobody talked about two years ago. Whoever owns the power wins. $KEEL owns the power. 2.2 gigawatts of development pipeline across North America. Let that number sink in. Not a vision board. Not a press release. Actual secured power capacity with existing interconnections, qualified land, and established relationships with utilities in markets where new entrants simply cannot get access anymore. The flagship sites are already real. Panther Creek Pennsylvania. 350 megawatts. Anchored in one of the most constrained data center markets on the east coast. Close proximity to major metropolitan demand. Existing power infrastructure. Zoning already secured. This is the site that KBW flagged as the primary valuation driver. Sharon Pennsylvania. 110 megawatts. Additional Pennsylvania footprint in the same high-demand corridor. Moses Lake Washington. 18 megawatts operational today. Cooler climate enabling free-cooling efficiencies that dramatically lower operating costs for high-density HPC workloads. The balance sheet transformation is just as important as the asset base. $520 million in total liquidity. Cash and Bitcoin combined. They repaid a $100 million Macquarie debt facility entirely and in full. Every restrictive covenant is gone. The capital structure is now clean enough to pursue project-level financing with investment grade counterparties. That matters because the next phase of growth gets funded by the projects themselves not by diluting shareholders. The team they are assembling is not a Bitcoin mining crew trying to pivot. These are infrastructure professionals. New CFO hired with deep infrastructure finance experience. New board chair from the infrastructure world. Senior go-to-market and engineering hires across the organization. Working with T5 on data center operations. Turner on construction. Corgan on design. WWT on technology integration. Vertiv on power and cooling infrastructure. These are the exact partners that the biggest hyperscalers use to build their own facilities. And the revenue base is already there. $229 million in 2025 revenue up 72% year over year. Yes the Bitcoin mining business is being wound down through 2026. That is intentional. Management is deliberately replacing cyclical crypto revenue with something that carries a completely different valuation multiple. Long term investment grade leases with hyperscalers that pay predictable recurring revenue for decades. Lease talks are already underway under NDA. Management confirmed it on the earnings call. Here is the re-rating math that makes this interesting. The market is currently pricing $KEEL near power-only valuations. It sees a money-losing miner in transition and is applying a discount accordingly. But the comp set for what this company is becoming is not Bitcoin miners. It is data center REITs and infrastructure developers that trade at 20 to 30x EBITDA on long term contracted cash flows. A single signed investment-grade lease with a hyperscaler changes the entire narrative overnight. Not gradually. Overnight. The moment one of the major cloud providers signs a long term capacity agreement at Panther Creek or Sharon, Wall Street has to reprice this as an AI infrastructure landlord not a struggling miner. KBW maintained a $3 price target with the stock trading well below that. 2026 is permits and lease signings. 2027 is first megawatts from new sites. 2028 and beyond is scale beyond 2 gigawatts. The assets are real. The power is secured. The team is built. The capital structure is clean. The pivot is done. $BITF holders who have not looked at $KEEL recently are looking at a completely different company than the one they remember.

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@ckcapitalxxApr 22, 2026 · 5:10 PM

Considering taking a small speculative position in $KEEL and here is why. Most people still see this as Bitfarms. A Canadian Bitcoin miner. That company no longer exists. On April 1 Keel Infrastructure completed a full US redomiciliation. Reheadquartered in New York. Listed on Nasdaq under KEEL. 99.3% of shareholders voted yes. The pivot is now official and irreversible. The new business is pure-play AI and HPC data center infrastructure. And the core asset is the single most valuable thing in AI right now. Secured power capacity in constrained markets. Here is what they are sitting on. 2.2 gigawatts of development pipeline across North America. Panther Creek Pennsylvania at 350MW. Sharon at 110MW. Moses Lake Washington. All in high-barrier markets near major metro areas with existing fiber and power interconnections. Sites that hyperscalers cannot easily replicate. $520 million in liquidity. $100 million Macquarie debt fully repaid. Capital structure clean. New CFO hired. New board chair with deep infrastructure experience. Senior engineering and go-to-market teams expanded. Working with T5, Turner, Corgan, WWT and Vertiv on construction and design. Lease talks already underway under NDA with prospective customers. The roadmap is permits and lease signings in 2026. First megawatts in 2027. Full scale beyond 2GW into 2028. The market is currently pricing this near power only valuations. The re rating happens when investment-grade leases get signed and Notice to Proceed conditions are met. That is the catalyst. High conviction on the setup. Watching closely.

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@dustinhuntwnApr 22, 2026 · 2:36 PM

$KEEL Keel Infrastructure Announces Closing of Paso Pe Sale https://t.co/6udxZEXv24

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@dustinhuntwnApr 21, 2026 · 2:44 AM

$KEEL read carefully at the bottom. Going to be a monster contract should blow most out of the water and help $KEEL catch up and surpass the competition in the long run. https://t.co/3WavywOadU

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@dustinhuntwnApr 14, 2026 · 3:52 PM

$KEEL just the like old days I missed this feeling😭 Just a reminder that Wayne gonna Keel this design! “I am thrilled to welcome Mr. Duso to the Keel Board of Directors," said Brian Howlett, Independent Chairman. "Wayne’s appointment comes at a pivotal time for Keel as we accelerate the development of our HPC/AI business across North America. With over 25 years’ experience launching and leading data center teams and developing cloud solutions at AWS and Dell, Wayne will be an invaluable resource as we pursue aggressive growth in our HPC/AI business.” Market is aggressively re-rating anything tied to AI + power + data centers. +13.5% over the past week. It appears not a single spike pump and it’s a steady grind up, which is usually controlled accumulation. I told you, patience pays off👇

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@dustinhuntwnApr 13, 2026 · 3:59 AM

$KEEL One company has an awesome CEO who knows how to execute and run a business the other has Ben Gagnon with little to no experience as a CEO. $KEEL Could have been well on there way to matching WULF unfortunately they just can't seem to execute. Lots of yapping but ZERO contracts and nothing accomplished in 2026 as of yet. Hopefully things change later this year only time will tell. Also half the data centers are being canceled and Maine just paused all data centers until 2027. Supply and demand here folks looks really nice for Keel. Hopefully by Q1 earnings next month we will get more good news on permits. Even though Keel is a little behind its peers, it looks like it will pay off with better deals. Just need to get the sites approved and this is a brand new stock.Tick tock... Like if you STILL believe $KEEL. Don’t just watch from the sidelines. Hit follow and let’s stack together.I'll always keep the $KEEL channel up to date.

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@dustinhuntwnApr 9, 2026 · 3:54 PM

$KEEL ‘s goals for this year 1. Secure remaining permits for Moses lake, Sharon, and panther creek 2. After permits are secured, obtain 3 lease agreements for the 3 sites 3. Secure expansion MW Ben has reiterated high level of confidence of obtaining all objectives in 2026 That’s at least 7 or 8 catalyst. Patience is virtue. Don’t be an idiot and remember to trade th events. It's like buying a pharmaceutical stock but knowing the FDA approval is inevitable just a matter of timing. I seen at least $10 with 3 major leases. This will get rerated super fast. The analysts are idiots for putting a $3 price target on it. Everyone knows just signing a lease makes these stocks go crazy. Like if you STILL believe $KEEL. Also you can follow me,I'll be updating you with the latest info on $KEEL and more related content.

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