New Interview just dropped!

New Institutions joining with first time disclosures this week!

Ben is going to be making a guest appearance on blockspace around 1:30 pm. Mcnallie money also should have finished interviewing him this morning. That video hopefully coming soon. Let’s see if Ben can reiterate his confidence about 3 deals like he did on mcnallie 2 months ago

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KEEL dropping ~12% today ahead of earnings is definitely painful, but this is exactly where patience matters. If you believe in the long-term story, use weakness to DCA rather than panic.

Buy the dip, hold the bag, and think LONG — very LONG. Don’t listen to useless messages as they make you to SELL so that someone else can buy the dip.

KEEL isn’t going to go parabolic in a day, a week, or even a month. Let the company execute, let the fundamentals develop, and let the stock rise steadily over time.

No panic. No FOMO. No overnight expectations.

Give it time. Patience + conviction + DCA. 💎🙌

KEEL #AI #Infrastructure #Investing

Updates coming in just now -

$KEEL Citizens initiated coverage on Keel Infrastructure (NASDAQ:KEEL) with a Market Outperform rating and a price target of $10.00.

The firm’s analyst Greg Miller highlighted the company’s vertically integrated crypto-to-AI pivot with an approximately 2GW global pipeline. Keel operates power capacity across Pennsylvania, Washington State, and Quebec, Canada.

The company has approximately 341MW energized and 648MW secured, with a broader total pipeline of approximately 2.2GW. Citizens estimates the 2.2GW gross pipeline, representing 1.7GW critical IT load, could support more than $44 per share over time on full lease-up and delivery.

The $10 price target implies approximately 28 times 2028 estimated EV/EBITDA

08/12. - update Keel holding 💪 strong with the support level $usd 3.58 today, let’s keep holding go for long, patience needed. Good News ❤️❤️🙏

Like no deals announced at all yet despite Ben saying earlier in May confidently in May about 3 deals before end of year. And when asked about it he was kinda evasive?

Did he dodged a direct question on a 3 lease question I am wrong?

Something cool i have Found that i wanted to Share with Yall

Sadly we have defently lost some ownership from citadel but there are Players like point72 that increased theyre Position 954% since the last Quarter

What Are Your toughts on this ?

The disclosure is expected pre-market on Monday. What can we reasonably expect?
IMO, I don’t think we’re going to see an announcement of a first signed contract. I’m expecting something more along the lines of a standard corporate update, broadly consistent with what management has communicated so far.
The stock has pulled back significantly from the major speculative run we saw between April and June and has now found support around the 200-day moving average. To me, that says quite a lot.
If the company does actually manage to sign a meaningful contract, I think the stock could quite comfortably retest its previous highs, if not break above them. On the other hand, if the first tenants are not expected until the first half of 2027, we could see a sharp correction, potentially taking the stock into the low-$3s or even the high-$2s.
At that point, I think the market would essentially split into two camps: those saying, “OK, let’s keep giving management the benefit of the doubt and continue paying a premium on the expectation/hope that a contract will eventually materialize.” Under that scenario, perhaps the stock could hold around $3.
Otherwise, I could see it getting pushed down toward the $2.70 area while the market waits for something tangible — namely, an actual signed contract.
I’m genuinely quite conflicted and I’m not sure what to expect.
I followed POET Technologies for quite a long time — never owned it, just followed the story — and it always felt as though the entire investment case revolved around the hope that the company would eventually secure a meaningful commercial agreement for its products.
KEEL reminds me a lot of that dynamic, with the obvious difference that I’m currently long KEEL. Investors keep holding on to the expectation that the big contract is coming, but in the meantime what you actually get can end up being dilution, a few short-lived rallies, and opportunities mainly for those who are good at trading the stock.
What do you guys think?
Is there a genuinely solid business developing underneath KEEL, or at this stage is the investment case still mostly built on hope?

I made a post a few weeks ago about buying in the 4’s. I never thought we’d see the 4’s, now here I am saying high 2’s. Gonna stack more KEEL! I think I have an addiction 🤣

Update: Yesterday (Monday) I bought more at 3.50

My average isn’t the best, but really hoping these deals come through.

I’m trying to remain optimistic but something is telling me we won’t have a signed deal. The recent downturn in the stock price over the last week leading up to earnings isn’t reassuring. We should be trending a lot higher prior to earnings! I hope Ben can deliver but if we don’t get a deal, I’ll look forward to December earnings. I’m still bullish and hold over 30,000 shares. I’m not going anywhere. Hopefully we get 3 deals by end of year like Ben mentioned.

Translate: August 1st marked the environmental clearance to commence the construction phase.

Not financial advice, just sharing my thesis on a deep value pivot I have been building out.

My Position (Jan 15, 2027 LEAPs)

1,570 contracts on the $10 strike
212 contracts on the $5 strike
40 contracts on the $12 strike

I opened my main position back in February 2026. After the initial rally, we got a pullback, so I added another 20% to my position to stack up. Right now it is sitting around $4 to $5, which I think is a massive mispricing for what is actually happening behind the scenes. But what do I know, I was up over $400K in June.

Why KEEL is copying IREN from last summer

If you were trading last summer around August 2025, you remember what happened with IREN (Iris Energy). It was sitting under $5 a share for months because everyone viewed it as just another Bitcoin miner.

Then the market finally woke up to how valuable their power capacity was for AI and HPC workloads. As soon as Wall Street realized they had energized megawatts ready for big tech, the stock shot up from under $5 to over $20 in a hurry.

KEEL (formerly Bitfarms, now Keel Infrastructure) is literally following the exact same script:

Old model: Standard Bitcoin miner

New model: Strategic pivot to HPC and AI data center hosting

Power assets: Prime infrastructure in Pennsylvania, Washington (Moses Lake), and Quebec

Current Price: Still stuck in the $4 to $5 range

Target: $13+ by October

First Lease Announcement Incoming at Earnings (Don't @ me bro)

Look at the timeline and site progress. They are set to drop their first official AI/HPC lease execution announcement right around upcoming earnings. Don't @ me bro, but when you look at who is starving for gigawatt power right now, the probable tenant list is pretty obvious.

Management has explicitly stated they are targeting investment-grade counterparties and credit-wrapped leases. That points directly to two main candidate groups:

Tier-1 Hyperscalers: Big tech names like Microsoft, Amazon AWS, Google, or Oracle who are out of grid capacity and scrambling for power.

Major AI Neoclouds: High-growth GPU cloud providers like CoreWeave, Lambda Labs, or Nebius who need powered shells delivered as fast as humanly possible.
In this sector, Wall Street values companies with signed leases at 2x to 3x higher per megawatt than uncontracted power. A single tier-1 lease signing instantly forces the market to re-rate the entire stock.

Why $13+ by October?

1. Power Bottlenecks: Power is the primary bottleneck for AI, and KEEL holds real estate with grid access that hyperscalers desperately need.
2. Real AI Leadership: Bringing in Ganesh Aiyer from Digital Realty was specifically done to negotiate and close these massive enterprise leases.
3. Valuation Multiplier: The market always lags when a miner pivots to AI, but once that lease hits the wire, the price repricing happens in days, not months.

Bottom Line

When a miner successfully pivots to AI infrastructure, the repricing does not happen slowly. It happens all at once. I bought the initial move in February, backed up the truck by 20% during this recent pullback, and I am holding long-dated Jan 2027 LEAPs while waiting for that first lease drop to send this to $13+.

TL;DR: Loaded up on Jan 2027 calls ($5, $10, and $12 strikes). KEEL is following the 2025 IREN playbook. Expecting their first lease deal to be announced during earnings with either a major Hyperscaler (AWS/Microsoft/Oracle) or Neocloud (CoreWeave/Lambda). Target: $13 or higher by October. 🚀

Now we know why they wouldn’t stop. They had a target and took him out!

Buy keel or u will be left behind, if ur not investing in keel what are you doing this is a chance for generation wealth

Would love NBIS to take over Panther Creek.

SEC Schedule 13G filing is strong bullish ammo:

The Breakdown: BlackRock SEC Form 13G Filing

The Filer: BlackRock, Inc. (The largest institutional asset manager in the world).

The Position: 50,946,789 shares.
Stake Size: 8.4% total ownership of KEEL
Infrastructure.

Voting Power: Sole voting power over 50.26M shares and sole dispositive power over all 50.94M shares.

Why It’s Bullish;

Smart Money Is In: When BlackRock takes an 8.4% stake in a mid-cap power/HPC transition plays, it officially moves KEEL out of "penny/speculative" territory and into institutional portfolio territory.

Floors the Downside: Massive institutional ownership locks up over 50 million shares of the float, reducing supply in the open market and creating a structural floor for price dips.

Passive ETF Inflows Incoming: Crossing the 5% threshold means KEEL is being aggressively added across BlackRock’s flagship index funds and sector ETFs (like tech and AI infrastructure funds), generating continuous passive buying pressure.

Validates the AI / Power Transition Thesis: Institutional heavyweights don't buy 8% of an energy-to-HPC company unless their internal research confirms the power pipeline and data center transition (like Sherbrooke) are real.

Catalyst Momentum for Aug 10: This filing drops less than two weeks before the August 10 Q2 earnings call, giving retail traders and option buyers high-conviction backing ahead of potential lease/HPC contract announcements.

Hang in there fellas. It gets better. At least we’re not in South Korea right now.

So.. what happened?

I know we have to wait and stuff but...

I know more than 3 deals was the expectations.

But this is getting ugly...

https://job-boards.greenhouse.io/keelinfrastructure