KEEL
Keel Infrastructure Corp. Common Stock
stock NASDAQ

Their thesis is our reality. AI is here and it’s CAPEX is going through a super cycle and not slowing down for a couple more years minimum. The problem with AI expansion and the big tech companies face is that they cannot build out AI infrastructure fast enough. Some companies are literally sitting on a fortune’s worth of hardware that they can’t employ because of the power/grid bottle neck. This is exactly why former crypto mining juggernauts pivoted and repurposed their facilities for AI/HP hardware and use. Then they got deals with the tech giants to rent or lease the space. The miners already had the contracted MW, some even over a GW and were using it to run miners all day every day. They needed a ton of power access, consistently runs, and cooling systems already to run their miners. Instead of plugging in the bitcoin miners they took 5-10x the amount of money they could’ve got in Bitcoin revenue from big tech companies. IREN, Cipher, Hut 8, Core Scientific. They retake quick with one solid deal. It’s not even close to over yet. Yesterday they released their quarterly reports and the CAPEX allocated is unfathomable. The Infrastructure companies and the ones with guaranteed MW/GW already functioning are the winners. Power is the bottleneck and KEEL has a beautiful portfolio addressing big tech’s needs and big tech has never had as much money as now to spend on it.

This is the thesis of KEEL Infrastructure. If you’ve come to the same conclusion they did, I have as well, that’d be your pick all day every day rn.

Their thesis is our reality. AI is here and it’s CAPEX is going through a super cycle and not slowing down for a couple more years minimum. The problem with AI expansion and the big tech companies face is that they cannot build out AI infrastructure fast enough. Some companies are literally sitting on a fortune’s worth of hardware that they can’t employ because of the power/grid bottle neck. This is exactly why former crypto mining juggernauts pivoted and repurposed their facilities for AI/HP hardware and use. Then they got deals with the tech giants to rent or lease the space. The miners already had the contracted MW, some even over a GW and were using it to run miners all day every day. They needed a ton of power access, consistently runs, and cooling systems already to run their miners. Instead of plugging in the bitcoin miners they took 5-10x the amount of money they could’ve got in Bitcoin revenue from big tech companies. IREN, Cipher, Hut 8, Core Scientific. They retake quick with one solid deal. It’s not even close to over yet. Yesterday they released their quarterly reports and the CAPEX allocated is unfathomable. The Infrastructure companies and the ones with guaranteed MW/GW already functioning are the winners. Power is the bottleneck and KEEL has a beautiful portfolio addressing big tech’s needs and big tech has never had as much money as now to spend on it.

This is the thesis of KEEL Infrastructure. If you’ve come to the same conclusion they did, I have as well, that’d be your pick all day every day rn.

Let's gooo $KEEL my babe, we need to recover that $3 level

KEEL me, please KEEL me now

RGTI or QBTS. KEEL is also up there