$KEEL

@investmentguru_May 25, 2026 · 3:33 PM

THE AI COMPUTE ECOSYSTEM Neoclouds + Mining-to-HPC Pivots | Full Watchlist The bigger opportunity may be the infrastructure layer underneath it all: ⚡ Power 🏗️ Data centers ☁️ GPU clouds 🔁 Mining-to-HPC conversions This is where the next trillion-dollar buildout is happening. PURE NEOCLOUDS $CRWV — The benchmark neocloud. Massive backlog, enormous power footprint, and hyperscaler-level demand visibility. The scale advantage is becoming difficult to replicate. $NBIS — One of the most important emerging AI infrastructure names in Europe. GPU cloud + AI services stack still feels underappreciated relative to the catalysts forming around it. $IREN — One of the cleanest pivots from mining into high-margin HPC infrastructure. Microsoft partnership validated the thesis. $WYFI — Early-stage AI connectivity infrastructure play. Small, speculative, but positioned in the networking layer feeding AI compute demand. 🔁 MINING → HPC PIVOTS $APLD — Probably one of the most de-risked AI infrastructure pivots in the market today. Long-duration contracts changed the narrative completely. $HUT — The counterparty quality here matters. AI hosting economics now increasingly replacing pure mining dependence. $WULF — Aggressive HPC transition with major contracted revenue visibility. Power ownership becoming the core asset. $CORZ — Infrastructure already turning on. Market increasingly valuing the AI compute layer over the mining legacy. $CIFR — Clean rebrand and clearer positioning around AI infrastructure. AWS + Fluidstack relationships changed perception quickly. $RIOT — Earlier-stage pivot but substantial power footprint gives optionality if execution improves. $MARA — Largest mining balance sheet transitioning toward AI infrastructure. Treasury strategy adds another layer of optionality. $CLSK — Still mining-heavy today, but the market will likely react aggressively if a real HPC catalyst arrives. $HIVE — Quietly building AI/HPC exposure while maintaining geographic diversification advantages. $GLXY — The bridge between institutional crypto capital and AI infrastructure financing. Unique positioning. EARLY-STAGE / SPECULATIVE $KEEL — Power capacity story becoming more important than the mining narrative. Watching closely for long-duration AI leasing momentum. $SLNH — Renewable-powered AI/HPC infrastructure thesis. Small cap, volatile, but meaningful catalysts are beginning to appear. THE BIGGER THESIS → AI models need compute → Compute needs GPUs → GPUs need power + infrastructure → Power is now the scarce asset The market still underestimates how important MW ownership becomes in an AI-driven world. The next phase of the AI supercycle may not be won by the apps. It may be won by the companies controlling: ⚡ Energy 🏗️ Infrastructure ☁️ Compute capacity This is not just a software cycle anymore. It’s a physical infrastructure cycle. Not financial advice.

@investmentguru_May 23, 2026 · 11:14 AM

Crypto & AI Compute Watchlist — 5 Names Worth Knowing $BTBT | $HIVE | $KEEL | $SLNH | $AIB All riding the same macro wave: Bitcoin cycle + AI compute demand + energy infrastructure. But not all are built equal. 👇 $BTBT → Strategic pivot: exiting Bitcoin mining, going all-in on Ethereum infrastructure + AI/HPC → Approved by the Ethereum Foundation to purchase ETH directly — staking for protocol-native yield  → Majority stake in WhiteFiber (WYFI) valued at ~$322M as of March 2026 — the AI/HPC arm  → Q1 revenue $27.9M, driven by cloud, colocation, and ETH staking as legacy mining winds down  → Net losses driven largely by non-cash digital asset mark-to-market — not operational collapse → Story stock transitioning into infrastructure — patience required $HIVE → Green energy miner turned AI infrastructure operator → Partnered with Bell Canada to deliver sovereign NVIDIA AI infrastructure for Canada  → Revenue up 285% YoY in Q2 — explosive top-line growth  → Negative gross margins (-12.9%) — scale is happening but profitability not yet → Positive operating cash flow of ~$45.9M for latest quarter despite headline net losses — non-cash charges distorting the picture  → Momentum name — ran ~50% in weeks, but fundamentals need to catch up $KEEL → Redomiciled from Canada to US, rebranded from Bitfarms → Keel Infrastructure → Pivoting from Bitcoin mining to AI-focused data center development → $533M in liquidity as of May 2026 — strong war chest to fund site development  → Zoning secured at Panther Creek, Sharon, and Moses Lake — near-term sites advancing  → Q1 revenue fell 22% YoY to $37M, operating loss widened to $98M  — legacy mining drag pre-transition → Chardan initiated Buy, highlighting HPC and AI pivot alongside Galaxy Digital and Riot  → Pre-revenue AI story — the land, permits, and capital are there but execution risk is real $SLNH → Green data centers powered by owned renewable energy — unique vertical integration model → Q1 revenue +58% YoY to $9.4M — fourth consecutive quarter of sequential growth  → Closed $53M acquisition of 150 MW Briscoe Wind Farm — now owns the power feeding Project Dorothy  → Dorothy 1A, Dorothy 2, and Kati 1 all operational — AI expansion at Kati 2 underway → Net loss widened to $17.9M — heavy stock-based comp inflating opex → ~29M share resale registration = meaningful float overhang  — watch dilution risk → Micro-cap with a genuinely differentiated thesis: own the wind, sell the compute $AIB → Newly public via reverse merger, began trading NYSE American under $AIB on March 17, 2026  → Q1 revenue $4.9M, up 9% YoY — but swung to a net loss as energy costs crushed gross margin to ~12% from 27%  → Signed LOI of over $400M for a 20 MW AI infrastructure deployment  — massive if it executes → Two material weaknesses disclosed in internal controls — early-stage governance risk  → $71M market cap — pure speculative micro-cap at this stage Not financial advice.

@investmentguru_May 22, 2026 · 12:02 AM

NeoCloud is another strong sector today as AI infrastructure names continue to attract buyers, strong AI demand and growing need for compute power are keeping momentum alive in data center, cloud and energy related plays. $IREN $CIFR $NBIS $CRWV $KEEL $BTDR $SLNH

@investmentguru_May 20, 2026 · 10:57 AM

AI infrastructure $NBIS $IREN $CIFR $CRWV $WYFI $HIVE $KEEL $DGXX $SLNH $BTDR AI infrastructure is starting to look like a multi-layered trade, not just a single “AI chip” story anymore. The rotation is moving from pure GPU names into the full stack — compute, mining-to-AI conversion, energy, and neo-cloud capacity — where bottlenecks are shifting toward power, deployment speed, and data center scaling.

@investmentguru_May 18, 2026 · 11:52 PM

5 play I am Swinging 🔥 $TE — T1 Energy. US domestic solar manufacturer. Q1 revenue more than tripled to $177.6M, crushing the $95.5M consensus. EPS loss of $0.08 vs $0.11 expected. Stock ripping after Situational Awareness LP disclosed a fresh 10M share stake, joining names like Renaissance, Two Sigma, and BlackRock accumulating. 2026 production guidance maintained at 3.1–4.2 GW. Still burning cash, but momentum and institutional interest are building. High vol, high reward. $HIVE — Bitcoin miner evolving into an AI infrastructure story. Ran 40% after announcing a C$3.5B AI gigafactory project in Toronto through BUZZ HPC. 320MW planned capacity with 100,000+ GPUs. No longer just tied to BTC mining — AI narrative gaining traction. Watching continuation. $KEEL — Small cap HPC + Bitcoin mining infrastructure play. Low float, high volatility, early-stage setup. Covered by HC Wainwright. Can move aggressively with sector momentum, so position sizing matters. $SLNH — Soluna Holdings. Renewable-powered compute infrastructure. Combines wind energy assets with Bitcoin mining + AI HPC operations. Recent resale registration created selling pressure and overhang, but operationally the story remains interesting. Needs careful level watching. $VIVO — VivoPower PLC. Sovereign AI data center infrastructure play. Norway facility powered by ultra-low-cost renewable hydro energy. Positioned for AI neocloud and hyperscaler demand. Still under the radar — major tenant/news catalyst could change sentiment quickly. Not financial advice.

@thevalueistMay 18, 2026 · 1:15 PM

$KEEL https://t.co/tFA4HgqSuW

@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.

@investmentguru_May 18, 2026 · 11:18 AM

$NBIS $IREN $CIFR $CRWV $KEEL $SLNG $DGXX $BTDR NeoCloud / AI infrastructure could be the next massive sector to concentrate on. Everyone talks about AI software, but the real bottleneck is becoming: ⚡Power 🖥️ Compute 🏗️ Data Centers 🔌 Infrastructure These companies are building the backbone for the AI boom. As AI demand explodes, hyperscalers and enterprises will need more compute capacity, energy and infrastructure at scale. The next big winners may not be the apps… but the infrastructure powering them

@blackpanthercapMay 18, 2026 · 11:16 AM

🚨Leopolds 13F is out now: It’s obvious that data centers, AI and energy is still the theme here. With AI Datacenters as the core theme: He added to $IREN $KEEL $CLSK $APLD $CRWV Stay patience. Know what you hold. -BP Not financial advice.

@investmentguru_May 15, 2026 · 12:04 AM

$NBIS $CIFR $IREN $CRWV $VIVO $SLNH $KEEL NeoCloud has quietly become one of the strongest sectors in the market over the last 2 days. The amount of bullish call flow printed today across the space was massive and clearly shows institutions are positioning aggressively here. Names tied to AI compute, hosting, data center expansion, and cloud infrastructure are seeing strong momentum as capital rotates into the next high-growth theme. If this momentum continues, it feels like this move is only getting started and we could see another powerful leg higher across the sector.

@investmentguru_May 13, 2026 · 5:36 PM

$NBIS $CRWV $SLNH $KEEL Neocloud look good https://t.co/TCV0dTbQ0b

@investmentguru_May 11, 2026 · 11:21 PM

Lots of runners in my portfolio today $NBIS $TSLA $QS $MU $AAOI $RKLB $DGXX $KEEL and many more. When you stay patient with high conviction names, the market eventually rewards you. Great day in the market. 📈

@investmentguru_May 11, 2026 · 10:33 AM

$DGXX $SLNH $SATL $SIDU $LWLG $POET $BB $KEEL $KOPN $VLN $GCTS $SHMD $ASTI $BLNK $ABCL $SIVEF Some good-looking small cap and early-bet setups in this market right now. A mix of Space, photonics, AI infrastructure, biotech, energy, EV, and speculative tech names starting to show improving momentum and accumulation. Still a high-risk area of the market, so position sizing and patience matter, but selective small caps continue to outperform when momentum returns.

@investmentguru_May 7, 2026 · 11:00 AM

10 stocks with better setup. $QS – solid-state battery beat, defense pivot $BB – QNX royalty backlog, EV & naval wins $DGXX – $1.1B Cerebras AI data center deal $KEEL – infrastructure watch $SLNH – Renewable AI compute, $SERV – pure-play delivery robot stock $SATL – sovereign defense contracts, Merlin constellation $SOUN – agentic voice AI entering robotics $FABC – MicroLED optical interconnects, 2 major chipmaker NDAs $EOSE – zinc battery + AI power demand Batteries. Robots. Space. Photonics. AI infra. The next wave is loading Not financial advice.

@investmentguru_May 5, 2026 · 1:06 AM

Nice move across this play today $IREN +8% $NBIS +14% $CRWV +5% $CIFR +5% $KEEL +5 %

@investmentguru_May 5, 2026 · 12:59 AM

$BTC is setting up well here. The path toward $84K–$86K is opening if momentum continues and buyers stay in control. Watch $HOOD $GLXY $MARA $CLSK $IREN $CIFR $KEEL $DGXX can move too https://t.co/zMkErdzLG9

@investmentguru_May 3, 2026 · 6:06 PM

THE NEOCLOUD SECTOR $CRWV $IREN $NBIS $CIFR AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the market: Neoclouds (GPU-as-a-Service) The second-order AI trade. → Hyperscalers ($AMZN $MSFT $GOOGL) are expected to spend $630B–$700B in capex in 2026 → Compute demand keeps accelerating → GPU shortages remain real → Neocloud providers fill the capacity gap LEADERS $CRWV • $66.8B backlog • $12B–13B+ 2026 revenue guide • Dominant player • Heavy leverage (~$20B–30B debt) $NBIS • $46B+ combined Microsoft + Meta contracts • Targeting $7B–9B ARR by end of 2026 • Nvidia-backed • One of the fastest growers $IREN • 150K Nvidia B300 GPU target • $3.7B+ annualized AI cloud revenue target • $9.7B Microsoft contract CRYPTO → AI CONVERTERS $CIFR • $3B Google-backed hosting deal • ~65% forward revenue growth $APLD • ~52% forward revenue growth • High volatility, high upside $CORZ • HPC transition in progress • Revenue mix improving $DGXX 
• Emerging AI data center infrastructure name
• Early-stage exposure to neocloud expansion
• High-risk/high-reward setup SPECULATIVE SMALL CAPS $KEEL • Bitfarms’ AI infrastructure pivot • Fresh US re-domicile • HPC leasing model emerging $SLNH • Renewable-powered compute • AI deployment planned for 2026 • Small cap, high risk $NUAI • 1GW+ hyperscale campus in Texas • $290M credit facility secured • Pre-revenue development play THE BIG THESIS → Inference demand could dominate AI workloads by 2030 → GPU scarcity keeps pricing power elevated → Hyperscaler earnings strength supports sector demand Tier 1: $CRWV $NBIS $IREN Tier 2: $CIFR $APLD $CORZ Tier 3: $KEEL $SLNH $NUAI This sector could be one of the biggest wealth creators of the AI cycle. Not financial advice.

@investmentguru_Apr 30, 2026 · 6:21 PM

Lots of small cap runners today. $BLN $SLNH $KOPN $KEEL $SERV $QS $BYND $SPIR $RUM $LWLG $ALMU

@investmentguru_Apr 23, 2026 · 3:03 PM

NeoCloud Today $IREN $CIFR $NBIS $KEEL $DGXX

@investmentguru_Apr 16, 2026 · 11:15 AM

Neocloud is quietly shaping up to be one of the most important emerging themes in this market — the next phase of AI infrastructure beyond hyperscalers. Unlike traditional cloud, neocloud players are focused on AI-native compute, decentralized capacity, and high-performance workloads, targeting the growing demand from model training, inference, and edge AI. Stocks to keep on watch in this space: $NBIS $IREN $CIFR $DGXX $KEEL $NUAI $SLNX This is where things get interesting — many of these names are still under the radar, low float, and capitalizing on GPU scarcity + power constraints, which creates the perfect setup for sharp moves when demand spikes. We’ve already seen what happened with early AI infra plays… neocloud could be the next wave. Smart money watches early.

@investmentguru_Apr 15, 2026 · 11:14 AM

NeoClouds & AI Infrastructure — The Backbone of the AI Revolution $IREN $NBIS $CIFR $DGXX $KEEL