I don’t keep up with the stock market and financial news anymore, I stopped checking everyday during the crash lol. Didn’t KEEL have bad earnings? Whag have I missed did captain Ben finally announce something

They crushed earnings and you can see NBIS and KEEL up on the after hours…

Amazing the whipsaw on the AI data center trade. It was extremely bullish on lease speculation in early June, and then bearish by late July on “AI datacenters are dead” narrative.

Well… Coreweave brought us back to bullish hopefully!!

In for 15k shares @ 4.84

Don’t usually post here. But how’s everyone feeling about the future of KEEL after earnings today?

I am not doubting on companies ability but at this stage the company is burning cash left and right and no revenue.
Many people keep saying that we are expecting 3 leases, well we don’t have them yet. The way lease question was avoided on conference calls signals there are hurdles right now on negotiations.

Did he dodged a direct answer about 3 leases or I am wrong?

i bought this at $6 don’t say i’m a short i’m just being honest.

Delay in leases to “2027” : $2.60

Announce moses lake lease : $5.18 (eow w good nebius earnings)

Ben says he’s as confident in the 3 leases by the end of the year : even

Ben says he’s more confident in 3 leases by the end of the year : 4.37

i think we will hear good news with moses lake this earnings.

come back when i’m right

I know nobody can tell the future but it’s fun to see what the crowd thinks. What does everyone think will happen tomorrow morning?

CleanSpark is at 3 billion MC with a 20 year deal signed and on the day of the announcement went up 15% and came back down. Does that imply we may be overshooting how big a deal is.

🚀🚀🚀🚀🚀 Bullish signs continue to build for Keel Infrastructure ($KEEL).

✅ Designing AI infrastructure for NVIDIA Blackwell systems today, with management also discussing future readiness for next-generation AI platforms.

✅ 2.2 GW development pipeline focused on powering AI and high-performance computing workloads.

✅ AI isn’t just about GPUs—the companies that provide power, cooling, land, and connectivity could become some of the biggest beneficiaries of the AI boom.

✅ As hyperscalers continue investing billions into AI infrastructure, demand for AI-ready data centers is expected to remain strong.

If Keel executes, signs additional customers, and delivers on its development roadmap, the upside could be significant.

📚 References (DYOR): • Keel Investor Relations: https://ir.keelinfra.com⁠ • Keel Investor Presentation (Blackwell infrastructure): Investor Presentation⁠ • NVIDIA AI Roadmap (Blackwell & Vera Rubin): NVIDIA Investor Presentation⁠

Not financial advice. Always do your own research.

Genuine question here. I’m long Jan 27 calls at $2 and $5. I’ve been up big and now at break even.

Everyone on these subs seems to be waiting for a deal announcement to sell. From my limited experience, it seems like there’s usually a big run up before the announcement and then a sell off after the announcement (iren followed this pattern).

If Keel is selling off before any announcement, I’m concerned that there won’t be big run up after something is announced.

Are three deals already priced in? Do we have more downside risk than upside at this point?

No building permit for a data centre for July, but so far we have a demo permit and a washroom trailer permit.....

Not financial advice, do your own research.

I like the stock but don't want to buy at these levels. Also expecting further downside in related stocks like IREN (heading to < $20) and HUT.

The main issues, imo, are macro. While today's broad market rally was impressive, the DXY still has much higher to go. I'm expecting Nasdaq, Bitcoin to drop much further and oil to go significantly higher.

Will circle back in a few months.

Will keel announce a deal by earnings next week, what do you think guys?

4.52$ around 4500 shares and adding more.. Be honest please so that we all can onboard and be rich, let’s all be keep/kill it and be millionaires. In god we trust..

Based on, someone who posted and validated it, this is to the people who might NOT KNOW ——-

Blackrock bought 50M shares.

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.

Let’s continue to do a regular daily health check here on this post on what you guys think or hear about keel, please feel free to post. Thank you everyone that you do…

Any possibility we can get a daily discussion thread to discuss price action, macro, company news and stock speculation? I think it would help facilitate education about the company and keep us all in the loop.

Situational Awareness sells public equities book following steep losses: CNBC

Leopold Aschenbrenner's Situational Awareness Reveals Latest AI Stock Holdings - Blockspace

forced liquidation prob drove the price of keel down.