Keel Infrastructure. Every tracked FinTwit mention of $KEEL, newest first. 252 mentions since the first on Feb 10, 2026. See the price chart.
July 2026 · 22 mentions
Jul 17
InvestmentGuru — NeoCloud Capitulation?
$NBIS
$CRWV
$CIFR
$IREN
$APLD
$BTDR
$HIVE
$KEEL
$DGXX
NeoCloud continues to show signs of capitulation as selling pressure remains intense and every bounc…↗
Jul 15
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
Jul 15
Dustin — $KEEL even CLSK signed a deal!! They got into hyperscaling after us! Ben get your thumb out your ass and get 1 deal inked..
@CaptainKeel↗
Jul 13
Dustin — $KEEL August, September, and October are going to be great months for Keel. Hoping to see all 3 contracts signed in the next 90 days. Earnings call can't come fast enough. Also sho…↗
Jul 10
Midas — Here are the top stocks I found using @asymmetrix_xyz:
$NVDA
$SIVE
$NBIS
$IREN
$CIFR
$WULF
$KEEL
Follow me for more.↗
Jul 10
Jason Luongo — @machines_sad Im actually a big fan of $KEEL↗
Jul 9
Dustin — $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↗
Jul 9
Midas — $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.↗
Jul 9
Midas — $KEEL controls 2.2 gigawatts of power across Pennsylvania, Washington, and Quebec.
Grid interconnections already in place.
That's it. That's the asset.↗
Jul 8
InvestmentGuru — NeoCloud is one of the strongest sector today.
$IREN
$NBIS
$CIFR
$CRWV
$KEEL
$APLD
$WYFI https://t.co/iP9hTZlDm6↗
Jul 7
AlmaCap — Lots of names getting brutally wiped out across the market today, Samsung Preferreds outperforming most AI picks as expected…
> Extremely defensive position, with the FY27 PE mult…↗
Jul 7
Jason Luongo — 2. $KEEL - Keel Infrastructure
Formerly Bitfarms. Pivoted from Bitcoin mining to pure-play AI data center developer. 2.2GW of utility capacity across Pennsylvania, Washington, and…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
Black Panther Capital — Cerebras just said the quiet part out loud on their first earnings call as a public company. CEO Andrew Feldman said the biggest constraint on AI growth is no longer chip supply or…↗
Jul 6
mon — You can reduce your risk when investing in AI data centers by buying an ETF or by following Leopold Aschenbrenner's approach. He spreads his investments across multiple AI infrastr…↗
Jul 5
Michael | Hypermarkets — Leopold Aschenbrenner turned $250M into $6B bought $BE in 2025 at less than $100.
Remember, AI's bottleneck isn't just $NVDA chips and $MU memory. It's also power, land and grid a…↗
Jul 5
InvestmentGuru — The recent selloff in NeoCloud and AI infrastructure stocks has created some of the most attractive buying opportunities for long-term investors.
My watchlist:
$NBIS
$CIFR
$CRWV…↗
Jul 5
CK Capital — @Billions777888 I really like $VIVO, it’s not talked about enough.
Also like $KEEL↗
Jul 1
AlmaCap — 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 20…↗
Jul 1
Jason Luongo — 6. $KEEL - Keel Infrastructure
Keel Infrastructure is the AI-and-power pivot of the former Bitfarms, now sitting on a 2.2 GW development pipeline with grid interconnections alread…↗
June 2026 · 104 mentions
Jun 30
Jason Luongo — @eddielee21 I agree. I really like $KEEL↗
Jun 30
Jason Luongo — 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 dat…↗
Jun 29
CK Capital — 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 $…↗
Jun 29
InvestmentGuru — $KEEL
Keel Infrastructure joins Russell 3000 index
May 2026 · 86 mentions
May 31
mon — 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↗
May 31
Wolf Capital — @itsmichaelluu Leopold is no joke. I actually got a starter position on $KEEL too, need to get some leaps.↗
May 31
Michael | Hypermarkets — It's September 2026, stocks I bought under $20 and they exploded 1000%
1. $KEEL – Former Bitfarms. 2.2 GW pipeline. Hyperscaler leases incoming. Cheapest GW-scale AI land play (Le…↗
InvestmentGuru — Lots of small cap runners today.
$BLN
$SLNH
$KOPN
$KEEL
$SERV
$QS
$BYND
$SPIR
$RUM
$LWLG
$ALMU↗
Apr 30
Dustin — $KEEL For those that don’t know Wayne Duso… He became a board member Aug, 18. Prior to Keel he was Vice President, Engineering and Product at Amazon Web Services. He spent 12 years…↗
Apr 30
Dustin — $KEEL "Keel Infrastructure has an analyst consensus of Strong Buy, with a price target consensus of $4.47, representing a 48.5% upside. In a report issued on April 26, Chardan Capi…↗
Apr 30
Dustin — $KEEL Keel Wins Zoning Approval for AI Data Center Expansion at Former Bitcoin Mine.
Great step toward building and hiring! https://t.co/B02803stW2
March 2026 · 1 mention
Mar 30
InvestmentGuru — @DarkEMP96414129 $BITF is no longer a Bitcoin miner — it’s becoming Keel Infrastructure ($KEEL) - a clean U.S. infrastructure company with 2.1 GW of power, hyperscaler-adjacent Pe…↗
February 2026 · 2 mentions
Feb 13
Wayne Liang — $BITF / $KEEL looking great on the Daily, and Weekly is in the same boat as $IREN & $CIFR - gradually picking up. Safest entry would be to wait for the Weekly to flip! https://…↗
Feb 10
Wayne Liang — Want to make $1 Million this year?
Take advantage of pullbacks.
And add these to your watchlist:
$IREN is a $100 company, trading at $45.
$CIFR is a $50 company, trading at $18.…↗
InvestmentGuru — @imariholt Fair point — and I completely agree, the average investor shouldn’t be running 20-30 positions. This portfolio exists for a specific purpose: to track, analyse and shar…↗
Jun 26
InvestmentGuru — NeoCloud pullback = gift for those who missed the run
After an impressive YTD run, profit-taking is completely normal. This is how markets work. The thesis hasn’t changed.
What…↗
Jun 24
Michael | Hypermarkets — $BE was losing $200,000,000 every year before spiking 3200% from $10.
Right now, there's 4 stocks setting up exactly the same:
1. $TE target $110+
AI power buildout burning cash…↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
mon — $KEEL +5.61% & currently trending on Stocktwits. 👀 https://t.co/7uXGjN8tFJ↗
Jun 24
BULL OF BRITAIN — $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…↗
Jun 24
Dustin — $KEEL My guestimates:
1. June 15th - KEEL employee blackout period started
2. June 26 - Russel 2000/3000 index post market close 3. June 30 - Tuesday, first deal is signed follow…↗
Jun 23
mon — These are my favourite stocks across the themes I believe have the strongest tailwinds over the next decade:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memo…↗
Jun 23
InvestmentGuru — NeoCloud continues to be one of the strongest sectors in the market.
$CIFR
$KEEL
$BTDR
$NBIS
$IREN
$CRWV↗
Jun 23
Michael | Hypermarkets — @sunnyoasis I really like $TE $KEEL $POET when they go on sale to add! Thanks for commenting and resharing. This means alot.↗
Jun 22
BULL OF BRITAIN — I gave you $KEEL and $CRDO - both up +75% in one month.
$SMTC is next. https://t.co/ToJWF7Ai9t↗
Jun 22
CK Capital — $KEEL hits 52 week high.
Does someone know something?
Deal imminent? https://t.co/DFYezLnYF5↗
PhotonBull — $KEEL catching up to the Canadian market in US premarket trading
Seems like it's holding for now
Let's see what the market open does https://t.co/SXXEIeZ2Fk↗
Jun 22
CK Capital — In the last 4 months I gave you all these plays and you still aren't following???
$CRDO $95 to $270
$NBIS $80 to $290
$PENG $34 to $72
$AMPG $3 to $9
$KEEL $3 to $6.50
$DRAM $30 t…↗
Jun 22
BULL OF BRITAIN — My port today
$Mirae - 12%
$Mini-max - 23%
$Hynix - 6%
$SMTC - 10%
$PENG - 9%
$KEEL - 5%
Good week so far (not even opened yet)↗
Jun 22
mon — Two stocks in my portfolio that are leading the pre-market:
> $KEEL +5.41%
> $PENG +7.22% https://t.co/wiey2Dk8pa↗
Jun 22
Dustin — $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↗
Jun 20
PhotonBull — @WWTorell Not passing on them. I like $KEEL but $IREN $NBIS $CRWV are the big 3 in FinX for the last year, so wondering if there is an opportunity in IREN with NBIS tripling this y…↗
PhotonBull — Some nice moves in Europe too where $LPK was up 13%
$MDA $MDA.TO was up 6% on an acquisition announcement in canadian trading too
Other than $KEEL $LPK $MDA, seems like it was a…↗
Jun 19
PhotonBull — Wow, it seems like Canada was focused on one stock today while the US markets were closed
$KEEL up 12.33% on the day after a pretty nice run this year so far
The current close in…↗
Jun 19
mon — $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 p…↗
Jun 19
CK Capital — $KEEL is up over 17% on the CAD market. https://t.co/xUXt1pBQZ8↗
Jun 19
InvestmentGuru — NeoCloud — THE AI COMPUTE LAYER ISN’T SLOWING DOWN
The “neocloud” trade — power + GPUs + data centers monetized as AI compute — keeps printing fresh catalysts. Here’s why the sect…↗
Jun 18
mon — What a great day. 🔥
- $ENHA & $HIMS +11%
- $OUST smashed it +14%.
- $ASTS / $IREN time will come.
- $SMR my fav nuclear stock +13%.
- $PENG +12%, $NUAI +9% & $KEEL +5%.
S…↗
Jun 18
Dustin — $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 me…↗
Jun 18
InvestmentGuru — My subscriber-only portfolio is live and here’s the proof:
$SIVEF +250.34% | $HYLN +76.91% | $BB +60.55% | $KEEL +53.08% | $RDW +51.96% | $VLN +51.33% | $TE +41.25% | $NOK +41.12%…↗
Jun 17
InvestmentGuru — NeoCloud could be one of the defining growth themes of 2026.
$NBIS $CRWV $APLD $IREN $CIFR $DGXX $HIVE $KEEL
Demand for AI compute, cloud infrastructure, and high-performance n…↗
CK Capital — $KEEL is flying rn. https://t.co/tiV3AWAPKM↗
Jun 16
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
$NBIS
$CRWV
$CIFR
$IREN
$HIVE
$KEEL↗
Jun 16
Michael | Hypermarkets — 2 years ago, I called out $ASTS
at $2. It spiked 6500% to $130+
My target for $SPCX is at least $1000+ in 2027.
Right now, $MU is the most obvious play. Its earnings is on June…↗
Jun 16
Dustin — $KEEL someone needs to apply for this job and get some more info 🤣
Keel Infrastructure (formerly known as Bitfarms) is making steady progress with its project in Moses Lake, Wash…↗
InvestmentGuru — NeoCloud remains one of the most compelling growth sectors in the market.
As AI adoption accelerates, demand for cloud infrastructure, GPU compute, data centers, networking, and p…↗
Jun 15
Wayne Liang — Neocloud rally incoming...
It'll be even more aggressive this time.
> Just had a reasonable (and healthy) pullback the last couple of weeks
> Received many more catalysts, inclu…↗
Jun 15
Jason Luongo — 7. $KEEL - Keel Infrastructure
Formerly Bitfarms. Rebranded and redomiciled to the U.S. in April 2026 to pivot from Bitcoin mining to AI data center infrastructure. 2.2GW power pi…↗
Jun 15
Michael | Hypermarkets — $SPCX is trading at $167 can hit $800-$1000+ in 2 years.
Here's 12 stocks under $12 that will do exactly the same:
1. $TE ~$9.00
Leopold's highest-conviction pick, AI infrastruct…↗
Jun 15
InvestmentGuru — NEOCLOUD AI INFRASTRUCTURE — TOP 5 WATCHLIST
$NBIS
Former Yandex spin-off, pure-play AI cloud/GPU infra
Aggressive datacenter buildout across Europe + US, key NeoCloud re-rating…↗
Jun 15
InvestmentGuru — NeoCloud is one of my highest-conviction themes for 2026.
$NBIS
$IREN
$CIFR
$CRWV
$HIVE
$KEEL
$DGXX
As AI workloads explode, demand for power, compute, data centers, and cloud in…↗
Jun 14
InvestmentGuru — NeoCloud next biggest sector to concentrate on.
$NBIS – Pure AI infrastructure play
$CRWV – Fast-growing hyperscale cloud provider
$IREN – AI/HPC data center expansion
$BTDR – Sca…↗
Jun 13
PhotonBull — $KEEL remains one of my favorite datacenter plays↗
Jun 13
CK Capital — $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…↗
CK Capital — $KEEL is back over $6
Would love for a deal to be announced soon. https://t.co/gcDSCJ1TMn↗
Jun 12
Jason Luongo — 5. $KEEL - Keel Infrastructure
Formerly Bitfarms, rebranded April 2026. 2.2GW power pipeline across Pennsylvania, Washington, and Quebec. Just closed $458M in new convertible fund…↗
Jun 11
Dustin — $KEEL Power Analysis interview tonight Ben asked by Anthony Power “‘are you as certain now as you were in early May that you will sign 3 leases this year?”
Ben answers “more”.
So…↗
Jun 11
Dustin — $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…↗
Jun 11
Dustin — $KEEL Ben Gagnon on interview with Power Analysis said that enterprise customers are paying more money for lease than hyperscaler and that labor to build projects is abundant in Pe…↗
Jun 10
AlmaCap — $AAOI, everyone posting that they are adding, I already have a healthy position so why am I getting mimetic desire for more?!?
Literally the bull cases for everything are insane,…↗
Jun 10
InvestmentGuru — NeoCloud remains one of the most important sectors to watch for the rest of the year.
$NBIS $IREN $CRWV $APLD $CIFR $KEEL $HIVE are all positioned around the same core theme — AI…↗
Jun 9
CK Capital — $KEEL wants to join the multibagger list too it looks like. https://t.co/4G7KYaAa5w↗
Jun 9
Dustin — $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.↗
Jun 9
mon — $KEEL - I am not a TA, but I believe the stock is heading to $10. https://t.co/Q5Fv8tyVZt↗
Jun 9
InvestmentGuru — 10 Higher-Risk, Higher-Reward Stocks On My Watchlist
$AMPG
$HYLN
$KEEL
$ASTI
$CPSH
$TE
$VIVO
$HIVE
$VLN
$SIVEF
These are the names I’m watching for potential outsized returns ove…↗
Jun 9
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 / $SNDK at $3 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20…↗
Jun 8
BULL OF BRITAIN — My favourite asymmetries right now:
> $AAOI - Raised FY26 guidance to $1.1B+ with demand outrunning supply into mid-2027 on the 800G and 1.6T ramp, then sold off 12% on the prin…↗
Jun 8
AlmaCap — $SPCX, IKBR and every other broker keeps bombarding me with offers to participate in the IPO - I actually don’t mind the pricing but my spidy senses are telling me that demand and…↗
Jun 8
CK Capital — 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…↗
Jun 8
BULL OF BRITAIN — By the way, the alpha of $AMPG and $KEEL having ties to $NVDA / $AMZN is not publicly confirmed yet. Imagine what the algos do when it is.↗
Jun 8
CK Capital — Insane find here for $KEEL
Here is the guy who I believe was first to post it. @Billions777888
$KEEL x $AMZN coming??? https://t.co/h2a0DMrVDX↗
Jun 8
PhotonBull — Holy what a great find on $KEEL
@Billions777888 thanks for sharing!↗
Jun 8
mon — $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↗
Jun 8
BULL OF BRITAIN — There is no way the three stocks I was spam posting about this weekend, are the 3 biggest winners of the reversal. $MRVL $AAOI $KEEL
Sometimes I surprise myself. https://t.co/eq5…↗
Jun 8
Kevin Maro — Looks like Amazon $AMZN is likely the tenant for $KEEL’s Moses Lake Data Center👀 Unconfirmed until we get the PR though.↗
Jun 8
Dustin — $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:
Way…↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
CK Capital — Friday gave us some of the most amazing buys.
$NOK at $15
$NBIS at $200
$CRDO at $200
$HOOD at $80
$KEEL at $5
$AAOI at $170
$LITE at $850
$PENG at $55
$ADEA at $28
And many more…↗
Jun 6
Michael | Hypermarkets — Everytime there is massive crash in June, $SPY recovers at 30% 1 year later.
Here's 12 stocks under $20 that can easily 10x-20x:
1. $TE — T1 Energy
Aschenbrenner's AI infrastruct…↗
Jun 5
CK Capital — Will we get a deal on livestream??
$KEEL↗
Jun 5
Jason Luongo — 8. $KEEL - Keel Infrastructure
Formerly Bitfarms, rebranded April 2026. 2.2 GW power pipeline across Pennsylvania, Washington, and Quebec. $588M in convertible funding secured for…↗
Jun 5
Dustin — $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 e…↗
Jun 5
InvestmentGuru — $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…↗
Jun 4
CK Capital — 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.…↗
Jun 4
BULL OF BRITAIN — 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↗
Jun 4
Midas — I called $BITF / $KEEL at $2.87 for a +109.4% gain.
Posting my next trade on my FREE discord (40k+ members).
Join here:
https://t.co/RmuXXkPCj6 https://t.co/x6nAzjam1r↗
Jun 4
Dustin — $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'…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Wolf Capital — Always more plays, honestly, I don’t like trading very much and am more inclined to deep dive into a few companies and not diversify, that’s really how I built my wealth.
I will…↗
Jun 3
Wolf Capital — 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…↗
Jun 3
CK Capital — $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 anticipa…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Jun 3
Dustin — $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 bill…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Jun 2
InvestmentGuru — NeoCloud is emerging as one of the strongest sectors in the market.
The AI race isn’t just about chips anymore. The real bottleneck is compute, power, networking, storage, and dat…↗
Jun 2
Dustin — $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 m…↗
Jun 2
Midas — $HIVE
$RIOT
$TE
$APLD
$IREN
$BTDR
$KEEL
$CLSK
$WYFI
$PSIX
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 2
Kevin Maro — I've initiated a position in $IREN in the overnight markets.
A few hours ago, Google just told the world something important:
Demand for AI compute infrastructure has reached a s…↗
Jun 2
Wolf Capital — 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↗
Jun 2
Michael | Hypermarkets — 2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL…↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
mon — What a day.
- New stocks $NOK +9.64% & $AAOI +17.18%.
- $NUAI smashed it +18.24%. 🔥
- $PENG & $KEEL +7%. $FIVN +8%.
- $SMR & $IREN day is coming.
- $OUST taking a bre…↗
mon — $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↗
Jun 1
CK Capital — 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 e…↗
Jun 1
Dustin — $KEEL Wulf now has a 13 billion MC! We are sitting at 3.5 billion. And 3 signed leases matches Cipher and Wulf. And when their contracts are bigger and better, they are going to f…↗
Jun 1
Dustin — $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…↗
Jun 1
Dustin — $KEEL: Leopold Aschenbrenner Is Buying This Stock https://t.co/pR5XUg4NdF↗
Jun 1
InvestmentGuru — Fifteen setups. Different risk profiles, different timelines, different catalysts.
$BB — BlackBerry pivoted hard into cybersecurity and automotive software (QNX). The embedded OS…↗
mon — $KEEL - The CEO is confident on getting 3 leases signed this year. https://t.co/tNS1KybMIC↗
May 29
mon — $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% intra…↗
May 29
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
May 29
Dustin — $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↗
May 29
Dustin — Power is the bottleneck.
$KEEL: 2.2 GW pipeline across PA, WA, Quebec (~771 MW energized/secured, plus 750 MW Scrubgrass study with FirstEnergy). Powered shell colo focus = cleane…↗
May 28
Dustin — I found the next hidden AI bottle neck stock like $SIVE at $1 / $MU at $100 and no one is talking about.
Just like I called
$NBIS at $20
$ONDS at $1
$ASTS at $20
$IREN at $2.8…↗
May 28
Dustin — $KEEL Like if you agree👍 https://t.co/0II1FVC2e5↗
May 28
InvestmentGuru — THE NEOCLOUD SUPERCYCLE IS ACCELERATING
The smartest money in AI just made its move — and the signal is impossible to ignore.
Leopold Aschenbrenner’s Situational Awareness fund —…↗
May 27
mon — What a great day today.
- $IREN is heading to all time high +13.48%.
- A deal with Anthropic is anytime now.
- New stock I bought recently $KEEL +7.31%.
- Another stock bought re…↗
May 27
CK Capital — Did you listen? $KEEL https://t.co/e3ubgYeUlR↗
May 27
Dustin — $KEEL Pennsylvania fast track Sharon on the list https://t.co/hurLibqxLL↗
May 26
Dustin — $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 beg…↗
May 25
mon — $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 com…↗
May 25
InvestmentGuru — 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
☁️ G…↗
May 25
PhotonBull — The constraint on AI is no longer models or chips, it is power and the buildings to put them in. Hyperscaler capex keeps climbing, inference demand is compounding, and grid connect…↗
May 23
CK Capital — This month has been insane for callouts.
We are big green on.
$BB
$NOK
$PENG
$KEEL
$AMPG
$INFQ
$OPTX
$HLIT
$DRAM
$NBIS
All of these are up anywhere from 10% to over 100%.
This…↗
May 23
InvestmentGuru — 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 infrastructu…↗
May 22
Dustin — I may have just found the next 10x stock like $SNDK / $MU and no one has talked about it yet.
Just like I found:
$ONDS at $1
$NBIS at $20
$RKLB at $16
$IREN at $2.80
$KEEL at $1.2…↗
May 22
Dustin — 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 G…↗
May 22
InvestmentGuru — 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 dat…↗
May 20
InvestmentGuru — 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” stor…↗
May 19
Dustin — $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 progr…↗
May 18
InvestmentGuru — 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 expecte…↗
May 18
CK Capital — Stocks I think are deeply undervalued right now and will re rate.
My conviction list.
$PENG — $48. NASA. US Air Force. US Navy. $NVDA and $AMD partner. Photonic memory optionali…↗
May 18
Michael | Hypermarkets — There's a stock under $20 that will explode 2000% exactly $BE did.
We're really early. Leopold Aschenbrenner bought it in his 13F.
Let me explain what $CLSK does first.
AI re…↗
TheValueist — $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…↗
May 18
CK Capital — $KEEL continues to fly. https://t.co/A3vDTAaWNs↗
May 18
Michael | Hypermarkets — 🔵 BOUGHT MORE (doubling down on physical AI infrastructure)
$SNDK NAND storage is the new bottleneck
$CRWV GPU cloud, 8GW target by 2030
$APLD HPC data centers, $7.5B lease sig…↗
May 18
InvestmentGuru — $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 bot…↗
May 18
Black Panther Capital — 🚨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 $CRW…↗
May 18
Dustin — $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…↗
May 18
Dustin — $KEEL It's kind of uncanny how similar KEEL and APLD are. It feels like KEEL took a page from APLDs playbook. A good thing. They seem to be following the same blueprint for success…↗
May 18
Dustin — $KEEL 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…↗
May 15
CK Capital — $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 i…↗
May 15
Dustin — $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 Dec…↗
May 15
InvestmentGuru — $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 tod…↗
May 14
CK Capital — $KEEL is now up almost 60% on the month and 50% since i called it out.
Still seems undervalued compared to peers.
One deal and this thing will fly. https://t.co/8yWWXTVw2W↗
May 14
Dustin — $KEEL: If the market fully understood what just happened today, we would be trading at $10.↗
May 14
Dustin — $KEEL The contracts signed in the coming months are going to be 🔥.
Everything is pointing to over $200 kw per hour. Nothing really available for the rest of year outside a handf…↗
May 14
Dustin — $KEEL In a report released today, from B. Riley Securities maintained a Buy rating on Keel Infrastructure,with a price target of $6.00. https://t.co/EogQl5SUGZ↗
May 14
Dustin — $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 hype…↗
InvestmentGuru — $NBIS
$CRWV
$SLNH
$KEEL
Neocloud look good https://t.co/TCV0dTbQ0b↗
May 13
Dustin — $KEEL Most data center builders are hated by the community. Keel intends to be a loved, vital part of the community. I think it's great. https://t.co/iLSKOlYexy↗
May 13
Dustin — $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 im…↗
May 12
Dustin — $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 y…↗
May 12
Dustin — $KEEL Both firms issued Buy ratings and significantly increased their price targets.
HC Wainwright: raised from $3.70 → $5.50 (Buy)
Alliance Global Partners: raised from $5 → $8…↗
May 11
InvestmentGuru — 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 eventua…↗
May 11
CK Capital — 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↗
May 11
Dustin — $KEEL remember one thing. Trade stock is like trading the future outlook of the company. The price that you see right now is the market probably price in. The market sentiment doe…↗
May 11
Dustin — $KEEL ready for recent high now. What a reversal to reclaim $4↗
May 11
Dustin — $KEEL Where are the idiot cry babies now? Complaining that Ben doesn't know what he is doing and earnings sacked. Actually everything is looking very nicely with permitting and lea…↗
May 11
InvestmentGuru — $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…↗
May 11
Dustin — $KEEL According to an informative source, Google AI, in almost all recent cases, contracts were signed well before construction was completed or even before work began. These are c…↗
May 9
Dustin — $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…↗
May 8
Dustin — $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 r…↗
May 8
Dustin — $KEEL Sharon remains scheduled to break ground in October
Sharon Planning Commission includes data centers in proposed zoning ordinance https://t.co/1BYYD1fx8i↗
May 7
amit — @__Manny_ I have been looking at $KEEL, still doing some DD!↗
May 7
InvestmentGuru — 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 – infrastruc…↗
May 7
Dustin — $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.↗
May 7
Tradable Astronaut — The Aion Index just got an upgrade.
Top 40 & Top 60 views are now live.
That means you can start tracking names as they climb the ranks before they ever crack the top 20.
Earlie…↗
May 7
CK Capital — After the huge run up from many of these stocks, $KEEL is still insanely undervalued compared to peers.
$KEEL is up 35% this week and is still the cheapest AI infrastructure play…↗
May 6
AlmaCap — $KEEL, have opened a small position based off initial research. Will share thesis in due course.↗
May 6
CK Capital — $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. Thi…↗
May 6
CK Capital — DCA all the way down from my original position to the dip below $3.
Safe to say I did well.
When $KEEL gets its first deal this stock will go nuclear. https://t.co/XFt6ohHISw↗
May 6
Dustin — $KEEL I'm actually glad we didn't sign any contracts last year. The market is red hot and only getting stronger. Once again Ben did his homework.↗
Wayne Liang — How to become a millionaire in 2026...
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (ran ~1700%)
$IREN at $6.30 (ran ~1100%)
$CIFR at $3.01 (ran ~…↗
May 6
Dustin — $KEEL permit for panther creek approved https://t.co/Wu4W0OhvXx↗
May 6
Dustin — $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.↗
May 6
Dustin — $KEEL “The Transformation Of Bitcoin Mining Into AI Hosting: Opportunities And Risks”
KEEL highlighted as one of plays w most upside.
"I see KEEL as a smaller player, but with g…↗
May 5
InvestmentGuru — Nice move across this play today
$IREN +8%
$NBIS +14%
$CRWV +5%
$CIFR +5%
$KEEL +5 %↗
May 5
InvestmentGuru — $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…↗
May 4
CK Capital — Rough day for most stocks in my portfolio but these few are holding it up.
$NBIS up 16%
$DRAM up 6%
$KEEL up 5%↗
May 4
CK Capital — $KEEL making some moves with the big dogs today.
Still insanely undervalued here. https://t.co/9sdnMpGBwm↗
May 4
Dustin — $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…↗
May 3
InvestmentGuru — 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…↗
CK Capital — 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…↗
May 1
CK Capital — Adding to my $KEEL position today.
$KEEL is starting to get discovered by the Street and the coverage is just getting started.
Northland Securities initiated with a Buy rating an…↗
May 1
Dustin — $KEEL Northland Securities Initiates Keel Infrastructure(https://t.co/LQzQOL79Ah) With Buy Rating, Announces Target Price $7 https://t.co/b7NolOQCDw↗
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
Dustin — $KEEL There is another meeting over Sharon tonight. I'm liking all these meetings as it seems like things are beginning to pick up. This permitting is frustrating that it's taking…↗
Apr 28
CK Capital — Data center stocks are getting absolutely killed today.
$NBIS is down 7%
$CRWV is down 5%
$KEEL is down 8%
$APLD is down 7%
Watching all these closely for possible adds.↗
Apr 28
CK Capital — What's everyones favorite neocloud play?
$NBIS
$CRWV
$IREN
$WULF
$KEEL↗
Apr 28
Dustin — $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…↗
Apr 27
Dustin — $KEEL 🚨Chardan initiated coverage on Keel Infrastructure (NASDAQ:KEEL) with a Buy rating and a price target of $4.50. https://t.co/r2iFEiV1uW↗
Apr 27
Dustin — $KEEL got approval of their drafts to build a $5 Billion dollar data center.
Construction to begin in October.
Loading…….. https://t.co/9lyXJF9I3C↗
Apr 27
Dustin — $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…↗
Apr 27
Dustin — $KEEL Is Ben going to be the first CEO to put his foot down and demand more $$$ from the hyperscalers? Once the permits are approved, who’s really in the driver’s seat?
Supply and…↗
Apr 26
CK Capital — 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 hum…↗
Apr 25
CK Capital — 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 y…↗
Apr 24
CK Capital — The market seems to be waking up.
$KEEL https://t.co/Rjp8EctVZa↗
Apr 24
Dustin — $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 i…↗
Apr 24
Dustin — $KEEL is taking a true long-term approach to AI infrastructure.
Instead of chasing current Blackwell deployments, Panther Creek is purpose-built for NVIDIA’s upcoming Vera Rubin…↗
Apr 24
Dustin — $KEEL Great news! 💪
Data center ordinance approved in Nesquehoning.
Seems like it is now a done deal...except...for crossing the T's and dotting the I's....Maybe just needing th…↗
Apr 23
CK Capital — Pretty crazy to think about $KEEL and their price per watt compared to other AI infrastructure peers.
$KEEL is trading at roughly 70 cents per watt.
Here is the comparison:
$CR…↗
Apr 23
CK Capital — This is the life you and bro will be living in 2030 because you held these stocks with conviction.
$ASTS — $80 today → $1,500 by 2030
The only space-based cellular network connec…↗
Apr 23
CK Capital — 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 $BIT…↗
Apr 23
Wayne Liang — $KEEL (prev. $BITF) has been absolutely rocketing since 1D BDs came in. Up 68% since the first BD appeared. Currently sitting above resistance, curious to see if it closes above...…↗
CK Capital — Started a very small position this morning and glad i did.
What a day so far for $KEEL https://t.co/3RoMlpeg8r↗
Apr 22
Kevin Maro — @aleabitoreddit Thoughts on $KEEL ? been seeing a ton of flow↗
Apr 22
CK Capital — 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 Apri…↗
Apr 22
Dustin — $KEEL Keel Infrastructure Announces Closing of Paso Pe Sale https://t.co/6udxZEXv24↗
Apr 21
Dustin — $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…↗
Apr 20
Dustin — $KEEL Full length research and analysis on the gem of the $KEEL portfolio, Panther Creek, PA👇 https://t.co/VrCbhbxtHd↗
Apr 16
InvestmentGuru — 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, n…↗
Apr 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
$IREN
$NBIS
$CIFR
$DGXX
$KEEL↗
Apr 14
Dustin — $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 Br…↗
Apr 14
Dustin — $KEEL 5m shares purchased after hours, institutions loading up👀
supply and demand! Patience will pay. https://t.co/HIGJU51kZk↗
Apr 13
Dustin — $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 ther…↗
Apr 9
Dustin — $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. Secur…↗
Apr 7
Dustin — $BITF Time to update our symbol...
$KEEL Is Officially Trading Today! Featured On The Nasdaq Tower In Times Square! https://t.co/giROSUie4A↗